Skip to product information
The most powerful semiconductor investment for immediate use
The most powerful semiconductor investment for immediate use
Description
Book Introduction
“A must-read for semiconductor investors!”
─ Highly recommended by Park Se-ik!

“Semiconductor Investment: Read the Cycle!”
Everything you need to know about the semiconductor supercycle, one step ahead!

Warren Buffett buys $5 billion (KRW 6.76 trillion) worth of TSMC stock!
SK Hynix's Yongin semiconductor cluster, worth 120 trillion won, begins construction in earnest!
Apple plans to purchase large quantities of Samsung Electronics NAND flash memory in 2023.
"The four major global semiconductor companies, including ASML, have decided to invest in center facilities in Korea!"

Recently, there has been a series of positive developments in the semiconductor market, not only in Korea but also overseas.
Semiconductors are the foundational materials that support modern industry, and as technology advances, demand for them will inevitably increase.
With technological advancements and strengthening environmental regulations, we are entering a transition period from internal combustion engines to electric motors, and autonomous driving technology is expected to be commercialized within a few years.
If a conventional internal combustion engine vehicle has 200 semiconductors, an electric vehicle will have 400 to 500, and a self-driving car will have more than 1,000.
The world has now entered an era where semiconductors would cease to exist.

As the boom of the past two years faded, investors poured out their disappointment in semiconductor stocks.
However, asset market ups and downs are always cyclical, and after a crisis, opportunity always follows.
The two previous large-scale supercycles also came with increased demand for PCs and the proliferation of cloud services.
Given the cyclical nature of the semiconductor industry, now is the time to prepare for the coming semiconductor supercycle, as signs of an upward trend are emerging!

"The Most Effective Semiconductor Investment for Immediate Use" is a book that condenses all the information semiconductor investors can use right away to help them seize the best opportunities.
Covering everything from investment strategies to core stock analysis and future outlook, as well as the history of semiconductors, the rise of Silicon Valley, the US-China semiconductor war, and recent industry issues and trends, it truly covers the entire semiconductor industry from beginning to end.
Detailed information on promising stocks that could not be covered in this book is organized in an easy-to-read format in "Top 10 Promising Stocks for Semiconductor Investment Rebound" (limited first edition gift).
By mastering all the information contained in this book, investors will gain the insight to analyze semiconductor companies and research stocks on their own.

  • You can preview some of the book's contents.
    Preview

index
Recommendation
Prologue: Ride the Wave of Massive Change Driven by Semiconductors

PART 1: Investing in Semiconductors: Start Now

01 The value of semiconductors you never knew about
A world that cannot run without semiconductors│Invest in the spirit of the times│In the era of the Fourth Industrial Revolution, semiconductors are a weapon more fearsome than missiles│How is the technology ecosystem changing?│Just look at Samsung Electronics to see the IT industry│Understand market trends with the top 10 companies by market capitalization│How far has China, a Checkpoint semiconductor competitor, come?

02 US-China Semiconductor Hegemony War
The Core of the US-China War: Semiconductors│Checkpoint Used and Refurbished Equipment Companies Benefit from the US-China Hegemony War│China Goes Its Own Way Despite Being Beaten│Checkpoint What Impact Will the US-China Semiconductor Hegemony War Have on Our Industry?

03 Cycle Timing for Opportunity
What is a Semiconductor Supercycle? The Semiconductor Supercycle Returns. Why is the Global Semiconductor Market in turmoil? Semiconductor Deflation: Still, There's Hope. Checkpoint Memory: 3 Key Factors in Semiconductor Market Analysis

PART 2: What You Need to Know for the Coming Supercycle

04 Semiconductors, the Key to Technological Advancement
The Beginning of Semiconductors and the Birth of Silicon Valley│The Cradle of Advanced Technology: Silicon Valley and Seattle's Battle for Pride│The US-Japan Semiconductor Dispute and the Decline of the Japanese Electronics Industry│South Korea, the Memory Semiconductor Giant, Awakens│NAND Flash: Toshiba Leads Development, Samsung Leads │Market Status by Semiconductor Sector│Status of Semiconductor Companies by Type│Checkpoint Semiconductor Investment Continues

05 Intel and Nvidia, the two giants
Intel Dominates the PC Era | NVIDIA ushered in the GPU Era | Checkpoint: Focus on AI Semiconductors for Expected Growth

06 Technology Changes the Business Landscape
Why are system semiconductors important? │ Automotive semiconductors, a synonym for shortages │ What are the next-generation semiconductors? │ Parts, consumables for semiconductor processes │ Introduction to Checkpoint Semiconductor Parts core companies │ DDR5 DRAM, which will lead the server replacement cycle │ Introduction to Checkpoint DDR5 DRAM core companies │ NAND flash, which is as good as a high-rise building, like a new apartment │ Introduction to Checkpoint NAND flash and SSD core companies │ Substrates that connect and protect semiconductors │ Introduction to Checkpoint Semiconductor substrate core companies │ Passive components, a supporting role with an important role │ Introduction to Checkpoint Passive components core companies

