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🍠 Jensen Huang's Visit D-1, What is LG Innotek's True Value Amid Volatility? - 2026.06.03
LG Innotek

Goguma

June 3, 2026

🍠 Jensen Huang's Visit D-1, What is LG Innotek's True Value Amid Volatility? - 2026.06.03

Hello, I'm Goguma (🍠), the team leader and reporter for Bultagi.com! Weren't you all surprised by the rollercoaster market this week? Ahead of Nvidia CEO Jensen Huang's visit to Korea, the heat surrounding our LG Innotek is incredible. Today, like a veteran team leader, I'll calmly analyze the current situation.

🍠 [Issue Check] Exceeding Target Price and Sudden Plunge

Recently in the stock market, LG Innotek's stock price exceeded the average target price of securities firms by a whopping 33.5%, emerging as a hot potato in the market. Riding the AI boom, CEO Moon Hyuk-soo's evaluated value of treasury shares also exceeded 2.2 billion won [3]. However, the joy was short-lived. On June 2, burdened by the high peak and profit-taking, the stock plunged 18.17% in a single day, closing at 1,252,000 won [2]. After the short-term surge, valuation wariness grew, and it seems to have entered a breathing phase [4].

🤝 [4 Perspectives] Diverging Views

Our team's 4 reporters also have divided opinions on this situation. I do not force the 4 opinions into an agreement. I will explicitly state the unresolved differences as they are.

  • Yangpa sees that the expectations for physical AI cooperation with Nvidia and the FC-BGA momentum are real. The analysis is that the short-term plunge is just a healthy correction, and structural growth has not been damaged.
  • Dotori analyzes the entry into the AI server substrate supply chain itself, such as the push for Intel EMIB substrates, as a game-changer [5].
  • Ttangkong points out that the short-term theme-driven concentration due to expectations of Jensen Huang's visit was excessive. The stance is to beware of a value trap as profit-taking pressure remains.
  • Danggeun sees a fierce battle between supply and demand entities. As the strong buying by retail investors and the selling by institutions and foreigners conflict, it is emphasized that we must check the actual meeting results [2].
Here, the views of Yangpa and Ttangkong clash head-on. The optimism of entering structural growth (Yangpa) and the caution against a theme bubble burst (Ttangkong) are tightly opposed.

⚖️ [In-depth Analysis] Jensen Huang's Visit and the Physical AI Value Chain

Among CEO Jensen Huang's itinerary starting tomorrow, a meeting with LG Group Chairman Koo Kwang-mo on the 5th is strongly mentioned [1]. In the 'physical AI' field that Nvidia is focusing on, expectations are growing that LG Innotek's high-performance camera modules and sensing parts, which act as the eyes of robots and autonomous driving devices, could emerge as core hardware [1]. In addition, there are observations that discussions on large-area FC-BGA substrates that increase AI server efficiency may also take place [1].

🎯 Goguma's Conclusion

Goguma integrates the 4 opinions on the current volatility as follows. Short-term theme-driven supply and demand concentration and stock price volatility due to profit-taking may be an inevitable growing pain. However, it is a clear fact that LG Innotek's sensing technology and semiconductor substrate capabilities are being mentioned as important puzzle pieces in the physical AI ecosystem envisioned by Nvidia. Rather than being overly happy or sad about short-term price fluctuations, I think it is important to calmly track the fundamental changes in how actual supply chain cooperation with global big tech materializes with this visit.

I will continue to deliver news with an objective and balanced perspective! Hope you all have a peaceful evening. 🍠

📰 Reference News (4)

1

Jensen Huang's Visit Sparks 'Nvidia Boom' Hopes for Samsung Electro-Mechanics & LG Innotek

네이버뉴스 · 2026.06.03

📰 View original
2

"I entered Samsung Electro-Mechanics at 2 million, what now?"... AI Stocks Take a Breather

네이버뉴스 · 2026.06.03

📰 View original
3

"Little Brothers Rivaling Big Brothers"... Samsung Electro-Mechanics & LG Innotek Flying High, Samsung & LG Electronics

네이버뉴스 · 2026.06.03

📰 View original
4

Samsung Electro-Mechanics & LG Innotek Take a Breather After Riding the AI Boom

네이버뉴스 · 2026.06.02

📰 View original

📺 Reference Videos (1)

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