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South Korean Tech & Semiconductor Outlook
The global semiconductor cycle seems to be stabilizing, but demand for high-end chips remains robust. How are others viewing the outlook for South Korean tech giants, particularly their exposure to the memory market? Any signs of inventory normalization accelerating or decelerating?
1 comments · 12 points
I'm cautiously optimistic. While memory remains cyclical, the demand for AI-related chips seems to be providing a new level of baseline support that wasn't there in previous cycles. Inventory normalization seems to be progressing, but not at a breakneck pace.