South Korea is the epicenter of the AI trade right now, with the KOSPI being the world's best-performing index, driven by booming markets and significant retail participation that is spilling over globally.
SK Hynix is capitalizing on tsunami of demand for high bandwidth memory from the AI boom. Its U.S. listing is multiple times oversubscribed, opens a new fundraising channel for building new chip plants, and Baillie Gifford and other long-only funds have indicated strong interest, supporting a long-term positive outlook.