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2026-W24 | 반도체 섹터 | 2026-06-15

Wafer Fab Equipment (WFE) 주가 폭등의 동력 해부: 메모리 Capex 회복과 중국발 수요의 실제 기여도 점검

이번 호 딥다이브

시작하며: 숫자가 던진 질문, WFE 섹터의 동시 폭등

지난 한 주, 글로벌 금융 시장의 자금이 특정 섹터로 무섭게 빨려 들어가는 현상이 나타났습니다. 주인공은 반도체 전공정 장비, 즉 WFE(Wafer Fab Equipment) 기업들입니다. WFE는 반도체 칩을 만드는 데 쓰이는 복잡하고 정교한 기계를 설계하고 판매하는 회사들을 말합니다. 쉽게 말해, 반도체 공장의 '핵심 설비'를 공급하는 회사들이죠.

2026년 6월 중순, 이들 기업의 주가는 시장 평균을 훌쩍 뛰어넘는 상승률을 기록했습니다. 일부 기업은 단 하루 만에 10%가 넘는 급등세를 보이기도 했습니다. 계측·검사 장비의 강자 KLA(KLAC), 증착 장비 1위 어플라이드 머티어리얼즈(AMAT), 식각 장비의 거인 램리서치(LRCX) 등이 동반 강세를 보이며, 같은 기간 필라델피아 반도체 지수(SOX)의 상승률을 크게 웃돌았습니다 ^{thebrrr.com · 283}.

이런 동반 폭등은 단순한 시장 분위기 때문이 아닙니다. 이것은 반도체 산업의 가장 깊은 곳에서 구조적인 변화가 일어나고 있다는 강력한 신호일 수 있습니다. 투자자들이 반도체 칩을 만드는 회사(삼성전자, TSMC)나 설계하는 회사(엔비디아)를 넘어, 그 칩을 만들 '장비'를 만드는 회사에 이토록 열광하는 이유는 무엇일까요? 이 리포트는 최근 WFE 섹터의 이례적인 랠리를 이끄는 세 가지 핵심 동력 — 메모리, 중국, 그리고 최선단 로직 — 을 하나씩 해부해 보고자 합니다.

제1 동력: 메모리 Capex의 귀환, HBM이 당기는 고삐

가장 먼저 살펴볼 동력은 메모리 반도체 회사들의 투자, 즉 Capex(Capital Expenditure, 자본적 지출)의 부활입니다. Capex는 공장을 짓거나 새로운 기계를 사는 등 미래 생산을 위해 쓰는 돈을 의미합니다. 한동안 움츠러들었던 메모리 회사들이 다시 지갑을 열기 시작했고, 그 중심에는 인공지능(AI)의 심장 역할을 하는 HBM이 있습니다.

HBM, 새로운 건축 공법을 요구하다

HBM(High Bandwidth Memory, 고대역폭 메모리)은 여러 개의 D램 칩을 아파트처럼 수직으로 쌓아 올려 데이터가 다니는 길(대역폭)을 아주 넓게 만든 특수 메모리입니다. AI 모델이 한 번에 방대한 양의 데이터를 처리하려면 이 HBM이 필수적입니다. 엔비디아의 차세대 AI 칩 '베라 루빈(Vera Rubin)'은 16층(16-Hi)으로 쌓은 HBM4를 요구하는데, 이는 기술적으로 엄청난 도약입니다 ^{youtube.com · 009}^{nextwavesinsight.com · 012}.

12층짜리 건물을 16층으로 증축하는 것과는 차원이 다릅니다. 칩을 16개나 쌓으려면 각 칩을 연결하는 데이터 엘리베이터인 TSV(Through-Silicon Via, 실리콘 관통 전극)의 개수가 폭발적으로 늘어납니다. 또한 기존처럼 미세한 납땜(마이크로 범프)으로 칩을 붙이면 너무 두꺼워지고 열이 빠져나가지 못하는 문제가 생깁니다. 그래서 구리와 구리를 직접 맞붙이는 '하이브리드 본딩(Hybrid Bonding)'이라는, 마치 솔더 없이 두 금속판을 완벽하게 용접하는 것과 같은 신기술이 필수적으로 도입됩니다 ^{Yole Group · 002}^{techpowerup.com · 013}.

쉽게 말해, HBM을 더 높이 쌓으려는 시도가 완전히 새로운 건축 공법을 요구하는 셈입니다. 이 새로운 공법에는 더 정밀하게 표면을 깎고(CMP), 더 얇게 막을 입히고(증착), 아주 미세한 결함까지 찾아내는(계측) 장비들이 대거 필요합니다. 이것이 AMAT, LRCX, KLAC 같은 장비 회사들의 주문서가 채워지는 첫 번째 이유입니다.

낸드 시장의 극적인 반전

이 열기는 HBM을 넘어 낸드 플래시(NAND Flash) 시장으로도 번지고 있습니다. 낸드는 스마트폰이나 PC에 들어가는 저장장치(SSD)의 핵심 부품입니다. AI 데이터센터가 처리해야 할 텍스트, 이미지, 영상 데이터가 폭증하면서 고용량 낸드 수요가 터져 나왔고, 2026년 2분기 낸드 가격은 전 분기 대비 70~75%나 급등했습니다 ^{TrendForce · 229}^{TrendForce · 230}. 이는 같은 기간 D램 가격 상승률(58~63%)을 넘어서는 이례적인 현상입니다 ^{Tom's Hardware · 232}.

낸드 회사들은 용량을 늘리기 위해 칩을 수직으로 쌓는 경쟁을 벌이고 있습니다. SK하이닉스는 321단, 삼성전자는 400단 이상을 목표로 하고 있죠 ^{SK hynix IR · 264}^{Samsung · 267}. 300층이 넘는 마천루에 아주 깊고 좁은 엘리베이터 통로(채널 홀)를 뚫는 것과 비슷합니다. 기존 기술로는 구멍이 휘거나 막힐 수 있어, 영하의 온도로 주변을 얼려 정밀도를 극대화하는 '극저온 식각(Cryogenic Etch)' 기술이 도입되었습니다 ^{hktdc.com · 018}^{Semi Engineering · 369}. 이 분야의 독보적인 강자가 바로 램리서치(LRCX)이며, 낸드 시장의 부활이 LRCX의 실적을 강하게 밀어 올리는 이유입니다 ^{Lam Research IR · 368}.

