「White-Haired Stock God」: Key Gas for Chip Manufacturing, Tungsten Hexafluoride, Faces Supply Shortage, South Korean Foosung Corporation Poised to Benefit

June 13 – Self-proclaimed "White-Haired Stock God" Serenity stated on social media that South Korean semiconductor materials firm Foosung, with an approximate market cap of $13.44 billion, may enter a key revaluation window. The trigger for this view is disruptions to Japan’s tungsten hexafluoride (WF₆) supply chain—a critical precursor used in semiconductor etching and deposition, essential for global wafer manufacturing. Serenity noted that continued tightening of WF₆ supply could directly impact around 25% of the world’s key production capacity, hitting major wafer fabs including SK Hynix, Samsung Electronics, and TSMC. He compared this potential crunch to a "Hormuz-like supply bottleneck," referencing the strategic chokepoint that controls a large share of global energy trade. Current data puts Foosung’s global WF₆ supply share at roughly 10%, but its strategic significance could rise sharply amid supply contraction or restructuring. Serenity clarified his viewpoint is purely market observation and hypothesis analysis, and he holds no related positions. Separately, core South Korean suppliers SK Specialty and Foosung have formally notified chip giants Samsung Electronics and SK Hynix of plans to significantly raise tungsten hexafluoride prices by 70% to 90% by 2026.