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[DB금융투자 반도체 서승연]

9월 한국 반도체 수출 데이터 업데이트 드립니다.

업무에 도움이 되시길 바랍니다. 감사합니다.

>> 9월 한국 반도체 수출

■ 전자집적회로
- 수출액: $84.4억(+9% MoM, -15% YoY)
- 수출물량: -1% MoM, -14% YoY
- 수출단가: +10% MoM, -1% YoY

■ DRAM
- 수출액: $11.8억(-8% MoM, -35% YoY)
- 수출물량: +3% MoM, +1% YoY
- 수출단가: -11% MoM, -36% YoY

■ DRAM 모듈
- 수출액: $11.6억(+124% MoM, -10% YoY)
- 수출물량: +171% MoM, +16% YoY
- 수출단가: -17% MoM, -22% YoY

■ NAND
- 수출액: $7.1억(+26% MoM, +6% YoY)
- 수출물량: +39% MoM, +39% YoY
- 수출단가: -9% MoM, -24% YoY

■ MCP
- 수출액: $20.7억(+24% MoM, -16% YoY)
- 수출물량: +20% MoM, +18% YoY
- 수출단가: +3% MoM, -29% YoY

주: 수출단가=수출액/수출물량(중량)
자료: 한국무역통계진흥원

2.45K views02:56

DB증권 Tech 서승연, 조현지

[DB금융투자 반도체 서승연]

3Q23 한국 반도체 수출 데이터 업데이트 드립니다.

업무에 도움이 되시길 바랍니다. 감사합니다.

>> 3Q23 한국 반도체 수출

■ 전자집적회로
- 수출액: $227.0억(+12% QoQ, -23% YoY)
- 수출물량: +1% QoQ, -14% YoY
- 수출단가: +11% QoQ, -11% YoY

■ DRAM
- 수출액: $36.1억(+3% QoQ, -42% YoY)
- 수출물량: -19% QoQ, -19% YoY
- 수출단가: +27% QoQ, -28% YoY

■ DRAM 모듈
- 수출액: $22.3억(+56% QoQ, -25% YoY)
- 수출물량: +43% QoQ, +7% YoY
- 수출단가: +9% QoQ, -30% YoY

■ NAND
- 수출액: $16.3억(+37% QoQ, -20% YoY)
- 수출물량: +24% QoQ, +33% YoY
- 수출단가: +10% QoQ, -40% YoY

■ MCP
- 수출액: $51.7억(+18% QoQ, -19% YoY)
- 수출물량: +12% QoQ, +29% YoY
- 수출단가: +5% QoQ, -37% YoY

주: 수출단가=수출액/수출물량(중량)
자료: 한국무역통계진흥원

16.8K views10:33

DB증권 Tech 서승연, 조현지

https://www.reuters.com/technology/no-formal-investigation-into-ai-chips-eu-antitrust-regulators-say-2023-10-02/

Reuters

No formal investigation into AI chips, EU antitrust regulators say

EU antitrust regulators have not opened a formal investigation into chips used for artificial intelligence, the European Commission said on Monday, days after the French competition authority raided Nvidia for alleged anti-competitive practices.

999 views13:56

DB증권 Tech 서승연, 조현지

https://www.reuters.com/technology/us-warned-china-expect-updated-export-curbs-october-us-official-2023-10-02/

Reuters

Exclusive: US warned China to expect updated export curbs in October - US official

The Biden administration warned Beijing of its plans to update rules that curb shipments of AI chips and chipmaking tools to China as soon as early October, a U.S. official said, a policy decision aimed at stabilizing relations between the superpowers.

1.06K views01:52

DB증권 Tech 서승연, 조현지

https://www.reuters.com/technology/samsung-manufacture-chips-ai-chip-startup-tenstorrent-2023-10-02/

Reuters

Samsung to manufacture chips from AI chip startup Tenstorrent

Samsung's contract chip manufacturing arm picked up a new artificial intelligence chip customer, a Canadian startup called Tenstorrent, the company said on Monday.