제2 동력: '차이나 인사이드'의 실제 규모와 지속가능성

두 번째 동력은 조금 역설적입니다. 바로 '중국'입니다. 지난 몇 년간 WFE 시장의 큰 손은 단연 중국이었습니다. 미국의 반도체 제재가 더 심해지기 전에 어떻게든 장비를 사두려는 '사재기' 수요가 몰리면서, AMAT와 LRCX 같은 회사들의 분기 매출에서 중국이 차지하는 비중이 43%에 육박하기도 했습니다 ^{seekingalpha.com · 310}^{deepresearchglobal.com · 025}.

하지만 2026년 4월, 미국 의회는 'MATCH Act'라는 훨씬 강력한 법안을 발의했습니다 ^{senate.gov · 019}^{senate.gov · 027}. 이 법안은 특정 장비뿐 아니라 유지보수 서비스까지 포괄적으로 차단하고 동맹국의 동참을 강제하는 내용을 담고 있어, 기존 제재와는 차원이 다른 압박으로 평가됩니다 ^{thefai.org · 028}.

이 법안의 여파로 램리서치는 2026년에만 약 6억 달러(약 8,200억 원)의 매출 손실이 예상되며, 중국 매출 비중이 30% 미만으로 급감할 것이라고 공식 인정했습니다 ^{Lam Research IR · 311}^{seekingalpha.com · 310}. 상식적으로 최대 고객 시장이 무너지면 주가는 폭락해야 합니다. 그런데 왜 WFE 주가는 오히려 폭등했을까요?

시장은 이 현상을 '불확실성의 해소'이자 '체질 개선'으로 받아들였습니다. 중국의 사재기 수요는 기술 수준이 낮은 구형(레거시) 장비에 집중되어 수익성이 상대적으로 낮았습니다. 그런데 이 수요가 빠지는 자리를 한국, 대만, 미국 중심의 AI 인프라 투자가 채우기 시작한 것입니다. 이 새로운 수요는 HBM, 2나노 공정 등 가장 비싸고 기술적으로 복잡한 최첨단 장비에 집중되어 있습니다. 결국 시장은 '저부가가치 대량 수주'가 '고부가가치 핵심 수주'로 대체되면서 WFE 기업들의 수익성이 오히려 더 좋아질 것이라고 판단한 셈입니다 ^{counterpointresearch.… · 001}^{substack.com · 030}.

제3 동력: 숨은 변수, 최선단 로직(2nm/GAA) 투자

메모리 투자가 단기적인 주가 급등을 이끌었다면, WFE 시장의 장기적인 성장판을 여는 것은 바로 최선단 로직 반도체 투자입니다. 로직 반도체는 스마트폰의 두뇌(AP)나 컴퓨터의 CPU처럼 연산을 담당하는 칩을 말합니다.

반도체 업계는 '2나노(nm)'라는, 눈에 보이지도 않는 초미세 회로를 그리는 시대로 진입하고 있습니다. 1나노미터는 머리카락 굵기의 10만 분의 1에 불과합니다. 이 수준에서는 기존의 트랜지스터(반도체의 기본 스위치) 구조로는 전기가 자꾸 새어 나가는 문제가 생깁니다. 그래서 등장한 것이 GAA(Gate-All-Around) 라는 새로운 구조입니다.

기존 구조(FinFET)가 데이터가 흐르는 길(채널)을 위와 양옆, 세 면에서 문(게이트)으로 제어했다면, GAA는 채널의 네 면을 전부 감싸서 전류를 훨씬 더 정밀하게 통제합니다. 이 GAA 구조를 만들려면 아주 얇은 나노시트(Nanosheet)를 여러 겹 쌓고, 특정 층만 선택적으로 깎아내는 등 극도로 정교한 공정이 필요합니다. 이는 원자층 단위로 막을 씌우는 ALD 장비나 초정밀 식각 장비에 대한 새로운 수요를 창출합니다. 램리서치에 따르면, GAA 공정 도입만으로도 월 10만 장 웨이퍼 생산 기준으로 약 10억 달러(약 1조 3,700억 원)의 추가 장비 시장이 열립니다 ^{futunn.com · 339}^{investing.com · 340}.

또한, 여러 개의 칩을 하나의 기판 위에 올려 연결하는 첨단 패키징 기술, 예를 들어 TSMC의 CoWoS(Chip on Wafer on Substrate) 같은 공정에도 전공정 장비가 대거 투입됩니다. CoWoS는 여러 칩을 하나의 큰 칩처럼 작동하게 만드는 고성능 패키징 기술입니다. 2026년 첨단 패키징 시장의 생산 능력은 전년 대비 약 80% 확대될 것으로 전망되며, 이 역시 WFE 기업들에게는 또 하나의 거대한 시장이 되고 있습니다 ^{counterpointresearch.… · 001}.

결국 2026년 이후의 WFE 시장은 파운드리/로직이라는 튼튼한 기반 위에, HBM을 중심으로 한 D램과 AI 데이터센터용 저장장치(eSSD) 중심의 낸드 투자가 동시에 폭발하는 이상적인 성장 구도를 갖추게 된 것입니다 ^{counterpointresearch.… · 001}^{semi.org · 024}.

장비사별 포지셔닝: 누가 가장 큰 수혜를 입는가?

그렇다면 이 거대한 사이클의 수혜는 모든 장비사에 공평하게 돌아갈까요? 각 회사가 가진 기술 포트폴리오에 따라 수혜의 강도는 다를 수밖에 없습니다.

