South Korea AI hardware component stocks poised to outperform memory chip giants

top fund manager: The fund manager identified in the news is Lee Wang-seop, head of the equity investment division and a portfolio manager at Hana Asset Management. He is relevant because he favors non-memory AI supply-chain stocks, as well as renewable-energy and energy-storage companies tied to data-center demand. South Korea AI hardware component stocks: This refers to South Korean companies supplying non-memory parts of the AI hardware ecosystem, including capacitor makers and AI packaging-substrate producers. The category is relevant because investor Lee Wang-seop expects these stocks to outperform large memory-chip manufacturers if the Korean market rebounds, as AI demand broadens across the supply chain. AI value chain: Capacitor manufacturers and AI packaging-substrate producers are identified as areas likely to benefit as the AI investment cycle expands beyond memory semiconductors. Related demand: Renewable-energy and energy-storage providers are also being favored because continuing data-center construction is expected to support demand for power and storage infrastructure. Investment strategy: The view reflects a shift from concentrated exposure to Samsung Electronics and SK Hynix toward other AI supply-chain segments as investors reassess the sustainability and valuation of the memory-chip rally.