https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0-%EB%A7%A4%EC%B6%9C-500%EC%96%B5%EB%8B%AC%EB%9F%AC-%EA%B0%80%EC%9D%B4%EB%8D%98%EC%8A%A4-%EC%9D%B4%EB%B2%88-%EC%A3%BC-%EC%99%9C-%EC%A4%91%EC%9A%94%ED%95%9C%EA%B0%80Insight Timesko2026-09-27T23:02:20.109Z금리 5%의 벽 앞에 선 AI 랠리, 마이크론과 고용보고서가 판정한다 https://insightimes.com/articles/apple-mac-studio%EC%9D%98-%EB%A1%9C%EC%BB%AC-ai-%EC%A0%84%EB%9E%B5-%ED%81%B4%EB%9D%BC%EC%9A%B0%EB%93%9C%EB%B3%B4%EB%8B%A4-%EC%A7%81%EC%A0%91-ai-%EC%BB%B4%ED%93%A8%ED%84%B0%EB%A5%BC-%EC%82%AC%EB%8A%94-%EA%B2%83%EC%9D%B4-%EC%8B%B8%EC%A7%88-%EC%88%98-%EC%9E%88%EB%8A%94-%EC%9D%B4%EC%9C%A0Insight Timesko2026-09-27T17:00:59.165ZAI는 클라우드로 가는 줄 알았는데, Apple은 다시 책상 위로 가져오고 있다 https://insightimes.com/articles/dram-3%EB%B6%84%EA%B8%B0-%EA%B3%84%EC%95%BD%EA%B0%80-13~18-%EC%83%81%EC%8A%B9-%ED%94%BC%ED%81%AC%EB%8A%94-%EC%96%B4%EB%94%94%EC%84%9C-%EC%98%A4%EB%82%98Insight Timesko2026-09-27T16:15:56.617Z#2. 메모리 반도체 피크는 아직 아니다. 다만 6개의 신호 중 5개가 이미 움직이기 시작했다 - 9월5주, 메모리 슈퍼사이클 피크 점검 https://insightimes.com/articles/dram-%EB%A7%A4%EC%B6%9C-595-%EC%A6%9D%EA%B0%80-2028%EB%85%84-%EA%B3%B5%EA%B8%89%EC%9D%80-%EC%99%9C-%EC%9C%84%ED%97%98%ED%95%9C%EA%B0%80Insight Timesko2026-09-27T16:00:51.668Z#1. AI 반도체는 아직 피크가 아니다. 진짜 위험은 2028년 공급에 있다 - 9월5주, 메모리 슈퍼사이클 피크 점검 https://insightimes.com/articles/ai-%EA%B0%95%EC%84%B8%EC%9E%A5%EC%9D%80-%EB%81%9D%EB%82%9C-%EA%B2%8C-%EC%95%84%EB%8B%88%EB%9D%BC-%EB%8D%94-%EC%96%B4%EB%A0%A4%EC%9B%8C%EC%A1%8C%EB%8B%A4Insight Timesko2026-09-27T01:00:56.799Z[주간체크] AI 강세장은 끝난 게 아니라 더 어려워졌다 https://insightimes.com/articles/546%EB%8C%80-%EB%A1%9C%EB%B3%B4%ED%83%9D%EC%8B%9C%EC%99%80-%EC%A3%BC%EB%8B%B9-%EC%88%98%EB%B0%B1-%EB%8C%80-optimus%EA%B0%80-%EB%B3%B4%EC%97%AC%EC%A3%BC%EB%8A%94-%EA%B2%83Insight Timesko2026-09-26T23:01:26.547Z546대 로보택시와 주당 수백 대 Optimus가 보여주는 것 https://insightimes.com/articles/%EA%B8%88%EB%A6%AC-6%EA%B0%80-%EA%B2%BD%EA%B3%84%EC%84%A0%EC%9D%B8-%EC%9D%B4%EC%9C%A0-%EB%AF%B8%EA%B5%AD-%EC%A6%9D%EC%8B%9C%EB%8A%94-%EC%99%9C-%EC%A7%80%EC%88%98-%EC%83%81%EC%8A%B9%EA%B3%BC-%EC%B2%B4%EA%B0%90-%EB%B6%80%EC%A7%84%EC%9C%BC%EB%A1%9C-%EA%B0%88%EB%9D%BC%EC%A1%8C%EB%82%98Insight Timesko2026-09-26T16:16:39.257Z금리 6%가 경계선인 이유 미국 증시는 왜 ‘지수 상승’과 ‘체감 부진’으로 갈라졌나 https://insightimes.com/articles/ai%EA%B0%80-%ED%88%AC%EC%9E%90%EA%B8%88%EC%9D%84-%ED%9A%8C%EC%88%98%ED%95%98%EB%A0%A4%EB%A9%B4-%EB%A7%A4%EB%85%84-1%EC%A1%B0%EB%8B%AC%EB%9F%AC%EB%A5%BC-%EC%96%B4%EB%94%94%EC%84%A0%EA%B0%80-%EB%B2%8C%EC%96%B4%EC%95%BC-%ED%95%9C%EB%8B%A4Insight Timesko2026-09-26T15:47:21.313ZAI가 투자금을 회수하려면 매년 1조달러를 어디선가 벌어야 한다 https://insightimes.com/articles/%EB%AF%B8%EC%A4%91-%EC%A0%95%EC%83%81%ED%9A%8C%EB%8B%B4%EC%9D%B4-%EB%82%A8%EA%B8%B4-%EB%B0%98%EB%8F%84%EC%B2%B4%EC%9D%98-%EC%A7%88%EB%AC%B8-%EB%8C%80%EB%A7%8C-%EB%A6%AC%EC%8A%A4%ED%81%AC%EB%8A%94-%EC%82%AC%EB%9D%BC%EC%A7%80%EC%A7%80-%EC%95%8A%EC%95%98%EB%8B%A4Insight Timesko2026-09-26T15:46:36.170Z미중 정상회담이 