Samsung Electronics Reveals Dream Technology.. Is a New Semiconductor Chessboard Starting That Could Make Nvidia Nervous? / Semiconductor Bubble Theory? US Big Tech Investment Has Just Begun | Lee Kwon-hee, CEO

Samsung Electronics' Dream Technology Revealed... Will NVIDIA Be Nervous as a New Semiconductor Game Begins? / Semiconductor Bubble Theory? US Big Tech Investment Has Just Begun | CEO Lee Gwon-hee
Watch on YouTube ↗  |  April 30, 2026 at 23:30  |  23:28  |  815 Money Talk (815머니톡)
Speakers

Summary

Lee Kwon-hee, CEO of WizWave, discusses the strong US big tech earnings and capex plans, arguing that semiconductor bubble fears are overblown. He highlights Samsung Electronics and SK Hynix as undervalued plays, recommends buying HPSP for the new DRAM 1d process, and suggests watching Qualitas Semiconductor for silicon photonics and CXL themes. He also advises waiting for semiconductor equipment stock earnings before buying due to high valuations.

  • US big tech capex is expected to exceed $750 billion, supporting AI semiconductor demand.
  • Samsung and SK Hynix are cheap at 5.6x and 4.2x P/E, presenting value buys.
  • HPSP is recommended for its entry into the DRAM 1d process market.
  • Qualitas Semiconductor is a potential beneficiary of silicon photonics and CXL.
  • Semiconductor equipment stocks are overvalued; wait for earnings to buy.
  • Silicon photonics is a future technology not yet commercialized.
  • Recent KOSPI pullback is normal in a new high zone, not a trend reversal.
Trade Ideas
Lee Kwon-hee CEO, Economist 16:00
Watch Qualitas for silicon photonics.
Qualitas Semiconductor (432720.KQ) is a potential beneficiary of silicon photonics and CXL developments, as it holds key IP (PCIe, high-speed interface) that could be used by Samsung. The stock has already shown early price movement. However, the thesis is conditional on Samsung choosing to work with Qualitas rather than other partners, making it a watch rather than a clear buy.
432720.KQ MED
Lee Kwon-hee CEO, Economist 19:54
Samsung and Hynix are cheap value plays.
Samsung Electronics and SK Hynix are undervalued compared to semiconductor equipment stocks, with very low P/E ratios of about 5.6x and 4.18x respectively. Their earnings are strong (Samsung DS operating profit up ~60% YoY), and the recent selloff is noise ('잔파도'), presenting a buying opportunity. These are the best value plays in the Korean semiconductor space.
000660.KS 005930.KS HIGH
Lee Kwon-hee CEO, Economist 22:06
Buy HPSP for DRAM 1d opportunity.
HPSP is a compelling buy because it is poised to enter the new DRAM 1d process market with its high-pressure annealing equipment, opening a massive new addressable market. The company has a high operating margin (~52%) and trades at a P/E of ~30x, which is justified by the growth opportunity. The speaker explicitly recommends buying HPSP.
403870.KQ HIGH
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This 815 Money Talk (815머니톡) video, published April 30, 2026, features Lee Kwon-hee discussing 432720.KQ, 000660.KS, 005930.KS, 403870.KQ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 432720.KQ, 000660.KS, 005930.KS, 403870.KQ