[흥국 Tech 서승연]
테스나 3Q21 실적 발표
매출 568억원 (컨센서스 511억원)
영업이익 167억원 (컨센서스 122억원)
지배순이익 133억원 (컨센서스 98억원)
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20211115000594
테스나 3Q21 실적 발표
매출 568억원 (컨센서스 511억원)
영업이익 167억원 (컨센서스 122억원)
지배순이익 133억원 (컨센서스 98억원)
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20211115000594
[흥국 Tech 서승연]
삼성전자 미국 테일러시 신규 파운드리 라인 투자 관련 공시 안내드립니다
http://dart.fss.or.kr/api/link.jsp?rcpNo=20211124800009
삼성전자 미국 테일러시 신규 파운드리 라인 투자 관련 공시 안내드립니다
http://dart.fss.or.kr/api/link.jsp?rcpNo=20211124800009
Micron warns of DRAM chip delays due to China's Xian lockdown | Reuters
https://www.reuters.com/world/china/micron-warns-dram-chip-delays-due-chinas-xian-lockdown-2021-12-29/
https://www.reuters.com/world/china/micron-warns-dram-chip-delays-due-chinas-xian-lockdown-2021-12-29/
Reuters
Samsung, Micron warn Xian lockdown may disrupt memory chip manufacturing
Samsung Electronics and Micron Technology , two of the world's largest memory chip makers, warned that strict COVID-19 curbs in the Chinese city of Xian could disrupt their chip manufacturing bases in the area.
안녕하세요 서승연입니다.
흥국증권에서 Tech 섹터를 담당했었는데, 이번에 좋은 인연으로 신영증권 Tech 애널리스트로 일하게 되었습니다. 새해 새 회사에서 양질의 보고서로 찾아뵙겠습니다.
다사다난 했던 2021년을 뒤로 하고, 다가오는 2022년은 모두 건강과 부가 뒤따르는 한해가 되시기를 기원합니다.
서승연 드림
흥국증권에서 Tech 섹터를 담당했었는데, 이번에 좋은 인연으로 신영증권 Tech 애널리스트로 일하게 되었습니다. 새해 새 회사에서 양질의 보고서로 찾아뵙겠습니다.
다사다난 했던 2021년을 뒤로 하고, 다가오는 2022년은 모두 건강과 부가 뒤따르는 한해가 되시기를 기원합니다.
서승연 드림
Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, said it was operating as normal while United Microelectronics Corp., also a chipmaker, said its production lines were not affected by the tremblor.
https://focustaiwan.tw/society/202201030015
https://focustaiwan.tw/society/202201030015
focustaiwan.tw
Aftershocks may occur over next 2 days after Hualien earthquake - Focus Taiwan
Taipei, Jan. 3 (CNA) Aftershocks are expected over the next two days following a magnitude 6.0 earthquake off the coast of Hualien County on Monday evening that jolted northern Taiwan, a Central Weather Bureau (CWB) official said.
삼성전자 3Q21 잠정 실적 발표 공시 안내드립니다.
매출 76.0조원 (컨센서스 75.1조원)
영업이익 13.8조원 (컨센서스 14.9조원)
https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20220107800030
매출 76.0조원 (컨센서스 75.1조원)
영업이익 13.8조원 (컨센서스 14.9조원)
https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20220107800030
Microsoft Hires Key Apple Engineer to Work on Custom Chips https://www.bloomberg.com/news/articles/2022-01-12/microsoft-recruits-key-apple-engineer-to-work-on-custom-chips
Bloomberg.com
Microsoft Hires Key Apple Engineer to Work on Custom Chips
Microsoft Corp. lured away a veteran semiconductor designer from Apple Inc. as it looks to expand its own server-chips efforts, according to people with knowledge of the matter.
Apple’s New VR/AR Headset Risks Being Delayed Until 2023 https://www.bloomberg.com/news/articles/2022-01-14/apple-s-hotly-anticipated-headset-risks-being-delayed-until-2023
Bloomberg.com
Apple’s New VR/AR Headset Risks Being Delayed Until 2023
Apple Inc. is considering pushing back the debut of its mixed-reality headset by at least a few months, potentially delaying its first major new product since the Apple Watch in 2015, according to people familiar with the situation.
시안시정부 부비서장, 특수한 상황 없을 경우 1월 25일부터 시안시 전면 저위험지역으로 하향 조정 예상 언급
西安:如无特殊情况将于1月25日全部降为低风险地区 _中国经济网——国家经济门户
http://www.ce.cn/xwzx/gnsz/gdxw/202201/22/t20220122_37279954.shtml
西安:如无特殊情况将于1月25日全部降为低风险地区 _中国经济网——国家经济门户
http://www.ce.cn/xwzx/gnsz/gdxw/202201/22/t20220122_37279954.shtml
www.ce.cn
西安:如无特殊情况将于1月25日全部降为低风险地区
_中国经济网——国家经济门户
_中国经济网——国家经济门户
Texas Instruments Gains After Giving Upbeat Quarterly Forecast
https://www.bloomberg.com/news/articles/2022-01-25/texas-instruments-gains-after-giving-upbeat-quarterly-forecast
https://www.bloomberg.com/news/articles/2022-01-25/texas-instruments-gains-after-giving-upbeat-quarterly-forecast
Bloomberg
Texas Instruments Gains on Upbeat Quarterly Sales Forecast
Technology
Biden Team Says Global Chip Shortage to Stretch Through 2022 https://www.bloomberg.com/news/articles/2022-01-25/biden-team-says-global-chip-shortage-to-stretch-through-2022
Bloomberg
Biden Team Says Global Chip Shortage to Stretch Through 2022
The Biden administration has concluded that a global semiconductor shortage will persist until at least the second half of this year, promising long-term strain on a range of U.S. businesses including automakers and the consumer electronics industry.
China conditionally approves AMD's $35 bln deal for Xilinx | Reuters
https://www.reuters.com/technology/china-conditionally-approves-amds-35-bln-deal-xilinx-2022-01-27/
https://www.reuters.com/technology/china-conditionally-approves-amds-35-bln-deal-xilinx-2022-01-27/
Reuters
China conditionally approves AMD's $35 bln deal for Xilinx
China's market regulator has conditionally approved semiconductor group Advanced Micro Devices Inc's $35 billion all-stock deal for peer Xilinx , it said on Thursday.