"White-haired stock guru" Serenity: Semiconductor materials market may face "Hormuz Strait-style" supply bottleneck; South Korea's Foosung enters a critical revaluation window.

CoinFeed reported on June 13 that Serenity, the "white-haired stock guru," wrote that South Korean semiconductor materials company Foosung Co., Ltd. (with a market capitalization of approximately $1.2 billion) may be entering a critical revaluation window. The core logic is that the supply chain of WF₆ (tungsten hexafluoride) in Japan has been disrupted due to external trade and export controls. This material is one of the key precursors in semiconductor etching and deposition processes and is crucial to global wafer manufacturing.