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SK Securities: Memory stocks are the cheapest stocks among bottlenecks in the AI era.

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ME News, June 25 (UTC+8), South Korea's SK Securities continues to believe that the memory re-rating process is still in its early stages. SK Securities pointed out that TSMC enjoys a high valuation because it is a platform manufacturer that can help customers achieve future development, and the same applies to memory in the AI era. Structurally improved profitability and visibility, along with enhanced shareholder returns on this basis, mean that memory re-rating will proceed in tandem with the unwinding of the discount on Korean memory. Currently, Samsung Electronics and SK Hynix have a 12-month P/E ratio of about 6.0 times, indicating that their stock prices are still the cheapest among the bottlenecks of the AI era. As value shifts and reallocates within the industry, the indicator to trust and follow is changes in profitability, not valuation frameworks based on the past. SK Securities maintains its overweight rating on semiconductors. (Source: ODAILY)
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