https://insightimes.com/articles/%EC%A4%91%EA%B5%AD-%EB%A9%94%EB%AA%A8%EB%A6%AC%EC%9D%98-%EC%97%AD%EC%8A%B5-ai-%EC%8A%88%ED%8D%BC%EC%82%AC%EC%9D%B4%ED%81%B4%EC%9D%98-%EC%A7%84%EC%A7%9C-%EC%9C%84%ED%98%91%EC%9D%80-%EB%94%B0%EB%A1%9C-%EC%9E%88%EB%8B%A4Insight Timesko2026-10-12T16:42:04.975Z중국 메모리의 역습, AI 슈퍼사이클의 진짜 위협은 따로 있다 https://insightimes.com/articles/%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EC%99%80-amd%EA%B0%80-%EC%86%90%EC%9E%A1%EC%9D%80-%EC%9D%B4%EC%9C%A0-ai-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0%EB%A5%BC-%EB%A0%88%EA%B3%A0-%EB%B8%94%EB%A1%9D%EC%B2%98%EB%9F%BC-%EB%A7%8C%EB%93%A0%EB%8B%A4Insight Timesko2026-10-12T15:59:37.661Z엔비디아와 AMD가 손잡은 이유, AI 데이터센터를 '레고 블록'처럼 만든다 https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0%EC%9D%98-18-%EC%A1%B0%EC%A0%95-ai-%EB%A9%94%EB%AA%A8%EB%A6%AC-%EC%8A%88%ED%8D%BC%EC%82%AC%EC%9D%B4%ED%81%B4%EC%9D%80-%EB%81%9D%EB%82%AC%EC%9D%84%EA%B9%8CInsight Timesko2026-10-12T15:55:44.099Z마이크론의 18% 조정, AI 메모리 슈퍼사이클은 끝났을까 https://insightimes.com/articles/%EC%A4%91%EA%B5%AD-%EB%A9%94%EB%AA%A8%EB%A6%AC%EC%9D%98-%EB%B0%98%EA%B2%A9-%EC%82%BC%EC%84%B1%ED%95%98%EC%9D%B4%EB%8B%89%EC%8A%A4%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0%EC%9D%80-%EC%A0%95%EB%A7%90-%EC%9C%84%ED%97%98%ED%95%B4%EC%A1%8C%EC%9D%84%EA%B9%8CInsight Timesko2026-10-12T15:50:06.752Z중국 메모리의 반격, 삼성·하이닉스·마이크론은 정말 위험해졌을까? https://insightimes.com/articles/ai-%EC%9D%B8%ED%94%84%EB%9D%BC-%ED%88%AC%EC%9E%90%EA%B0%80-%EC%84%B8%EA%B3%84%EA%B2%BD%EC%A0%9C-3-%EC%84%B1%EC%9E%A5%EC%9D%84-%EC%A7%80%ED%83%B1%ED%95%9C%EB%8B%A4Insight Timesko2026-10-12T15:23:59.210ZAI 인프라 투자가 세계경제 3% 성장을 지탱한다, IMF가 주목한 새로운 성장 엔진 https://insightimes.com/articles/%EC%8A%A4%ED%8E%98%EC%9D%B4%EC%8A%A4x%EB%8A%94-%EC%96%B4%EB%94%94%EA%B9%8C%EC%A7%80-%EC%BB%A4%EC%A7%88%EA%B9%8CInsight Timesko2026-10-12T13:01:54.083Z스페이스X는 어디까지 커질까? 로켓에서 통신, AI까지 - 2027년 주가를 결정할 세 가지 전쟁 https://insightimes.com/articles/%EC%8B%A0%EA%B3%A0%EA%B0%80-%EC%A7%80%EC%88%98-%ED%9D%94%EB%93%A4%EB%A6%AC%EB%8A%94-%EB%B0%98%EB%8F%84%EC%B2%B4Insight Timesko2026-10-11T23:04:04.035Z신고가 지수, 흔들리는 반도체 - 5% 금리 앞에서 AI 이익을 증명하는 한 주 https://insightimes.com/articles/%EC%9D%B4%EB%AF%B8-%EB%A7%8E%EC%9D%B4-%EC%98%A4%EB%A5%B8-ai-%ED%88%AC%EC%9E%90-%ED%85%8C%EB%A7%88-%EC%A7%80%EA%B8%88-%EC%82%AC%EB%8F%84-%EB%8A%A6%EC%A7%80-%EC%95%8A%EC%95%98%EC%9D%84%EA%B9%8CInsight Timesko2026-10-11T17:17:22.472Z이미 많이 오른 AI 투자 테마, 지금 사도 늦지 않았을까? https://insightimes.com/articles/%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EB%8A%94-%EC%99%9C-ai%EB%A5%BC-%EA%B3%B5%EC%A7%9C%EB%A1%9C-%ED%92%80%EB%A0%A4%EA%B3%A0-%ED%95%A0%EA%B9%8CInsight Timesko2026-10-11T17:08:19.354Z엔비디아는 왜 AI를 공짜로 풀려고 할까? 