Rekindling the Semiconductor Winter Theory: Is it a Fear or a Reality?

9,665 views

Mirae Asset 'Smart Money'

Published on Oct 23, 2024
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English: Guest: Dr. Joo-Wan Lee (Industry Analyst) / Former POSCO Research Institute, SK Hynix Semiconductor Host: In-Koo Lee, Head of Media Contents Division 00:00 Asking Issues & Trends Experts (Dr. Joo-Wan Lee) 01:15 What's the Key to Morgan Stanley's 'Semiconductor Winter Theory'? 03:18 Is the Semiconductor Winter Theory Groundless? Or Real? 07:00 ASML's Poor Performance, How Much Performance Will Be Needed to Offset the Winter Theory? 09:37 Is Samsung Electronics in Crisis? 11:15 Are There Any Variables to Be Worried About with SK Hynix? 13:25 Are Chinese Semiconductor Companies Really Worried About Korea? (Questions on YouTube Bulletin Board) 17:35 China's Semiconductor Industry Amidst the US-China Conflict... Outlook 23:00 What is the Semiconductor Industry from an Investment Perspective? 27:30 Closing *This video is a re-upload of the 2nd part of 'Eyes that See the Future' 'Issues & Trends..', which was broadcast live on Wednesday, October 16 at 10 AM. ※ If you subscribe to the Smart Money channel, you can receive real-time broadcast notifications. 👍 Subscribe to Smart Money http://bit.ly/3lluWtU​​​​ 👍 #MiraeAssetSecurities #Semiconductor #SamsungElectronics #SKHynix #hbm #SemiconductorWinterTheory

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