Hello, I'm Pazz.
It seems like I haven't been writing much on Stock Han Dang lately. I've been busy writing a book about semiconductors (...that's my excuse haha).
I finally finished the book and wanted to introduce it to all of you on Stock Han Dang.
The title of the book is Semiconductor - Deep Dive,
and the Kyobo Bookstore pre-order link is as follows - they say shipping will start next Monday or Tuesday.
https://product.kyobobook.co.kr/detail/S000219980273
It's also available for purchase at Aladdin and Yes24. Just search for the book title.
To briefly introduce the contents of the book, I tried to compile the entire value chain, technology, and semiconductor cycle of the semiconductor industry into one book. The semiconductor industry is incredibly complex with many players, so it was a lot of content to fit into one book, but I tried my best to summarize and organize only the essential parts for the general public to understand. (Even though I tried to keep it simple, the book ended up being almost 390 pages long...)
And ultimately, isn't the final goal of ordinary people studying semiconductors to make informed investment decisions? So, in the back of the book, I wrote down some points that could be helpful for investment decision-making from my perspective.
As you will see when you read the book, I don't think that the current stock prices of memory semiconductor companies are justified in the long term due to structural changes as most analysts or YouTubers say. Perhaps sometime in the latter half of this year (or the first half of next year), the bubble will burst, and we need to prepare for it. So, if you are currently invested in Samsung Electronics or SK Hynix, I recommend reading the book once and referring to any necessary parts.
The manuscript was actually almost completed at the beginning of this year, but since the situation is changing every day, there may be some discrepancies between what's written in the book and the current situation. I tried my best to reflect the latest information before publication, but there might still be some outdated information. Please keep that in mind.
If you have any further questions or feedback after reading the book, please leave a comment on this post and I will do my best to answer them!
Thank you.
