마이크론 역대급 실적 터졌다…삼성전자·SK하이닉스 지금부터 더 중요한 이유 | 노근창 대표 [라이브합시다]
머니인더트랩
16,345 views
Broadcast Date: October 1, 2026
Why are Samsung Electronics and SK Hynix stock prices struggling despite Micron's strong earnings?
We discussed with No Geun-chang, CEO of Semicon Research Lab, how far the semiconductor supercycle will continue, why foreign investors are selling domestic semiconductor stocks, and what signals investors should pay attention to in a high-interest rate environment.
We examine everything from the semiconductor market conditions to Samsung Electronics and SK Hynix, AI data centers, and interest rates.
00:00 Let's Live Today
01:07 Micron's Record-Breaking Earnings: What Was Different?
05:17 Data Center Demand Will Grow Even More
08:30 Why Aren't Semiconductor Stock Prices Rising Despite Good Earnings?
11:06 Will Semiconductor Oversupply Return?
24:57 Why This Semiconductor Supercycle Is Different from the Past
27:00 “It Won’t End Even in 2028?” Why We Look Beyond 2030
29:27 Rumors of SK Hynix's Solidigm IPO: Bad News for Stock Prices?
33:59 Why Foreign Investors Continue Selling Samsung Electronics and SK Hynix
41:03 Will Semiconductor Stocks Wobble Further Once Share Buybacks End?
47:48 Can the KOSPI Reach Its Previous High?
48:54 How Should Investors Respond Now?
🎤 Guest
No Geun-chang, CEO of Semicon Research Lab
🎬 Production Team
Reporter Cho Tae-hyun (Host)
PD Lee Jae-sang (Planning)
PD Lee Young-cheol (Director)
#MoneyInTheTrap #MoinT #moneyinthetrap #LetsLive #Semiconductor #DataCenter #Micron #SamsungElectronics #Hynix #Kioxia #InterestRate #BoxRange #StockOutlook
7 Comments
마이크론 역대급 실적 터졌다…삼성전자·SK하이닉스 지금부터 더 중요한 이유 | 노근창 대표 [라이브합시다]
머니인더트랩
16,345 views
Broadcast Date: October 1, 2026
Why are Samsung Electronics and SK Hynix stock prices struggling despite Micron's strong earnings?
We discussed with No Geun-chang, CEO of Semicon Research Lab, how far the semiconductor supercycle will continue, why foreign investors are selling domestic semiconductor stocks, and what signals investors should pay attention to in a high-interest rate environment.
We examine everything from the semiconductor market conditions to Samsung Electronics and SK Hynix, AI data centers, and interest rates.
00:00 Let's Live Today
01:07 Micron's Record-Breaking Earnings: What Was Different?
05:17 Data Center Demand Will Grow Even More
08:30 Why Aren't Semiconductor Stock Prices Rising Despite Good Earnings?
11:06 Will Semiconductor Oversupply Return?
24:57 Why This Semiconductor Supercycle Is Different from the Past
27:00 “It Won’t End Even in 2028?” Why We Look Beyond 2030
29:27 Rumors of SK Hynix's Solidigm IPO: Bad News for Stock Prices?
33:59 Why Foreign Investors Continue Selling Samsung Electronics and SK Hynix
41:03 Will Semiconductor Stocks Wobble Further Once Share Buybacks End?
47:48 Can the KOSPI Reach Its Previous High?
48:54 How Should Investors Respond Now?
🎤 Guest
No Geun-chang, CEO of Semicon Research Lab
🎬 Production Team
Reporter Cho Tae-hyun (Host)
PD Lee Jae-sang (Planning)
PD Lee Young-cheol (Director)
#MoneyInTheTrap #MoinT #moneyinthetrap #LetsLive #Semiconductor #DataCenter #Micron #SamsungElectronics #Hynix #Kioxia #InterestRate #BoxRange #StockOutlook