Group 1 - The peak of the AI semiconductor cycle is expected to arrive in 2028, with Samsung Electronics and SK Hynix's performance projected to more than double compared to current levels [1] - NVIDIA's CEO Jensen Huang mentioned that data center investments could reach $1 trillion (approximately 1427 trillion KRW) by 2028, indicating a significant focus on AI semiconductor investments [1] - The performance of semiconductor stocks is unlikely to decline by 2028, and any potential downturn may only occur after the semiconductor sector enters a consolidation phase [1] Group 2 - The semiconductor market is currently dominated by commodity DRAM, but HBM and advanced foundry services are expected to take center stage starting next year [2] - HBM is transitioning from a commodity to a customized product based on orders, indicating a structural growth shift in the semiconductor industry [2] - AI server memory is predicted to account for 70% of the entire DRAM market next year, despite a slowdown in consumer demand [2]
AI芯片，要到顶了？
半导体芯闻·2025-10-14 10:26