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-ai-rally-volatility-june-2026.en https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026.en A data-driven walkthrough of the early June 2026 semiconductor selloff and its rapid rebound. We examine the drivers of volatility through valuation, earnings, and interest rates, and weigh the bull and bear cases alongside practical principles for navigating turbulent markets. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeai-rallysemiconductorsvolatilitynvidiamarkets https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026.ja https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026.ja 2026年6月初めに半導体株が急落し、その後すばやく反発した過程をデータで整理します。変動性の原因をバリュエーション、業績、金利の観点から検討し、強気と弱気の両方の見方、そして変動性への対応原則をバランスよく扱います。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeai-rallysemiconductorsvolatilitynvidiamarkets https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026 https://www.youngju.dev/blog/2026-06-18-ai-rally-volatility-june-2026 2026년 6월 초 반도체주가 급락했다가 빠르게 반등한 과정을 데이터로 정리합니다. 변동성의 원인을 밸류에이션, 실적, 금리 관점에서 살펴보고 강세와 약세 시각, 그리고 변동성 대응 원칙을 균형 있게 다룹니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeai-rallysemiconductorsvolatilitynvidiamarkets https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle.en https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle.en Nvidia has crossed a 5 trillion dollar market capitalization for the first time ever. This article uses data to gauge where the AI infrastructure capex cycle stands today, weighing the bull and bear cases, supply-chain bottlenecks, and the key risks in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financenvidiaai-infrastructurecapexsemiconductorsdata-center https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle.ja https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle.ja エヌビディアが時価総額5兆ドルを史上初めて突破しました。本稿はAIインフラの設備投資サイクルが今どこまで来ているのかをデータで確認し、強気論と弱気論、サプライチェーンのボトルネックとリスクをバランスよく整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financenvidiaai-infrastructurecapexsemiconductorsdata-center https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle 엔비디아가 시가총액 5조 달러를 사상 처음 돌파했습니다. 이 글은 AI 인프라 자본지출 사이클이 지금 어디쯤 와 있는지를 데이터로 짚고, 강세론과 약세론, 공급망 병목과 리스크를 균형 있게 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financenvidiaai-infrastructurecapexsemiconductorsdata-center https://www.youngju.dev/blog/2026-06-18-semiconductor-memory-hbm-supercycle.en 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 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 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 https://www.youngju.dev/blog/finance/2026-06-18-datacenter-infrastructure-investing.en https://www.youngju.dev/blog/finance/2026-06-18-datacenter-infrastructure-investing.en Where does the real upside of the AI buildout live. This piece breaks down the data center value chain (real estate/REITs, cooling, power, networking, servers) through a picks-and-shovels lens, weighing both bull and bear cases alongside cycle risk and practical checkpoints. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financedata-centerai-infrastructurereitcoolingsemiconductorsinvestment https://www.youngju.dev/blog/finance/2026-06-18-datacenter-infrastructure-investing.ja https://www.youngju.dev/blog/finance/2026-06-18-datacenter-infrastructure-investing.ja AIビルドアウトの本当の恩恵はどこにあるのでしょうか。データセンターのバリューチェーン(不動産・REIT、冷却、電力、ネットワーク、サーバー)をつるはしとシャベルの視点で分析し、強気と弱気の両論、サイクルリスクとチェックポイントを整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financedata-centerai-infrastructurereitcoolingsemiconductorsinvestment https://www.youngju.dev/blog/finance/2026-06-18-datacenter-infrastructure-investing https://www.youngju.dev/blog/finance/2026-06-18-datacenter-infrastructure-investing AI 빌드아웃의 진짜 수혜는 어디에 있을까요. 데이터센터 가치사슬(부동산/REIT, 냉각, 전력, 네트워크, 서버)을 곡괭이와 삽의 관점에서 분석하고, 강세와 약세 양쪽 시각, 사이클 리스크와 체크포인트를 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financedata-centerai-infrastructurereitcoolingsemiconductorsinvestment