While the current market outlook for memory chips is somewhat unfavorable, and most investors are seasoned veterans who understand the strong cyclical nature of stock prices—they rise and fall dramatically—I want to emphasize that if memory chips collapse, other AI component companies will likely fare even worse. Memory chips are undeniably incredibly profitable, while other component suppliers are barely making a fraction of their profits. The two major Korean manufacturers are performing reasonably well, but the problem is that prices have risen too much, making the market more volatile. If an AI bubble doesn't materialize, memory chips should be worth observing further.
(Observation list: Prioritize the three major manufacturers and SNDK/Kioxia)
