ChatGPT Is Just the Beginning – 5 Stocks Set to Benefit from the Generative AI Boom

The GPT craze isn’t ending – in fact, it hasn’t even really started.

November 2022.
When ChatGPT was first released to the public, most people had simple thoughts:
“Wow, this is fun.”
“Maybe I can use it to finish my homework.”
“This could help with writing research papers.”

But now, nearly two years later, the tone has changed:
“Wait… is this thing going to take my job?”
“People who use GPT at work are becoming productivity monsters.”
“Coding, writing, marketing—AI just does it all.”

Let’s be honest: this is no joke.
This is the second internet revolution.

And here’s the important part—
ChatGPT is just the interface.
The real money is being made behind the scenes.

So, where exactly is the money flowing in the generative AI market?

Generative AI isn’t just about chatting with a bot.
Companies aren’t pouring billions into this industry for fun.

The reason is simple:
“AI solves problems faster and more accurately than humans.”

This market can be divided into three major sectors:

1. 🧠 Models (the brains) – GPT, Claude, Gemini, foundation models
2. 🏗 Infrastructure (the body) – GPUs, servers, electricity, data centers
3. 💪 Applications (the muscles) – enterprise AI, AI search, generative content, healthcare, security, and more

Big Tech is pouring billions into infrastructure and enterprise solutions.
Why are Microsoft, Google, and Nvidia spending so heavily on AI infrastructure?
Because this is the foundation of the next trillion-dollar economy.

📈 3 Key Sectors + 5 AI-Related Stocks to Watch Right Now

So where’s the real opportunity for investors?
Let’s break it down into 3 sectors and 5 key stocks to watch.

✅ 1. Infrastructure: Power & Data Centers – POSCO Future M, Hyosung Heavy Industries

📌 POSCO Future M

AI eats electricity. A lot of it.
Every time a generative AI server runs, the power usage is massive.

This means that as the AI industry grows, electricity supply becomes critical.
POSCO Future M was known for cathode materials,
but it’s now expanding into eco-friendly power and energy storage solutions.

From ESS and battery materials to power grid infrastructure,
they’re directly tied to the backbone of AI infrastructure.

📌 Hyosung Heavy Industries

AI data centers consume tens of megawatts of electricity.
Only a handful of companies can produce the transformers, high-voltage cables, and power systems needed to handle that.

Hyosung is one of them.
They’re receiving massive orders for AI-related infrastructure,
and they’re emerging as a major exporter in Korea, the U.S., and the Middle East.

🔌 Electricity is becoming the new currency.

✅ 2. Semiconductors: The Core of AI Computation – Leeno Industrial, Hanmi Semiconductor

📌 Leeno Industrial

No matter how powerful an AI chip is,
it can’t ship without testing equipment.

Leeno is a global leader in test sockets,
used by TSMC, Samsung, and Nvidia.

Now they’re expanding into HBM (High Bandwidth Memory) testing as well—
a critical component in high-performance AI chips.

Revenue and profit are at record highs.
📊 Despite this, their P/E ratio is still just around 20, suggesting undervaluation.

📌 Hanmi Semiconductor

AI chips require high density, high heat resistance, and high-speed transmission.
That’s only possible with advanced packaging,
and Hanmi is a leader in that space.

Samsung, AMD, Intel—all have announced massive investments in advanced packaging.
Hanmi’s equipment is used in all of those processes.

Which means:
When AI chips sell, Hanmi grows with them.

✅ 3. Enterprise & Content AI – Aton

📌 Aton

Most retail investors think “AI = semiconductors.”
But the real profits come when AI is actually applied in services.

Aton has been strong in mobile security and fintech authentication.
Now, they’re leading the way in integrating AI with finance.

From AI customer support, to auto-generated financial reports,
to AI-based asset management services—
they’ve already rolled out B2B solutions with real financial institutions in Korea.

And yes, companies are already paying for it.
That makes Aton one of the very few Korean listed firms
with an AI model that is already generating revenue.

ChatGPT was just the portal – the real money is elsewhere

OpenAI was just the beginning.
The next wave of value is forming in
🔌 power,
🧠 semiconductors,
📦 packaging,
💻 software, and
🏢 enterprise AI solutions.

And we’re still at the early stage of this transformation.

🔍 5 Key Korean Stocks to Watch

These aren’t speculative stocks that “might benefit from AI someday.”
They are real AI beneficiaries with proven technology, demand, and earnings.

🎯 Action Plan for Today

1. Add all 5 stocks to your watchlist
2. Check their last 3 months of reports, news, and trading volume
3. Focus on how the keyword “AI” is linked to actual revenue
4. Choose one company you understand — and consider a small test buy
5. Monitor earnings announcements, contracts, and roadmap updates weekly