DB증권 Tech 서승연, 조현지

Micron Commences Volume Production of Industry-Leading HBM3E Solution to Accelerate the Growth of AI | Micron Technology https://investors.micron.com/news-releases/news-release-details/micron-commences-volume-production-industry-leading-hbm3e

Bezos, Nvidia Join OpenAI, Microsoft in Funding Humanoid Robot Startup Figure AI - Bloomberg https://www.bloomberg.com/news/articles/2024-02-23/bezos-nvidia-join-openai-microsoft-in-funding-humanoid-robot-startup-figure-ai

Samsung NAND production reduction still at 50% despite price rises https://www.digitimes.com/news/a20240222PD217/samsung-nand-production-price-increase.html?chid=10

[DB금융투자 반도체 서승연] 미국 상무부, CSIS 컨퍼런스에서 CHIPS 법안 업데이트 예정 (Investing in Leading-Edge Technology: An Update on CHIPS Act Implementation) - 링크: https://www.csis.org/events/update-chips-act-implementation?s=31