With the announcement of Micron's earnings,

With the announcement of Micron's earnings, positive theories about semiconductors are rising again. I think it's ironic that negativity looks so strong in the first place. If your perspective is biased to either side, you will have an opportunity.

If you refer to the last posts, I explained important AI semiconductor industry issues in 2025 with articles on on-device AI and semiconductor industries and articles on autonomous driving and semiconductor industries.

Due to the bad mood in the semiconductor sector, I checked the past semiconductor cycle and summarized my personal thoughts on the issues of oversupply and performance concerns for the semiconductor sector. In the following post, I summarized the semiconductor testing industry.

There was a reason for the order of posting like this. When concerns about the industry are resolved, positive theories about the value chain of AI semiconductors will spread again. At the center of it, it is necessary to understand industrial trends, and a strategy to select key companies in advance based on research on technology is needed.

Again, interest in technology growth stocks has increased. On top of that, China's willingness to stimulate the economy is also solidifying the downside of the business to the technology industry. Benefits of China's economic stimulus have a trickle-down effect in industries where China invests heavily. In the past, if the benefits were concentrated on industrial goods and materials sectors, I think this time it will be the tech sector. In the past, it was a time when China increased investment in its role as a manufacturing plant
This is because it is a time to increase investment in fostering high-tech industries in the country.

When it comes to technology growth stocks, investment ideas are not limited to Korea. I see the priorities of opportunities in the SW in the US, the small manager in Japan, and the Yanggi in China, and I plan to focus on a small number of globally competitive companies in Korea.