- South Korea's red-hot rally is cooling as the memory-chip price boom eases and rising Chinese capacity could intensify competition.
- TS Lombard prefers Taiwan and Japan for longer-term AI plays (TSMC, chip-equipment makers) and is neutral on South Korea.
- Samsung and SK Hynix have pulled back from recent peaks and face greater earnings volatility from price swings, plus macro risks like higher U.S. rates and a retail leverage unwind.
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