진짜 돈은 다른 곳에서 벌린다 https://insightimes.com/articles/ai-%EC%8A%88%ED%8D%BC%EC%82%AC%EC%9D%B4%ED%81%B4-%EC%9D%B4%EC%A0%9C-%EB%8F%88%EC%9D%84-%EC%93%B0%EB%8A%94-%EA%B8%B0%EC%97%85%EB%B3%B4%EB%8B%A4-%EB%8F%88%EC%9D%84-%EB%B2%84%EB%8A%94-%EA%B8%B0%EC%97%85%EC%9D%84-%EB%B4%90%EC%95%BC-%ED%95%9C%EB%8B%A4Insight Timesko2026-10-11T10:42:36.523ZAI 슈퍼사이클, 이제 돈을 쓰는 기업보다 돈을 버는 기업을 봐야 한다 https://insightimes.com/articles/%EB%89%B4%EC%9A%95-%EC%A6%9D%EC%8B%9C%EB%8A%94-%EC%98%AC%EB%9E%90%EC%A7%80%EB%A7%8C-%EC%8B%9C%EC%9E%A5%EC%9D%98-%EC%86%8D%EC%82%AC%EC%A0%95%EC%9D%80-%EB%8B%AC%EB%9E%90%EB%8B%A4Insight Timesko2026-10-11T10:42:30.066Z뉴욕 증시는 올랐지만, 시장의 속사정은 달랐다 https://insightimes.com/articles/%EB%A9%94%EB%AA%A8%EB%A6%AC-%EB%B0%98%EB%8F%84%EC%B2%B4%EB%8A%94-%EC%95%84%EC%A7%81-%EB%9C%A8%EA%B2%81%EB%8B%A4-%EA%B7%B8%EB%9F%B0%EB%8D%B0-%EC%A3%BC%EA%B0%80%EB%8A%94-%EC%99%9C-%EB%B2%8C%EC%8D%A8-%EC%8B%9D%EA%B8%B0-%EC%8B%9C%EC%9E%91%ED%96%88%EC%9D%84%EA%B9%8CInsight Timesko2026-10-11T09:11:54.088Z메모리 반도체는 아직 뜨겁다. 그런데 주가는 왜 벌써 식기 시작했을까? https://insightimes.com/articles/ai-%EB%B0%98%EB%8F%84%EC%B2%B4%EB%A9%94%EB%AA%A8%EB%A6%AC%EC%9D%B8%ED%94%84%EB%9D%BC-%EC%A3%BC%EA%B0%84-%ED%94%BC%ED%81%AC-%EC%B2%B4%ED%81%AC-%7C-2026-10-11Insight Timesko2026-10-11T08:39:04.564ZAI 반도체·메모리·인프라 주간 피크 체크 https://insightimes.com/articles/%EC%8A%A4%EB%A7%88%ED%8A%B8%ED%8F%B0-%EB%8B%A4%EC%9D%8C%EC%9D%98-%EA%B2%BD%EC%9F%81%EC%9D%80-%ED%99%94%EB%A9%B4%EC%9D%B4-%EC%95%84%EB%8B%88%EB%9D%BC-%EC%9C%84%EC%9E%84%EC%9D%B4%EB%8B%A4Insight Timesko2026-10-11T03:47:20.563Z스마트폰 다음의 경쟁은 화면이 아니라 ‘위임’이다 https://insightimes.com/en/articles/micron-and-cxmt-will-chinas-dram-push-cap-the-memory-boomInsight Timesen2026-10-12T16:46:03.473ZChina's Memory Challenger Raises a Harder Question for the AI Boom: How Long Will Profits Last? https://insightimes.com/en/articles/micron-samsung-sk-hynix-fall-does-cxmts-4f%C2%B2-dram-matterInsight Timesen2026-10-12T16:01:47.161ZChina's Memory Challenge: Are Samsung, SK hynix and Micron Really at Risk? https://insightimes.com/en/articles/why-is-micron-stock-down-18-despite-$542b-revenueInsight Timesen2026-10-12T16:01:26.918ZMicron