영업이익 128조? 삼성전자 HBM 전망 확 올린 이유 / D램 쇼티지 내년에 더 심해진다 "반도체주 들고 가야 하는 이유" | 이주연 이사

(Filmed on June 17, 2026, at 7:00 PM, from '815 Money Show') 0:00 815 Money Talk - Director Lee Ju-yeon 0:05 Why will semiconductor stock prices remain steadfast until the end of the market? 1:53 Why is server DRAM demand surging? 2:51 Why will the DRAM and NAND shortages worsen next year? 4:51 Why will HBM prices be aggressively raised next year? 6:38 What will happen to Samsung Electronics and SK Hynix's earnings if HBM prices rise? 9:22 Why are HBM equipment companies receiving attention? 11:20 Why is Samsung Foundry becoming an alternative to US Big Tech? 16:08 What impact will the resolution of Alteogen's patent dispute have? 18:41 What is the outlook for biotech stocks after Bio USA? ,SK Hynix, Semiconductor Materials & Components, Biotech Stocks, Alteogen, Ligacam Bio, Nam Sang-seon PD-30/05/30 ------------------------------------------------------ 📌 [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 Overview’ e-book provided ◾ Active communication and information exchange among members! Don't invest alone. Start now at the 815 Money Talk Cafe. ------------------------ 👉 Appearance requests, advertising & collaboration inquiries [email protected] 👉 Download 815 Money Talk materials https://cafe.naver.com/815moneytalk --------------------------