07 A clear understanding of the work process is required.
What are the eight major semiconductor processes? │ Front-end process that draws semiconductor circuits │ Checkpoint's exposure process material, part, and equipment key companies introduction │ Checkpoint's deposition process equipment key companies introduction │ Checkpoint's ALD high-K material key companies introduction │ Checkpoint's etching process related key companies introduction │ Checkpoint's cleaning process related key companies introduction │ Checkpoint's semiconductor inspection equipment key companies introduction │ Checkpoint's infrastructure related equipment key companies introduction │ Back-end process that protects semiconductors: packaging │ Checkpoint's advanced packaging key companies introduction │ Checkpoint's domestic OSAT key companies introduction │ Back-end process that filters out defects: testing │ Checkpoint's semiconductor back-end test key companies introduction

PART 3: A Look Ahead: The Future of the Semiconductor Market

08 What will happen to Apple and Tesla?
Apple and Tesla: Look-alike Companies Shaking Up the Electric Vehicle Market | Apple, the Key Player of the Mobile Revolution | Checkpoint: Korean Semiconductors Must Prepare for the Autonomous Vehicle Era | Tesla, the Luxury of Autonomous Vehicles | Checkpoint: Optimists vs. Pessimists: Who Will Make the Money?

09 IT Giants Embark on In-House Chip Design
Big tech companies' destruction of their own domains is accelerating. │Google unveils its own smartphone, the Pixel. │ARM provides design assets. │TSMC, the leader in the foundry market. │Qualcomm dominates the mobile AP sector. │Philips overlooks ASML and NXP. │Check Point. The era of big tech companies designing their own chips, and the mixed fortunes of Korea and Taiwan.

10 The semiconductor industry that will change the global economic order
Foundry investment competition heats up | The small and medium-sized business industry shaking up the entire semiconductor industry | Checkpoint Semiconductor Market: Read the signs of a rebound.

For all semiconductor investors looking for an epilogue rebound

Detailed image
Detailed Image 1

Into the book
The world has already changed to a semiconductor economy.
We live in an era where cars worth tens or hundreds of millions of won cannot be made without MCUs (microcontroller units), which have an average selling price of less than $1.
The importance of semiconductors is bound to grow in the future.
When we see this phenomenon, should we just nod our heads and say, “Oh, I see,” and let this investment opportunity slip away?
We need to dig into why and gain insight.
To make a successful investment, you must go half a step faster than others.
---From "01 The Value of Semiconductors You Never Knew"

In summary, once the memory semiconductor market passes the barley hill, we can expect the next upward cycle to be long and persistent.
In terms of investment ideas, it is generally accepted that the beginning of an upward cycle should be viewed as equipment, and the end as materials.
As inventory is depleted and memory prices rebound, suppliers begin to increase capital investment and purchase equipment, and when they set up lines with the purchased equipment and begin full-scale operations, sales of materials are generated.
---From "03 Cycle Timing for Opportunity"

The demand for mobile substrates is also receiving renewed attention.
The smartphone market has already reached maturity, but wearable devices and metaverse devices are driving new demand.
A prime example is the SiP and AiP substrates used in smartwatches. The growth of the metaverse device market, including AR, VR, and MR, is expected to further accelerate demand for SiP and AiP. This, in turn, is expected to spur demand for advanced equipment such as profile cutting and laser hole processing.
---From "06 Technological prowess changes the business landscape"

The world of semiconductors is currently undergoing a massive tectonic shift.
Big tech companies that were once customers of semiconductor companies such as Apple, Tesla, and Google are all rushing to develop their own chips, and their design technology has now reached a level that threatens Intel, Nvidia, and AMD.
As of now, Nvidia is still going strong in the GPU field, while AMD is showing some good performance in CPU.
However, many investors are concerned about how long these companies can remain competitive given the disruption occurring in the semiconductor industry.
In fact, perhaps because of this sense of crisis, Nvidia is entering the CPU market and not only AMD but also Intel is making GPUs.
In this situation, the chipless ecosystem, including ARM, which supplies design assets, and Synopsys and Cadence, which provide design tools, is also expected to grow rapidly.
---From "IT Giants Embarking on In-house Chip Design"

Wafer supply is also unstable.
Japan's Sumco announced that it would invest approximately 2.4 trillion won to increase production of 12-inch wafers, and that it has already signed a five-year supply contract for the expanded capacity.
Semiconductor companies are busy working to stabilize supply and demand.
Where should we focus our attention here? The investment point is to find companies that can raise prices when things get turbulent.
We should pay attention to small and medium-sized businesses that have unrivaled competitiveness in specific fields.
To develop the discerning eye to choose this, you have no choice but to study the small business industry diligently.
Opportunity comes only to those who are prepared.

