컨센대비 -36% 하회 전망

1. Cloud AI – it’s higher growth but it’s expensive.
2. Non-AI – as demand normalizes, these companies will likely have a strong rebound.
3. Edge AI – AI is about to remake the PC and smartphones.

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여긴 충성도가 엄청난 쪽이라

XR + AI

여기어때에 밀렸다던데

한화로 560만원

ㄷ ㄷ

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개트수입장에서 아프리카로는 안가쥬

7.6만명중 4% 만 아프리카 선택

JPM) Semiconductor "inventory levels remain extreme, and we could see some destocking over the coming quarters, -40% putting pressure on demand. This is likely to translate into weaker pricing and margins for the sector."

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