2026년이 삼성전자에게 마지막 기회인 진짜 이유 (삼성전자 전망, 반도체 전망) 2026년은 삼성전자에게 단순히 중요한 해가 아니라 기업 가치가 한 단계 도약하느냐 그렇지 않느냐를 가르는 결정적인 분기점이 될 수 있습니다. 우리가 흔히 삼성전자를 메모리 반도체 기업으로 떠올리지만 삼성전자의 기업가치와 주가를 한 단계 더 끌어올리기 위해서는 메모리만으로는 한계가 있으며, 파운드리 경쟁력 회복이 반드시 필요합니다. 현재 글로벌 파운드리 시장은 미세공정 기술 경쟁이 아니라 수율·신뢰·공급 안정성을 중심으로 재편되고 있습니다. TSMC의 독주 속에서 엔비디아, 인텔, 테슬라 등 글로벌 빅테크들은 공급망 다변화를 본격적으로 추진하고 있으며 미국 정부 역시 인텔을 전략 파운드리로 밀어주고 있는 상황입니다. 왜 2026년이 삼성전자 파운드리의 마지막 기회가 될 수 있는지 이번 영상에서 자세히 설명드립니다. #주식, #주식투자, #재테크, #삼성전자, #삼성전자전망, #삼성전자주가, #반도체전망
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