Excluding major chipmakers like SK Hynix, Samsung, and TSMC, the MSCI Emerging Markets index has fallen to levels last seen during the April dip of the previous year.

Ipek Ozkodesh of Swissquote predicts a market correction for memory chip stocks due to what she describes as 'ballistic' valuations.

Ipek Ozkodesh of Swissquote believes that demand for AI hardware will likely make the boom-and-bust cycles in the memory chip industry longer than they have been historically.