“White-Haired Stock Oracle” Serenity: Global Semiconductor Materials Landscape May Face Revaluation, South Korea’s Foosung Could Be Among Beneficiaries

Odaily News “White-Haired Stock Oracle” Serenity posted on X platform stating that South Korean semiconductor materials company Foosung (market cap approximately $1.2 billion) may be entering a critical revaluation window. The rationale lies in disruptions to Japan’s WF₆ (tungsten hexafluoride) supply chain, a key precursor in semiconductor etching and deposition processes, which is crucial for global wafer manufacturing.

Serenity pointed out that if WF₆ supply continues to tighten, it will directly impact approximately one-quarter of global critical capacity demand chains, affecting major wafer fabs including SK Hynix, Samsung Electronics, and TSMC. This potential shock resembles a “Strait of Hormuz-style” supply bottleneck.

Serenity estimates that Foosung currently accounts for roughly 10% of the global WF₆ supply chain, but against the backdrop of supply contraction or restructuring, its strategic weight may increase significantly. However, Serenity emphasized that these views are merely market observations and hypothetical deductions, and currently holds no related positions.