The Index
400 dossiers · 1 need attention
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Semiconductors· 000660.KS
Captures the LARGEST slice of the HBM scarcity rent (~62% share, ~2/3 of NVIDIA's HBM4, 72% op margin, ~61% ROE) yet is valued like a Korean memory-cyclical (~6–9× forward) — and management's own $14B US listing is an explicit re-rating bet. Best HBM rent-capture in the cluster. BULLISH / MEDIUM-HIGH / 1Y.