#반도체

The stock market in 2025 was, in a word, a roller coaster. At the beginning of the year, the dipshock shock sent AI semiconductor stocks plunging, shaking the entire market. The subsequent announcement of Trump's tariff policy sent another shockwave through US stocks and global markets. Many investors lost direction and took a wait-and-see approach. But in the second half of the year, the mood changed. The Fed's decision to cut interest rates revitalized liquidity expectations, and AI stocks, led by Nvidia, were revalued as AI demand was confirmed by earnings. In the meantime, the Korean stock market also broke through the Kospi 4000 on expectations of a recovery in the semiconductor industry. 2025 was a year of both crisis and opportunity. This experience will serve as an important reference point for setting investment strategies in 2026. #2025 stock market #dipshock #Trump tariffs #Fed rate cut #AI stocks #Semiconductor #KOSPI 4000 #2026 outlook

The Trump impact is likely to continue in 2026. But markets have already learned. Even if strong statements are made, there may be more of a "wait and see if it comes down to negotiations and compromise" rather than panic selling as in the past. The key is to pick stocks that are aligned with the policy direction rather than being swayed by short-term news. Look for companies in strategic industries (semiconductors, defense, space), long-term growth (AI infrastructure, batteries, electric vehicles), key mineral supply chain independence (rare earths, lithium, copper), and companies with U.S.-based production. Portfolios should be diversified, and it's a good idea to check your allocations before and after policy announcements. #USStocks #Trumprisk #PolicyBeneficiaries #Semiconductors #Defense #AIInfrastructure #CoreMinerals #Diversification

The AI semiconductor supercycle started with HBM, but it's D-RAM that's fueling the fire. Demand for both learning (HBM) and inference (DDR5-eSSD) has exploded simultaneously as big tech makes long-term investments in AI infrastructure for survival. This was coupled with a "perfect storm" of memory vendors shifting their lines to the more profitable HBM, structurally reducing the supply of commodity D-RAM. As a result, D-RAM prices have risen dramatically, and demand is spreading from the data center to electric vehicles, robots, and smart factories. This is not a cycle, but the beginning of an industry restructuring. #AI #Semiconductors #HBM #DRAM #Supercycle #Samsung Electronics #SK Hynix

Will APEC Summit be a watershed moment for the KOSPI rally? The 2025 APEC in Gyeongju will be centered on AI, digital finance, structural reform, and the Trump-Xi Jinping meeting. Cooperation = rally, conflict = volatility. What's your view? #APEC #COSPI #KOSDAQ #Race #AI #DigitalFinance #RareEarth #US-ChinaSummit #Semiconductors #GlobalEconomy