If you only look at semiconductors now, you'll miss out" Where foreigners are headed | Curator Park Myung-seok [Weekend Interview]

Watch on YouTube ↗  |  May 23, 2026 at 23:00  |  53:33  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

Curator Park Myung-seok discusses the rotation within AI hardware sectors from GPU to CPU and optical communication, identifying specific Korean stock opportunities in CPU substrates, optical communication, and power semiconductors. He also addresses the impact of rate uncertainty and mega IPO supply, maintaining that inflation fears are a misunderstanding and that equities should be accumulated on dips unless rates are hiked.

  • AI hardware sector rotation shifts focus from GPU to CPU and optical communication.
  • Korean substrate stocks Simmtech and Korea Circuit are positioned to benefit from CPU demand.
  • Optical communication theme (Lumentum, Daehan Optical Telecom) expected to see earnings improvement in H2 2025.
  • Power semiconductor companies (Onsemi, Navitas, Texas Instruments) are gaining importance in automotive and data center applications.
  • Park believes rate hike fears are overstated and the Fed will not raise rates, preventing a market breakdown.
  • Mega IPOs (SpaceX, OpenAI, Anthropic) may create temporary supply pressure and limit summer upside.
  • Investors should watch US markets for clues on sector rotation and prepare to deploy cash after summer.
  • Long-term outlook remains bullish as long as the Fed does not hike rates.
Trade Ideas
Park Myung-seok Curator 22:45
Korean CPU substrate stocks benefit from AI demand
As the AI agent era drives increasing demand for CPUs, the substrates and foundry technology for CPUs must become more advanced. Korean companies such as Simmtech (substrate) and Korea Circuit (substrate) are direct beneficiaries of this trend, often showing stronger upward momentum than Samsung Electronics and SK Hynix during CPU-focused market phases.
024110 Simmtech HIGH
Park Myung-seok Curator 30:48
Optical stocks set for H2 rebound
Optical communication is an unavoidable trend because copper wiring limits the stacking of racks in data centers, while fiber optics dramatically increase capacity. Although earnings for optical stocks have disappointed recently, performance is expected to improve in the second half of the year, driven by data center scaling. Key names include Lumentum in the US and Daehan Optical Telecom in Korea.
LITE 010170.KQ HIGH
Park Myung-seok Curator 32:36
Power semiconductors gaining importance in auto
As vehicles become more complex and electrified, power management and efficiency become critical. Analog/power semiconductor companies like Onsemi, Navitas, and Texas Instruments are seeing improving earnings and growing importance in the supply chain. This sector is not yet fully appreciated by the market, offering a catch-up opportunity.
NVTS TXN ON MED
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This 3PRO TV (삼프로TV) video, published May 23, 2026, features Park Myung-seok discussing 024110, Simmtech, LITE, 010170.KQ, NVTS, TXN, ON. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: 024110, Simmtech, LITE, 010170.KQ, NVTS, TXN, ON