요즘 반도체보다 더 구하기 힘들다는 것
00:00 하이라이트05:06 토큰노믹스(Token+Economics)의 시대
10:45 부품 산업의 구조적 변화
16:21 삼성전기, 아직 비싸지 않은 이유
22:03 Pod 개념의 등장 : AI 하드웨어 계층화
30:29 ABF기판의 수요 증가
34:30 ABF기판의 공급 부족
43:35 ABF기판의 공급 부족 : T-Glass
48:33 ABF기판의 공급 부족 : CCL
51:08 MLCC 슈퍼 사이클이 돌아왔다?
59:47 MLCC 사이클 관련 업체
▶︎ 촬영일 : 2026. 06. 29 주식은지금
출연자 : 슈카 / 니니 / 양승수(메리츠증권 애널리스트)
▶︎ 위폴 https://wepoll.kr
▶︎ 주식은지금 라이브는 매주 월 저녁 7시에 진행됩니다.
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#주식은지금 #슈카 #니니 #주식 #국장 #미장 #양승수 #삼성전기 #엔비디아 #MLCC #ABF Receive SMS online on sms24.me
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