20:26Long-form

[#긴급인터뷰] SK하이닉스보다 삼성전자? / HBM만 보면 늦는다… 서버 D램·낸드까지 ‘메모리 초 호황’ 번진다 | 더 프레미어 강관우 대표

South KoreaPublished September 29, 2026

Views 44.0K  |  Likes 476  |  Comments 5
Views#7,941,205Global
Views#166,835South Korea

Channel

815머니톡815머니톡
1.29M subs•13.7K videos•Sep 2014

This video has 44.0K views and 476 likes, ranking #7,941,205 globally among tracked YouTube videos by view count.

At a glance

Views

44,067

Likes

476

Comments

5

Performance vs. channel

Outlier score

Engagement rate

Revenue estimate

Details →

Total (all-time): $31 – $88

Based on estimated $0.7–$2 CPM.

About

(촬영 일시-2026년 9월 29일 오전 10시 10분) 0:00 더 프레미어 강관우 대표/ MC-아이에셋 김태성 본부장 0:53 미 10년물 5% 시대, 주식시장은 왜 버티고 있을까? 2:36 마이크론의 실적, 메모리 2차 랠리의 핵심 변수는? 4:32 HBM보다 서버 D램·기업용 SSD가 중요해지는 이유는? 6:23 HBM4 개화, 마이크론, SK하닉, 삼전 마진과 밸류에이션 영향은? 8:57 배당락 이후 삼성전자, 다시 봐야 할 이유는? 11:47 외국인 자금이 SK하이닉스에서 삼성전자로 이동할까? 14:02 역대급 실적인데 PER 4배 초중반에 …

Published
September 29, 2026
Made for kids
No

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