Semiconductor stocks are rotating, AI infrastructure keeps growing, and Samsung’s earnings are in the spotlight. Join CEO Noh Geun-chang for a lively look at KOSDAQ, Hynix, AI power demand, and why MLCCs and substrates are making waves.
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0:05 - Semiconductor Selloff and AI Infrastructure Momentum
2:50 - Rates, Currency, and Oil Market Trends
4:26 - KOSDAQ Rally and Small-Cap Research Coverage
7:18 - ETF Flows and SK Hynix Weakness
11:17 - Semiconductor Outlook and Earnings Catalysts
15:23 - Samsung Earnings, Valuation, and Shareholder Returns
22:04 - Samsung Electro-Mechanics and Passive Components
