키움 박유악 - 2026-03-22 — ASML

[3월 20일, 전세계 반도체 밸류 체인 주가] ☀️ 채널: https://t.me/kiwoom_semibat ♠ 메모리: Micron -5%, Sandisk -8%, Kioxia -4%, Nanya -10%, Seagate -5%, WDC -8% ♠ 비메모리: Intel -5%, Nvidia -3%, AMD -2%, Broadcom -3%, Marvell -2%, Qualcomm -1%, Arm +2%, Skyworks +1% TI -1%, ADI 0%, NXP -1%, STMicro -5%, Microchip -1%, On Semi 0%, Silicon Motion -3%, Mediatek +1%, Renesas -3%, Novatek +3% ◆ 파운드리: TSMC -3%, SMIC -5%, UMC -2%, GFS -1%, VIS -1% ◆ 후공정: ASE -3%, Amkor -5%, Agilent 0%, Chipbond -6% ♥ 장비: ASML -4%, AMAT 0%, LAM Research -2%, TEL -2%, KLA -1%, AMEC -2%, Naura +2% ♥ 소재: Linde 0%, Air Liquid -1%, Air Products -1%, Merck KGaA -3%, ADEKA -5%, Resonac -3%, Siltronic 0%, Sumco -5% ♣ 서버: Dell +1%, HPE -2%, Lenovo -1% ♣ 클라우드: Amazon -2%, Microsoft -2%, Alphabet -2%, Apple 0%, Meta -2%, Netflix 0%, Alibaba -2%, Tencent -1%, Baidu -4% ♣ EDA/SW: Oracle -4%, Salesforce 0%, Synopsys -2%, Cadence -1% ♣ Quantum: IBM -3%, IonQ -2%, Rigetti Comp. -3%, D Wave -2%, Quantum Comp. -3% [박유악 키움 반도체]

출처

• [[260322_kiwoom_semibat]] (원본 노트)