남긴 반도체의 질문 대만 리스크는 사라지지 않았다 https://insightimes.com/articles/2027%EB%85%84%EB%B6%80%ED%84%B0-%EB%AF%B8%EA%B5%AD-%EA%B8%B0%EC%97%85%EC%97%90-%EC%8B%BC-%EB%8F%88%EC%9D%98-%EB%A7%8C%EA%B8%B0%EA%B0%80-%EB%8F%8C%EC%95%84%EC%98%A8%EB%8B%A4Insight Timesko2026-09-26T15:33:03.910Z2027년부터 미국 기업에 ‘싼 돈의 만기’가 돌아온다 https://insightimes.com/articles/800-vdc-%EC%A0%84%ED%99%98-%ED%9A%A8%EC%9C%A8-1%EA%B0%80-%EC%99%9C-10mw%EC%9D%B8%EA%B0%80Insight Timesko2026-09-26T15:32:18.280ZAI 데이터센터의 다음 병목은 ‘전기를 GPU까지 옮기는 과정’이다 https://insightimes.com/articles/ai%EA%B0%80-%EB%8D%94-%EB%98%91%EB%98%91%ED%95%B4%EC%A7%80%EB%8A%94-%EC%86%8D%EB%8F%84%EB%B3%B4%EB%8B%A4-%EB%8D%94-%EC%A4%91%EC%9A%94%ED%95%9C-%EC%88%AB%EC%9E%90%EA%B0%80-%EC%83%9D%EA%B2%BC%EB%8B%A4Insight Timesko2026-09-26T15:31:34.110ZAI가 더 똑똑해지는 속도보다 더 중요한 숫자가 생겼다 https://insightimes.com/articles/2026-%EB%AF%B8%EA%B5%AD-%EC%A4%91%EA%B0%84%EC%84%A0%EA%B1%B0%EC%99%80-%EB%AF%B8%EA%B5%AD-%EC%A3%BC%EC%8B%9DInsight Timesko2026-09-26T05:31:27.560Z기름값이 치르는 중간선거 https://insightimes.com/articles/copilot-%EC%9C%A0%EB%A3%8C-%EC%A2%8C%EC%84%9D-3000%EB%A7%8C-%EC%9B%94-30%EB%8B%AC%EB%9F%AC-%EA%B5%AC%EB%8F%85%EC%9D%80-%EC%96%B4%EB%96%BB%EA%B2%8C-%EB%B0%94%EB%80%8C%EB%82%98Insight Timesko2026-09-26T04:02:32.792ZMicrosoft가 Copilot을 다시 만든 이유, AI의 돈 버는 방식이 ‘좌석’에서 ‘업무량’으로 바뀐다 https://insightimes.com/articles/%EC%8A%88%EC%99%91-%EC%88%9C%EC%9D%B4%EC%9E%90%EC%88%98%EC%9D%B5-49-%EB%AC%B4%EB%A3%8C-%EA%B1%B0%EB%9E%98%EB%8A%94-%EC%A0%95%EB%A7%90-%EA%B3%B5%EC%A7%9C%EC%9D%B8%EA%B0%80Insight Timesko2026-09-26T04:01:44.952Z당신이 사고팔고 빌릴 때, 누군가는 반드시 돈을 번다 https://insightimes.com/en/articles/nvidia-q2-revenue-hit-$962b-so-why-is-power-the-next-ai-bottleneckInsight Timesen2026-09-28T03:33:46.889ZJensen Huang Pushes Back: AI's Next Bottleneck Is Power, Not Chips https://insightimes.com/en/articles/anthropic-ipo-at-$2-trillion-why-the-20x-multiple-matters-more-than-$100b-revenuInsight Timesen2026-09-28T03:33:15.077ZAnthropic's IPO: The Number That Matters More Than $100 Billion Is $2 Trillion https://insightimes.com/en/articles/nvidia-aema-can-ai-data-centers-free-up-100gw-of-us-grid-capacityInsight Timesen2026-09-28T03:03:26.270ZNvidia and Google Want AI to Take a Break When the Grid Runs Short https://insightimes.com/en/articles/cxmt-dram-at-1195nm-what-quadruple-patterning-means-without-euvInsight Timesen2026-09-28T03:02:53.563ZHow Far Can China Push DRAM Without EUV https://insightimes.com/en/articles/samsung-hbm-shift-why-ddr5-contract-prices-could-rise-13-18-in-q3Insight Timesen2026-09-28T02:16:55.909ZSamsung Is Sending DDR5 Out the Door, Not Because DRAM Is Scarce But HBM Packaging Is https://insightimes.com/en/articles/samsung-hbm4-yield-at-80-why-wafer-capacity-matters-more-than-yield-nowInsight Timesen2026-09-28T02:03:05.131ZSamsung's HBM4 Yield Hits 80% - Now the Real Fight Is Production Volume