Post #6304 — 우주방산AI로봇 아카이브 (@defence_24)

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우주방산AI로봇 아카이브

2 Oct, 00:54

Open in Telegram Share Report

[KB: 산업]
반도체 - 스팟코멘트 : 상승 사이클, 가속 구간 진입
김동원, 2026-10-02

- 4분기 메모리 가격 두 자릿수 추가 상승, 시장 기대치 상회
- 2027년 HBM 가격 대폭 인상, 본격적인 상승 국면 진입
- 2027~2028년 메모리 수급, 2026년보다 훨씬 더 타이트

https://rcv.kbsec.com/streamdocs/pdfview?id=B520190322125512762443&url=aHR0cDovL3JkYXRhLmtic2VjLmNvbS9wZGZfZGF0YS8yMDI2MTAwMTE3MjMwNzg5MEsucGRm&wInfo=a2hhbjE=

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