키움 박유악 - 2026-03-16 — TSMC

[3월 16일, 전세계 반도체 밸류 체인 주가] ☀️ 채널: https://t.me/kiwoom_semibat ♠ 메모리: Micron +4%, Sandisk +6%, Kioxia +7%, Nanya +10%, Seagate +4%, WDC +5% ♠ 비메모리: Intel 0%, Nvidia +2%, AMD +2%, Broadcom +1%, Marvell +4%, Qualcomm 0%, Arm +5%, Skyworks 0% TI +2%, ADI +2%, NXP +1%, STMicro +2%, Microchip +3%, On Semi +2%, Silicon Motion +2%, Mediatek -1%, Renesas +1%, Novatek -2% ◆ 파운드리: TSMC +1%, SMIC 0%, UMC +2%, GFS +5%, VIS +2% ◆ 후공정: ASE 0%, Amkor +4%, Agilent 0%, Chipbond +1% ♥ 장비: ASML +2%, AMAT +1%, LAM Research +3%, TEL +2%, KLA +1%, AMEC +3%, Naura -1% ♥ 소재: Linde 0%, Air Liquid +1%, Air Products 0%, Merck KGaA 0%, ADEKA 0%, Resonac 0%, Siltronic -2%, Sumco +3% ♣ 서버: Dell +3%, HPE +1%, Lenovo +2% ♣ 클라우드: Amazon +2%, Microsoft +1%, Alphabet +1%, Apple +1%, Meta +2%, Netflix 0%, Alibaba +1%, Tencent +2%, Baidu -2% ♣ EDA/SW: Oracle +1%, Salesforce +3%, Synopsys +3%, Cadence +2% ♣ Quantum: IBM +1%, IonQ +1%, Rigetti Comp. 0%, D Wave -1%, Quantum Comp. +1% [박유악 키움 반도체]

출처

• [[260316_kiwoom_semibat]] (원본 노트)