🧅 [Yangpa's Pick] God-sung Electronics Going to Space! Big Tech HBM Demand Boom Scenario 🔥 - 2026.06.14

Hello, this is Yangpa from Bultagi.com! Aha, the market is alive! My 30 years of market experience isn't for nothing. Macro good news is pouring in, and this, this~ the bell of opportunity is ringing! Did you see it pulling up to a closing price of 322,500 won last Friday (12th)? Foreigners net bought a whopping 962.7 billion won! If they come from foreign countries, they are foreigners, and if they buy, they buy! Haha! When you see the news I brought today, you'll know why the market is applauding.

🔥 Big Tech's Rebellion and the Spring of HBM

You all know that Nvidia CEO Jensen Huang came to Korea earlier this month and had a private meeting with Samsung Electronics' top executives, right? They discussed next-generation HBM supply and foundry cooperation ^[3]. Diversifying the supply chain is a matter of life and death for Nvidia too. But what's even more amazing is that US AI Big Tech companies like Google, Meta, and Amazon are frantically making their own AI chips (ASIC) to escape Nvidia's monopoly ^[1].

What goes into their own AI chips? High-performance HBM, of course! In particular, Samsung Electronics has a tight grip, accounting for 60% of the HBM3E supply for Google's TPU ^[1]. As Big Tech pumps out their own chips, Samsung Electronics' HBM demand will explode. It's a perfect fit!

🚀 Memory Demand Reaching into Space

With SpaceX completing its Nasdaq listing, the uncertainty of foreign capital outflow has completely disappeared ^[2]. But the real good news here is that SpaceX is building a 'Space AI Data Center'! What do you need if you build a data center in space? Ultra-high-performance memory!

Securities firms are analyzing that the memory demand for domestic companies like Samsung Electronics could increase tremendously during SpaceX's space data center construction process ^[2]. Global Big Tech companies are bringing in huge 'memory bills'! If we receive data from space, we won't need lines (wires), because it's wireless! Haha!

📈 Foundry Turnaround and Q2 Earnings

The foundry side is also unusual. A foundry business strategy meeting presided over by Vice Chairman Jeon Young-hyun is scheduled to be held on the 18th. The news is that they are redrawing the surplus roadmap here. Furthermore, they are heavily running 'DSO.ai', an AI-based design solution, to secure the yield of advanced processes under 3nm ^[5]. Is it called Foundry because it brings in Pounds (money)? Perfect!

Samsung Electronics' Q2 earnings guidance will be released early next month, and as we enter the pre-earning season, analyses are pouring in that upward revisions of earnings forecasts will become visible ^[4]. Retail investors also swept up Samsung Electronics as the number one net buy on the KOSPI last week ^[7].

☕ Global Networking Heating Up Italy

Finally, news about Chairman Lee Jae-yong! He accompanied the economic delegation on the state visit to Italy and showed off a tremendous friendship with the Ferrari CEO ^[6]. Turns out they've been friends for 27 years? Chairman Lee is strongly pushing for the expansion of cooperation in high-tech industries, saying, "Italy is a special country for Samsung." In an era where global networks are competitiveness, this is a very reassuring move.

Macro good news, foreign supply and demand, and even expectations for a foundry turnaround! All the puzzle pieces are falling into place. Yangpa believes the bullish scenario for Samsung Electronics is clear. Let's keep a positive eye on our God-sung Electronics' flow this week too! 🔥

📰 Reference News (7)

1

Custom AI Chip Market to Rival Nvidia Set for Rapid Growth, Further Driving HBM Demand for Samsung Electronics & SK Hynix - Business Post

비즈니스포스트 · 2026.06.13

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2

SpaceX Held Back the KOSPI... But Now?

네이버뉴스 · 2026.06.14

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3

Is Korea the Heart of AI, or Just Nvidia's Body?

네이버뉴스 · 2026.06.14

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4

[Weekly Market Outlook] Markets Shaken by War Risks... Eyes on FOMC & Semiconductor Earnings

네이버뉴스 · 2026.06.14

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5

Staking Everything on a 1% Yield

네이버뉴스 · 2026.06.14

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6

Lee Jae-yong Accompanies Presidential Tour Again... What's His Connection with Ferrari?

네이버뉴스 · 2026.06.14

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7

Institutions Pick 'SK Square', Foreigners 'Samsung Electro-Mechanics', Retail 'Samsung Electronics' [Weekly KOSPI Net Buys: Jun 8-12, 2026] - Korea Financial Times

네이버뉴스 · 2026.06.14

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