律动BlockBeats|9月 23, 2026 16:11
[Serenity: Has Invested in Multiple Small Korean Semiconductor Companies, Optimistic About AI Driving a Performance Inflection Point]
BlockBeats News, September 24, Serenity stated that it has recently begun investing in multiple small publicly listed Korean companies. These companies primarily supply products such as memory chips, testing equipment, machinery, and optical components to Micron (MU), SK Hynix, Samsung, and some U.S. companies. Serenity noted that among Korean small-cap companies with market capitalizations ranging from $30 million to $250 million, there are many businesses driven by AI demand that are currently at an inflection point. These companies are involved in fields such as optical components, CPUs, memory, and semiconductor equipment. Serenity mentioned that due to the higher risks and volatility of these companies, it will not disclose specific target names but believes that if certain companies can achieve market capitalization growth from $40 million to $400 million, it would be sufficient to offset the associated investment risks on a personal level. [Original Link]
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