Chey Tae-won

The AI era is spiking demand for memory, particularly HBM, and this is the right time for SK Hynix to access US capital markets. Memory business is no longer cyclical due to long-term customer agreements and AI inference demand for huge memory storage. SK Hynix's supply will not catch up with exponentially growing demand, supporting stock price stability and upside potential. The US ADR listing provides capital to expand capacity and attract talent, reinforcing the company's position.

Chey sees Nvidia as the most important customer and dominant force in AI. He says without Nvidia the AI ecosystem would not exist, that Nvidia has created AI infrastructure solutions and built an ecosystem of partners, and that it will remain dominant in the future because of its technology and ecosystem-building approach.