키움 박유악 - 2026-03-15 — ASML

[3월 13일, 전세계 반도체 밸류 체인 주가] ☀️ 채널: https://t.me/kiwoom_semibat ♠ 메모리: Micron +5%, Sandisk +7%, Kioxia -1%, Nanya -1%, Seagate +3%, WDC +4% ♠ 비메모리: Intel +1%, Nvidia -2%, AMD -2%, Broadcom -4%, Marvell 0%, Qualcomm -1%, Arm +1%, Skyworks -1% TI 0%, ADI 0%, NXP 0%, STMicro -1%, Microchip -1%, On Semi +1%, Silicon Motion +3%, Mediatek -4%, Renesas -5%, Novatek 0% ◆ 파운드리: TSMC 0%, SMIC -1%, UMC -1%, GFS +1%, VIS +6% ◆ 후공정: ASE +2%, Amkor +4%, Agilent 0%, Chipbond -4% ♥ 장비: ASML 0%, AMAT +1%, LAM Research +1%, TEL -4%, KLA +1%, AMEC -1%, Naura 0% ♥ 소재: Linde 0%, Air Liquid 0%, Air Products -1%, Merck KGaA -2%, ADEKA +1%, Resonac -4%, Siltronic 0%, Sumco -3% ♣ 서버: Dell +1%, HPE 0%, Lenovo -2% ♣ 클라우드: Amazon -1%, Microsoft -2%, Alphabet 0%, Apple -2%, Meta -4%, Netflix +1%, Alibaba +1%, Tencent 0%, Baidu +1% ♣ EDA/SW: Oracle -3%, Salesforce -3%, Synopsys -1%, Cadence -1% ♣ Quantum: IBM -1%, IonQ 0%, Rigetti Comp. +1%, D Wave -2%, Quantum Comp. -2% [박유악 키움 반도체]

출처

• [[260315_kiwoom_semibat]] (원본 노트)