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🔥 [Onion's Macro View] LG Innotek Picked by Jensen Huang! Foreigner Net Buying and Target Price Doubled, Isn't the Market Applauding?! 🚀 - 2026.06.13
LG Innotek

Onion

June 13, 2026

🔥 [Onion's Macro View] LG Innotek Picked by Jensen Huang! Foreigner Net Buying and Target Price Doubled, Isn't the Market Applauding?! 🚀 - 2026.06.13

Hello, this is Reporter Onion from Bultagi.com!

Aha, the market is alive! My 30 years of watching the market isn't for nothing. I heard foreigners recently returned and swept up 2 trillion won just during intraday trading [11]. Foreigners bought? If they come from a foreign country, they are foreigners, and if they buy, it's buying! Hahaha, this is no joke~ Ahem. Anyway, can't you hear the market applauding the macro good news? Right at the center of it stands our LG Innotek!

🔥 LG Innotek Becomes 'Kkanbu' with Jensen Huang, From Autonomous Driving to Robots 🚀

Hey, hey~ A massive event just happened. You all know that Nvidia CEO Jensen Huang visited Korea last week and met with LG Group Chairman Koo Kwang-mo, right? [1]. This wasn't just a casual cup of tea. LG Innotek is making communication modules, sensing solutions, and automotive lighting systems perfectly tailored to Nvidia's autonomous driving architecture [1].

On top of that, they joined hands in robotics! They are developing high-performance sensing modules and optical components optimized for Nvidia using their world-class optical technology [4], which is basically giving eyes to AI robots. The bell of opportunity is ringing!

📈 Substrates Flipped the Board! Benefiting from Deepening Supply Shortage ☕

We thought they were only good at cameras, but now the high-value-added substrate business is flipping the board [2]. Due to the spread of AI agents, the lead time for packaging substrates has increased fourfold from 6 weeks to 24 weeks [3]. Demand is exploding, but it takes at least two years to expand new lines, meaning we've entered a phase where the supply shortage will severely deepen [3].

That's why LG Innotek is aggressively investing over 1 trillion won to expand its substrate plant in Vietnam [6]. Thanks to the growth potential and dividend appeal of this high-performance substrate business, foreign investors have also handpicked LG Innotek as a top net-buy stock [5].

🚀 Relay of Aggressive Target Price Upgrades and Onion's View 🔥

The reaction from the securities industry? It's wild. Mirae Asset Securities stated it's a corporate value re-evaluation phase and drastically raised the target price from 680,000 won to a whopping 1,400,000 won [2]. KB Securities picked it as a top pick, saying the stock prices of core AI infrastructure supply chains haven't even risen halfway, and called a target price of up to 2,000,000 won.

Although the stock price showed volatility dropping to the low 1 million won range recently due to some profit-taking, since it hit a new high in the 1.8 million won range in early June and came down, it can be seen as a process of digesting the heavy resistance band [10].

Onion views that LG Innotek's bullish scenario is clear, based on the strong fundamentals of the AI substrate supply shortage and the physical AI alliance with Nvidia. It's a perfect fit! I'll be back with hotter news next week, so hold on tight!

📰 Reference News (9)

1

Jensen Huang,

네이버뉴스 · 2026.06.13

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2

Bold 1.4M Won Target Price... Substrates Turn the Tide for LG Innotek

네이버뉴스 · 2026.06.13

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3

"Samsung & Hynix Haven't Even Reached Halfway... Sold Out Through Next Year" [Weekend Money]

네이버뉴스 · 2026.06.13

📰 View original
4

Why Jensen Huang with Hyundai, LG, and Doosan...

네이버뉴스 · 2026.06.13

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5

[Weekly KOSPI Foreigners] Dumping Samsung Electronics for Samsung Electro-Mechanics... Trillions in Massive Capital Shift

네이버뉴스 · 2026.06.13

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6

[Exclusive] Samsung Electro-Mechanics Expands Semiconductor Substrate Lines in Sejong

네이버뉴스 · 2026.06.12

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7

LG Innotek Closes at 1.03M Won Amid High Volatility Over the Last 5 Trading Days

네이버뉴스 · 2026.06.13

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8

[KOSPI Futures & Options] AI, Power Grid, and Defense Form a Triangle Alliance... Futures Market Landscape Flips

네이버뉴스 · 2026.06.13

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9

“A Plunge is a Buying Opportunity”... Chip Shortage Worsens, ‘Sold Out’ Through Next Year

네이버뉴스 · 2026.06.13

📰 View original

📺 Reference Videos (2)

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