https://insightimes.com/en/articles/arks-cathie-wood-can-stocks-rally-with-10-year-yields-near-5Insight Timesen2026-09-28T01:48:18.215ZCathie Wood's Case for a Bull Market Even With High Rates https://insightimes.com/en/articles/why-ai-cost-per-task-not-token-price-is-the-new-kpi-to-watchInsight Timesen2026-09-28T01:47:23.992ZAI's Next KPI Isn't Token Price. It's Cost Per Successful Task https://insightimes.com/en/articles/why-did-the-10-year-yield-hit-511-pmi-at-584-and-$103-oil-explain-itInsight Timesen2026-09-28T01:46:53.619Z10-Year Yield Hits 5.11% as Growth Stocks Get Hit First https://insightimes.com/en/articles/tesla-semi-why-a-2500-truck-order-isnt-a-$600m-$700m-sure-thingInsight Timesen2026-09-28T01:33:26.620ZWhat Matters More Than Tesla Semi's 2,500-Truck Order https://insightimes.com/en/articles/deepseeks-425-cost-cut-how-gpu-scarcity-shaped-chinas-ai-strategyInsight Timesen2026-09-28T01:33:00.381ZChina's AI Labs Went Open Source Because They Had to, Not Because They Wanted To https://insightimes.com/en/articles/amazon-blocks-meta-muse-opens-claude-plugin-what-it-means-for-sellersInsight Timesen2026-09-28T01:32:36.581ZWhy Amazon Blocked Meta's AI Agent But Opened the Door to Claude https://insightimes.com/en/articles/why-33gw-of-us-power-shortfall-matters-more-than-gpu-orders-for-ai-stocksInsight Timesen2026-09-28T01:32:07.862ZThe AI Asset That Outlasts the GPU May Be the Power Line https://insightimes.com/en/articles/why-did-arm-fall-788-while-meta-rose-450-as-the-10-year-hit-516Insight Timesen2026-09-28T01:18:18.595ZS&P 500 Flat, 10-Year Yield at 5.16%: 5% Rates Split AI Winners From Losers https://insightimes.com/en/articles/oracle-project-jupiter-why-a-$18-billion-ai-data-center-hit-force-majeure-over-pInsight Timesen2026-09-28T01:17:47.554ZAI Data Centers Are Rewriting Contracts While They Wait for Power https://insightimes.com/en/articles/meta-muse-charm-why-a-$10-billion-apple-problem-explains-the-ai-pendantInsight Timesen2026-09-28T01:17:20.728ZZuckerberg Doesn't Want an AI Gadget. He Wants a World Without Apple https://insightimes.com/en/articles/why-ai-infrastructure-spending-could-reach-$103-trillion-by-2032Insight Timesen2026-09-28T01:16:51.982ZAI Infrastructure May Need $10 Trillion, a Capital Bet Bigger Than the Railroads https://insightimes.com/en/articles/tesla-semi-why-cost-per-mile-matters-more-than-50000-unit-capacityInsight Timesen2026-09-28T01:04:07.472ZTesla Semi Waited 9 Years. Now It's Rolling Off a Real Factory Line https://insightimes.com/en/articles/meta-muse-why-$130-145b-in-2026-capex-matters-more-than-app-rankInsight Timesen2026-09-28T01:03:34.109ZMeta's Muse Test Isn't App Rank. It's Ad Conversion vs AI Costs https://insightimes.com/en/articles/why-did-the-10-year-yield-hit-523-even-as-stocks-rallied-on-sept-25Insight Timesen2026-09-28T01:03:05.326ZStocks Rose, But the Discount Rate Rose More