Is Down 18% From Its June High. Is the AI Memory Supercycle Over? https://insightimes.com/en/articles/will-ocps-open-data-center-spec-speed-nvidia-and-amd-ai-buildoutsInsight Timesen2026-10-12T16:01:02.775ZNvidia and AMD Back Common Design to Build AI Data Centers Like Lego Blocks https://insightimes.com/en/articles/imf-ai-investment-and-3-global-growth-is-ai-holding-up-the-economyInsight Timesen2026-10-12T15:31:05.718ZAI Infrastructure Spending Is Holding Up 3% Global Growth, the IMF Says https://insightimes.com/en/articles/spacex-stock-2027-can-a-$21-trillion-valuation-grow-furtherInsight Timesen2026-10-12T13:16:04.381ZSpaceX Is Worth $2 Trillion. Three Bets Will Decide Whether It Gets Bigger https://insightimes.com/en/articles/us-stocks-week-ahead-can-ai-earnings-beat-a-52-10-year-yieldInsight Timesen2026-10-11T23:15:53.120ZRecord-High Index, Shaky Chips: A Week to Prove AI Earnings Against 5% Yields https://insightimes.com/en/articles/is-it-too-late-to-buy-ai-stocks-nvidia-revenue-up-106-valuation-riskInsight Timesen2026-10-11T22:02:07.647ZAI Stocks Have Already Run. Is It Too Late to Buy Copper, Nuclear, Robots and Chips? https://insightimes.com/en/articles/why-is-nvidia-eyeing-reflection-ai-5-data-center-networking-stocksInsight Timesen2026-10-11T17:17:26.823ZWhy Nvidia may give AI away: the real money is in the hardware that runs it https://insightimes.com/en/articles/why-do-bank-earnings-and-cpi-matter-with-the-10-year-at-524Insight Timesen2026-10-11T10:47:31.614ZStocks Rose, but the Market's Insides Told a Different Story https://insightimes.com/en/articles/ai-supercycle-why-does-sp-500-at-7811-hinge-on-profit-not-spendInsight Timesen2026-10-11T10:47:01.863ZThe AI Supercycle Now Favors Companies That Earn Money, Not Just Spend It https://insightimes.com/en/articles/why-are-micron-and-samsung-stocks-cooling-on-record-earningsInsight Timesen2026-10-11T09:17:01.497ZMemory Chips Are Still Hot. Why Are the Stocks Already Cooling? https://insightimes.com/en/articles/ai-chip-peak-check-is-the-memory-cycle-rolling-over-tsmc-546Insight Timesen2026-10-11T08:47:02.895ZAI Chip Peak Check: Demand Still Rising, Risk Building in 2027-2029 Supply and Funding https://insightimes.com/en/articles/meta-connect-2026-will-ai-agents-replace-apps-on-glassesInsight Timesen2026-10-11T04:01:43.685ZAfter the Smartphone, the Contest Is Over Delegation, Not Screens