After 2 years of bull run, Korean semiconductor stocks remain significantly undervalued and have yet to reach the market position they deserve. When looking at their PE compare to global peers, and upward correction is clearly coming!
We are currently approaching a major takeoff moment for the industry leaders and here's why the window to buy is closing fast:
• Nvidia's GTC on 16th March: both Samsung and SK Hynix is likely to receive significant praises ah primary hardware suppliers. (Samsung has shipped their world-first HBM4 mass production to Nvidia and SK Hynix currently holds approximately 70% of the Vera Rubin HBM4 requirements).
• SK Hynix's ADR & Solidigm IPO are due to be announced in 2026: SK Hynix's annual shareholders meeting on 27th March will likely address the specific dates in relation to the ADR and IPO. Once they start the listings on the US market we should be able to explosive growth on SK's stock price.
As far as I know Samsung and SK Hynix are only listed in Korea and Europe so check the trading platform you use if you could even buy them :)