https://insightimes.com/articles/%EC%98%A4%EB%9D%BC%ED%81%B4-1073-%EA%B8%89%EB%93%B1-%EA%B5%AC%EA%B8%80-9-%EA%B8%89%EB%9D%BD-ai-%EC%A3%BC%EA%B0%80%EB%8A%94-%EC%99%9C-%EA%B0%88%EB%A0%B8%EB%82%98Insight Timesko2026-10-28T23:18:58.022Z미국 증시는 올랐지만, AI 주식의 승패는 갈렸다 https://insightimes.com/articles/%EC%95%8C%ED%8C%8C%EB%B2%B3-%EC%A3%BC%EA%B0%80-10-%EA%B8%89%EB%9D%BD-%ED%81%B4%EB%9D%BC%EC%9A%B0%EB%93%9C-103-%EC%84%B1%EC%9E%A5%EC%97%90%EB%8F%84-%EC%99%9C-%ED%8C%94%EC%95%98%EB%82%98Insight Timesko2026-10-28T23:04:43.072Z구글 클라우드 103% 성장에도 주가 10% 급락, 월가는 무엇을 걱정하나? https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%9C%EC%86%8C%ED%94%84%ED%8A%B8-azure-48-%EC%84%B1%EC%9E%A5-%EC%84%A4%EB%B9%84%ED%88%AC%EC%9E%90%EC%99%80-%EC%9E%89%EC%97%AC%ED%98%84%EA%B8%88%ED%9D%90%EB%A6%84%EC%9D%80-%EC%96%B4%EB%96%BB%EA%B2%8C-%EB%90%90%EB%82%98Insight Timesko2026-10-28T23:01:42.972Z마이크로소프트 Azure 48% 성장, 그런데 AI 투자비는 더 늘어난다 https://insightimes.com/articles/%EC%97%B0%EC%A4%80-%EA%B8%88%EB%A6%AC-%EB%8F%99%EA%B2%B0-375~400-%EC%B6%94%EA%B0%80-%EC%9D%B8%EC%83%81-%EA%B0%80%EB%8A%A5%EC%84%B1%EC%9D%80-%EC%99%9C-%EB%82%A8%EC%95%98%EB%82%98Insight Timesko2026-10-28T23:01:36.129Z미국 연준은 왜 금리를 동결하면서도 추가 인상 가능성을 열어뒀을까? https://insightimes.com/articles/sk%ED%95%98%EC%9D%B4%EB%8B%89%EC%8A%A4-%EC%98%81%EC%97%85%EC%9D%B4%EC%9D%B5-83%EC%A1%B0-%EC%9B%90%EC%9D%B8%EB%8D%B0-%EC%A3%BC%EA%B0%80%EB%8A%94-%EC%99%9C-%EB%B0%98%ED%86%A0%EB%A7%89%EC%9D%B8%EA%B0%80Insight Timesko2026-10-28T17:39:55.647ZSK하이닉스 사상 최대 실적, 반토막 난 주가 이제 반등? https://insightimes.com/articles/smh-soxx-%EC%B0%A8%EC%9D%B4-%EC%83%81%EC%9C%84-2%EC%A2%85%EB%AA%A9-3023-%EC%8F%A0%EB%A6%BC%EC%9D%80-%EB%AC%B4%EC%97%87%EC%9D%B8%EA%B0%80Insight Timesko2026-10-28T16:33:04.187Z반도체 ETF, SMH와 SOXX 중 무엇을 적립식으로 사야 할까? https://insightimes.com/articles/tsmc-asml-%EB%B9%84%EA%B5%90-%EB%A7%A4%EC%B6%9C%EC%B4%9D%EC%9D%B4%EC%9D%B5%EB%A5%A0-664%EC%99%80-575%EB%8A%94-%EB%AC%B4%EC%97%87%EC%9D%B4-%EB%8B%A4%EB%A5%B8%EA%B0%80Insight Timesko2026-10-28T16:26:55.736ZTSMC와 ASML, AI 반도체 시장의 두 독점 기업 중 누가 더 유리할까? https://insightimes.com/articles/%EB%A9%94%EB%AA%A8%EB%A6%AC-%EC%8A%88%ED%8D%BC%EC%82%AC%EC%9D%B4%ED%81%B4-8373%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%A0%84%EB%A7%9D-%EC%9D%B4%EB%B2%88%EC%97%94-%EB%8B%A4%EB%A5%BC%EA%B9%8CInsight Timesko2026-10-28T16:26:51.646ZAI 메모리 슈퍼사이클, 이번에는 정말 다를까? https://insightimes.com/articles/ai-%ED%88%AC%EC%9E%90-%EC%A0%95%EC%A0%90%EC%9D%80-2027%EB%85%84%EC%9D%B8%EA%B0%80-%EC%84%A4%EB%B9%84%ED%88%AC%EC%9E%90-%EC%A6%9D%EA%B0%80%EC%9C%A8-60%EC%9D%98-%EB%9C%BBInsight Timesko2026-10-28T14:49:54.756ZAI의 끝은 내년이 아니다, 2029년을 