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Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants
Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the AI trade.
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economictimes.indiatimes.com
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Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants
Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He…
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle - The Economic Times
South Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While aiming to boost national capacity,…
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Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risks
South Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This ambitious expansion, backed by the…