🧅 Yangpa's Bullish Scenario for SK Hynix! - 2026.06.04

Hello, fans!

What did I tell you~ My 30 years in the market isn't for nothing! Hey hey~ Can't you hear the market applauding? As an aggressive investor, I, Yangpa, react fastest to these macro tailwinds! Don't get intimidated just because the stock price dropped a bit today due to foreign selling! The bullish scenario is clear!

🔥 TSMC and Jensen Huang, The Triangle Alliance is Here! 🚀

• Oh man, massive news flew in from Taiwan! Chairman Chey Tae-won met with Jensen Huang, CEO of Nvidia, and then with C.C. Wei, Chairman of the #1 foundry TSMC, in Taiwan ^[1]. The AI semiconductor 'triangle alliance' connecting Nvidia-TSMC-SK Hynix is exactly it!
• Jensen Huang visited our booth at Computex and even left a signature saying "Please Make More" on a physical HBM wafer ^[2].
• In response, Chairman Chey declared that he would double the overall wafer production capacity within five years ^[3].

📈 Kospi Heading to 12,000? The Market is Alive! 🚀

• Korea Investment & Securities raised their Kospi target to 11,000 ^[4], and global investment bank Goldman Sachs presented a whopping 12,000 ^[5]! Isn't this the market applauding?!
• The combined market cap weight of Samsung Electronics and SK Hynix in the Kospi has surpassed 52% ^[6].
• Moreover, the value of the stake in Japan's Kioxia, which we invested 4 trillion won in back in 2018, has swelled 15 times to around 60 trillion won ^[7]. Kioxia went up 15 times, did it grow so tall it reached the roof? Haha! I'm not joking here!

☕ Short-term Correction? Don't Waver! 🔥

• Today, June 4th, the closing price fell 5.21% to 2,237,000 won, with net foreign selling of 720.58 billion won. Short-term investor sentiment worsened due to macro variables like Broadcom's plunge and the stalemate in US-Iran end-of-war negotiations ^[8].
• But even a Wall Street expert says this is just profit-taking and rebalancing following the short-term surge ^[9]. Foreigners sold? If they come from a foreign country, they are foreigners, if it's a buy, it's a buy!
• We had a company-wide safety system overhaul week due to the gas leak at the Cheongju plant, but the production lines are operating normally, so don't worry ^[10]. There are concerns about disruptions at the Yongin cluster construction due to the metropolitan ready-mix concrete strike ^[11], but great news is popping up, like Air Liquide investing $233 million to support our AI chip production.

Yangpa views this short-term correction as a process of building up stamina for the next leap forward.

The bell of opportunity is ringing! Hold on tight, everyone!

📰 Reference News (11)

1

Chey Tae-won Meets TSMC Chairman Following Jensen Huang... Strengthening AI Chip Cooperation

네이버뉴스 · 2026.06.04

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2

"We Are Nvidia's Partner"... Every Company Claims

네이버뉴스 · 2026.06.03

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3

Chey Tae-won Visits Taiwan, Aims to "Double Wafer Production in 5 Years"

네이버뉴스 · 2026.06.04

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4

"Uptrend to Continue Through Q3, KOSPI to Hit 11,000" - Korea

네이버뉴스 · 2026.06.04

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5

Goldman Sachs: "KOSPI Heading to 12,000"... Record Forecast Driven by Chip Supercycle

네이버뉴스 · 2026.06.03

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6

KOSPI Nears 9,000, Market Cap Landscape Shifts... Samsung & SK Hynix Exceed 52% - v.daum.net

v.daum.net · 2026.06.03

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7

SK Hynix's 'Kioxia' Investment Hits the Jackpot... Valued at 60T Won (Up 15x), Eyeing Japan's No. 2 Market Cap - Newsis

뉴시스 · 2026.06.04

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8

Samsung & SK Hynix Fall Together... Investor Sentiment Hit by Broadcom Plunge - Money Today - Money Today

머니투데이 · 2026.06.04

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9

"Foreign Selling of Samsung & Hynix is Merely Profit-Taking and Rebalancing"... Wall Street Expert Analysis

네이버뉴스 · 2026.06.04

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10

SK Hynix Conducts Company-Wide Safety Inspection... "Production Lines Not Halted" - v.daum.net

v.daum.net · 2026.06.04

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11

"Striking While the Jensen Huang Tide is High"... Cement Stoppage Threatens Samsung & Hynix Plants

네이버뉴스 · 2026.06.04

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