1.09K views01:53

DB증권 Tech 서승연, 조현지

https://www.reuters.com/technology/visa-launches-100-mln-venture-fund-generative-ai-startups-2023-10-02/

Reuters

Visa launches $100 mln venture fund for generative AI startups

Payments processor Visa on Monday launched a $100 million venture fund for generative artificial intelligence (AI) startups, joining a list of investors who have flocked to the sector this year.

1.36K views01:53

DB증권 Tech 서승연, 조현지

Key Taiwan Tech Firms Are Helping Huawei With China Chip Plants https://www.bloomberg.com/news/articles/2023-10-03/taiwan-tech-companies-are-helping-huawei-build-a-secret-network-of-chip-plants

Bloomberg.com

Key Taiwan Tech Firms Helping Huawei With China Chip Plants

Several Taiwanese technology companies are helping Huawei Technologies Co. build infrastructure for an under-the-radar network of chip plants across southern China, an unusual collaboration that risks inflaming sentiment on a democratic island grappling with…

1.34K views05:30

DB증권 Tech 서승연, 조현지

[DB금융투자 반도체 서승연]

TSMC 9월 및 3Q23 매출 업데이트 드립니다.

- 9월 매출: NT$1,804억(-4% MoM, -13% YoY)

- 3Q23 매출: NT$5,467억(+14% QoQ, -11% YoY). 3Q23 매출 가이던스(US$167~175억, FX 30.8TWD/USD 기준 환산 시 NT$5,422~5,682억)의 하단에 부합

- TSMC 3Q23 실적발표: 10/19(목) 15:00 (한국 시간 기준)

- TSMC 뉴스룸 링크: https://bit.ly/46hF4KY

-------------------

[23년 TSMC 월별 매출]
- 1월 NT$2,001억 (+4% MoM, +16% YoY)
- 2월 NT$1,632억 (-18% MoM, +11% YoY)
- 3월 NT$1,454억 (-11% MoM, -15% YoY)
- 4월 NT$1,479억 (+2% MoM, -14% YoY
- 5월 NT$1,765억 (+19% MoM, -5% YoY)
- 6월 NT$1,564억 (-11% MoM, -11% YoY)
- 7월 NT$1,776억 (+14% MoM, -5% YoY)
- 8월 NT$1,887억 (+6% MoM, -14% YoY)
- 9월 NT$1,804억 (-4% MoM, -13% YoY)

[23년 TSMC 분기별 매출]
- 1Q23 NT$5,087억 (-19% QoQ, +4% YoY)
- 2Q23 NT$4,808억 (-6% QoQ, -10% YoY)
- 3Q23 NT$5,467억 (+14% QoQ, -11% YoY)

1.49K views10:29

DB증권 Tech 서승연, 조현지

[DB금융투자 반도체 서승연]

Nanya 9월 및 3Q23 매출 업데이트 드립니다.

- 9월 매출: NT$27.2억(+6% MoM, -15% YoY)

- 3Q23 매출: NT$77.4억(+10% QoQ, -30% YoY)

- Nanya 3Q23 실적발표: 10/11(수) 16:00 (한국 시간 기준)

- Nanya 뉴스룸 링크: https://bit.ly/45jWuVO

------------------------

[23년 Nanya 월별 매출]
- 1월 NT$22.5억 (-6% MoM, -67% YoY)
- 2월 NT$20.3억 (-10% MoM, -69% YoY)
- 3월 NT$21.5억 (+6% MoM, -68% YoY)
- 4월 NT$22.6억 (+5% MoM, -66% YoY)
- 5월 NT$23.1억 (+2% MoM, -63% YoY)
- 6월 NT$24.6억 (+6% MoM, -53% YoY)
- 7월 NT$24.4억 (-1% MoM, -45% YoY)
- 8월 NT$25.8억 (+6% MoM, -25% YoY)
- 9월 NT$27.2억(+6% MoM, -15% YoY)

[23년 Nanya 분기별 매출]
- 1Q23 NT$64.2억 (-19% QoQ, -68% YoY)
- 2Q23 NT$70.3억 (+9% QoQ, -61% YoY)
- 3Q23 NT$77.4억(+10% QoQ, -30% YoY)

12.1K views10:32

DB증권 Tech 서승연, 조현지

[DB금융투자 반도체 서승연]

ASPEED 9월 매출 업데이트 드립니다.