어플라이드 머티어리얼즈 (AMAT): 전방위 포트폴리오와 가격 결정력

AMAT는 특정 공정에 치우치지 않고 증착, 식각, 연마 등 반도체 공정 전반에 걸친 장비를 공급하는 '장비 업계의 백화점'입니다. 최근 실적 발표에서 AMAT는 매출총이익률 50%라는, 지난 25년 역사상 가장 높은 수치를 기록했습니다 ^{SEC EDGAR · 378}^{Applied Materials IR · 381}. 1만 원어치를 팔면 5천 원이 원가를 뺀 이익으로 남는다는 뜻으로, 제조업에서는 보기 드문 수익성입니다. 다만, 이러한 호실적에도 불구하고 거시 경제 불확실성과 잉여현금흐름 감소 우려가 부각되며 주가는 단기 조정을 겪기도 해, 시장의 복합적인 시각을 보여주었습니다 ^{behindthemarkets.com · 382}.

“가장 차별화된 제품군에 적용한 가치 기반 가격 책정(Value-based pricing) 덕분입니다." - 게리 디커슨, AMAT CEO ^{Applied Materials IR · 004}^{Applied Materials IR · 381}”

CEO의 발언은 핵심을 짚습니다. '가치 기반 가격 책정'이란, 장비 원가에 단순히 이윤을 붙여 파는 게 아니라, 이 장비가 고객(반도체 회사)에게 창출해주는 가치에 비례해 가격을 매긴다는 뜻입니다. AMAT의 장비가 없으면 차세대 반도체를 만들 수 없다는 자신감이 없다면 불가능한 전략입니다.

램리서치 (LRCX): 식각 공정의 절대 강자

램리서치는 웨이퍼에 회로 패턴을 깎아내는 식각(Etch) 공정, 특히 3D 낸드처럼 깊고 좁은 구멍을 뚫는 데 독보적인 기술력을 자랑합니다. 앞서 언급한 '극저온 식각' 기술이 대표적입니다. 300단이 넘는 낸드 플래시나 GAA 구조의 나노시트를 구현하려면 램리서치의 장비가 필수적이라는 평가를 받습니다. 메모리 반도체 투자가 본격화될 때 가장 직접적인 수혜를 입는 구조입니다.

KLA (KLAC): 반도체 수율의 파수꾼

KLA는 반도체 공정 중 웨이퍼의 결함을 찾아내고 회로가 제대로 그려졌는지 측정하는 계측(Metrology) 및 검사(Inspection) 장비 시장의 90% 이상을 장악한 절대 강자입니다. 공정이 미세화되고 HBM이나 GAA처럼 구조가 복잡해질수록 아주 작은 오차도 치명적인 불량으로 이어집니다. 따라서 수율(전체 생산품에서 양품의 비율)을 높이기 위한 KLA 장비의 중요성은 더욱 커질 수밖에 없습니다. KLA의 장비는 '수율 관리의 눈' 역할을 하며, 공정이 복잡해질수록 그 가치가 높아집니다.

기업	주력 분야	현재 사이클의 핵심 수혜 동력
AMAT	증착, 식각, 연마 등 종합 포트폴리오	GAA, 첨단 패키징 등 신규 공정 도입에 따른 포괄적 수혜
LRCX	식각 (특히 고종횡비)	3D 낸드 고단화(300단 이상), HBM용 TSV 공정 확대
KLAC	계측 및 검사	모든 최선단 공정(HBM, GAA, 3D NAND)의 수율 관리 중요성 증대

리스크 점검: 사이클의 과열인가, 이제 시작인가?

현재의 랠리가 강력한 펀더멘털에 기반하고 있지만, 잠재적 위험 요인도 존재합니다. 상승세가 꺾일 수 있는 몇 가지 변수를 점검할 필요가 있습니다.

지정학적 긴장 고조: 미국의 대중국 반도체 수출 통제는 이미 현실화된 리스크입니다. 'MATCH Act'와 같은 추가적인 강경 조치가 현실화되거나, 미중 갈등이 예상치 못한 방향으로 격화될 경우 WFE 기업들의 실적과 공급망에 직접적인 타격을 줄 수 있습니다.

거시 경제 둔화: 글로벌 경기 침체로 스마트폰, PC, 서버 등 최종 IT 제품에 대한 수요가 위축되면, 반도체 칩 수요 감소로 이어지고 결국 반도체 기업들의 설비 투자(Capex) 축소를 유발할 수 있습니다. WFE 산업은 거시 경제 사이클에 민감하게 반응하는 특성이 있습니다.

메모리 가격 상승 지연 또는 급락: 현재의 투자 사이클은 HBM과 낸드의 가파른 가격 상승에 대한 기대감을 바탕으로 합니다. 만약 공급 과잉이나 수요 둔화로 메모리 가격 상승세가 꺾이거나 하락 반전할 경우, 메모리 기업들은 즉시 투자 계획을 보수적으로 전환할 가능성이 높습니다.

다음 분기 체크포인트

이 분석의 유효성을 검증하고 향후 WFE 사이클의 방향성을 가늠하기 위해, 다음 분기에는 다음과 같은 핵심 지표들을 추적 관찰해야 합니다.

주요 장비사 실적 발표: AMAT, LRCX, KLAC의 분기 실적 발표에서 신규 수주(New Orders), 수주 잔고(Backlog), 그리고 지역별·사업부별 매출 비중 변화를 확인해야 합니다. 특히 중국향 매출 감소분을 다른 지역의 최선단 공정 투자가 얼마나 상쇄하는지가 핵심 관전 포인트입니다.

메모리 반도체 고정거래가격: 시장조사기관(TrendForce 등)이 발표하는 D램 및 낸드의 월별 고정거래가격 추이는 메모리 기업들의 투자 심리를 가장 직접적으로 보여주는 지표입니다.

주요 칩메이커의 Capex 가이던스: TSMC, 삼성전자, 인텔, SK하이닉스, 마이크론 등 주요 반도체 기업들이 실적 발표에서 제시하는 연간 설비 투자 계획(Capex Guidance)의 변화는 WFE 시장의 미래 수요를 예측하는 가장 중요한 단서입니다.

대만 및 한국의 장비 수입 데이터: 양국의 월별 반도체 장비 수입 통계는 실제 장비 반입이 얼마나 활발하게 이루어지고 있는지를 보여주는 실물 지표로 활용될 수 있습니다.

