I’m most bullish on HBM and advanced packaging for the next AI cycle. $SK hynix(SKHY)$ is already converting AI demand into profits, cash flow and shareholder returns, which makes its position particularly attractive.
For me, SK hynix is the proven AI-memory winner, while Samsung is the potential turnaround story. If Samsung can regain major foundry customers, its upside could be significant—but I’d rather see execution first, promises second. The next phase of AI may ultimately reward the companies that can scale reliably, not just innovate fastest.
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