https://insightimes.com/en/articles/why-charles-schwab-made-49-of-2025-revenue-from-interest-not-tradingInsight Timesen2026-09-28T01:02:39.872ZEvery Time You Trade, Borrow or Sit in Cash, Someone Else Gets Paid https://insightimes.com/en/articles/microsoft-copilot-pricing-why-$30-seats-now-come-with-usage-feesInsight Timesen2026-09-28T00:48:11.535ZWhy Microsoft Rebuilt Copilot: AI Billing Shifts From Seats to Workload https://insightimes.com/en/articles/ai-model-prices-fell-up-to-50-this-week-what-it-means-for-nvidia-demandInsight Timesen2026-09-28T00:47:44.098ZThe Number That Matters More Than How Smart AI Gets https://insightimes.com/en/articles/why-800-vdc-matters-ai-data-centers-chase-5-efficiency-gainsInsight Timesen2026-09-28T00:47:15.280ZAI Data Centers' Next Bottleneck: Getting Power From the Grid to the GPU https://insightimes.com/en/articles/why-$43-trillion-in-us-corporate-debt-matures-2027-2031Insight Timesen2026-09-28T00:46:51.503ZThe Maturity Wall: Why 2027 Is When Cheap Corporate Debt Comes Due https://insightimes.com/en/articles/why-$14-billion-in-taiwan-arms-sales-still-matters-for-nvda-tsmcInsight Timesen2026-09-28T00:33:27.701ZThe US-China Summit Didn't Erase Taiwan Risk for Chip Stocks https://insightimes.com/en/articles/goldman-sachs-ai-needs-$1-trillion-a-year-to-justify-hyperscaler-capexInsight Timesen2026-09-28T00:33:00.242ZAI Needs to Find $1 Trillion a Year From Somewhere to Pay Back Its Capex https://insightimes.com/en/articles/tesla-robotaxi-what-546-registered-vehicles-actually-tell-investorsInsight Timesen2026-09-28T00:32:30.218ZTesla's 546 Robotaxis and Hundreds-a-Week Optimus Bots: What the Numbers Miss https://insightimes.com/en/articles/why-5-treasury-yields-and-470gw-in-texas-are-reshaping-the-ai-tradeInsight Timesen2026-09-28T00:32:03.882ZWeekly Check: The AI Bull Market Isn't Over, It's Just Gotten Harder https://insightimes.com/en/articles/dram-sales-jumped-595-why-the-real-ai-chip-risk-is-2028-not-nowInsight Timesen2026-09-28T00:18:34.331ZAI Chips Haven't Peaked. The Real Risk Sits in 2028 Supply https://insightimes.com/en/articles/memory-supercycle-why-5-of-6-peak-signals-are-already-flashingInsight Timesen2026-09-28T00:17:59.381ZMemory Chip Supercycle: Not at Peak Yet, But 5 of 6 Warning Signs Are Flashing https://insightimes.com/en/articles/apple-mac-studio-runs-trillion-parameter-ai-model-what-it-means-for-nvidiaInsight Timesen2026-09-28T00:17:32.659ZAI Was Supposed to Live in the Cloud. Apple Is Bringing It Back to the Desktop. https://insightimes.com/en/articles/micron-earnings-jobs-report-can-ai-profits-beat-5-yields-this-weekInsight Timesen2026-09-28T00:17:00.627ZThe AI Rally Meets a 5% Wall. Micron and Jobs Data Will Decide https://insightimes.com/en/articles/sp-500-record-vs-10-year-yield-at-517-why-market-breadth-is-narrowingInsight Timesen2026-09-26T17:48:52.883ZWhy 6% Is the Line to Watch as Wall Street Splits Between Index Gains and Real Pain