먼저 사는 투자법 https://insightimes.com/articles/%ED%94%BC%EA%B7%9C%EC%96%B4-35%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%95%BD%EC%A0%95-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-%EB%A7%A4%EC%B6%9C%EB%A1%9C-%EB%B4%90%EB%8F%84-%EB%90%A0%EA%B9%8CInsight Timesko2026-10-28T14:49:45.287Z로봇이 팔리기 전, 반도체가 먼저 팔린다 https://insightimes.com/articles/%EB%B0%98%EB%8F%84%EC%B2%B4%EC%A7%80%EC%88%98-20-%ED%95%98%EB%9D%BD-33%EB%85%84-%EA%B8%B0%EB%A1%9D%EC%9C%BC%EB%A1%9C-%EB%B3%B4%EB%A9%B4-%EC%96%BC%EB%A7%88%EB%82%98-%ED%9D%94%ED%95%9C-%EC%9D%BC%EC%9D%B8%EA%B0%80Insight Timesko2026-10-28T09:04:46.504Z반도체지수 -20%는 '사건'이 아니라 '일상'이었다 https://insightimes.com/articles/ai%EB%8A%94-%EC%99%9C-%EB%8B%A4%EC%8B%9C-%EB%85%B8%ED%8A%B8%EB%B6%81%EC%9C%BC%EB%A1%9C-%EB%8F%8C%EC%95%84%EC%98%A4%EB%8A%94%EA%B0%80Insight Timesko2026-10-28T08:56:23.535ZAI는 왜 다시 노트북으로 돌아오는가? https://insightimes.com/articles/%EC%A4%91%EA%B5%AD%EC%9D%80-%EC%88%98%EC%9C%A8-20%EC%9D%98-hbm%EC%9D%84-%EC%99%9C-%EC%83%9D%EC%82%B0%ED%95%98%EB%A0%A4-%ED%95%A0%EA%B9%8CInsight Timesko2026-10-28T08:56:01.312Z중국은 수율 20%의 HBM을 왜 생산하려 할까? https://insightimes.com/articles/%EC%98%A4%EB%9D%BC%ED%81%B4-%EA%B5%AC%EA%B8%80-tpu-2027%EB%85%84-%EB%8F%84%EC%9E%85-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-vera-rubin-%ED%99%95%EB%8C%80%EC%99%80-gputpu-%EA%B2%BD%EC%9F%81-ai-%ED%95%99%EC%8A%B5%EC%B6%94%EB%A1%A0-%EB%B0%98%EB%8F%84%EC%B2%B4-%EC%8B%9C%EC%9E%A5-%EB%B6%84%EC%84%9DInsight Timesko2026-10-28T01:48:09.391Z오라클은 왜 엔비디아 GPU를 더 사면서 구글 TPU도 들일까? https://insightimes.com/articles/%EC%98%81%EC%97%85%EC%9D%B4%EC%9D%B5%EB%A5%A0-80%EB%B3%B4%EB%8B%A4-%EC%A4%91%EC%9A%94%ED%95%9C-%EC%88%AB%EC%9E%90-sk%ED%95%98%EC%9D%B4%EB%8B%89%EC%8A%A4%EB%8A%94-2028%EB%85%84-%EC%83%9D%EC%82%B0%EB%9F%89-%EC%A0%88%EB%B0%98%EC%9D%84-%EB%AF%B8%EB%A6%AC-%EA%B3%84%EC%95%BD%ED%96%88%EB%8B%A4Insight Timesko2026-10-28T01:48:02.504Z영업이익률 80%보다 중요한 숫자, SK하이닉스는 2028년 생산량 절반을 미리 계약했다 https://insightimes.com/articles/ai-%ED%88%AC%EC%9E%90%EC%97%90-%EB%8F%88%EC%A4%84%EC%9D%B4-%EC%97%B4%EB%A6%AC%EC%9E%90-%EB%B0%98%EB%8F%84%EC%B2%B4%EB%8A%94-%EB%B0%98%EB%93%B1%ED%96%88%EB%8B%A4-%EA%B7%B8%EB%9F%B0%EB%8D%B0-%EB%A9%94%ED%83%80%EB%8A%94-%EC%99%9C-%ED%95%98%EB%9D%BD%ED%96%88%EC%9D%84%EA%B9%8CInsight Timesko2026-10-27T23:12:57.540ZAI 투자에 돈줄이 열리자 반도체는 반등했다. 