SK Hynix or Samsung?

In the wave of rapid development in the AI industry, while major companies are frantically increasing computing power, the memory industry is also rapidly rising. As the two largest memory companies in South Korea, which one is more likely to become the leader in the memory sector? From my personal perspective:

As the world's second-largest memory company, SK Hynix's core advantages lie in its global No. 1 market share in HBM, its deeply integrated ecosystem with leading companies like NVDA, AMD, MFST, and OpenAI, and its core technological barriers. From the perspective of AI server memory alone, SK Hynix is already the de facto leader.

Samsung, as an established giant, excels in global production capacity, strong capital expenditure capabilities, and the ability to actively lower prices to reshape the industry landscape. Historically, Samsung has consistently sacrificed short-term profits to achieve long-term technological resurgence.

Therefore, in the short term, SK Hynix appears to be a temporary leader, unlikely to dominate the entire industry. In contrast, Samsung seems to be the ultimate candidate for long-term dominance.