---From "10 Semiconductor Industries That Will Change the World Economic Order"

Typically, the down cycle of memory semiconductors often starts with a double bottom and then goes up.
The first floor can be read from the supply side.
That is, it starts with major companies announcing plans to reduce supply.
The second bottom can be identified by increased demand.
That's when the recession is somewhat over and finished product manufacturers increase their semiconductor orders.
At this point, the stock price reacts quickly.
---From "10 Semiconductor Industries That Will Change the World Economic Order"

Publisher's Review
★ Highly recommended by Park Se-ik!
★ Cumulative views exceed 2.6 million!
★ Korea's only IT specialized investment channel!
★ Covers all the essential information, from investment strategies to key stock analysis and future outlook!

Semiconductors: The oil of the 21st century, the rice of modern industry, and the driving force of the future.
Technology and processes, key companies, industry trends, and even the US-China hegemony war
Everything you need to know about semiconductor investment from 'IT God Lee Hyeong-su'!


Due to the nature of the semiconductor industry, investing in it requires an understanding of the overall technology, process, and industrial structure.
Author Lee Hyeong-su has stepped forward to break down barriers and open doors of opportunity for investors who find the terminology and concepts unfamiliar and different from the general stock market.
In this book, he explains everything about semiconductor investment, drawing on his 10 years as an IT journalist and 8 years of practical investment and consulting experience.
He actively works as a 'semiconductor investment mentor' on Korea's only IT specialized investment channel, 'IT's God Lee Hyeong-su', as well as various TV and media outlets, quenching investors' thirst for information, and his investment insights are fully incorporated into this program.


It is divided into three major parts to provide a quick overview of the semiconductor market, structure, and mechanism.
Part 1 explains the importance of semiconductors and why you should invest in them.
We examine the role of semiconductors in the Fourth Industrial Revolution, the nature and impact of the US-China semiconductor hegemony war, and predict, using various examples, when the semiconductor cycle will once again enter an upward trend.
Part 2 covers the basic concepts of semiconductors, the development of Silicon Valley, a leading IT industry, and its key players.
It provides specific examples of how semiconductors are made through specific technologies and processes, and analyzes key companies and prospects in areas such as materials, components, and equipment.
Part 3 looks ahead to the future market by examining the disruptive trends of leading big tech companies like Apple, Tesla, and Google.
The book details the intensifying foundry competition between Samsung Electronics and TSMC, fabless companies with design assets, and even the small and medium-sized business sector that has recently shaken up the entire industry.


This book not only provides in-depth knowledge and up-to-date information on the IT industry, particularly semiconductors, but also explains how to connect history and real-life situations, reducing the burden of the difficult and rigid topic of cutting-edge technology.
It will be of great help to investors in their in-depth study and understanding, as it provides an easy-to-understand understanding of technological directions and industrial trends, and even details technical aspects and stocks.

“Semiconductors are the answer to where the money of the future gathers!”
A semiconductor investment rebound scenario drawn by Lee Hyeong-su, the "God of IT."
From investor to wealthy person: How to read the flow of money and create wealth opportunities.


For the past several years, the world has been shaken by a shortage of automotive semiconductors.
This shock served as an opportunity to realize how deeply semiconductors are embedded in our daily lives and how profound their economic impact is.
The development of artificial intelligence, big data, cloud computing, self-driving cars, the metaverse, and robotics, all of which are driving the Fourth Industrial Revolution, cannot be achieved without semiconductors.
The very fact that semiconductors are in the midst of the US-China hegemony war demonstrates their importance.
In short, semiconductors are driving the present and designing the future.
Are you going to miss out on the endless investment opportunities hidden in this tiny circuit? In this book, author Lee Hyeong-su argues that the world has already shifted to a semiconductor economy, and emphasizes that successful investment requires staying one step ahead of others.

However, semiconductor investment must be viewed with a long-term perspective.
The Fourth Industrial Revolution is a massive movement that we cannot immediately sense, and the semiconductor market inevitably follows this change, drawing an upward curve.
Through the "Semiconductor Investment Strategy Checkpoints" placed throughout the book, you can assess the market conditions in each field, learn about key considerations in advance, and enhance the safety and success of your investment.
You will be able to read the signs of decline and rebound and develop your own solid investment strategy.
Is survival in an unstable economy your only goal? Or do you hope to invest in the future and seize future wealth? In an era where everything is semiconductor-based, as the US and China clash for semiconductor hegemony, numerous companies and technologies will develop and disappear, creating countless opportunities.
When the market looks gloomy and the stock market is volatile, many people turn their backs on the stock market, but successful people wait for a signal of a rebound when the graph is on a downward curve and look for the right time to jump in.
This book will be the perfect guide.
GOODS SPECIFICS
- Date of issue: January 6, 2023
- Page count, weight, size: 400 pages | 700g | 152*225*25mm
- ISBN13: 9791198063694
- ISBN10: 1198063696

You may also like

카테고리