AI가 삼킨 반도체, 메모리 부족 현상 심각하다?!
#반도체 #삼성전자 #sk하이닉스▶ 촬영일 : 2025.11.12
▶ [박명석의 K-PICK] 오전 8시 라이브 방송
00:00 On Air
00:44 빅테크 클라우드 성장과 AI토큰 증가
02:27 AI버블 논란
05:07 GPU와 CPU, 서버 반도체 수요 확대
06:30 디램과 HBM 수요 급증 및 공급 변화
08:35 투자자들의 시장 대응과 전망
11:06 데이터센터 서버랙과 반도체 기판 시장 영향
12:29 종합 전망: 메모리 반도체 랠리와 코스피 상승 기대
출연: 박명석 아나운서, 박기욱 키움증권 WM부문 주임
라이브 방송 보기 - https://youtube.com/live/LdJAkZRNaYk Receive SMS online on sms24.me
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