그런데 메타는 왜 하락했을까? https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC%EC%99%80-%EC%8A%A4%ED%8E%98%EC%9D%B4%EC%8A%A4x%EA%B0%80-%ED%95%A9%EB%B3%91%ED%95%98%EB%A9%B4-%EB%88%84%EA%B0%80-%EB%8D%94-%EC%9D%B4%EC%9D%B5%EC%9D%84-%EB%B3%BC%EA%B9%8CInsight Timesko2026-10-27T11:41:39.037Z테슬라와 스페이스X가 합병하면, 누가 더 이익을 볼까? https://insightimes.com/articles/%EB%A8%B8%EC%8A%A4%ED%81%AC%EA%B0%80-%EB%82%B4%EB%8B%A4%EB%B3%B8-ai-%EC%9D%B8%ED%94%84%EB%9D%BC%EC%9D%98-%EB%8B%A4%EC%9D%8C-%EB%8B%A8%EA%B3%84Insight Timesko2026-10-27T11:41:31.042Z머스크가 내다본 AI 인프라의 다음 단계 https://insightimes.com/articles/%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EB%8A%94-%EC%99%9C-%EA%B3%A0%EA%B0%9D%EC%9D%B8-%EB%A9%94%ED%83%80%EC%97%90-30%EC%96%B5%EB%8B%AC%EB%9F%AC%EB%A5%BC-%ED%88%AC%EC%9E%90%ED%95%A0%EA%B9%8CInsight Timesko2026-10-27T09:01:01.207Z엔비디아는 왜 고객인 메타에 30억달러를 투자할까? https://insightimes.com/articles/%EC%96%B4%ED%94%8C%EB%9D%BC%EC%9D%B4%EB%93%9C-%EB%A8%B8%ED%8B%B0%EC%96%B4%EB%A6%AC%EC%96%BC%EC%A6%88-%EB%B2%A0%EC%8B%9C-%EC%A7%80%EB%B6%84-20-%ED%99%95%EB%8C%80-%ED%95%98%EC%9D%B4%EB%B8%8C%EB%A6%AC%EB%93%9C-%EB%B3%B8%EB%94%A9%EA%B3%BC-ai-%EB%B0%98%EB%8F%84%EC%B2%B4-%EC%B2%A8%EB%8B%A8-%ED%8C%A8%ED%82%A4%EC%A7%95%EC%9D%98-%EB%AF%B8%EB%9E%98Insight Timesko2026-10-27T08:59:43.389ZAI 반도체의 다음 경쟁은 칩을 연결하는 기술에서 벌어진다 https://insightimes.com/articles/%ED%95%9C%EA%B5%AD%EC%9D%80%ED%96%89-ai-%ED%88%AC%EC%9E%90-%EB%91%94%ED%99%94-%EC%8B%9C%EB%82%98%EB%A6%AC%EC%98%A4-%EB%B0%98%EB%8F%84%EC%B2%B4-%EC%88%98%EC%B6%9C-%EC%B5%9C%EB%8C%80-1000%EC%96%B5%EB%8B%AC%EB%9F%AC-%EA%B0%90%EC%86%8C-%EC%9C%84%ED%97%98%EA%B3%BC-%EB%A9%94%EB%AA%A8%EB%A6%AC-%EB%B0%98%EB%8F%84%EC%B2%B4-%EC%82%AC%EC%9D%B4%ED%81%B4-%EB%B6%84%EC%84%9DInsight Timesko2026-10-27T08:57:53.666Z미국 빅테크가 AI 투자를 줄이면 반도체 시장에는 무슨 일이 생길까? https://insightimes.com/articles/%EB%A9%94%ED%83%80%EB%8A%94-%EC%99%9C-950%EC%96%B5%EB%8B%AC%EB%9F%AC%EC%9D%98-%EC%A3%BC%EC%8B%9D-%EB%B0%9C%ED%96%89%EC%9D%84-%EC%B6%94%EC%A7%84%ED%95%A0%EA%B9%8CInsight Timesko2026-10-27T02:09:08.259Z메타는 왜 950억달러의 주식 발행을 추진할까? https://insightimes.com/articles/ai%EA%B0%80-%EB%B0%98%EB%8F%84%EC%B2%B4%EB%A5%BC-%EC%84%A4%EA%B3%84%ED%95%9C%EB%8B%A4-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EC%99%80-%EC%BC%80%EC%9D%B4%EB%8D%98%EC%8A%A4%EA%B0%80-%EC%8B%9C%EC%9E%91%ED%95%9C-%EC%83%88%EB%A1%9C%EC%9A%B4-%EA%B2%BD%EC%9F%81Insight Timesko2026-10-27T02:09:02.738ZAI가 반도체를 설계한다, 엔비디아와 케이던스가 시작한 새로운 경쟁 https://insightimes.com/articles/%EC%95%A4%ED%8A%B8%EB%A1%9C%ED%94%BD%EC%9D%B4-%EC%83%81%EC%9E%A5%EC%84%9C%EB%A5%98%EC%97%90-%EC%A0%81%EC%96%B4%EB%82%B8-%EC%9C%84%ED%97%98-ai%EA%B0%80-%EB%B9%84%EB%B0%80%EB%B2%88%ED%98%B8%EB%A5%BC-%EC%B0%BE%EC%95%84%EB%83%88%EA%B3%A0-%EB%A7%A4%EC%B6%9C%EC%9D%98-%EC%A0%88%EB%B0%98%EC%9D%80-%EB%B9%85%ED%85%8C%ED%81%AC%EB%A5%BC-%EA%B1%B0%EC%B3%A4%EB%8B%A4Insight Timesko2026-10-27T02:08:51.782Z앤트로픽이 상장서류에 적어낸 위험 : AI가 비밀번호를 찾아냈고, 매출의 절반은 빅테크를 거쳤다 