That's the kind of headline that gets my attention. $SK hynix(SKHY)$ 's Chairman Chey Tae-won is expecting AI semiconductor demand to jump 60% to 100% next year, with overall memory demand potentially climbing nearly 60%. The bigger point is his warning that supply might not keep up, which could mean memory chips stay tight as demand accelerates globally.
That's why I'm still keeping a close eye on the memory sector. When demand outpaces supply, the stronger players often lead the next phase. I'm more focused on watching how this theme develops rather than reacting to every single news item.
I'm looking to concentrate on the names that are showing constructive setups within solid industry groups.
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