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Only Samsung Electronics and Hynix investors are heading for disaster.

Machine translated

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Those who invested more than 20% in Samsung and 80% in Hynix have simply been hooked.
Hundreds of trillions in operating profit won't last forever.
After making massive profits for a few years, it will eventually regress to the range of several trillion to tens of trillions.
In the meantime, the state will spend excess tax revenue, employees will have incentive parties,
and the public might get some crumbs.
It is only the shareholders who are ruined.
No matter how fast China catches up,
annual operating profits in the hundreds of trillions until 2030 is a foregone conclusion.
After that, unless there is a major technological innovation from Samsung and Hynix,
operating profits will regress to levels seen before the memory boom.
Stock prices will be formed slightly higher than before due to accumulated earnings and inflation,
but a level three times higher than before the memory boom will be the limit.
If the stock price in 2030 is three times the 2025 level, that would be extremely high growth.

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