Analysis: Three major memory chip makers face sell-off, but Samsung’s low valuation may become a new choice for investors

The market is concerned that the current memory chip boom driven by artificial intelligence demand may slow down in the next few years, repeating the typical "expansion-surplus-decline" cycle seen in cyclical industries in the past.

Analysts point out that investors choosing to enter the memory chip sector at this stage need to believe that AI-driven storage demand growth can be sustained and that they are able to withstand the risks brought by industry cycle fluctuations.