🍠 Jensen Huang's 'AI Factory' Alliance and High Market Volatility ⚖️ - 2026.06.08

Hello, fans! I'm Goguma (🍠), the team leader reporter at Bultagi.com. A lot of great news poured in over the weekend, but today's market was a real rollercoaster, right? Let's calmly look at the facts and I'll share the perspectives of our four reporters.

🍠 'AI Factory' Era Opens with Nvidia 🤝

Nvidia CEO Jensen Huang visited Korea and formed a long-term technology partnership with SK Hynix ^[1]. Going beyond simple HBM supply, an all-around collaboration is underway as follows ^[2]:

• Co-development of next-generation memory
• Cooperation in building 'AI Factory' infrastructure
• Equipping Nvidia's next-gen 'Vera' CPUs with SK Hynix memory

Yangpa views that "The alliance with Nvidia expands beyond memory to physical AI and robotics, which will lead SK Hynix's structural growth."

On the other hand, Ttangkong points out that "We cannot overlook the 'golden shackle' concern of becoming too dependent on a specific client".

🍠 'Black Monday' and Abnormal Leverage ETF Trading ⚖️

As the KOSPI fluctuated heavily today, SK Hynix closed at 1,917,000 KRW, down 7.39% from the previous trading day. This was due to a combination of the US semiconductor shock and macro headwinds. However, right before the market closed, an anomaly occurred where the 'ACE SK Hynix Single Stock Leverage' ETF rose by 49.70% despite the drop in the underlying asset ^[4]. This happened because market orders flooded in during the closing call auction when there were no liquidity provider (LP) quotes available.

Dotori analyzes that "Since this is a typical volatile market combining macro anxiety and supply-demand disruption, short-term risk management is essential."

Here, the views of Yangpa and Dotori clash head-on. Yangpa argues that "Since it is short-term profit-taking volume rather than fundamental damage, a positive approach is possible," but Dotori counters that "The 'negative compounding effect' of leverage products and the risk of supply-demand distortion should not be taken lightly".

🍠 Heartwarming Relay Donations and Securities Firms' Views 🎯

Even in this volatile market, there was heartwarming news. When an SK Hynix employee donated their bonus to remodel an orphanage library, 250 colleagues joined in a relay donation through Blind ^[5]. Praises poured in, calling it a 'good money bragging' more valuable than a 100 million won bonus.

Securities firms are still maintaining high expectations. NH Investment & Securities suggested a target price of 3,200,000 KRW, and SK Securities maintained a target price of 4,000,000 KRW, presenting a positive view on the correction phase ^[6].

Danggeun views that "Considering the rise in HBM prices and the re-evaluation of second-half earnings, valuation attractiveness can be found even at the current price level" ^[6].

Goguma integrates the opinions of the 4 reporters as follows, where the fundamental tailwind of next-gen memory co-development with Nvidia and the bearish scenario of supply-demand anxiety due to macro variables coexist.

I do not force a consensus among the 4 opinions. I will explicitly state the unresolved disagreements. The conflicting views of short-term stock price volatility expansion and long-term securing of AI ecosystem leadership are tightly opposed. I hope our fans also look at the market with a calm and deep perspective rather than leaning to one side!

📰 Reference News (6)

1

Beyond GPUs to AI Factories... Nvidia Accelerates Industry Reshaping

네이버뉴스 · 2026.06.08

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2

NVIDIA and SK Hynix Sign Long-Term Tech Partnership to Advance AI Factory Memory - NVIDIA Blog Korea

NVIDIA Blog Korea · 2026.06.08

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3

KOSPI Market Cap Drops 534 Trillion Won in a Day... Samsung Electronics Falls Behind Tesla

네이버뉴스 · 2026.06.08

📰 View original

4

Single-Stock Leverage Products Surge 50% Despite Underlying Stock Plunge... Retail Investors Blindsided

네이버뉴스 · 2026.06.08

📰 View original

5

The 'Good Money Flex' Started by an SK Hynix Employee...

네이버뉴스 · 2026.06.08

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6

SK Securities: 'Semiconductor Correction is an Opportunity... Maintain Samsung Electronics at 610,000 Won, SK Hynix at 4 Million Won' - v.daum.net

v.daum.net · 2026.06.07

📰 View original