"삼성에 다 뺏겼다" 폭주하는 삼성 파운드리 허 찔린 TSMC 미칠 지경 | 이형수 대표 풀버전

*Click the Subtitle Settings (CC) button to watch with full subtitles. *This is an interview video aired from April 26 to May 2. [Filming Date: April 23] Thank you for watching. This was Kim Jeong-ho's Economic TV. ★ Pre-order "AI Bubble, Practical Semiconductor Investment Strategies" https://bit.ly/4uJv5L0 00:32 It has spread throughout Big Tech. Tremendous opportunities will soon pour into Korea. 08:15 More money is flowing into Korea now: The real secret of the memory cycle 28:55 The reason money is flowing into Samsung Electronics right now; TSMC is going crazy with jealousy. 38:37 The threat of physical AI: The real reason it is an opportunity for Korea 51:40 "Everyone is looking only for Korean products": A major disaster has struck China. Semiconductor companies are on the verge of collapse. #BigTech #SamsungFoundry #TSMC #SamsungElectronics #Semiconductor