Vivold Consulting

SK Group says AI market fundamentals remain strong despite overheating equity valuations

Key Insights

SK Group's chairman says AI fundamentals remain solid, even as stock prices may correct after surging too quickly. Hardware demand, memory constraints and model-development momentum remain strong.

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Market sentiment vs. industry reality


SK's chief draws a line between financial exuberance and operational demand. Even if equities cool, the underlying AI infrastructure cycle especially memory and HBM continues tightening.

Why he's confident in the fundamentals


- AI models keep scaling, and memory supply remains the new bottleneck, ensuring strong pricing power.
- Corporate AI adoption curves are still in early innings, leaving significant growth runway.

Implications for the ecosystem


A correction could benefit buyers of compute and memory contracts, potentially opening room for long-term pricing reset and more sustainable deployment planning.

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