SK Hynix is set to make its U.S. IPO Friday, and Evan Scholssman expects rampant demand for the debut as AI memory supply constraints remain in focus. He explains how the company fits into the greater AI trade alongside chipmakers like Nvidia (NVDA) and AMD Inc. (AMD). Brendan Burke offers his insights into the AI memory space and weighs whether SK Hynix can become a leader in the industry. He believes the South Korean tech firm will face competition headwinds, even from companies still emerging in the space.