A semiconductor uptrend has been created… Is it Samsung Electronics and SK Hynix's turn to follow now? | Park Byung-chang, MP Partners CEO

A semiconductor uptrend has been created…Is it Samsung Electronics and SK Hynix’s turn to follow now? | Park Byung-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  September 07, 2026 at 00:12  |  50:05  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang sees the US memory rally as a catalyst for Korean semiconductors, arguing Samsung Electronics and SK Hynix should catch up 6-8% to SanDisk and Micron's August levels. He also highlights memory pricing and long-term contract strength, OpenAI Astra's AGI narrative supporting AI hardware, and a possible Anthropic IPO supply risk. He is cautious on Robotis valuation despite its long-term robot actuator story.

  • SanDisk and Micron regained their August 17-18 levels and their charts point to further upside.
  • Samsung Electronics and SK Hynix are lagging and would need roughly 6-8% upside just to match US memory names.
  • OpenAI's Astra/GPT-6 is treated as a symbolic AGI catalyst that extends GPU, HBM and memory demand.
  • Broker reports stress memory shortages, LTA contracts and rising DRAM/NAND pricing.
  • Korean semiconductor equipment names and the KOSPI are expected to participate if Samsung and SK Hynix lead.
  • Robotis is viewed as too expensive currently despite its actuator exposure to humanoid robots.
  • Anthropic's early-November IPO could create temporary supply risk for large-cap US indices.
Ideas
Park Byeong-chang Director, MP Partners 2:07
SanDisk and Micron charts suggest further upside.
Broker and industry checks show memory semiconductor fundamentals strengthening: HBM urgent orders increasing from August, NAND spot prices surging, Apple signing uncapped long-term NAND supply, server DRAM spot prices jumping from $3,000 to $3,600 in August, and customers accepting long-term contracts at up to 20% premiums.
MU 005930.KS 000660.KS HIGH
Park Byeong-chang Director, MP Partners 2:07
SanDisk and Micron charts suggest further upside.
SanDisk and Micron opened Friday with strong bullish candles and closed back at their August 17-18 price levels; the speaker says these are not one-day charts and the stocks have room for additional upside.
SNDK HIGH
Park Byeong-chang Director, MP Partners 4:11
KOSPI set to rally with semiconductor catch-up.
If Samsung Electronics and SK Hynix close the 6-8% gap with SanDisk and Micron, the KOSPI can push higher. The speaker also notes three consecutive weeks of lower tails on the KOSPI suggest an upward resolution.
EWY MED
Park Byeong-chang Director, MP Partners 9:17
Korean semiconductor equipment follows chip rally.
When Samsung Electronics and SK Hynix strengthen, Korean semiconductor equipment and materials names should participate. On KOSDAQ, the strongest gainers were names such as Eugene Technology, PSK Holdings and Wonik IPS, showing money rotating into the semi supplier group.
Korean semiconductor equipment/materials 084370.KQ 031980.KQ WONIK IPS MED
Park Byeong-chang Director, MP Partners 22:11
Robotis is overvalued despite long-term robot story.
Robotis has a real long-term actuator story for humanoid robots, but the speaker says the stock is currently too expensive relative to that still-early reality. Robotis revenue ultimately depends on microdo sales that are not yet growing rapidly, so the stock moves in hype spikes and pullbacks rather than supported by current fundamentals.
108490.KQ MED
Park Byeong-chang Director, MP Partners 22:47
AI semiconductor demand narrative strengthened by Astra.
OpenAI's Astra/GPT-6 release is symbolically important because it is framed as the start of the AGI era. The speaker argues this creates a new narrative that GPU, HBM and memory demand will continue rather than enter a plateau, supporting the broader AI semiconductor supply chain.
SMH MED
Park Byeong-chang Director, MP Partners 27:25
Nvidia dominates AI and robot brains.
Nvidia is positioned as the key brain supplier for physical AI and humanoid robots. OpenAI's Sam Altman said the brain matters more than the robot body, and the speaker notes humanoid robot developers are currently using Nvidia for the brain, while Astra's training also involved more than 100,000 Nvidia Grace Blackwell systems.
NVDA MED
Park Byeong-chang Director, MP Partners 42:45
Watch mega-cap supply risk around Anthropic IPO.
Anthropic's IPO is expected to be finalized in early November. Based on the previous large listing pattern, mega-cap Nasdaq and S&P 500 names such as Apple and Nvidia softened into the listing and then recovered, so investors should schedule this potential supply-risk calendar around late October and early November.
SPY QQQ MED
Up Next
11:44
A FARIA LIMA ESTÁ ERRANDO A ELEIÇÃO DE 2026?
Market Makers · Sep 06
26:53
Hyundai Motor Group Makes Cars and Robots with Steel Made in the US | Exports Already Surpassed Last Year's Performance... 'World's 4th Trillion-Dollar Exporter' Becoming Visible | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]
3PRO TV (삼프로TV) · Sep 06
33:51
Demand became more important than interest rates… Memory semiconductors are back in the spotlight, why haven't domestic stocks risen? | Kim Jang-yeol, Unistory Asset Management Center Head [Global Interview]
3PRO TV (삼프로TV) · Sep 06
44:37
Interest Rate Hike Forecast 60% on Employment Surprise...Semiconductors Close Higher [Wall Street Newsletter]
3PRO TV (삼프로TV) · Sep 06
1:40:01
ELEIÇÕES 2026: LULA, FLÁVIO E O VOTO QUE PODE DECIDIR O SEGUNDO TURNO | Market Makers #409
Market Makers · Sep 06

This 3PRO TV (삼프로TV) video, published September 07, 2026, features Park Byeong-chang discussing MU, 005930.KS, 000660.KS, SNDK, EWY, Korean semiconductor equipment/materials, 084370.KQ, 031980.KQ, WONIK IPS, 108490.KQ, SMH, NVDA, SPY, QQQ. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: MU, 005930.KS, 000660.KS, SNDK, EWY, Korean semiconductor equipment/materials, 084370.KQ, 031980.KQ, WONIK IPS, 108490.KQ, SMH, NVDA, SPY, QQQ