Samsung
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위성 직결 통신은 이제 공상과학이 아니라 통신 인프라로 거래되기 시작했다
6월 3일 Reuters의 SpaceX 관측, Orange의 유럽 D2D 시험, SES와 JAL의 멀티오빗 계약, 그리고 Samsung의 지원 확대는 위성 연결이 실제 통신 밸류에이션 항목으로 올라오고 있음을 보여준다.
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衛星直結通信はSFではなく通信インフラとして値付けされ始めた
6月3日のReutersによるSpaceX観測、Orangeの欧州D2D実証、SESとJALのマルチオービット契約、そしてSamsungの対応拡大は、衛星接続が本当の通信バリュエーション項目になり始めたことを示している。
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Satellite-To-Phone Is Starting To Trade Like Telecom Infrastructure, Not Sci-Fi
A June 3 Reuters market call on SpaceX, Orange’s European direct-to-device tests, SES and JAL’s multi-orbit deal, and Samsung’s operator rollouts all point to the same shift: satellite connectivity is becoming part of the real telecom valuation stack.
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AI向けメモリ不足は、米国・韓国・欧州・日本で実体経済へのコストになり始めた
今回のメモリ逼迫は、半導体セクターだけの話ではなくなってきた。HBMの勝者には追い風だが、通常メモリを必要とする自動車、端末、産業機器にはコスト圧力として波及し始めている。
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AI Memory Is Becoming a Real-Economy Tax Across the U.S., Korea, Europe and Japan
The latest memory-chip squeeze no longer looks like a niche semiconductor story. It is turning into a pricing-power trade for HBM winners and a margin problem for automakers, device makers and industrial users that still need ordinary memory.
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The Smartphone Trade Is Splitting in Two as AI Memory Costs Crush the Cheap End
Reuters and Counterpoint now point to the worst smartphone shipment decline on record in 2026. Traders are treating that less as a simple consumer-electronics slump and more as a market split: premium ecosystems and high-value components can still win, while low-end Android volume is getting squeezed out.