Diversify 50-50 in Samsung Electronics, SK Hynix; Reduce Bank Stocks - 조선일보

In the second episode of Chosun Ilbo’s economic department YouTube series *Chosun Ilbo Money: Reporter Kwak’s Investigation Notebook*, Daishin Securities deputy manager Lee Kyung-min provides an in-de... Read original →

The current reassessment of AI investments is triggering a cascade effect across the semiconductor supply chain. As Samsung and SK Hynix, global leaders in memory chips, see their performance fluctuate, upstream material and equipment vendors are directly impacted. With policy momentum favoring KOSDAQ-listed firms, semiconductor materials and equipment companies are poised for structural support, especially amid accelerating domestic substitution trends. The reduction in bank stock exposure reflects declining confidence in traditional financials, while the risks of leveraged products highlight the need for long-term, non-leveraged strategies. Over the next 12 months, increasing demand for AI compute power will drive continued advancement in advanced process nodes. If policy support persists, KOSDAQ firms may emerge as key growth drivers, forming a new investment frontier.