7월 말, 반도체 역대급 변화가 옵니다 (한동희 애널리스트 1부)

Filmed on July 15, 2026 ✅ Director Chae's new book, "Even If You Couldn't Buy a Gangnam Apartment, You Can Buy Good Stocks," has been published! While you hesitate and waver, stock prices continue to rise! For those of you who can no longer put off stock investing, we invite you to Director Chae's investment class. 🔸 Kyobo Book Centre: https://bit.ly/4vqH3Ju 🔸 Aladin: https://bit.ly/4gyovlF 🔸 Yes24: https://bit.ly/4aP13wX 🔸 Coupang: https://bit.ly/4oJtL8g ✅ [Chae Sang-wook's Money Bus] Buying Money Bus drivers. Hurry up and hop on board. Unleashing strategies and tactics to create a lifetime monthly income with 100 million won. http://bit.ly/46ux77C ✅ [Compliance Notice] This video does not recommend the purchase of any specific company. Investors must invest on their own initiative, and this video cannot be used as legal grounds for any future investment losses. 00:00 Intro 00:36 Start 02:31 Concerns over Long-Term Agreement (LTA) unit prices 08:26 What happens if more AI data centers are built 11:20 Are hyperscalers short on money? 18:26 Intensifying competition in AI infrastructure #Semiconductor #SKHynix #SamsungElectronics #Memory