[마이크론 실적과 반도체주가] "'진격의 마이크론', 이 기세면 내년 구글 추월..셋째가 이럴진대 맏형 삼전하닉은?"_260625

"'Micron on the Move': At This Rate, It Will Overtake Google Next Year... If the Third Sibling Is Like This, What About the Eldest Sibling, SK Hynix?" [Heo Jae-hwan, Managing Director, Eugene Investment & Securities] Micron's 85% Margin? 'Thieves?'... If It's a 5-Year Long-Term Contract, Is It a 'Slave Contract'? This shows just how massively Micron's status and influence have grown. If Micron continues at this pace, it will overtake Google next year. Concerns remain that the concentration on semiconductors will eventually continue. Although it was initially viewed as a temporary phenomenon due to supply shortages... given the 5-year long-term contract (slave contract?), there is a belief that margins will be maintained, particularly that the lower limit will be held. Why is Samsung Electronics underperforming compared to 'Hynix'? Samsung Hynix's PER is 5-6 times, while Micron's is 10-11 times... The logic is that if SK Hynix lists its ADRs, Hynix's stock price could rise further. But Samsung Electronics has a larger profit scale than SK? Controversy among analysts over market cap overtaking, etc. Should you buy semiconductors now? The 'emptiness, despair, and anxiety' felt when Samsung Electronics was absent is much greater. Semiconductors have the fastest recovery speed in volatile markets; "The strong ones recover as expected." [Song Jae-kyung, Head of Investment Division, Dimension Investment Advisory] Micron: "It couldn't be better." Resembling TSMC... Stock price surges 14%. Market investors: "Micron, are their earnings really that good?" Unlike the Google Turbo Quant shock last quarter, they seem to be accepting it willingly. Micron's margin reaches 85%; up to 50% likely to be tied up in long-term contracts. If Micron, the 3rd largest memory manufacturer, is performing this well? What about Samsung Electronics' earnings! 85% margin, 30% at this time last year... "The ceiling is approaching." Samsung Electronics overtakes Google in earnings; attention must be paid to funding costs, specifically 'bond yields.' Should you buy semiconductors now? Now is the time to rebalance! Remove holdings that have reached their target return. □ Host: Reporter Cho Tae-hyun □ Guests: Song Jae-kyung, Head of Investment Division at Dimension Investment Advisory; Heo Jae-hwan, Managing Director at Eugene Investment & Securities □ Broadcast Date: June 25, 2026 #Micron #Semiconductor #SKHynix #SamsungElectronics #AI #ADR #VividEconomy #YTN #YTNRadio YTN FM 94.5MHz Vivid and entertaining broadcasts, warm broadcasts that foster mutual growth YTN Radio Vivid Economy, featuring news explained easily by top-notch storytellers and friendly explanations --------------------------------------------------------------------------------- Subscribe and set up notifications to watch more programs on YTN Radio. Please leave many comments and likes. ● Live Broadcast Information YTN Radio Live Economy (Mon-Fri) 9:10 ~ 10:00 ● Subscribe to YTN Radio YouTube https://bit.ly/2N9iY9x ● YTN Radio Mobile App (Android) https://bit.ly/3rx4mQp (IOS) https://apple.co/2LsEOV6 ● Tips and Feedback ▶ Text Message 0945 (Short message 50 won & Long message 100 won) [Copyright (c) YTN radio. Unauthorized reproduction, redistribution, and use of AI data are prohibited.]