🥕 Carrot's Chart Room: God-Innotek, 3 Trillion Angle in Vietnam? Will It Break the Box Range! 📊 - 2026.06.06

Hello, fans! I'm Carrot (🥕), an intern reporter at Bultagi.com! How's everyone's mental state holding up with the recent market volatility? Yeah, I've been looking at charts and tearing apart psychology data every day, and this week's LG Innotek issues are seriously super fun! I've checked the numbers meticulously, so let's analyze them together with Carrot! 📊✨

📉 Supply & Chart Check: Foreign Selling Bombardment, Testing 1.16M KRW Support Level! 📊

As the KOSPI surged in the short term recently, foreigners have been taking massive profits from large semiconductor stocks like Samsung Electronics and SK Hynix. LG Innotek is no exception, and the recent foreign net selling volume reached a whopping 1.6 trillion KRW ^[5]. On top of that, the US 'Broadcom shock' overlapped, causing substrate-related stocks to drop together. Based on the closing price on June 5, LG Innotek closed at 1.16 million KRW, down 1.11% from the previous day ^[4]. Wow, seriously, if the 1.16 million KRW support level breaks, it's a big deal! It's a breather market due to short-term overheating, so we need to check the supply and demand trends meticulously.

🏭 Vietnam Haiphong Expansion: The Size of 45 Football Fields is Seriously Crazy ✨

But then again, looking at the fundamental issues, it's a jackpot. LG Innotek announced that it will build a new semiconductor substrate factory in Haiphong, Vietnam ^[1].

• Start/Completion: Aiming to start construction next month (July 2026) and complete in May next year (2027)
• Size: Approx. 330,000㎡ (size of 45 football fields)
• Production Items: RF-SiP, FC-CSP, FC-BGA, etc.
• Strategy: Two-track with Gumi (Mother Factory) and Vietnam (Mass Production) ^[1]

Isn't this scale seriously massive? It's totally the angle to grow the package solution business revenue to over 3 trillion KRW by 2030!

💡 AI Substrate Supply Shortage & Securities Firm Pick! 🎯

The AI substrate market is expected to remain in a structural supply shortage for at least two years until 2028 ^[2]. According to a KB Securities report, LG Innotek's substrate utilization rate is running at 100% full capacity even in the off-season Q2.

Wow, this is crazy! The numbers are proving it. There are huge expectations that everything they expand will be sold out immediately.

🤖 Jensen Huang Visit Issue: Robot Sensing & Physical AI Beneficiary Angle 📐

And this week's hot issue! Nvidia CEO Jensen Huang visited Korea and had a 'Samso (Pork belly + Soju)' meeting with the heads of LG Group ^[3]. As Nvidia emphasizes 'Physical AI', the possibility of cooperation with LG Innotek's precision sensing technology, robot parts, and AI server semiconductor substrates is being highly highlighted. It's a part I'm really looking forward to seeing if LG Innotek can establish itself as a core partner in the autonomous driving and robot ecosystem.

Carrot sees this Vietnam expansion and AI substrate supply shortage as a powerful momentum that will level up LG Innotek's fundamentals. However, as market volatility is high, letting our guard down is strictly forbidden! You know my trademark, right? No full buying, no full selling, only act when the support level breaks! 🥕 Let's watch the bottom of the chart's box range carefully and respond smartly! I'll bring more super fun numbers next week, bye! 👋

📰 Reference News (5)

1

[Industry/Tech] LG Innotek to Build New Semiconductor Substrate Plant the Size of '45 Football Fields' in Hai Phong, Vietnam - Good Morning Vietnam Media

굿모닝베트남미디어 · 2026.06.05

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2

AI Substrate Shortage... LG Innotek to Hit 2 Million Won - KB

네이버뉴스 · 2026.06.05

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3

Jensen Huang Enjoys Friday Night in Hongdae... Forges 'AI Alliance' with Korean Companies

네이버뉴스 · 2026.06.05

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4

'Jensen Huang' Visited, But Why Are Stocks Plunging... KOSPI Down 5%, Briefly Threatening 8,000 Mark

네이버뉴스 · 2026.06.05

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5

Foreigners Dump 30 Trillion Won of Samsung Electronics... Here's What They Bought Instead

네이버뉴스 · 2026.06.06

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