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Semiconductors South Korean Community

Our community narratives are driven by numbers and valuation.

AI And IoT Trends Will Elevate Memory Solutions

Key Takeaways Leadership in AI-driven memory and storage technologies positions SK hynix for elevated revenue growth and margin expansion versus industry expectations. Strong customer relationships and advanced manufacturing investments will support durable competitive advantages and outsized profitability as memory demand expands.Read more

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AN

AnalystHighTarget

₩1.5m

41.3% undervalued

AnalystHighTarget's Fair Value

Revenue

48.93% p.a.

Profit Margin

58.11%

Future PE

7.61x

Price in 2029

₩2.05m

Intensifying Trade Tensions And Excessive Spending Will Erode Margins

Key Takeaways Geopolitical tensions and global semiconductor self-sufficiency efforts may significantly restrict SK hynix's market access, threaten its revenue streams, and erode pricing power. Escalating capital investment demands and rising manufacturing complexity risk margin compression and increase volatility in earnings and market relevance.Read more

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AnalystLowTarget

₩398.53k

120.8% overvalued

AnalystLowTarget's Fair Value

Revenue

-0.36% p.a.

Profit Margin

21.13%

Future PE

21.47x

Price in 2029

₩546.25k

A000660: Next Generation AI Memory Will Drive Sector Leadership

Key Takeaways Leadership in advanced memory and storage technologies for AI underpins premium pricing, margin expansion, and future-proofed revenue growth. Strategic capacity investments and strong partnerships with major AI players ensure supply resilience and revenue stability in rapidly evolving tech markets.Read more

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AnalystConsensusTarget

₩740.05k

18.9% overvalued

AnalystConsensusTarget's Fair Value

Revenue

8.05% p.a.

Profit Margin

29.98%

Future PE

22.07x

Price in 2029

₩1.02m

Recently Updated Narratives

BE

Bejgal

MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x

Fair Value: US$27.03 28.7% undervalued

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unknown

The Superintelligence Pivot: Meta’s $135 Billion Bet on the Energy-Compute Nexus

Fair Value: US$555.85 15.1% overvalued

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unknown

The Privacy Fortress: Apple’s Lean AI Path and the $100 Billion Buyback Engine

Fair Value: US$180.63 41.6% overvalued

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Popular Narratives

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davidlsander

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Fair Value: €33.8 87.6% undervalued

9.6k

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AnalystConsensusTarget

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

Fair Value: US$603.22 33.5% undervalued

5.3k

1277

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AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 27.7% undervalued

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1073

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Trending Discussion

US

When was the last time that Tesla delivered on its promises? Lets go through the list! The last successful would be the Tesla Model 3 which was 2019 with first deliveries 2017. Roadster not shipped. Tesla Cybertruck global roll out failed. They might have a bunch of prototypes (that are being controlled remotely) And you think they'll be able to ship something as complicated as a robot? It's a pure speculation buy.

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This article completely disregards (ignores, forgets) how far China is in this field. If Tesla continues on this path, they will be fighting for their lives trying to sell $40000 dollar robots that can do less than a $10000 dollar one from China will do. Fair value of Tesla? It has always been a hype stock with a valuation completely unbased in reality. Your guess is as good as mine, but especially after the carbon credit scheme got canned, it is downwards of $150.

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US

There is a lot of Musk's puffery being echoed in this article. "ecosystem dominance", Tesla certainly do not dominate any of their new markets. If Tesla is the undisputed leader of the premium "Closed Garden.", it is only through EV's and that business has been declining year-on-year, despite the market increasing. Vehicle manufactures are finding that customers are rejecting the subscription model. "The Cybercab fleet (launching 2026) acts as the financial bridge.", that is a stretch. Even if Level 4/5 autonomy is achieved, "profitability" still has to be proved, where the competition is not necessarily Waymo, but Uber. Taking the driver out of a ride‑hailing service may not be the killer saving people think it will be. Likewise, outside of CGI and for quite some time, an Optimus humanoid robot may prove more expensive and not as useful, versatile, skilled and knowledgeable as a domestic worker. Telsa may be withdrawing from the EV market, but for its other ventures, they have arrived late to the party, do not lead and show no sign that they will dominate any of them.

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