본 보고서는 정보 제공 목적이며, 특정 종목의 매수·매도를 권유하지 않습니다. 모든 투자 판단과 책임은 투자자 본인에게 있습니다.

데이터: Finnhub / yfinance

참고 자료 (550개) · 펼쳐보기접기 ▾

★ 1차 소스 (공식 발표·1차 보도) · · 2차 신뢰 매체 · ○ 기타

[counterpointresearch.… · 001] ○WFE Revenue Up 12% YoY in 2025 Driven by Increased Memory, Advanced Node Foundry Investments — counterpointresearch.com

[Yole Group · 002] ○ERROR: The request could not be satisfied — yolegroup.com

[insidermonkey.com · 003] ○Applied Materials, Inc. (NASDAQ:AMAT) Q2 2026 Earnings Call Transcript — insidermonkey.com

[Applied Materials IR · 004] ★외부 자료

[tradethepool.com · 005] ○AMAT Earnings Reports: Record Q2 FY2026 and the 30% Growth Reset — tradethepool.com

[investing.com · 006] ○Samsung’s Strike Risk Is Gone: Now the Real Test Is HBM — investing.com

[techtimes.com · 007] ○Samsung Ships Industry-First HBM4E Samples: 3.6 TB/s Bandwidth Beats SK Hynix by Six Months — techtimes.com

[techtimes.com · 008] ○Nvidia Vera Rubin Enters Full Production: Samsung, SK Hynix, Micron Named HBM4 Suppliers — techtimes.com

[youtube.com · 009] ○외부 자료

[gurufocus.com · 010] ○Just a moment... — gurufocus.com

[seekingalpha.com · 011] ○Access to this page has been denied — seekingalpha.com

[nextwavesinsight.com · 012] ○HBM4 Ramp: Why Three Suppliers Still Add Up to a Duopoly for Nvidia — nextwavesinsight.com

[techpowerup.com · 013] ○Memory Industry to Maintain Cautious CapEx in 2026, with Limited Impact on Bit Supply Growth — techpowerup.com

[TrendForce · 014] ○[News] HBM4 Strategies Diverge: Samsung Reportedly Chases 80% 1c DRAM Yield While SK hynix Trims Shipments by 30% — trendforce.com

[nand-research.com · 015] ○Memory & NAND Flash Crisis: May 2026 Update — nand-research.com

[unibetter-ic.com · 016] ○403 - Forbidden — unibetter-ic.com

[ajupress.com · 017] ○Korea Investment & Securities raises HPSP target price 20% on AI-driven chip spending — ajupress.com

[hktdc.com · 018] ○HKTDC Research — hktdc.com

[senate.gov · 019] ○Access Denied — senate.gov

[tikr.com · 020] ○Lam Research Has Hit All-Time Highs. Here’s Why the Cycle May Just Be Getting Started — tikr.com

[futurumgroup.com · 021] ○Lam Research Q2 FY 2026 Highlights AI-Driven Demand and Packaging Gains — futurumgroup.com

[TrendForce · 022] ○Rubin Faces Delay Risks Amid Ongoing Supply Chain Adjustments; Blackwell to Account for Over 70% of NVIDIA’s High-End GPU Shipments in 2026, — trendforce.com

[semi.org · 023] ○Just a moment... — semi.org

[semi.org · 024] ○Just a moment... — semi.org

[deepresearchglobal.com · 025] ○Lam Research — deepresearchglobal.com

[vertexaisearch.cloud.… · 026] ○Lam Research Q1 2026 Earnings Review - — vertexaisearch.cloud.google.com

[senate.gov · 027] ○Access Denied — senate.gov

[thefai.org · 028] ○The MATCH Act Is the Missing Piece in America’s AI Export Control Strategy — thefai.org

[house.gov · 029] ○Baumgartner Introduces Bipartisan Bill to Tighten Controls on Sensitive Chipmaking Equipment — house.gov

[substack.com · 030] ○My Semiconductor WFE Equipment Forecast by Region: 2026–2028 — substack.com

[youtube.com · 031] ○외부 자료

[Applied Materials IR · 032] ★외부 자료

[vertexaisearch.cloud.… · 033] ○KLA (KLAC) Investor Relations, Earnings Summary & Outlook — vertexaisearch.cloud.google.com

[cosolvic.com · 034] ○Semiconductor Lead Time Reality 2026 — cosolvic.com

[investing.com · 035] ○Just a moment... — investing.com

[siliconanalysts.com · 036] ○Chip Price Hikes 2026: Foundry, OSAT & Memory Costs All Rising — siliconanalysts.com

[utmel.com · 037] ○2026 Semiconductor and Electronic Components Price Trends — utmel.com

[j2sourcing.com · 038] ○403 - Forbidden — j2sourcing.com

[chemnet.com · 039] ○Prices Soar Up to 80%! Semiconductor Industry Chain to See Comprehensive Price Hikes by 2026 — chemnet.com

[astutegroup.com · 040] ○SK hynix holds 62% of HBM, Micron overtakes Samsung, 2026 battle pivots to HBM4 — astutegroup.com

[design-reuse.com · 041] ○Samsung's Share in HBM Market Projected to Surpass 30% in 2026 — design-reuse.com

[매일경제 · 042] ○"HBM4 Korean Market Share to Exceed 90%"... Fierce Samsung-SK hynix Rivalry Drives K-Chip Dominance — mk.co.kr

[Business Korea · 043] ○The Battle for Vera Rubin: HBM4 Hegemony Between SK hynix and Samsung — businesskorea.co.kr

[youtube.com · 044] ○외부 자료

[디일렉 · 045] ○Samsung Electronics Names KCTech, Wonik IPS Among Top Suppliers at 2026 Partner Day — thelec.net

[매일경제 · 046] ○Amid the continuous super cycle of the semiconductor boom, the stock prices of domestic small manage.. — mk.co.kr

[youtube.com · 047] ○외부 자료

[biggo.com · 048] ○Semiconductor Materials, Parts, and Equipment Stocks Take a Breather After Explosive Rally; Wonik IPS and Eugene Technology Edge Higher, Whi — biggo.com

