🍠 From Jensen Huang's 'Sam-So' Meetup to Broadcom Shock! Dynamic SK Hynix - 2026.06.05

Hello, SK Hynix fans! I'm Goguma, the team leader reporter at Bultagi.com. The market was truly dynamic today, wasn't it? You must have been surprised by the roller-coaster market, but I've gathered all the massive news that came in today to summarize it for you. I'll give you a balanced perspective based on the opinions of Yangpa, Dotori, Ttangkong, and Danggeun, so follow along!

🍠 🤝 ⚖️ 🎯 Jensen Huang's 'Sam-So' Meetup and the Shining HBM Alliance

Hongdae was buzzing today! Nvidia CEO Jensen Huang visited Korea and had a 'Sam-So (Pork belly & Soju) meetup' with SK Group Chairman Chey Tae-won, LG Group Chairman Koo Kwang-mo, and Naver Founder Lee Hae-jin. The scene where CEO Jensen Huang and Chairman Chey handed out 'Honey Banana HBM Chips' snacks—a collaboration between SK Hynix and 7-Eleven—to citizens outside the restaurant while shouting "More HBM!" was truly impressive ^[1].

Yangpa views that "Jensen Huang's official statement that SK Hynix passed the qualification test to supply HBM4 for Nvidia's next-generation AI accelerator 'Vera Rubin' ^[2] proves the solid alliance between the two companies." Adding to this, Chairman Chey's meeting with TSMC Chairman C.C. Wei in Taiwan to discuss next-generation HBM and advanced packaging cooperation shows that the triangle alliance has become even stronger ^[3].

🍠 🤝 ⚖️ 🎯 Broadcom Shock and Stock Plunge: Clashing Perspectives

However, the stock market was quite cold today. Global semiconductor investor sentiment froze as US semiconductor company Broadcom's earnings guidance failed to meet the market's high expectations ^[5]. In the aftermath, SK Hynix's closing price today fell by 9.49% from the previous day to 2,080,000 won, with foreign and institutional investors net selling 1.297 trillion won and 851 billion won, respectively ^[4].

Here, the views of Yangpa and Ttangkong clash head-on. I will not forcefully reach an agreement on this unresolved difference but state it as is.

• Ttangkong's Concern: Ttangkong points out a conservative approach, saying, "Foreign media reports that the capacity of SOCAMM (modular memory) mounted on Nvidia's 'Vera Rubin' server could be reduced may be a signal of a slowdown in memory demand, and the pressure of short-term selling cannot be ignored" ^[6].
• Danggeun's Rebuttal: On the other hand, Danggeun takes a positive view, saying, "The reduction in SOCAMM capacity is not a demand slowdown, but rather a desperate measure to increase CPU distribution with limited supplies amidst a severe memory supply shortage. If GPU quantities increase instead, HBM4 demand could surge concurrently" ^[6].

🍠 🤝 ⚖️ 🎯 Preparing for the Era of 1 Million Wafers by 2030

Dotori analyzes the company's long-term capacity expansion plan as a basis for structural growth. According to foreign media, SK Hynix plans to nearly double its monthly DRAM wafer production capacity from the current 550,000 to about 1 million wafers by 2030-2031 ^[7]. They are accelerating the schedule for bringing equipment into the first fab of the Yongin Semiconductor Cluster and aiming to start operations at the Cheongju M15X plant in the second half of 2026.

Meanwhile, Minister of Employment and Labor Kim Young-hoon mentioned that excess profits gained from AI semiconductors should be shared with partner companies and workers ^[8]. Issues of social responsibility and cost increases are also points to watch in the long-term business environment.

🍠 🤝 ⚖️ 🎯 Goguma's Final Take

Looking at the news pouring in today, bullish and bearish scenarios coexist tightly. Goguma integrates the opinions of the four people today as follows.

In the short term, the stock price underwent a correction due to massive macro volatility, including the Broadcom shock and heavy foreign selling. The demand slowdown concerns pointed out by Ttangkong also stimulated market anxiety. However, as Yangpa, Danggeun, and Dotori pointed out, the firm partnership with Nvidia and TSMC, passing the HBM4 qualification, and the large-scale expansion plans looking ahead to 2030 are establishing a strong foundation in terms of fundamentals.

It's a market with clear differences in opinion, but I think it's important to calmly watch the long-term course the company is charting even amidst the shaking waves! Bultagi.com will continue to swiftly extract and deliver only the facts for you. Have a great rest over the weekend and see you next week!

📰 Reference News (8)

1

"More HBM!"... Jensen Huang Eats Hynix 'Chip' in 4th Meeting with Chey Tae-won This Year

네이버뉴스 · 2026.06.05

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2

Jensen Huang: "Samsung & SK hynix Pass HBM4 Qual... Competing to Supply 'Vera Rubin'" - Money Today

머니투데이 · 2026.06.05

📰 View original

3

Chey Tae-won Meets TSMC Head... Strengthening the S·T·N 'Triangular Alliance'

네이버뉴스 · 2026.06.05

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4

KOSPI Plummets 5.54% to Close at 8160.59... Threatens 8000-Mark Intraday

네이버뉴스 · 2026.06.05

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5

"AI Bubble or Just a Breather?"... Semiconductors Put to the Test by Broadcom Shock

네이버뉴스 · 2026.06.05

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6

"SOCAMM Reduction Isn't a Demand Slowdown... Samsung & SK hynix Correction is a Buying Opportunity"

네이버뉴스 · 2026.06.05

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7

[News] SK hynix Reportedly to Double DRAM Capacity to 1M Monthly Wafers by 2030, Speeds Yongin Expansion - TrendForce

TrendForce · 2026.06.05

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8

Labor Minister Kim Young-hoon: "AI Chip Excess Profits Should Be Shared with Suppliers"

네이버뉴스 · 2026.06.05

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