애플이 중국 메모리를 찾는 진짜 이유… AI 메모리 대란 시작됐다 "반도체는 지금이 가장 싼 구간" ㅣ 이형수 대표

📌 Lee Hyung-soo, CEO and author of 'AI Bubble, Practical Semiconductor Investment Strategies' ✅ Kyobo Book Centre: https://tinyurl.com/3ws6rrc4 --------------------------------------------------------------------- (Filmed on July 3, 2026, at 10:00 AM) 0:00 Lee Hyung-soo, CEO of HSL Partners and author of 'AI Bubble, Practical Semiconductor Investment Strategies' 0:51 What is the intention and purpose behind Apple's recent mention of using Chinese-made memory? 2:33 What are the major risks Apple will face if it adopts some Chinese-made memory? 7:50 Why aren't Chinese memory prices cheap? 10:24 What are the technical limitations and cost burdens for China producing semiconductors without EUV equipment? 12:03 What is the performance of CXMT (Changxin Memory) DDR5 memory? 14:30 What is the investment capacity of Big Tech companies regarding the increase in AI CAPEX investment? 16:00 What are the implications of the announcement of investment in the Honam region semiconductor cluster and the domestic DRAM expansion issue? 20:20 Is the officially announced regional expansion a positive or negative development? 22:42 What are the recent corrections in the domestic semiconductor industry and the possibility of a future rebound? Apple, Lee Hyung-soo, AI Memory, Semiconductor Stocks, Chinese Semiconductors, CXMT, Chinese Memory, Apple, Semiconductor Cluster, Samsung Electronics, SK Hynix, Big Tech, 815 Money Talk PD Kim Young-min - 75/05/15 ----------------------------------------------------- 📌 [815 Money Talk Official Cafe] Investment materials are released daily! Direct Link: https://fanding.me/815moneytalk ◾ Columns by 815 Money Talk experts released ◾ Weekend ‘Real Market Trends’ e-book provided ◾ Active communication and information exchange among members! Don't invest alone. Start now at the 815 Money Talk Cafe. -------------------------- 👉Apply for appearance, advertising & collaboration inquiries [email protected] 👉Download 815 Money Talk materials https://cafe.naver.com/815moneytalk --------------------------