BlockBeats News, June 13th, The "White-Haired Stock God" Serenity stated on social media that South Korean semiconductor material company Foosung (with a market value of approximately $13.44 billion) may be entering a key revaluation window. The rationale behind this is the disturbance in the Japanese WF₆ (tungsten hexafluoride) supply chain. This material is a crucial precursor in semiconductor etching and deposition processes, essential for global wafer manufacturing.

Serenity pointed out that continued tightening of WF₆ supply would directly impact around a quarter of the world's key production capacity chain, affecting major wafer fabs such as SK Hynix, Samsung Electronics, and TSMC. This potential impact resembles a "Hormuz-like" supply bottleneck.

It is estimated that Foosung currently accounts for approximately 10% of global WF₆ supply. However, in the context of supply contraction or restructuring, its strategic significance may increase significantly. Serenity's viewpoint is merely a market observation and assumption analysis, and no relevant positions are currently held.

In addition, core suppliers such as South Korea's SK Speciality and Foosung have formally notified chip giants like Samsung Electronics and SK Hynix that they plan to significantly raise tungsten hexafluoride prices by as much as 70% to 90% by 2026.