AI 반도체 사이클은 이제 시작이다

#삼성전자 #샌디스크 #온세미컨덕터

▶ 촬영일 : 2026.05.04
▶ [박명석의 K-PICK]

'좋아요'와 '댓글' & '구독'과 '알림설정'도 꾸욱!

00:00 On Air
00:00 AI 수요와 반도체 시장 상승세
01:01 빅테크 하이퍼스케일러 투자 증가와 클라우드 성장
03:21 컴퓨팅 파워 부족과 맞춤형 칩 사업 확대
05:31 반도체 주가 상승, 샌디스크 실적과 메모리 쇼티지
08:21 AI 활용 사례와 코딩 자동화
11:31 AI가 바꾸는 업무 환경과 투자자 심리
14:01 AI 기반 헬스케어 서비스 혁신
16:31 AI 대체 우려와 인간 역할 변화
17:31 반도체 관련 기업 실적 전망과 투자 방향
20:01 미국 경제 구조 변화와 기술주 중심 투자

출연: 박명석 아나운서, 이경민 키움증권 리테일플랫폼부문 과장

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