Nvidia surged, so why are Samsung Electronics and SK Hynix falling? / The market's real variable weighing down semiconductor stocks is 'this' | CEO Lee Kwon-hee

Summary

WizWave CEO Lee Kwon-hee discusses Nvidia's surge and the divergence in Korean semiconductor stocks. He argues tariff headlines are an excuse rather than a real risk, and that Nvidia's increased component budget signals memory price increases are being accepted. He also highlights AI software monetization, prefers SK Hynix over Micron, calls the Marvell pullback a buying opportunity, and notes recovering HPSP and improving KOSDAQ activity.

• Nvidia earnings revived AI momentum and the AI hardware value chain remains healthy.
• Nvidia's component budget roughly doubled due to memory, suggesting memory prices are being accepted.
• The Politico tariff report is viewed as old and likely a political pressure tactic.
• SK Hynix is seen as directly tied to Nvidia and stronger than Micron, which is rangebound.
• AI monetization supported software names including Salesforce, Palantir and CrowdStrike.
• Marvell's post-earnings drop is described as a buying opportunity.
• Battery, ESS and power equipment names saw strong foreign and institutional buying.
• HPSP is recovering from an oversold bottom, and KOSDAQ trading activity is improving.