“HBM만 보면 끝납니다” AI 반도체 시장, 결국 '여기'서 갈릴겁니다 (강정수 박사 1부)

[촬영날짜 : 5/21]
오늘은 강정수 박사님을 모시고
AI 시대를 움직이는 반도체 시장과
여러 병목들이 가져올 변화에 대해 들어봤습니다.
영상이 유익했다면 구독!! 영상이 재밌으셨다면 좋아요 버튼을 눌러주세요!

#머니인사이드 #강정수 #반도체

00:00 “AI 버블론 끝났다” 이제는 수요가 공급을 못 따라간다
06:35 “HBM만 보면 늦는다” AI 반도체 판이 바뀝니다
11:24 “막힌 곳이 한두 군데가 아닙니다” 반도체 시장의 핵심 변수
23:10 “데이터 센터 건설 멈춰라” 다가오는 미국 선거에 주목해야 하는 이유 Receive SMS online on sms24.me

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.

Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.

Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.

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.

@YouTubeReaderBot allows you to subscribe to Youtube channels.

By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.

Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.

Look for new videos or channels and share them with your friends.

You can start using our bot from this video, subscribe now to “HBM만 보면 끝납니다” AI 반도체 시장, 결국 '여기'서 갈릴겁니다 (강정수 박사 1부)

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.