🚀 Market Cheers Ceasefire! Hynix on Fire & HBM4E Timeline Accelerated 🔥 - 2026.06.15

Look at this~ What did I tell you! Aha, the market is alive! My 30 years of watching the market isn't for nothing. The giant gears of the macro economy have perfectly clicked into place and started turning!

🔥 Macro Good News Has Dropped! The Market Applauds 📈

With the news of the US-Iran ceasefire agreement, the market is absolutely cheering ^[1]. As geopolitical risks dissipate, international oil prices have dropped to the $80 per barrel level, and with bond yields and exchange rates falling together, the preference for risky assets has strongly revived ^[1]. With the burden of data center operating costs reduced due to the drop in oil prices, the uncertainty surrounding global big tech's AI infrastructure investments has completely cleared up ^[2]. Isn't this something the market should applaud~!

Today, on the 15th, our SK Hynix closed at 2,285,000 won, jumping 6.28% from the previous trading day. On top of that, foreign net buying poured in at a whopping 419.05 billion won! Foreigners bought the stock? Well, if they're from a foreign country, they're foreigners, and if they buy, it's a buy! I'm not joking here~ Haha! Anyway, as the macroeconomic environment turns favorable, it's only natural that capital flocks to the leading semiconductor stock.

🚀 Hynix Accelerates HBM4E Timeline ☕

If you've launched your boat on a macro tailwind, you've got to row, right? There's news that SK Hynix is pulling forward its next-generation HBM4E sample shipment schedule from the second half of the year to this month, or July at the latest ^[3]. The strategy is to quickly hand over this chip, which will be equipped in Nvidia's next-generation AI accelerator 'Rubin Ultra', to finish performance verification and tightly grasp the leadership in mass production ^[3]. The bell of opportunity is ringing! This execution ability to stay one step ahead of competitors is just perfect!

🏗️ Ready-Mix Concrete Strike Ends! Yongin Fab in Full Operation 📈

We hear welcome news from the field as well. As the negotiation on ready-mix concrete transportation fees in the Seoul metropolitan area, which had lasted for over a week, reached a settlement, the construction site of the Yongin Semiconductor Cluster will normalize starting tomorrow (the 16th) ^[4]. Furthermore, following the construction of the 1st fab, there is glad news that the groundbreaking for the 2nd fab, originally scheduled for early next year, will be pulled forward to the second half of this year ^[5]. The expansion of production infrastructure is gaining momentum.

💡 Foreigners' Hidden Two-Track Strategy ☕

Many people were worried recently when foreigners sold off a massive amount of spot stocks, right? But looking inside, it turns out they were aiming for short-term profits through 'ping-pong trading'—repeatedly buying and selling in the single-stock leverage ETF market ^[6]. They used a two-track strategy of reducing spot holdings while aggressively betting on the semiconductor's upward trend with leverage products ^[6]. As expected, the players in this field are not easy targets.

As an aggressive investor, one must react fastest to such macro good news. Onion views that in the current situation where the massive macro tailwinds of ceasefire and interest rate stabilization perfectly harmonize with the company's overwhelming HBM competitiveness, the bullish scenario is clear. Let's keep a close eye on the exciting market flow next week too!

📰 Reference News (6)

1

Asian Markets Cheer Ceasefire Agreement... Oil, FX, and Bond Yields Fall

네이버뉴스 · 2026.06.15

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2

AI Investment After the War Ends

네이버뉴스 · 2026.06.15

📰 View original

3

[News] SK hynix Reportedly Pulls Forward HBM4E Sample Timeline, Eyeing June–July Shipments to Key Customers - TrendForce

TrendForce · 2026.06.15

📰 View original

4

Concrete Transport Fee Negotiations Settled... Relief for Samsung and SK Semiconductor Construction Sites

네이버뉴스 · 2026.06.15

📰 View original

5

SK hynix Accelerates Phase 2 Fab Groundbreaking... 'Yongin Gorim Dongmun The East' Gains Attention as Beneficiary - v.daum.net

v.daum.net · 2026.06.15

📰 View original

6

"Only Retail Investors Didn't Know"... Foreigners Dump 20T Won of Samsung and SK hynix, Secretly Play ETF 'Ping-Pong' - v.daum.net

v.daum.net · 2026.06.14

📰 View original