🥕 [Carrot's Pick] Touching 330k Won on Broadcom Shock 😱 Will Jensen Huang be the Savior? 📊 - 2026.06.05

Hello God-sung Electronics shareholders! Carrot 🥕, the intern reporter who is dead serious about charts and psychological data, is here!

Wow, insane, today's market was FR brutal, right? With the Broadcom-induced shock and a sell sidecar, it felt like a rollercoaster 🎢. Let's meticulously check the numbers first!

📊 Today's Chart & Number Check

US semiconductor company Broadcom's AI outlook missed market expectations, shaking the US market, and as a result, our God-sung Electronics also dropped -6.12% to close at 330,000 won today ^[1]. Foreign investors literally dumped over 1.4 trillion won in net selling 🥶. Carrot sees that whether the 330,000 won box bottom support holds will be the key to next week's investor sentiment. You all know the drill, right? No full buy, no full sell, only act when the support line breaks!

💡 Jensen Huang's Pork Belly Meeting & HBM Fact Check

But ngl, no need to be too scared because NVIDIA CEO Jensen Huang, who is currently in Korea, gave a massive positive signal!

• Busier Next Year: He emphasized that the next-gen AI platform 'Vera Rubin' and the new 'Vera' CPU will use a massive amount of HBM and LPDDR memory, meaning Korean partner companies will be waaaay busier next year ^[2].
• SOCAMM Reduction Controversy?: Attention shareholders who panicked over the rumor that SOCAMM capacity in Vera Rubin servers will decrease! Analysts analyzed that this is not an AI demand slowdown, but a spec adjustment to maximize shipments within limited memory supply ^[4]. FR not a demand slowdown, so we can chill.

🎯 2nm New Tech & Labor Union Issue Update

• Magic to Catch Heat 🪄: In the foundry sector, they are introducing a new 'HPB (High Performance Bump)' technology that perfectly controls heat as a winning move for the 2nm process ^[3]. Looks like a total cheat code in the AI semiconductor dominance battle!
• Union Loses Majority: The largest union, the enterprise-wide union, lost its majority status. It seems there was a significant departure of members due to the bonus gap between the DS (memory) and DX (appliance/mobile) divisions ^[5]. This is an internal issue we need to watch as meticulously as the charts.
• Giving Back to the Public 🎁: To share the fruits of the semiconductor supercycle, they started a massive promotion giving back 20% of the product purchase amount in Onnuri gift certificates ^[6]. With a total scale of 400 billion won, they are FR serious about boosting the domestic economy!

Although Carrot rejects good stories if the numbers don't add up, the HBM demand fundamentals look solid even amidst this short-term correction! Rest well this weekend and let's keep our mental strong while watching the support lines next week 🥕✨

📰 Reference News (6)

1

KOSPI Plunges 5.5% on Broadcom Shock... Closes at 8160 Level [Market Update]

네이버뉴스 · 2026.06.05

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2

Jensen Huang: "Will Be Busier Next Year"... Hints at Expanded Ties with SK, Samsung, LG, and Hyundai

네이버뉴스 · 2026.06.05

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3

Samsung's '2nm' Gamble... Shaking Up the Market with Heat-Controlling 'HPB' - News1

뉴스1 · 2026.06.04

📰 View original

4

"SOCAMM Cut Isn't Demand Slowdown... Samsung & Hynix Correction is a Buying Opportunity"

네이버뉴스 · 2026.06.05

📰 View original

5

Samsung's Largest Union Collapses... Loses Majority Status Over Bonus Dispute - v.daum.net

v.daum.net · 2026.06.05

📰 View original

6

"Pledges 5 Trillion Return" Samsung to Distribute '20% of Purchases' in Onnuri Gift Certificates - Money Today - Money Today

머니투데이 · 2026.06.05

📰 View original