[scmp.com · 049] ○China to remain biggest buyer of chipmaking equipment through 2027: SEMI — scmp.com

[Tom's Hardware · 050] ·Sales of chip production equipment to reach $156 billion by 2027 — tomshardware.com

[techinasia.com · 051] ○403 Forbidden — techinasia.com

[techwireasia.com · 052] ○403 - Forbidden — techwireasia.com

[EE Times · 053] ·외부 자료

[semiconductor-digest.… · 054] ○China to Become World's Largest Source of IC Wafer Capacity by 2026 — semiconductor-digest.com

[TrendForce · 055] ○[News] SMIC 2026 Action Plan Points to Above-Industry Growth, Capex Held in Line with 2025 — trendforce.com

[futunn.com · 056] ○Document — futunn.com

[hkexnews.hk · 057] ○외부 자료

[ultrafacilityportal.io · 058] ○Semiconductor in numbers: Global fab construction timelines, from breakthroughs to breakdowns — ultrafacilityportal.io

[blackridgeresearch.com · 059] ○List of Largest Semiconductor Fabs in the World (2026) — blackridgeresearch.com

[thenextweb.com · 060] ○China's Nexchip files for Hong Kong listing as $5 billion chip expansion accelerates — thenextweb.com

[TrendForce · 061] ○[News] China No.3 Foundry Nexchip Reportedly Files for Hong Kong Listing as Domestic Mature-Node Expansion Gains Pace — trendforce.com

[mlq.ai · 062] ○Attention Required! — mlq.ai

[economy.ac · 063] ○With Advanced Nodes Blocked, China Opens a Detour: Seizing Control of the $56 Billion Semiconductor Market’s “Midsection” — economy.ac

[DigiTimes · 064] ○Nexchip Semiconductor launches US$5.1bn Hefei fab to scale 28nm mature-node capacity — digitimes.com

[gurufocus.com · 065] ○Just a moment... — gurufocus.com

[seekingalpha.com · 066] ○Access to this page has been denied — seekingalpha.com

[DigiTimes · 067] ○China — digitimes.com

[biggo.com · 068] ○SK Hynix's Five-Year Capacity Doubling Plan Ignites Memory Arms Race, Opening a 90 Billion Yuan Order Window for China's Domestic Equipment — biggo.com

[gasgoo.com · 069] ○CXMT Unveils the Aggressive Expansion of Domestic Memory Chips — gasgoo.com

[biggo.com · 070] ○China's CXMT Rides Memory Supercycle With $4.9 Billion Quarterly Profit, Wiping Out Years of Losses — biggo.com

[overclock3d.net · 071] ○DDR5 saviour? CMXT eyes expansion with $4.2 billion IPO — overclock3d.net

[biggo.com · 072] ○China's CXMT Aims for 12-Layer HBM Mass Production Next Year, Accelerating Catch-Up with South Korea — biggo.com

[evertiq.com · 073] ○YMTC plans new fabs to boost capacity amid rising US-China tensions — evertiq.com

[economictimes.com · 074] ○Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say — economictimes.com

[investing.com · 075] ○Just a moment... — investing.com

[techpowerup.com · 076] ○Chinese Government Mandate Local Chipmakers Use 50 Percent Domestic Chip Manufacturing Equipment — techpowerup.com

[Tom's Hardware · 077] ·China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — tomshardware.com

[moderndiplomacy.eu · 078] ○China Mandates 50% Domestic Equipment Rule for Chipmakers to Accelerate Self-Reliance — moderndiplomacy.eu

[astutegroup.com · 079] ○China accelerates semiconductor self-sufficiency with mandatory local equipment use — astutegroup.com

[sahmcapital.com · 080] ○China Mandates 50% Domestic Gear For New Chip Capacity — sahmcapital.com

[csis.org · 081] ○China’s Localization Drive in Semiconductors Gains Impetus from Allied Chip Export Controls — csis.org

[TrendForce · 082] ○[News] China’s Domestic Chip Equipment Adoption Beats 2025 Target at 35%, Led by NAURA, AMEC — trendforce.com

[cmbi.com.hk · 083] ○외부 자료

[EE Times · 084] ·외부 자료

[youtube.com · 085] ○외부 자료

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[turing.ac.uk · 087] ○Just a moment... — turing.ac.uk

[TrendForce · 088] ○[News] China’s “Big Fund III” Invested RMB 450 Million in Semiconductor Equipment — trendforce.com

[mordorintelligence.com · 089] ○Semiconductor Etch Equipment Market Growth Report 2031 — mordorintelligence.com

[substack.com · 090] ○China Equipment Companies Continue Their Strong Revenue Growth in 2025 — substack.com

[matrixbcg.com · 091] ○What is Competitive Landscape of NAURA Technology GroupLtd Company? — matrixbcg.com

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[moomoo.com · 093] ○Document — moomoo.com

[futunn.com · 094] ○Document — futunn.com

[biggo.com · 095] ○China's Naura Posts Record 2025 Revenue but Slight Profit Dip, Near 55 Billion Yuan Dividend Payout Exceeds Annual Net Profit — biggo.com

[quartr.com · 096] ○NAURA Technology Group (002371) Investor Relations, Earnings Summary & Outlook — quartr.com

[moomoo.com · 097] ○Document — moomoo.com

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[mrkt30.com · 099] ○The MATCH Act: ASML's China Lifeline Just Got a Kill Switch — mrkt30.com

[csis.org · 100] ○New Momentum, Old Problems: Transatlantic Export Control Considerations — csis.org

[thenextweb.com · 101] ○The US wants to cut off China's chip equipment. China says the supply chain will break for everyone. — thenextweb.com

[cnas.org · 102] ○CNAS Insights — cnas.org

[fddaction.org · 103] ○Strengthening Export Controls: A Critical National Security Priority for Congress — fddaction.org

[hktdc.com · 104] ○HKTDC Research — hktdc.com

[thefai.org · 105] ○The MATCH Act Is the Missing Piece in America’s AI Export Control Strategy — thefai.org

[investing.com · 106] ○Just a moment... — investing.com

[table.media · 107] ○Nexperia: Losses at parent company widen — table.media

[bits-chips.com · 108] ○Nexperia receives $60M loan to scale global chip capacity — bits-chips.com

