[지식뉴스] "반도체 폭락에 속으면 안 돼"…이제 사이클은 끝났습니다, AI가 만든 메모리 시장의 진짜 비밀 (ft.강정수 블루닷AI연구소) / 교양이를 부탁해

00:00 Micron's Margin at 85%... The Semiconductor Cycle We Knew Has Collapsed 01:16 It's Not Smartphones or PCs... Why AI Data Centers Changed the Demand Formula 02:30 Prices Rise, But We Can't Produce More... The Unexpected Limitations of Semiconductor Revenue 04:05 Token Usage Surges as Companies Start Installing AI Assistants 05:08 Why Demand for SSDs and NAND Exploded as AI Started Remembering 07:48 Breaking a Single Question into Dozens... The Secret Behind Antropics Starting to Make Money 10:16 What Fell Out First When 1,000 Data Centers Were Built Simultaneously 10:52 Why Google and Meta Are Directly Training Plumbers and Welders AI and semiconductor stocks were shaken significantly today. However, what is happening in the industrial field is the exact opposite of stock prices. As AI data centers absorb not only HBM and GPUs but also standard DRAM, NAND flash, CPUs, and even older GPUs, the memory supply shortage is actually becoming more severe. The repercussions immediately spilled over into consumers' wallets. Apple announced plans to raise the price of iPhones by $200 each and MacBooks and iPads by up to $300, while Nintendo and PlayStation also raised their prices. For the time being, mid-range phones and laptops will disappear from the market. While demand for smartphones and PCs used to drive the semiconductor cycle, an overwhelming new variable—AI data centers—has now entered the fray. As companies increasingly adopt AI agents and token usage skyrockets, memory demand is growing faster than expected, and Micron has achieved phenomenal results with a gross profit margin of 85%. Why is memory even more scarce when stock prices have plummeted? We examine the new physical laws of the semiconductor market, rewritten by AI, and the reasons why existing cycle formulas no longer apply, with Kang Jung-soo, Head of the Blue Dot AI Research Center. ※ This is the guest's personal analysis and not a stock recommendation. #PleaseTakeCareOfKyoyang #Semiconductor #Memory #AIsemiconductor #Micron #DRAMPrice [Kyoyang Production Team] Brand & IP Director: Han Dong-hoon / Writers: Son Ye-won, Yoo Jin-kyung / Editing: Kim Cho-a, Hyun Seung-ho, Song Kyu-bum / Content Design: Ok Ji-soo, Choi Heung-rak / Cinematography: Park Woo-jin / Interns: Baek Ga-eun, Lee Da-jin [Business Inquiries] Please Take Care of Kyoyang, Inquiries regarding appearances, sponsorships, and content: [email protected] Knowledge news that makes you smarter the more you listen, Please Take Care of Kyoyang @sbs_explained Copyright Ⓒ SBS. All rights reserved. Unauthorized reproduction, redistribution, and use for AI learning are prohibited.