What’s powering global tech stocks while Korean chip giants lag behind? Park Hyun-sang and CEO Kim Min-soo break down AI hardware demand, memory shortages, market flows, and the sectors investors are watching next. Get the big-picture buzz before making your next move.
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0:08 - Global Markets and Asian Trends
4:40 - Korean Semiconductor Stocks and Earnings
6:49 - Data Center Power and Market Flows
9:33 - Rebalancing and KOSDAQ Rotation
11:57 - AI Hardware Shortages and Components
15:05 - CPU Plays and Substrate Stocks
17:26 - PCB Stocks and Trading Strategy
