chey tae-wonChey Tae-won leads SK Group, South Korea's second-largest conglomerate, and serves as chairman of SK Hynix, a major memory chipmaker.
nancy tenglerNancy Tengler manages a fund with full allocation to memory sector via Micron; sees sustainable AI buildout with 3-5 year backlogs and is unconcerned about $350B data center capex given strong cash flows.
mandeep singhMandeep Singh covers tech infrastructure and AI capex for Bloomberg Intelligence, analyzing hyperscaler spending and custom silicon.
bailey lipschultzLeads Bloomberg's semiconductor coverage from New York, reporting on memory chips, IPOs, and Asian tech supply chains.
ivana delevskaIvana Delevska analyzes memory market dynamics, arguing HBM constraint is peaking while agentic AI broadens demand; favors equipment suppliers over chip makers for next investment wave.