[ascglobal.com · 109] ○Nexperia Crisis — ascglobal.com

[nexperia.com · 110] ○Update on company developments — nexperia.com

[Tom's Hardware · 111] ·U.S. grants Samsung and SK hynix 2026 licenses for chipmaking tool shipments to China — tomshardware.com

[biggo.com · 112] ○U.S. Reviews Bill to Expand China Semiconductor Curbs to Allies; Samsung, SK Hynix China Plants May Get 'Exemption' — biggo.com

[astutegroup.com · 113] ○US shifts China fab oversight to annual tool licences as Samsung, SK hynix and TSMC gain approvals — astutegroup.com

[techzine.eu · 114] ○U.S. grants Samsung and SK Hynix temporary leeway in China — techzine.eu

[aljazeera.com · 115] ○South Korea’s SK Hynix enters exclusive $1 trillion club — aljazeera.com

[youtube.com · 116] ○외부 자료

[seekingalpha.com · 117] ○Access to this page has been denied — seekingalpha.com

[SemiAnalysis · 118] ★Intel Should Raise Capital — semianalysis.com

[substack.com · 119] ○The Anthropic Shock: Why Every Country May Now Build Its Own AI Factory — substack.com

[SemiAnalysis · 120] ★The Great AI Silicon Shortage — semianalysis.com

[mlq.ai · 121] ○Attention Required! — mlq.ai

[wedbush.com · 122] ○The CoWoS Stranglehold: TSMC Ramps Advanced Packaging as AI Demand Outpaces the Physics of Supply — wedbush.com

[oplexa.com · 123] ○AI Chip Packaging Bottleneck: TSMC Crisis 2026 — oplexa.com

[substack.com · 124] ○Market Pulse: China Is No Longer the Growth Engine: 7% vs. 26% in 2026 and a Structural Shift Through 2028 — substack.com

[semiconductorintellig… · 125] ○CapEx Up for Foundry, Memory — semiconductorintelligence.com

[bits-chips.com · 126] ○Semiconductor capex to jump 20 percent in 2026 — bits-chips.com

[prnewswire.com · 127] ○SEMI Projects Double-Digit Growth in Global 300mm Fab Equipment Spending for 2026 and 2027 — prnewswire.com

[semi.org · 128] ○Just a moment... — semi.org

[stockinvest.us · 129] ○ASML Lifts 2026 Sales Outlook on Surging AI Chip Demand, Despite China Challenges — stockinvest.us

[seekingalpha.com · 130] ○Access to this page has been denied — seekingalpha.com

[TrendForce · 131] ○[News] ASML Raises 2026 Sales Outlook to €36B–€40B on Memory, Logic Demand; South Korea Share Hits 45% — trendforce.com

[Tom's Hardware · 132] ·Sales of chip production equipment to reach $156 billion by 2027 — tomshardware.com

[taipeitimes.com · 133] ○ASML raises 2026 sales forecast as AI demand fuels growth — taipeitimes.com

[investing.com · 134] ○Just a moment... — investing.com

[semiconductorintellig… · 135] ○Semiconductor CapEx Down in 2024, up in 2025 — semiconductorintelligence.com

[focustaiwan.tw · 136] ○TSMC forecasts 2026 sales to grow almost 30%, capex to expand — focustaiwan.tw

[seekingalpha.com · 137] ○Access to this page has been denied — seekingalpha.com

[vaneck.com · 138] ○외부 자료

[earningswhispers.com · 139] ○Latest Earnings Details for INTC Earnings Whispers — earningswhispers.com

[reddit.com · 140] ○외부 자료

[semiwiki.com · 141] ○Global 2nm Supply Crunch: TSMC Leads as Intel 18A, Samsung, and Rapidus Race to Compete — semiwiki.com

[semiwiki.com · 142] ○TSMC's 2nm chips: The results are out. — semiwiki.com

[reddit.com · 143] ○외부 자료

[substack.com · 144] ○TSMC's Advanced Process Expansion Plan for 2026-2027 — substack.com

[stimson.org · 145] ○Tariffs, Economic Nationalism, and the Future of US Semiconductor Manufacturing • Stimson Center — stimson.org

[Tom's Hardware · 146] ·Analyzing TSMC — tomshardware.com

[substack.com · 147] ○TSMC’s Dominance, Samsung’s Price War, and Intel’s Reentry Gamble — substack.com

[EE Times · 148] ·외부 자료

[financialcontent.com · 149] ○The Great Unclogging: TSMC Commits $56 Billion Capex to Double CoWoS Capacity for NVIDIA’s Rubin Era — financialcontent.com

[semiwiki.com · 150] ○CoWoS Capacity Set to Skyrocket by 2026: Massive Growth in Advanced Packaging — semiwiki.com

[eeworld.com.cn · 151] ○电子工程世界防火墙(EEWORLD WAF) — eeworld.com.cn

[tmtpost.com · 152] ○TSMC to Raise CoWoS Capacity Targets for 2026–2027 — tmtpost.com

[TrendForce · 153] ○[News] TSMC CoWoS Wafer ASP Reportedly Nears 7nm; Advanced Packaging to Become a Key Profit Driver — trendforce.com

[anysilicon.com · 154] ○Samsung Foundry Accelerates 2nm Production, Faces Challenges in Advanced Node Deployment — anysilicon.com

[wccftech.com · 155] ○Samsung Aims To Make Its Foundry Business Profitable By 2027, With An Estimated Market Share Target Of 20% Based On Sales — wccftech.com

[TrendForce · 156] ○[News] Samsung Reportedly Eyes Foundry Profitability by 2027 with 20% Market Share — trendforce.com

[substack.com · 157] ○The TSMC Diversification Panic — substack.com

[TrendForce · 158] ○[News] Samsung Reportedly Hits 55–60% 2nm Yields, Eyeing an Edge Through Early GAA Deployment — trendforce.com

[semiwiki.com · 159] ○More Clients Leads to 80% Utilization at Samsung Foundry in 1Q2026 — semiwiki.com

