파운드리 이익 넘어선 메모리, 2026년 주가 폭등의 주인공은?

[제481회] 파운드리 이익 넘어선 메모리, 2026년 주가 폭등의 주인공은?

00:00 오프닝
00:38 "이제 조연이 아니다" 페이즈 2에서 주인공이 될 반도체 섹터
03:49 AI 투자 2막 개막! 엔비디아의 바통을 이어받을 주인공은?
06:41 Q보다 P의 시대! AI 반도체 돈 버는 공식이 바뀌었다
10:12 HBM 둔화설의 실체, '대만향 MCP 수출'이 보여준 놀라운 회복세

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TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.

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TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.

Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.

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What is YouTube?

YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.