PANews 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.

Serenity points out that if WF₆ supply continues to tighten, it will directly affect about a quarter of the world's key capacity demand chain, impacting major wafer foundries such as SK Hynix, Samsung Electronics, and TSMC. This potential impact can be compared to a "Strait of Hormuz-style" supply bottleneck—that is, a change in a single link can affect the stability of global semiconductor supply.

According to Serenity's estimates, Foosung currently accounts for approximately 10% of the global WF₆ supply chain. However, against the backdrop of supply contraction or restructuring, its strategic importance may significantly increase, making it one of the core beneficiaries of substitution outside of the Chinese supply system. However, Serenity also emphasizes that this view is based solely on market observation and hypothetical projections, and they currently do not hold any related positions.