Author: andyguy
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Lam Research (LRCX) a Beneficiary of HBM & AI Memory Equipment? Earnings, 2026 Stock Price Outlook, Risks
Lam Research (LRCX) is the world's leading semiconductor equipment company supplying etching and deposition equipment essential for the production of AI memory HBM and 3D NAND. Leveraging an upward revision of the 2026 WFE market outlook and record-high quarterly revenue, it is a high-valuation stock that has entered the 12-month baseline target price ($405) and Hold investment rating zone. Analysis date: 2026-06-29 · Applied exchange rate: 1 USD = 1,543 KRW (All KRW conversions in this text were calculated using this exchange rate) · Current price: $379.09 (approx…
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Applied Materials (AMAT) a Beneficiary of AI Semiconductor Equipment? Analysis of Earnings and Fair Value
Applied Materials (AMAT) 12-month baseline target price $690 (approx. 1,059,150 KRW) · Investment rating: Hold. As the No. 1 company in the WFE market supplying etching, deposition, and packaging equipment necessary for AI chip production, the stock benefited from the AI capex supercycle with guidance of Q2 FY2026 record revenue $7.91B and Q3 +23%; however, this analysis examines the current phase where valuation pressure has increased following a 1-year surge of +242%. Base exchange rate: 1 USD = 1,535 KRW (2026-06-28).
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No AI Semiconductors Without ASML? Analysis of EUV Monopoly Power and 2026 Earnings and Stock Price Forecasts
ASML (ASML) 12-month baseline target price $1,950 (approx. 3,008,850 KRW) · Investment opinion: Hold. We analyze the world's No. 1 semiconductor equipment company, which raised its 2026 revenue guidance to €36–40B driven by its dominance in EUV and High-NA lithography and demand for AI chips. Base exchange rate: 1 USD = 1,543 KRW (2026-06-26).
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Applied Digital (APLD) AI Data Center Leasing Growth Stock? Earnings, Outlook, and Risks: A Comprehensive Summary
Applied Digital (APLD) 12-month baseline target price $60 (approx. 92,580 KRW) · Buy rating. We analyze a high-volatility stock that has transformed from a Bitcoin mining hosting provider to an AI data center leasing operator and secured a long-term contract worth approximately 16.973 trillion KRW with Coreweave. Base exchange rate 1 USD = 1,543 KRW (2026-06-25).
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Core Scientific (CORZ) a Beneficiary of AI & HPC Data Center Transition? Coreweave Contract and Stock Price Outlook
Core Scientific (CORZ) 12-month baseline target price $35 (approx. 54,163 KRW) · Buy rating. We analyze a high-volatility stock that has successfully transitioned from Bitcoin mining to AI and HPC data center leasing and secured revenue visibility based on a 12-year long-term colocation contract worth approximately 15.7845 trillion KRW signed with Coreweave. Base exchange rate 1 USD = 1,547.5 KRW (2026-06-24).
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TALEN Energy (TLN) AI Data Center: A Beneficiary of Nuclear Power? Earnings and 2026 Stock Price Forecast
TALEN Energy (TLN) 12-month baseline target price $480 (approx. 739,200 KRW) · Buy rating. We analyze a high-growth, high-volatility stock that has emerged as a key beneficiary of the power shortage for AI data centers, leveraging the long-term 1,920MW Amazon AWS contract based on the Susquehanna nuclear power plant and the tightening of supply and demand in the PJM power market. Base exchange rate 1 USD = 1,540 KRW (2026-06-24).
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NuScale Power (SMR) – A Leading Small Modular Reactor Stock? AI Data Center Power Demand and Stock Price Outlook
NuScale Power (SMR) 12-month baseline target price $14 (approx. 21,532 KRW) · Investment opinion: Hold. Although it is the only SMR company with NRC design certification, we analyze the risks of a sharp decline in Q1 2026 revenue (96%), a long lead time with the first module operation scheduled for 2033, and risks of large-scale cash depletion and capital increase dilution. Base exchange rate: 1 USD = 1,538 KRW (2026-06-23).
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OKLO: An SMR Nuclear Stock Benefiting from AI Power Shortages? Analysis of Business Model and 2026 Stock Price Forecast
OKLO is a developer of Small Modular Reactors (SMRs) expected to benefit from the power shortage in AI data centers. Based on collaborations with NVIDIA and Centrus and a 14GW pipeline, it is a no-revenue, high-volatility stock currently in the Hold zone with a 12-month baseline target price of $66 (approx. 100,782 KRW).
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Astera Labs (ALAB) – A Key AI-Connected Semiconductor Stock? Analysis of Earnings, Growth, and Target Price
Astera Labs (ALAB) 12-month baseline target price $390 (approx. 589,680 KRW) · Investment opinion: Hold. We analyze that the current price is in an overvalued zone, exceeding the Wall Street average target price by approximately 70% despite a 93% surge in Q1 2026 revenue and inclusion in the NASDAQ 100. Base exchange rate 1 USD = 1,512 KRW (2026-06-21).
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Navius (NBIS) an Emerging Powerhouse in AI Cloud? Rapid Revenue Growth and 2026 Fair Value Forecast
Nevius (NBIS) 12-month baseline target price $320 (approx. 489,920 KRW) · Investment opinion: Hold. Q1 2026 Group revenue surged by +684%, AI Cloud ARR $1.92B, and Meta secured a $27 billion backlog; however, we analyze this high-volatility stock with significant valuation pressure. Base exchange rate: 1 USD = 1,531 KRW (2026-06-19).