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I think the US semiconductor bubble is coming to an end.

๐Ÿ‘ค ๋ผ๋‘
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๊ฐˆ์ˆ˜๋ก ์ ์ฐจ ์š”๊ตฌ์น˜์™€ ๊ธฐ๋Œ€์น˜๋Š” ์ ์  ์ฆ๊ฐ€ํ•˜๋Š”๋ฐ


์ด ๊ฐ€๊ฒฉ๋Œ€์—์„œ 4๋…„๋’ค์—๋„ ๋” ์˜ค๋ฅธ๋‹ค?


๋ง ์•ˆ๋˜๋Š”๋“ฏ ํ•œ๋ฒˆ ๊ธ‰๋ฝ์žฅ๋„ ๊ฒฐ๊ตญ ์˜ฌ๊ฑฐ๋ผ๊ณ ๋ด„


์˜ฌํ•ด ์”น ๋ฐ˜๋„์ฒด๋ ๋ฆฌ ๊ทธ ๊ฐ€๊ฒฉ๋Œ€๊ฐ€ 10๋…„๋’ค ๊ฐ€๊ฒฉ์ด ์ ์ •์„ ์ธ๋“ฏ

๐Ÿ”ฅ ์‹ค์‹œ๊ฐ„ ๋„คํ‹ฐ์ฆŒ ๋ฒ ์ŠคํŠธ ๋ฐ˜์‘

  • ใ…‡ใ…‡4๋…„์ „ ์ฃผ๊ฐ€๋ด๋ผ ๋ง์ด ์•ˆ๋˜๋Š”๊ฑด ์—†์Œ
  • ใ…‡ใ…‡1๋ช‡๊ฐœ๋Š” 8๋…„๋งŒ์— ์ด๋งŒํผ ์˜ค๋ฅธ๊ฑฐ๋ผ
  • ใ…‡ใ…‡2์•„๋ฌด๋„ ๋ชจ๋ฅด๋Š” ์‹คํ—˜์„ ํ•˜๊ณ ์žˆ๊ธดํ•ด
  • ์ด๊ฐ€์Šคํ† ๋ผ๊ทธ๋Ÿผ ์ˆ์ณ
  • ๊ฐ“๋ฒ„๋ฆฌํ˜•Ai์“ฐ๋Š” ํ˜„์ง์ž๋“ค์€ ๋ฌด์กฐ๊ฑด ์˜ค๋ฅธ๋‹ค๋ณธ๋‹ค๊ณ ํ™•์‹ ํ•จ. ใ…‡ใ…‡
  • ใ…‡ใ…‡10๋…„์œผ๋กœ ๋ณด๋ฉด ๊ทธ๋ฆฌ ๋†’๊ฒŒ ์˜ค๋ฅธ๊ฒƒ๋„ ์•„๋‹˜
  • ใ…‡ใ…‡3๋”ฑ22๋…„๋ง๊ธฐ์ ์œผ๋กœ ๋Œ์•„๊ฐˆ๊ป„
  • ใ…‡ใ…‡์ˆ์ณ๊ทธ๋Ÿผ
  • ใ…‡ใ…‡๊ทธ๋ƒฅ ๋น…ํ…Œํฌ๋“ค ์˜ค๋ฅผ๋•Œ ๋ฐ˜๋„์ฒด ์• ๋“ค ์–ต๊นŒ๋‹นํ•ด์„œ ๋ชป ์˜ฌ๋ž๋˜๊ฑฐ ์ตœ๊ทผ 5๋…„๋™์•ˆ ํญ๋ฐœ์ ์œผ๋กœ ์˜ค๋ฅด๋Š”๊ฑฐ์ง€ ๋ญ ๋ฒ„๋ธ”์ด๋‹ˆ ์•„๋‹ˆ๋‹ˆ๋Š”.. ์ผ๋‹จ 10๋…„๊ฐ„ ์—”๋น„ +200% ๋‹ฌ์„ฑ ๊ฐ€๋Šฅ vs ๋ถˆ๊ฐ€๋Šฅ์— ๋Œ€ํ•ด ์ „์žฌ์‚ฐ ๊ฑธ๊ณ  ๋‘˜ ์ค‘ ํ•˜๋‚˜๋งŒ ๊ณ ๋ฅด๋ผ๊ณ  ํ•˜๋ฉด ๊ฐ€๋Šฅํ•˜๋‹ค๊ฐ€ ํ›จ์”ฌ ๊ฐ€๋Šฅ์„ฑ ๋†’์„๊ฑธ. ๋‚˜๋Š” 10๋…„์ด๋ฉด +400%๋„ ๊ฐ€๋Šฅํ•ด๋ณด์ด๋Š”๋ฐ
  • ใ…‡ใ…‡๊ทธ๊ฒŒ ํ„ฐ์ง€๋ฉด ๋‹ค๋ฅธ๊ณณ์€ ๋” ์ž‘์‚ด๋‚œ๋‹ค๋Š”๊ฑฐ
  • ใ…‡ใ…‡์—ฌ์ „ํžˆ ์‚ฌ์ดํด ์‚ฐ์—…์ด๋ผ ์ฐ๋Œ€ํญ๋ฝ์žฅ์ด ์˜ค๊ธฐ๋Š” ํ• ํ…๋ฐ ์ผ๋‹จ ์ง€๊ธˆ์€ ์•„๋‹˜
  • <b>์–ด์ฐจํ”ผ ๋ฐ˜๋„์น˜๋กœ ํ•œํƒ• ๋•ก๊ธฐ๋ฉด ๋˜๋‹ˆ๊นŒ

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