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DEEP RESEARCH · Hana Micron

[Hana Micron] Purchase Note

A short portfolio note on an initial purchase to fill semiconductor exposure, with additional buying left for review during the correction.

Written: 2025-09-15 · Purchase note · Original Naver Blog post

Investment decisions are your responsibility. This material is research and is not a recommendation to buy or sell.

0. Bottom line first

The note records an initial move to fill semiconductor exposure: first with the SOL front-end process ETF, then with TLB and Hana Micron. The key action item is to review additional buying during the current correction.

Sequence

Adding semiconductor exposure

The note first filled exposure with the SOL front-end process ETF, then added TLB and Hana Micron.

Next action

Review during the correction

Additional buying is left for review during the current correction.

반도체 비중 채우려고 일단 매수, 지난주에 일단 급해서 SOL전공정ETF채워놓고 오늘 티엘비랑 하나마이크론이랑 두가지 채움 이번 조정중 추가 매수 검토예정