[siliconanalysts.com · 160] ○Semiconductor Manufacturing Costs: $2,500 to $20,000/Wafer by Node — siliconanalysts.com

[counterpointresearch.… · 161] ○The Key Process of Samsung Foundry’s Future — counterpointresearch.com

[DigiTimes · 162] ○Samsung aims to make foundry unit profitable by 2027, banking on Tesla orders and US fab ramp-up — digitimes.com

[sammobile.com · 163] ○Samsung to begin mass production at its US chip factory in 2027 — sammobile.com

[biggo.com · 164] ○TSMC's 3nm Capacity Fully Booked Through 2027, Forcing Six Major Clients to Seek Samsung and Intel as Backup — biggo.com

[semicone.com · 165] ○2nm Node Yield: Latest Developments from TSMC, Intel, and Samsung — semicone.com

[wccftech.com · 166] ○Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge — wccftech.com

[reddit.com · 167] ○외부 자료

[thestar.com.my · 168] ○Chipmakers drag South Korea, Taiwan stocks lower as investors unwind AI bets — thestar.com.my

[FT · 169] ★Security Verification — ft.com

[매일경제 · 170] ○The boom in artificial intelligence (AI) is expected to lead to a surge in semiconductor exports fro.. — mk.co.kr

[조선일보 · 171] ○Taiwan narrows export gap with South Korea amid semiconductor boom — chosun.com

[procurementpro.com · 172] ○Tariffs and industrial semiconductors in 2026 — procurementpro.com

[oplexa.com · 173] ○US China Chip War 2026: Export Impact on Semiconductors — oplexa.com

[gibsondunn.com · 174] ○The Trump Administration’s New Tariffs on and Export Licensing Requirements for Advanced Semiconductors Create Challenging New Cross-Current — gibsondunn.com

[Bloomberg · 175] ★Are you a robot? — bloomberg.com

[seekingalpha.com · 176] ○Access to this page has been denied — seekingalpha.com

[semi.org · 177] ○Just a moment... — semi.org

[seekingalpha.com · 178] ○Access to this page has been denied — seekingalpha.com

[carraglobe.com · 179] ○Semiconductor Supply Chain Disruption 2026: How the Helium Crisis Is Hitting Chip Fabs and What Electronics Importers Must Do Now — carraglobe.com

[siliconanalysts.com · 180] ○Chip Price Hikes 2026: Foundry, OSAT & Memory Costs All Rising — siliconanalysts.com

[TrendForce · 181] ○2026 T-Glass Supply Shortages: AI Rack Fiberglass Trends — trendforce.com

[biggo.com · 182] ○AI Memory Boom Reshapes Chip Giants: Samsung, SK Hynix Profit Surge Seen Lasting Into 2027 — biggo.com

[조선일보 · 183] ○AI boom fuels Korea memory windfall as Samsung, SK hynix reshape economy — chosun.com

[evertiq.com · 184] ○Memory industry to maintain cautious capex in 2026 — evertiq.com

[TrendForce · 185] ○[News] Asia’s Chipmakers Reportedly Eye $136B Spend in 2026, Up 25% YoY, Spanning Foundry and Memory — trendforce.com

[tradingview.com · 186] ○Samsung is spending $73B on chips in 2026: who should be worried? — tradingview.com

[sahmcapital.com · 187] ○Samsung Widens Lead Over SK Hynix, Micron In Explosive AI Memory Chip Boom — sahmcapital.com

[soitec.com · 188] ○외부 자료

[kedglobal.com · 189] ○SK Hynix aims to lock in all 2026 HBM orders by mid-2025 — kedglobal.com

[bostk.com · 190] ○Inventory running out! Samsung and SK Hynix chips have been “completely snapped up”! — bostk.com

[Business Korea · 191] ○Samsung, SK hynix Compete for Profitability Over Market Share — businesskorea.co.kr

[chemnet.com · 192] ○Up to 100% increase! Semiconductor prices rise across the board in 2026, AI becomes the biggest driver — chemnet.com

[advancedenergy.com · 193] ○외부 자료

[fool.com · 194] ○Advanced Energy (AEIS) Q1 2026 Earnings Transcript — fool.com

[investing.com · 195] ○Just a moment... — investing.com

[investing.com · 196] ○Just a moment... — investing.com

[businesswire.com · 197] ○Access Denied — businesswire.com

[fool.com · 198] ○Ichor (ICHR) Q1 2026 Earnings Call Transcript — fool.com

[ebara.com · 199] ○Access Denied — ebara.com

[matrixbcg.com · 200] ○What is Growth Strategy and Future Prospects of Ebara Company? — matrixbcg.com

[ebara.com · 201] ○Access Denied — ebara.com

[SEC EDGAR · 202] ★외부 자료

[deepresearchglobal.com · 203] ○Lam Research — deepresearchglobal.com

[mks.com · 204] ○MKS Inc. Reports First Quarter 2026 Financial Results — mks.com

[globenewswire.com · 205] ○MKS Inc. Reports First Quarter 2026 Financial Results — globenewswire.com

[oplexa.com · 206] ○US China Chip War 2026: Export Impact on Semiconductors — oplexa.com

[DigiTimes · 207] ○China accelerates semiconductor equipment localization; Korean firms eyeing Taiwan as orders slip — digitimes.com

[csis.org · 208] ○China’s Localization Drive in Semiconductors Gains Impetus from Allied Chip Export Controls — csis.org

[americanaffairsjourna… · 209] ○Innovation under Pressure: China's Semiconductor Industry at a Crossroads — americanaffairsjournal.org

[astutegroup.com · 210] ○China Chip Localisation Push Reshapes Component Supply Chains — astutegroup.com

[substack.com · 211] ○China WFE Exposure, MKS Cover-Up, On-Chip Cooling & All Things Substrates — substack.com

[ebaratech.com · 212] ○403 - Forbidden — ebaratech.com

[semiwiki.com · 213] ○Global semiconductor market faces shortages as AI demand strains supply chains — semiwiki.com

[j2sourcing.com · 214] ○403 - Forbidden — j2sourcing.com

[Forbes · 215] ·Helium Crisis Tightens Grip On Global Chip Supply Chain — forbes.com

