Is the 'Semiconductor Supercycle' Over? "We Haven't Even Reached the Peak Yet; A 'Power Game' Between Tech and Finance Is Underway" (ft. Professor Kwon Seok-jun, Sungkyunkwan University)

As stock prices of major semiconductor companies, which have been driving the domestic stock market, continue to plummet, concerns about the semiconductor industry reaching its peak persist. Has the semiconductor supercycle truly peaked and begun its decline? Is it time to reduce semiconductor holdings in investment portfolios, as warned by Morgan Stanley? We asked Professor Kwon Seok-jun of the School of Chemical Engineering at Sungkyunkwan University, an expert in the field. According to Professor Kwon, a power game between the technology and financial sectors has historically occurred whenever a new market is created, and such a dynamic is now beginning to unfold in the AI semiconductor market.

This is the first video from the meeting between SBS YouTube's "Discovery of Knowledge" and Professor Kwon Seok-jun!

Reported by Kim Soo-hyung | Hosted by Jeong Yu-mi | Written by Park Jung-rye | Edited by Kim Bok-hyung and Ryu Ji-soo | Filmed by Kim Sang-yoon and Cha Seung-hwan | CG by Jung Yu-min | Directed by Jo Do-hye | Produced by SBS Digital News
※ Please note: This article was translated by AI and may contain errors.