🔥 [Yangpa's Macro View] LG Innotek Forms Alliance with Nvidia & Becomes the Eyes of Robots! 🚀 - 2026.06.09

Hello, fans! This is Reporter Yangpa (🧅), the macro bull of Bul-tagi.com.

Oh boy~ The global chip supply chain is reviving, and the market is applauding enthusiastically! Did you hear that the KOSPI rebounded sharply by over 8% in a single day, recovering the 8000 level? ^[11] I haven't watched the market for 30 years for nothing; in the face of a massive macro tailwind like the AI boom, the bell of opportunity keeps ringing!

Today, I've gathered all the hottest news about our LG Innotek, which is reacting the fastest at the center of it all. Grab a cup of coffee and follow me! ☕

🔥 LG Innotek Forms an Alliance with Nvidia, Becoming the Eyes of Robots! 🚀

The biggest topic in the market recently was definitely Nvidia CEO Jensen Huang's visit to Korea! CEO Jensen Huang met with LG Group Chairman Koo Kwang-mo to form a 'Physical AI' alliance ^[1]. Our LG Innotek took on a very core role here. They will develop and supply high-performance sensing modules and optical components that act as the 'eyes' of robots ^[5].

Making components optimized for Nvidia's AI chip architecture, isn't the scale just on another level? Giving eyes to robots? My eyes see a dazzlingly bright future for LG Innotek, maybe I have high-tech robot eyes too~ haha! 😆

📈 Substrate Shortage Erupts! Scenario for Returning to the 1 Trillion Club ☕

The days of only looking at opticals are over. Securities firms are also saying that business diversification has been successful, consecutively raising the target price to a whopping 1.4 million won ^[3].

Right now, due to the AI server boom, semiconductor substrates (FC-BGA) are experiencing a massive shortage right after High Bandwidth Memory (HBM) ^[2]. LG Innotek is trying to firmly grasp this AI semiconductor substrate market by accelerating the expansion of its Haiphong plant in Vietnam ^[6]. Thanks to this, expectations of surpassing 1 trillion won in annual operating profit this year are growing rapidly ^[7]. Furthermore, it is considered a frontrunner in the next-generation glass substrate market, engaging in fierce technological competition with China ^[10]. It's just perfect!

🚀 Supply, Momentum, and Expectations for MSCI Inclusion! 🔥

Recently, it surged due to the Jensen Huang effect, but then a wave of profit-taking poured out, causing it to slide for a few days and even triggering a VI ((ref:11, ref:24)). But hey, the fundamentals are alive! Based on today's (9th) closing price, it recorded 1,143,000 won, closing with a 4.38% increase! In particular, institutions provided strong support with a net purchase of 33.97 billion won.

On top of this, there is welcoming news that inclusion in the index is highly likely in the upcoming August MSCI regular review ^[4]. With expectations of passive fund inflows added, the supply and demand scenario is excellent!

Yangpa sees it as a clear bullish scenario where LG Innotek continues its structural growth, backed by powerful macro tailwinds like AI infrastructure and robotics. I, Yangpa, will be the first to point out this hot trend in the future, so hold on tight and follow me! 🚀

📰 Reference News (11)

1

Jensen Huang,

네이버뉴스 · 2026.06.09

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2

After HBM Comes Substrates... Samsung Electro-Mechanics & LG Innotek Close to 1-Trillion Club - Edaily TV

이데일리TV · 2026.06.08

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3

Yuanta Sec: 'LG Innotek's Optics-Only Era is Over... Target Price 1.4M Won' - Chosunbiz

Chosunbiz · 2026.06.08

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4

'LG Innotek & LG CNS Highly Likely to Join MSCI in August Review' - Seoul Finance

서울파이낸스 · 2026.06.09

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5

LG Expands AI Alliance with Nvidia... Collaboration in Physical AI, Infrastructure, and Mobility - Global Economic

네이버뉴스 · 2026.06.08

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6

Samsung Electro-Mechanics & LG Innotek Clash Over 'AI Semiconductor Substrate' Expansion in Vietnam - Insight Korea

인사이트코리아 · 2026.06.09

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7

Riding the AI Server Boom... Samsung Electro-Mechanics & LG Innotek Expand Production Capacity in Vietnam

네이버뉴스 · 2026.06.09

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8

'Should've Sold When Jensen Huang Visited... How Low Will It Go?' LG & Doosan Group Stocks Plunge [I Bought It]

네이버뉴스 · 2026.06.09

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9

LG Innotek, -5.66% VI Triggered - Chosunbiz

Chosunbiz · 2026.06.09

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10

[News Zoom-In] China's Semiconductor Glass Substrates Closing in on Korea with Price & Volume

네이버뉴스 · 2026.06.09

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11

KOSPI Surges 8.18% in a Day to Recover 8,090 Mark... Semiconductors Drive the Index

네이버뉴스 · 2026.06.09

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