UNLOCK HUGE PROFITS ENFTECH Korean Semiconductor Boom

● **Semiconductor Underdogs – Samsung’s Blind Spot, Hidden Gems**

Recent Analysis of Localization of Materials, Parts, and Equipment (SoBuJang), Semiconductor Foundry Issues, and Benefits for ENF Technology

1. Background and Progress of Localization of Materials, Parts, and Equipment (SoBuJang)

Recently, due to Japan’s export regulations, Korean SoBuJang (materials, parts, and equipment) companies have felt the urgent need for localization.
The localization boom began rapidly in 2019 when Japan suspended the export of hydrogen fluoride.
Localization is progressing gradually, and materials companies are seeing the effects of stable raw material supply and cost reduction at relatively low prices.
Many domestic materials companies are steadily benefiting, but this is not significantly reflected in their performance.

2. ENF Technology – Successful Localization of Hydrogen Fluoride and Investment Points

ENF Technology seized the crisis of Japanese hydrogen fluoride in 2019 as an opportunity and has been implementing localization efforts since 2020.
Recently, as localized hydrogen fluoride is being converted into mass-produced products, ENF Technology can expect cost reduction and margin improvement effects.
However, since semiconductor companies such as Samsung do not adopt it all at once but gradually, it is necessary to carefully judge the timing and priorities when investing.
During the semiconductor lecture last year, it was mentioned positively and is already trading at a significantly low value, so it is necessary to approach it from a long-term investment perspective.

3. Foundry Market and Competition between Samsung and TSMC

Samsung Foundry is in discussions with major customers such as Qualcomm in competition with TSMC, but its share of the total volume is very low.
According to articles, if produced by Samsung, it appears to be less than 5% of the total Qualcomm chip volume, so TSMC is leading the practical foundry benefits.
Samsung is showing strategic moves to verify its technology and secure price competitiveness in next-generation processes such as 2nm, but analysts say it is difficult to expect short-term benefits.

4. Considerations for Investment and Future Localization Effects

Semiconductor stock investments require consideration of various factors such as the cycle’s flow, individual corporate valuations, and the speed of localization progress.
Early undervalued materials companies like ENF Technology, which is undergoing localization, can seize opportunities by enduring volatility from a long-term investment perspective.
Also, regarding foundries, there are no significant benefits for Samsung in the short term, so it is necessary to continuously monitor the cycle and technological development speed of the overall domestic and international semiconductor industry.
Capital investments and technological competition also play a role in the moat of corporate competitiveness, so a thorough analysis of technology and economic prospects is necessary along with a long-term perspective when investing in stocks.

Summary

Localization has been rapidly promoted since Japan’s export regulations.
ENF Technology is aiming for cost reduction effects through the localization of hydrogen fluoride and has the potential for long-term benefits.
Samsung Foundry has a very low volume share in the foundry market, making short-term expectations difficult.
Semiconductor stock investments require consideration of various factors such as cycles, valuations, and capital investments.
It is necessary to focus on analyzing important issues such as localization, semiconductors, and materials companies in economic forecasts.

*YouTube Source: [와이스트릿 – 지식과 자산의 복리효과]

– 반도체 소부장 슈퍼스타는 이럴 때 나옵니다. 삼성전자 손이 안 간다면 이런 기업을 주목하세요 / 호돌이 우황제 작가 (3부)

● Trump’s Hidden Agenda- Xi Jinping in Despair

Key Issues Reshaping the Global Economic Hegemony: The US vs. China

1. Economic Repercussions of Protests and Declining Approval Ratings

Protests lead to political instability and declining approval ratings.
This directly impacts the business environment, as well as investor and consumer sentiment.
Political turmoil ultimately acts as an element of instability in financial markets and the economy as a whole.

2. Neutral Stance of High-Income Earners and Its Significance

Middle and high-income earners are not significantly swayed by protests and political changes.
They operate from the perspective of stable asset management and long-term investment.
Their attitude demonstrates the structural stability of the market and reflects their willingness to respond without significant disruption even in crisis situations.

3. Blocking China and Growth Opportunities for the US

Blocking China potentially provides new economic opportunities for the US.
The US seeks to strengthen its global leadership and gain an advantage in technology and finance through these opportunities.
This leads to a confirmation that the US remains a hegemonic power.

4. The Center of Global Negotiations: US vs. China

Internationally influential and technologically advanced nations are at a crossroads, deciding whether to align with the US or China.
Countries with substantial technological capabilities and economic power show a more amicable negotiation stance towards the US, significantly impacting the global hegemonic structure.
This situation continues to strengthen US leadership while questioning China’s strategies.

5. Future Prospects of Negotiation and Hegemony Formation

Powerful and growing countries are engaging in closer negotiations with the US.
This is reinforcing the formation of US-led hegemony, and changes in the global economic order are expected.
The choice of aligning with the US or China is projected to be a key point in future economic and technological competition.

In the US-China hegemonic competition, protests and political instability, the neutral stance of high-income earners, and the US’s economic growth opportunities are key issues.
Social unrest due to protests affects the economy as a whole, acting as a negative factor for investors and consumer sentiment.
Meanwhile, high-income earners maintain a neutral position from the perspective of stable investment without significant upheaval.
Blocking China provides new growth momentum for the US, strengthening its position as a global leader.
In the process of global countries choosing whether to cooperate with the US or China, technological capability and economic power act as important determinants.
These changes are projected to be a critical turning point in reshaping the global economic hegemonic structure under US leadership.
Key content can be grasped at a glance through the keywords: economy, global, growth, technology, negotiation.

*YouTube Source: [달란트투자]

– “다들 모르고 있다” 트럼프가 진짜 노린 ‘이것’, 시진핑 지금 죽을 맛이다 ⎮유신익 박사 풀버전