Gautam Chadda, Executive Director at RBC Wealth Management, says supply bottlenecks mean scarcity in the high-bandwidth memory market could persist for another six to 12 months, with AI enablement and AI infrastructure spending continuing to support memory makers. He also discusses the South Korean markets, saying the recent volatility in equities has been driven by technical factors, including leveraged ETF flows and margin loan unwinds, rather than a weakening AI trade.
