Micron earnings, rising bond yields, HBM4, and China’s chip ambitions—what could move Samsung Electronics and SK Hynix next? CEO Kang Kwan-woo breaks down the semiconductor outlook, margin potential, and why traditional DRAM and NAND still matter. Tune in for insights that cut through the market noise!
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0:00 - Treasury Yields and AI Stocks
2:32 - Micron Earnings and Guidance
4:28 - HBM, DRAM, and NAND Demand
6:19 - Memory Makers and Margin Growth
8:37 - Samsung Ex-Dividend and Earnings Outlook
11:38 - Foreign Investor Flows
14:00 - Valuations, Interest Rates, and Memory Stocks
17:40 - China’s Semiconductor Competition
