Chey Tae-won leads SK Group, South Korea's second-largest conglomerate, and serves as chairman of SK Hynix, a major memory chipmaker.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Chey Tae-won expresses confidence in sustained AI-driven memory demand growth, but emphasizes need for price stability to curb speculative trading in ADRs before considering additional share sales.
Chey Tae-won argues the AI era creates exponentially growing memory demand driven by inference and agentic workloads, requiring massive capex; SK Group will invest nearly $1 trillion over 10 years for 20GW of AI data center capacity, and HBM supply tightness will persist until AGI normalizes the cycle.