Can Micron’s strong results signal even bigger things for Samsung and SK Hynix? CEO Lee Jaehwan breaks down HBM demand, earnings expectations, chip suppliers, substrate stocks, and portfolio strategies—plus the risks to watch in a fast-moving market. Join the conversation!
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0:00 - Samsung and Micron Earnings Outlook
3:21 - Memory Margins and HBM Demand
5:46 - Export Concentration and Market Flows
7:23 - Share Buybacks and Shareholder Returns
12:01 - Semiconductor Suppliers and Equipment
15:29 - Substrate Stocks and Samsung Electro-Mechanics
18:51 - Portfolio Allocation and Closing
