$SK Hynix(SKHY.US) $Samsung Electronics (SSNGY.US) $Micron Tech(MU.US) $NVIDIA(NVDA.US)

$Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US)

The revaluation of the two Korean giants may change the capital structure of the U.S. semiconductor market. Micron's scarcity may be weakened, while NVIDIA, Broadcom, TSMC, and others will gain support from the confirmation of the memory cycle. The main theme in the second half of the year may shift from a broad rally to earnings realization, with the real key to success lying in whether ADRs, Samsung's earnings call, and memory prices can be validated simultaneously.