[유진 IT 임소정] 반도체 소부장 Weekly: 새로운 출발
✪위클리 소부장 주가 코멘트
금주 두 영업일 간 주가 변동성 크지 않았으나 부진한 흐름 벗어나는 시점으로 판단. 칩 제조업체들의 투자 기조가 보수적이고, 올해 선단 공정으로의 전환에만 집중될 것으로 예상되는 가운데, 전공정 1b/1c 노드 및 후공정
✪전공정: 유진테크, 주성엔지니어링, 원익IPS
✪후공정: ISC, 프로텍, 오로스테크놀로지
✪금주의 KEY CHART:2025 반도체 소자 기술 로드맵
LGAA (Lateral Gate All Around)
CFET (Complementary Field-effect Transistor)
3D VLSI (3D Very Large Scale IC)
VCT (Vertical Channel Transistor)
자료 링크: https://buly.kr/5UGxz7m
감사합니다.
✪위클리 소부장 주가 코멘트
금주 두 영업일 간 주가 변동성 크지 않았으나 부진한 흐름 벗어나는 시점으로 판단. 칩 제조업체들의 투자 기조가 보수적이고, 올해 선단 공정으로의 전환에만 집중될 것으로 예상되는 가운데, 전공정 1b/1c 노드 및 후공정
✪전공정: 유진테크, 주성엔지니어링, 원익IPS
✪후공정: ISC, 프로텍, 오로스테크놀로지
✪금주의 KEY CHART:2025 반도체 소자 기술 로드맵
LGAA (Lateral Gate All Around)
CFET (Complementary Field-effect Transistor)
3D VLSI (3D Very Large Scale IC)
VCT (Vertical Channel Transistor)
자료 링크: https://buly.kr/5UGxz7m
감사합니다.
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Foxconn beats estimates with record fourth-quarter revenue on AI demand - https://www.reuters.com/technology/foxconn-fourth-quarter-revenue-up-152-2025-01-05/
Reuters
Foxconn beats estimates with record fourth-quarter revenue on AI demand
Taiwan's Foxconn , the world's largest contract electronics maker, beat expectations to post its highest-ever revenue for the fourth quarter on continued strong demand for artificial intelligence (AI) servers.
Builds on a multi-year collaboration to accelerate industry innovation in enabling advanced packaging and high-performance-compute
https://finance.yahoo.com/news/formfactor-expands-partnership-advantest-140000239.html
https://finance.yahoo.com/news/formfactor-expands-partnership-advantest-140000239.html
Yahoo Finance
FormFactor Expands Partnership with Advantest
Builds on a multi-year collaboration to accelerate industry innovation in enabling advanced packaging and high-performance-computeLIVERMORE, Calif., Jan. 07, 2025 (GLOBE NEWSWIRE) -- FormFactor, Inc. (NASDAQ: FORM), a leading supplier of electrical test and…
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US Department of Defense blacklists Tencent, CATL, and CXMT
https://www.digitimes.com/news/a20250107PD215/us-department-of-defense-blacklist-tencent-catl-cxmt-military.html
https://www.digitimes.com/news/a20250107PD215/us-department-of-defense-blacklist-tencent-catl-cxmt-military.html
DIGITIMES
US Department of Defense blacklists Tencent, CATL, and CXMT amid escalating tech tension
The US Department of Defense (DoD) has added Tencent Holdings, Contemporary Amperex Technology Co., Limited (CATL), and ChangXin Memory Technologies (CXMT) to its blacklist of entities allegedly tied to the Chinese military. This annual update to the Section…
SKC의 유리기판은 이번 전시에서 대규모 데이터를 처리하는 AI 서버 속도를 끌어올릴 솔루션으로 공개된다.
https://n.news.naver.com/article/138/0002188993?sid=105
https://n.news.naver.com/article/138/0002188993?sid=105
Naver
[CES 2025] SKC, 유리기판 실물 공개…데이터센터 혁신 가속
SKC(대표 박원철)가 7일부터 10일(현지시간)까지 미국 라스베이거스에서 열리는 세계 최대 IT·전자 전시회 'CES 2025'에서 반도체 산업 게임 체인저로 떠오른 유리기판(Glass Core)을 공개한다. SK
The firm's analysts adjusted their revenue estimates for the upcoming quarters, citing a weaker flash pricing environment.
https://www.investing.com/news/analyst-ratings/evercore-isi-maintains-western-digital-outperform-rating-93CH-3801448
https://www.investing.com/news/analyst-ratings/evercore-isi-maintains-western-digital-outperform-rating-93CH-3801448
Investing.com
Evercore ISI maintains Western Digital Outperform rating By Investing.com
Regarding the business with Broadcom, at this stage, "there are no specific facts to be announced".
https://jp.reuters.com/business/R7KJC2DHKZK4ZMGK5HLE7NPWVM-2025-01-09/
https://jp.reuters.com/business/R7KJC2DHKZK4ZMGK5HLE7NPWVM-2025-01-09/
Reuters Japan
ラピダス「公表すべき事実ない」、米ブロードコムとの連携報道で
次世代半導体の国産化を目指すラピダスは９日、米半導体大手ブロードコムとの連携を検討しているとの一部報道について、「憶測の報道」であり、会社側が発表したものではないとコメントした。