The AI-driven memory semiconductor cycle is longer and less volatile than past cycles, keeping P/E elevated. Samsung Electronics and SK Hynix are the dominant players benefiting from strong memory demand, and their stocks should continue to perform well.
The AI-driven memory semiconductor cycle is longer and less volatile than past cycles, keeping P/E elevated. Samsung Electronics and SK Hynix are the dominant players benefiting from strong memory demand, and their stocks should continue to perform well.