키움 박유악 - 2026-03-17 — TSMC

[3월 17일, 전세계 반도체 밸류 체인 주가] ☀️ 채널: https://t.me/kiwoom_semibat ♠ 메모리: Micron +5%, Sandisk +2%, Kioxia -4%, Nanya +4%, Seagate +6%, WDC +10% ♠ 비메모리: Intel -4%, Nvidia -1%, AMD 0%, Broadcom -1%, Marvell -1%, Qualcomm +2%, Arm +5%, Skyworks -2% TI 0%, ADI +1%, NXP +1%, STMicro +1%, Microchip +1%, On Semi +2%, Silicon Motion 0%, Mediatek +1%, Renesas 0%, Novatek +1% ◆ 파운드리: TSMC +2%, SMIC -1%, UMC +1%, GFS -1%, VIS +2% ◆ 후공정: ASE +1%, Amkor +4%, Agilent +1%, Chipbond +10% ♥ 장비: ASML +1%, AMAT +2%, LAM Research +3%, TEL -1%, KLA +3%, AMEC -2%, Naura -1% ♥ 소재: Linde -1%, Air Liquid 0%, Air Products -1%, Merck KGaA +2%, ADEKA 0%, Resonac -4%, Siltronic +3%, Sumco 0% ♣ 서버: Dell -2%, HPE -1%, Lenovo -1% ♣ 클라우드: Amazon +2%, Microsoft 0%, Alphabet +2%, Apple +1%, Meta -1%, Netflix -1%, Alibaba 0%, Tencent -2%, Baidu -1% ♣ EDA/SW: Oracle -1%, Salesforce -2%, Synopsys +1%, Cadence 0% ♣ Quantum: IBM +3%, IonQ 0%, Rigetti Comp. 0%, D Wave 0%, Quantum Comp. +2% [박유악 키움 반도체]

출처

• [[260317_kiwoom_semibat]] (원본 노트)