AI industry not in a bubble — but expect stock corrections, says SK chief

At a forum in Seoul on December 5, 2025, SK Group chairman Chey Tae-won cautioned that while the artificial intelligence (AI) sector itself is fundamentally sound, valuations of AI‑related stocks have surged too far, too fast — and a correction could be coming. Chey emphasized that he does not believe the AI industry is a bubble. However, he noted that some AI stocks have “risen too fast and too much,” pushing prices beyond their intrinsic value — a phenomenon not uncommon in high‑growth sectors. He pointed to SK Hynix — a major memory‑chip supplier powering high‑end AI chipsets used by companies such as Nvidia — as a prime example. Over the past year, SK Hynix’s shares soared by 214%, fueled by booming demand from AI data‑center builders. The firm recently reported record quarterly profits and said its chip production for the next year is already fully booked, suggesting a sustained “chip super‑cycle.” Still, Chey described any potential downturn as a market correction, not a sign of structural problems within the AI space. He remained optimistic that AI’s long‑term impact — especially in boosting productivity — will validate many of today’s investments. #AI #StockMarket #SKHynix #TechInvesting #SlimScan #GrowthStocks #CANSLIM