- 9월 매출: NT$3.22억(+32% MoM, -33% YoY)

- 3Q23 매출: NT$7.97억(+17% QoQ, -39% YoY)

- Aspeed 뉴스룸 링크: https://bit.ly/48FagoV

------------------------

[23년 ASPEED 월별 매출]
- 1월 NT$2.20억 (-44% MoM, -43% YoY)
- 2월 NT$2.23억 (+1% MoM, -33% YoY)
- 3월 NT$2.26억 (+1% MoM, -48% YoY)
- 4월 NT$2.28억 (+1% MoM, -50% YoY)
- 5월 NT$2.26억 (-1% MoM, -52% YoY)
- 6월 NT$2.26억 (+0% MoM, -55% YoY)
- 7월 NT$2.32억 (+2% MoM, -46% YoY)
- 8월 NT$2.43억 (+5% MoM, -40% YoY)
- 9월 NT$3.22억 (+32% MoM, -33% YoY)

[23년 ASPEED 분기별 매출]
- 1Q23 NT$6.7억 (-50% QoQ, -42% YoY)
- 2Q23 NT$6.8억 (+2% QoQ, -52% YoY)
- 3Q23 NT$7.97억(+17% QoQ, -39% YoY)

1.59K views10:33

DB증권 Tech 서승연, 조현지

[DB금융투자 반도체 서승연]

10월 글로벌 주요 Tech 기업 3Q23 실적발표 일정 안내드립니다.

업무에 도움이 되시길 바랍니다. 감사합니다.

10/11(수)
오전 - 삼성전자 잠정실적 (실적공시)
16:00 Nanya

10/18(수)
22:00 ASML

10/19(목)
06:00 LAM Research
07:00 Netflix
15:00 TSMC

10/24(화)
06:00 Cadence (E)
21:00 Whirlpool

10/25(수)
06:00 Alphabet (E)
06:30 Microsoft (E)
09:30 ASMPT (E)
18:00 UMC
21:30 Teradyne (E)
22:00 ASM

10/26(목)
06:00 Meta, IBM(E), KLA
09:00 SK하이닉스
16:00 ASE
16:30 AUO
22:00 Segate
23:00 BESI

10/27(금)
06:00 Intel
06:30 Amazon (E)
16:00 Electrolux
21:00 WDC (E)

10/30(월)
11:00 BOE (E)
16:00 MediaTek (E)
17:00 Haier (E)
22:00 Will Semi (E, 실적공시)

10/31(화)
05:30 Arista Networks
06:00 Amkor (E)
10:00 삼성전자 (E)
15:00 Murata, Advantest, AUO
21:00 On Semi (E)

*컨콜 및 한국 시간 기준
*(E) 일정은 추후 변경될 수 있음

2.94K viewsedited 11:55

DB증권 Tech 서승연, 조현지

https://www.reuters.com/technology/us-curbs-chip-tools-china-nearly-finalized-posting-2023-10-05/

Reuters

US curbs on chip tools to China nearly finalized, government posting shows

An updated rule curbing exports of U.S. chipmaking equipment to China is in the final stages of review, according to a government posting and a source, a sign the Biden administration is poised to soon tighten restrictions on Beijing.

782 views23:43

DB증권 Tech 서승연, 조현지

https://www.reuters.com/technology/taiwan-probes-four-firms-accused-helping-chinas-huawei-2023-10-06/

Reuters

Taiwan probes four firms accused of helping China's Huawei

Taiwan's government has opened an investigation into four companies named in a media report as conducting business with firms linked to U.S.-sanctioned Huawei (HWT.UL) in China, and is considering tighter rules on key technologies.