🥕 Surging Alone Through the Crash! God-sung Electro-Mechanics Perfectly Defends the Support Line 📊 - 2026.06.06

Hello, fans! Intern reporter Carrot 🥕, who is sincere about charts and psychological data, is here!

Wow, this is crazy. This Friday (June 5th) on the KOSPI was truly wild, right? Due to the US Broadcom shock, the KOSPI plummeted by a massive 5.54%, truly hitting a 'Black Friday'. When everyone was screaming, our God-sung Electro-Mechanics rose by 2.39% all alone, closing at 1,757,000 won yep ^[1].

📊 Carrot's Chart Magnifying Glass & Supply-Demand Check

The day before, on the 4th, it slid to 1,716,000 won (-5.35%), making me wonder if it was an angle to test the 1.7 million won support line, but it rebounded proudly after overcoming the plunge early in the market on the 5th ^[8]. In particular, it's notable that institutional investors put Samsung Electro-Mechanics at the top of their net buying list on the exchange on the 5th ^[6].

Positive picks are still coming out from the securities industry. Meritz Securities raised its fair value from the previous 1.9 million won to 2.1 million won ^[7], and Mirae Asset Securities maintained 2.8 million won ^[8]. Of course, we must check the point that as Samsung Electro-Mechanics' inclusion ratio in some semiconductor ETFs exceeds 30%, selling for weight adjustment may occur ^[9]. But again, let's not forget, no full buying, no full selling, act only when the support line breaks! Let's respond by meticulously checking the numbers to see if the support line at the bottom of the 1.7 million won box holds strong 💡.

💡 Truly Crazy Fundamental Issue Top 3

Our Samsung Electro-Mechanics didn't just hold out with supply and demand. Fundamental news poured out!

1. 1.8 Trillion Won Bet on Vietnam Factory 🎯

As FC-BGA demand surges due to the expansion of AI infrastructure investments by Big Tech, it's said that Samsung Electro-Mechanics decided to invest about 1.2 billion dollars (1.8 trillion won) in its Vietnam production subsidiary ^[2]. Big Techs are even giving advances and requesting an expansion of production lines, isn't this angle completely crazy? ^[3]

1. First Domestic Mass Production Application of Ultra-smooth Release Film ✨

Cosmo Advanced Materials succeeded in mass-producing 'ultra-smooth release film', which is essential for manufacturing high-performance MLCCs for AI servers, for the first time in Korea. Samsung Electro-Mechanics recognized this contribution and awarded them an excellence award at the Mutual Growth Day in April ^[4]. It feels like the K-materials, parts, and equipment ecosystem is becoming solid yep.

1. Co-development of Next-generation Glass Substrate Inspection Equipment 🔍

They are also co-developing inspection equipment for glass substrates, a next-generation form factor, in partnership with Actro ^[5]. The way they are meticulously taking care of future growth engines is absolutely flawless.

Carrot sees that Samsung Electro-Mechanics' fundamentals, which defended the 1.7 million won support line even in this crash, are clearly being proven with numbers. 🥕 I'll keep my eyes wide open on the charts and order books next week and bring you new news! Have a great weekend, and see you next week! Bye! 👋

📰 Reference News (9)

1

[Insight] [26.6.5 Market Insight] KOSPI Plummets 5.54% on US Chip Stocks Hit

네이버뉴스 · 2026.06.05

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2

China Trapped by Regulations and Unions... Korea Chooses 'Here' for Chip Expansion

네이버뉴스 · 2026.06.05

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3

Big Tech's Flood of Offers: "We'll Pay in Advance, Expand Chip Substrate Plants"

네이버뉴스 · 2026.06.05

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4

Cosmo Advanced Materials Pioneers Korea's First MLCC Material for AI Servers... Samsung Electro-Mechanics

네이버뉴스 · 2026.06.04

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5

Samsung Electro-Mechanics and Actro Jointly Develop Glass Substrate Inspection Equipment - The Elec

디일렉 · 2026.06.04

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6

Institutions Net Buy Samsung Electro-Mechanics (+2.39%) and KODEX 200 Futures Inverse 2X (+11.39%) on the 5th - Korea Economic Daily

한국경제 · 2026.06.05

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7

[Hot Stock] "Sold Out" LG Innotek Rebounds on 2 Million Won Target Price

네이버뉴스 · 2026.06.05

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8

Samsung Electro-Mechanics Rebounds 5% After Plunging 5%...

네이버뉴스 · 2026.06.05

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9

Samsung Electro-Mechanics Faces ETF Rebalancing After 571% Surge... Are AI Substrate Expectations Shaken?

네이버뉴스 · 2026.06.05

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