🔥 [Onion's Macro View] Jensen Huang's Sam-So Meeting & Substrate Boom! LG Innotek Bullish Scenario 🚀 - 2026.06.07

Hello, fans! Manager Onion, a 30-year market veteran, is here to greet you.

🔥 Listen here~ Can't you hear the market applauding! ☕

I didn't watch the market for 30 years for nothing. Recently, the KOSPI hit 8800 and then slid down to the 8160 level, and our LG Innotek also took a 20.44% weekly plunge. Based on the closing price on June 5, it recorded 1,160,000 won, a change of -1.11%. Foreigners net sold 76.24 billion won, but institutions stepped up to defend by net buying 42.18 billion won.

But ahem, there's absolutely no need to lower your heads! As an aggressive investor, one must react fastest to macro tailwinds and structural industry changes. The bell of opportunity is ringing in the market right now! This is not the time to be shaken by short-term profit-taking volume. The bullish scenario is clear!

🚀 Jensen Huang's Sam-So Meeting, The Core of Physical AI is Right Here! 📈

What did I tell you~ I said the next batter for AI is unconditionally 'Physical AI'! Nvidia CEO Jensen Huang came to Korea and had a 'Sam-So' (Samgyeopsal and Soju) meeting with the heads of LG, SK, and Naver ^[1]. It doesn't end there. Cooperation in developing intelligent robots and mass-producing components using Nvidia's robot model 'Isaac Groot' is underway ^[2].

And LG Innotek is standing right in the center of it! Cooperation in mass-producing robot components and sensors is expected to go into full swing, and they've already completed preparations to mass-produce humanoid sensors through their own channels by 2027-2028 ^[6]. You say robots are taking off? We're not talking about toy robots! Ahem, I'm not joking. This structural tailwind where LG Innotek's sensors are essential in this massive board where Nvidia is trying to dominate the hardware ecosystem, isn't this something the market should applaud~!

📈 Substrate Shortage? Breaking Through with the 3 Trillion Club! 🔥

Demand for FC-BGA, a semiconductor package substrate for AI servers, is exploding right now ^[5]. You say there's a shortage of boards (substrates)? We're not talking about chess boards! Ahem, I'm not joking. There are only a few places in the world that can properly make high-layer substrates to connect high-performance AI chips, and LG Innotek is one of them.

To sweep up this demand, they announced a dual strategy of massively expanding their semiconductor substrate plant in Vietnam ^[4]. It's a tremendous ambition to grow the package solution business revenue to over 3 trillion won by 2030. They plan to firmly grasp the global AI substrate market with the two wings of Gumi and Vietnam.

Onion sees this short-term correction as a perfect opportunity to build a solid foundation before entering the massive robot ecosystem and AI substrate super cycle. The fundamentals are more solid than ever, and the alliance with global AI leaders has just begun. It's a perfect fit! Let's hold on tight and look forward to the incoming order news!

📰 Reference News (8)

1

"Korea is the Great Future of AI Investment"... Jensen Huang Builds Physical AI Alliance

네이버뉴스 · 2026.06.07

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2

Why Jensen Huang Chose K-Physical AI... "Monopolizing Robot Market After Servers"

네이버뉴스 · 2026.06.06

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3

Jensen Huang Strengthens 'Physical AI' Cooperation with Korean Companies

네이버뉴스 · 2026.06.07

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4

LG Innotek Expands Vietnam Plant... "Aiming for 3 Trillion Won in Annual Semiconductor Substrate Sales"

네이버뉴스 · 2026.06.07

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5

"It Surged More Than Samsung and Hynix?"... Another 'Samsung' Tops Retail Investors' Searches

네이버뉴스 · 2026.06.07

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6

Nvidia

네이버뉴스 · 2026.06.07

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7

KOSPI Cools to 8160 After Soaring to 8800... Only Department Store and Financial Stocks Smiled

네이버뉴스 · 2026.06.07

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8

[Weekly Top 100 Companies] KOSPI Turns Bearish... Financial and Insurance Stocks Rally

네이버뉴스 · 2026.06.07

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