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.