Choi Tae-won, chairman of SK Group and head of the Korea Chamber of Commerce,
said at a July 17 AI forum in Jeju that AI will drive continued, exponential
growth in memory demand and investors should prefer long-term holdings in
memory-related stocks over frequent trading. He described recent share pullbacks
at two companies as normal market repricing when expectations outpaced reality
and said he cannot predict month‑to‑month price moves. On strategy, Choi urged
South Korea to move beyond exporting memory chips toward exporting compute power
and AI services.
