메모리 역대급 캐펙스 투자, 소부장 초호황 온다!!
[제524회] 메모리 역대급 캐펙스 투자, 소부장 초호황 온다!!00:00 오프닝
00:18 공급 효과 가시화, 메모리 소부장의 새로운 봄?
03:07 메모리 3사 CAPEX, 정답은 무조건 HBM?
05:32 D램도 낸드도 온통 서버, AI 인프라가 지배?
07:11 탑다운으로 분석, 공급 과잉 없는 진짜 기회?
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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.
