■ Host: Anchor Lee Jung-seop, Anchor Cho Ye-jin
■ Starring: Kim Ji-woon, Director of Samsung Active Asset Coact ETF
* The text below may differ from the actual broadcast content, so please check the broadcast for more accurate information. Please specify [YTN News START] when quoting.
◆ Anchor: Today's schedule is Nvidia CEO Jensen Huang set to give a keynote speech. This person's mouth is attracting a lot of attention, right?
◇ I'm so excited, too. It's from 6:30 p.m. local time in the United States. I think it will be 11:30 in Korean time. So semiconductor stocks have been on the rise recently, not only in Korea but also in the United States. I think this kind of expectation will be reflected. I heard that Jensen Hwang is giving a keynote speech again for the first time in six years. So I think we'll come up with a new topic this time. It is already obvious that it was the most unique position in AI, but there were also expectations that it would appear with such robots, such as bringing an AI PC or an AI for robots. So I'm looking forward to seeing the next expansion in AI.
◆ Anchor: Then our companies will be affected by the keynote speech, right?
◇ Kim Ji-woon: Since it's 11:30, I think we should watch it without having lunch. I think each word will have a great influence. But last year, the demand for IT was very bad. So, in the second half of last year, we originally hoped for a rebound in semiconductors, but it was in a bad situation due to sluggish demand. However, if you can lead a product that can lead to new demand, whether it is an AI PC or a robot, then it is likely that there will be a rebound as expectations for a recovery in demand rise.
◆ Anchor: After all, wouldn't Jensen Hwang talk about our company or look forward to these parts such as Samsung, SK Hynix, and Hyundai Motor?
◇ Kim Ji-woon: I mentioned SK Hynix a lot because Hynix usually supplies HBM a lot. And Samsung is also delivering some and looking forward to additional deliveries, but in fact, it is much more advantageous for Nvidia to have more HBM providers. That way, you can receive and expand your supply smoothly. So I think I can talk about that a little bit.
Excerpted from
: Jeong Eui-jin, Editor of the Digital News Team
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