https://insightimes.com/articles/%EC%95%A4%ED%8A%B8%EB%A1%9C%ED%94%BD-ipo-%EC%84%9C%EB%A5%98%EC%97%90-soxx-285-%EA%B8%89%EB%93%B1-%EB%A9%94%ED%83%80%EB%8A%94-%EC%99%9C-%EB%B6%80%EB%8B%B4%EC%9D%B8%EA%B0%80Insight Timesko2026-10-26T23:42:50.084Z앤트로픽 IPO에 반도체 급등, 테슬라 +5.21% - AI에 돈 쓰는 기업은 왜 엇갈렸나 https://insightimes.com/en/articles/microsoft-azure-grew-48-why-did-free-cash-flow-fall-27Insight Timesen2026-10-28T23:20:16.221ZMicrosoft's Azure Grows 48%, but AI Spending Is Set to Climb Further https://insightimes.com/en/articles/why-did-alphabet-stock-fall-10-despite-google-clouds-103-growthInsight Timesen2026-10-28T23:19:59.101ZGoogle Cloud Grew 103%. Alphabet Fell 10% Anyway. Here Is What Wall Street Fears https://insightimes.com/en/articles/why-did-oracle-jump-1073-while-google-fell-after-earningsInsight Timesen2026-10-28T23:19:32.691ZUS Stocks Rise, but the AI Trade Splits Into Winners and Losers https://insightimes.com/en/articles/why-is-sk-hynix-stock-down-half-despite-797-operating-marginInsight Timesen2026-10-28T17:47:48.083ZSK hynix Posts Record Profit, but Its Shares Are Half Their Peak https://insightimes.com/en/articles/smh-vs-soxx-which-chip-etf-for-monthly-buying-top-two-hold-3023Insight Timesen2026-10-28T17:02:28.035ZSMH vs. SOXX: Which Chip ETF Suits Monthly Buying? https://insightimes.com/en/articles/is-the-ai-memory-supercycle-different-micron-sk-hynix-and-a-$8373b-marketInsight Timesen2026-10-28T16:33:01.767ZIs This AI Memory Supercycle Really Different? The Valuation Trap for Long-Term Investors https://insightimes.com/en/articles/tsmc-vs-asml-which-is-better-placed-as-ai-chip-spending-growsInsight Timesen2026-10-28T16:32:36.430ZTSMC vs. ASML: Two AI Chip Chokepoints, but Which Is the Better Bet? https://insightimes.com/en/articles/nvidia-tesla-optimus-and-figures-$35b-nscale-deal-who-gets-paid-firstInsight Timesen2026-10-28T15:02:52.646ZBefore Robots Sell, Chips Sell First: Following the Money in the Humanoid Race https://insightimes.com/en/articles/is-2027-the-ai-investment-peak-capex-growth-nvda-memory-powerInsight Timesen2026-10-28T15:02:33.296ZAI's Peak Isn't Next Year: How to Invest for 2029 Now https://insightimes.com/en/articles/philadelphia-semiconductor-index-why-are-29-drops-normal-yet-returns-207Insight Timesen2026-10-28T09:17:11.728ZA 20% Drop in Chip Stocks Is the Norm, Not the Exception: SOX Data Since 1994 https://insightimes.com/en/articles/cxmt-hbm3e-at-20-yield-why-would-china-build-itInsight Timesen2026-10-28T09:02:41.485ZWhy China Wants to Make HBM Even at 20% Yields