AI Winners May Be Beyond Semiconductors, Kang Bang-chun Says

Kang Bang-chun, founder of AssetPlus Asset Management, presented his investment view on the AI era in part three of Maeil Business Plus’s “Great Investors of Korea” series. Introduced as a living legend of Korea’s investment industry, he argued in this market diagnosis that the real beneficiaries of AI may not be limited to semiconductors. The original article features Kang as the first subject of the series and focuses on his interpretation of AI-related industries and market judgment. While semiconductors remain central to the AI investment debate, Kang’s comments point to the need to look more broadly at beneficiary sectors. Source: mk.co.kr