Woofun AI notes that SK Securities asserts the memory sector re-rating remains in its initial phase, drawing parallels to TSMC’s platform valuation logic. The firm highlights that structural profitability improvements and enhanced shareholder returns are driving a narrowing discount for Korean memory stocks. Samsung Electronics and SK Hynix currently exhibit 12-month P/E ratios of approximately 6.0 times, positioning them as the most affordable assets within the AI bottleneck supply chain. SK Securities advises tracking profitability shifts over historical valuation metrics and retains an overweight rating on semiconductors.