Chaos and Order https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/2026-06-18-semiconductor-memory-hbm-supercycle.en The Semiconductor Memory Supercycle — How HBM Changed the Game https://www.youngju.dev/blog/2026-06-18-semiconductor-memory-hbm-supercycle.en We examine how the memory semiconductor cycle works and use data to explain how high-bandwidth memory (HBM) rewrote the rules of the game. We weigh the competitive landscape of SK hynix, Samsung, and Micron, the cycle risks, and the implications for the Korean stock market in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financesemiconductorsmemoryhbmsk-hynixkorea-market https://www.youngju.dev/blog/2026-06-18-semiconductor-memory-hbm-supercycle.ja 半導体・メモリのスーパーサイクル — HBMが変えたゲーム https://www.youngju.dev/blog/2026-06-18-semiconductor-memory-hbm-supercycle.ja メモリ半導体サイクルの仕組みを見たうえで、高帯域メモリ(HBM)がどのようにゲームのルールを変えたのかをデータで整理します。SKハイニックス、サムスン電子、マイクロンの構図とサイクルのリスク、そして韓国株式市場への示唆をバランスよく扱います。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financesemiconductorsmemoryhbmsk-hynixkorea-market https://www.youngju.dev/blog/2026-06-18-semiconductor-memory-hbm-supercycle 반도체·메모리 슈퍼사이클 — HBM이 바꾼 게임 https://www.youngju.dev/blog/2026-06-18-semiconductor-memory-hbm-supercycle 메모리 반도체 사이클의 작동 원리를 살펴보고, 고대역폭 메모리(HBM)가 어떻게 게임의 규칙을 바꾸었는지 데이터로 정리합니다. SK하이닉스, 삼성전자, 마이크론의 구도와 사이클 리스크, 그리고 한국 증시에 주는 시사점을 균형 있게 다룹니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financesemiconductorsmemoryhbmsk-hynixkorea-market