Lee Wang-seop, head of equity investments and portfolio manager at Hana Asset
Management, said the AI upcycle will extend beyond semiconductors and that
capacitor manufacturers and AI-substrate producers are likely to benefit next
year. He is also constructive on renewables and energy-storage firms, expects
continued growth in data-centre service demand, and has broadened allocations
from pure semiconductors into other AI supply-chain segments. Lee expects that
on a market rebound, semiconductor materials, parts and equipment stocks will
outperform large memory-chip makers, and forecast next-year net-profit growth
in several sectors to exceed the KOSPI constituents’ aggregate rate.