https://insightimes.com/en/articles/anduril-qualcomm-bluechip-why-does-on-device-ai-matter-for-laptopsInsight Timesen2026-10-28T09:02:16.087ZWhy AI Is Moving Back to the Laptop: Anduril and Qualcomm's BlueChip https://insightimes.com/en/articles/sk-hynix-80-operating-margin-do-2028-supply-deals-change-the-memory-cycleInsight Timesen2026-10-28T02:01:53.141ZSK hynix's 80% Margin Matters Less Than Its Pre-Sold 2028 Output https://insightimes.com/en/articles/why-is-oracle-buying-nvidia-gpus-and-google-tpus-orcl-nvdaInsight Timesen2026-10-28T02:01:37.455ZWhy Oracle Is Buying More Nvidia GPUs and Adding Google TPUs Too https://insightimes.com/en/articles/why-did-meta-fall-164-while-broadcom-rose-400-on-ai-spendingInsight Timesen2026-10-27T23:17:43.583ZAI Financing Opens Up, Chips Rebound, and Meta Falls Anyway https://insightimes.com/en/articles/spacex-$40b-gpu-lease-can-neocloud-stress-help-muskInsight Timesen2026-10-27T11:47:39.966ZMusk Sees the Next Phase of AI Infrastructure: Who Can Switch GPUs On, Fast https://insightimes.com/en/articles/tesla-spacex-merger-what-does-arks-24-premium-meanInsight Timesen2026-10-27T11:47:22.547ZTesla-SpaceX Merger: Who Gains More? ARK's 24% Premium Math https://insightimes.com/en/articles/micron-nvidia-and-ai-capex-what-if-big-tech-spending-slows-in-2027Insight Timesen2026-10-27T09:04:29.110ZIf Big Tech Cuts AI Spending, What Happens to Chip Stocks? https://insightimes.com/en/articles/why-is-applied-materials-raising-its-besi-stake-to-20Insight Timesen2026-10-27T09:04:12.000ZThe Next AI Chip Race Is About How Chips Connect https://insightimes.com/en/articles/why-is-nvidia-investing-$3-billion-in-meta-circular-financing-explainedInsight Timesen2026-10-27T09:03:48.139ZWhy Is Nvidia Investing $3 Billion in Its Customer Meta? https://insightimes.com/en/articles/anthropic-s-1-risks-why-did-47-of-revenue-come-via-aws-and-google-cloudInsight Timesen2026-10-27T02:17:54.850ZAnthropic's IPO Filing Flags Two Risks: An AI That Found Passwords, and Revenue Routed Through Big Tech https://insightimes.com/en/articles/cadence-cdns-maestro-and-nvidia-can-ai-chip-design-strengthen-edaInsight Timesen2026-10-27T02:17:35.756ZAI Now Designs Chips: Nvidia and Cadence Open a New Race in EDA https://insightimes.com/en/articles/why-is-meta-planning-a-$95-billion-stock-issuance-for-aiInsight Timesen2026-10-27T02:17:17.028ZWhy Is Meta Planning Up to $95 Billion in Stock Issuance? https://insightimes.com/en/articles/why-did-soxx-rise-285-while-meta-fell-188-on-the-anthropic-ipoInsight Timesen2026-10-26T23:48:22.785ZAnthropic IPO Filing Lifts Chips, Tesla Jumps 5.21%: Why AI Spenders and Earners Split