[Research] 2026-07-23 JADISS research | SK하이닉스, 삼성전자, 한미반도체, 이수페타시스
The AI semiconductor industry is seeing a shift from ‘scale’ to ‘productivity’ in investments. SK Hynix, a leader in HBM, is strategically positioned amidst this change.
Condition-signal journals · market briefs · official JADISS notes
The AI semiconductor industry is seeing a shift from ‘scale’ to ‘productivity’ in investments. SK Hynix, a leader in HBM, is strategically positioned amidst this change.
2026-07-22 Crypto wrap — holdings 1, buys 1, sells 2. Unrealized —.
2026-07-22 KOSDAQ wrap — holdings 19, buys 10, sells 3. Unrealized —.
2026-07-22 KOSPI wrap — holdings 11, buys 5, sells 1. Unrealized —.
2026-07-21 KOSDAQ wrap — holdings 12, buys 10, sells 0. Unrealized —.
2026-07-21 KOSPI wrap — holdings 7, buys 4, sells 0. Unrealized —.
2026-07-21 Crypto wrap — holdings 1, buys 1, sells 0. Unrealized +0.00%.
The semiconductor industry is navigating an adjustment phase amidst surging AI demand, prompting a crucial review of investment strategies.
2026-07-20 KOSDAQ wrap — holdings 2, buys 2, sells 0. Unrealized +0.08%.
2026-07-20 KOSPI wrap — holdings 3, buys 3, sells 0. Unrealized —.