[polarismarketresearch… · 216] ○Global Helium Crunch Hits Tech Supply Chains, Say Executives — polarismarketresearch.com

[resilinc.ai · 217] ○Just a moment... — resilinc.ai

[Tom's Hardware · 218] ·Glass cloth could be the next great AI shortage, as major manufacturers scramble to secure critical material — tomshardware.com

[zbfiberglass.com · 219] ○Can Leading Electronic Glass Fiber Cloth Suppliers Meet the Global — zbfiberglass.com

[financialcontent.com · 220] ○“Glass Cloth” Shortage Emerges as New Bottleneck in AI Chip Packaging — financialcontent.com

[axtekic.com · 221] ○Global Analog Chip Price Surge In 2026: Ti, Adi And Industry-wide Adjustments — axtekic.com

[j2sourcing.com · 222] ○403 - Forbidden — j2sourcing.com

[utmel.com · 223] ○2026 Semiconductor and Electronic Components Price Trends — utmel.com

[vybronics.com · 224] ○2025-2026 Raw Material Supply Chain Issues Push Motor Prices Higher — vybronics.com

[dynamicsourcemfg.com · 225] ○Supply Chain Disruptions in 2026: Risks for Electronics OEMs — dynamicsourcemfg.com

[freightamigo.com · 226] ○Semiconductor Supply Chain 2026 — freightamigo.com

[stonex.com · 227] ○Just a moment... — stonex.com

[stonex.com · 228] ○Just a moment... — stonex.com

[TrendForce · 229] ○[News] Samsung Sees Explosive 755% Profit Growth as Q1 Tops Full-Year 2025 Earnings amid Memory Boom — trendforce.com

[TrendForce · 230] ○AI Server Demand to Drive Memory Contract Price Increases in 2Q26 as CSPs Secure Supply via Long-Term Agreements — trendforce.com

[techtimes.com · 231] ○AI Server Spending Has Nearly Doubled DRAM Prices: Threatened Samsung Walkout Could Drive Them Higher Still — techtimes.com

[Tom's Hardware · 232] ·DRAM prices predicted to jump 63% in Q2, NAND up to 75% — tomshardware.com

[investing.com · 233] ○Just a moment... — investing.com

[tradingkey.com · 234] ○DRAM ETF Surges Over 18% in Overnight Trading, Is It Worth Investing? — tradingkey.com

[substack.com · 235] ○Is Micron the New Nvidia? Analyzing the $1 Trillion AI Memory Surge — substack.com

[vertexaisearch.cloud.… · 236] ○Q2 2026 Smartphone Memory Trends: DRAM & NAND Price Surges — vertexaisearch.cloud.google.com

[nand-research.com · 237] ○Memory & Flash Crisis: March 2026 Update — nand-research.com

[techpowerup.com · 238] ○TechPowerUp — techpowerup.com

[reddit.com · 239] ○외부 자료

[TrendForce · 240] ○Memory Price Outlook for 1Q26 Sharply Upgraded; QoQ Increases of All Product Categories to Hit Record Highs, Says TrendForce — trendforce.com

[financehalo.com · 241] ○DRAM vs. NAND: Understanding the 2026 AI Memory Bottleneck — financehalo.com

[softwareseni.com · 242] ○DRAM Prices in 2026 Have Doubled and the Numbers Are Getting Worse — softwareseni.com

[binance.com · 243] ○외부 자료

[Tom's Hardware · 244] ·Insane DDR4 price spikes mean last-gen RAM loses its value luster versus DDR5 — tomshardware.com

[sourceability.com · 245] ○Memory price increase timeline QoQ in 2026 — sourceability.com

[useluminix.com · 246] ○DRAM Cycle Analysis 2026: Boom-Bust Pricing, Inventory Levels, Micron & Peak Timing Indicators — useluminix.com

[jakelectronics.com · 247] ○Just a moment... — jakelectronics.com

[useluminix.com · 248] ○AI Compute Bottlenecks: Deep Research Report — useluminix.com

[seekingalpha.com · 249] ○Access to this page has been denied — seekingalpha.com

[SemiAnalysis · 250] ★NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More — semianalysis.com

[explainthistech.com · 251] ○AI Compute Costs 2025-2026: The Data Behind the Rising Prices — explainthistech.com

[techtimes.com · 252] ○Memory Chip Shortage Hits $3 Trillion Market Value: Smartphones Cost 14% More in 2026 — techtimes.com

[EE Times · 253] ·외부 자료

[reddit.com · 254] ○외부 자료

[reddit.com · 255] ○외부 자료

[Samsung · 256] ★외부 자료

[TrendForce · 257] ○Rapid Contract Price Surge Drives 1Q26 DRAM Industry Up 81% QoQ, Says TrendForce — trendforce.com

[Tom's Hardware · 258] ·Server memory prices to double year-over-year in 2026, LPDDR5X prices could follow — — tomshardware.com

[Tom's Hardware · 259] ·Record-high pricing pushes SSD and memory makers to borrow $880 million just to afford buying chips — tomshardware.com

[ampheo.com · 260] ○Just a moment... — ampheo.com

[perplexity.ai · 261] ○Just a moment... — perplexity.ai

[techpowerup.com · 262] ○SK hynix Announces 1Q26 Financial Results — techpowerup.com

[biggo.com · 263] ○[000660.KS Q1 2026 Earnings Call] SK Hynix Shatters Records with 60% Revenue Surge to 52.2 Trillion Won, Management Declares 'Structural Shi — biggo.com

[SK hynix IR · 264] ★SK hynix Announces 1Q26 Financial Results — skhynix.com

[quartr.com · 265] ○SK hynix (000660) Investor Relations, Earnings Summary & Outlook — quartr.com

[aivectorocean.com · 266] ○HBM Supercycle: Control the Memory, Control the Future of AI — aivectorocean.com

[Samsung · 267] ★외부 자료

[gurufocus.com · 268] ○Just a moment... — gurufocus.com

[매일경제 · 269] ○Samsung Electronics and SK hynix expected to rake in huge profits again in Q2, with operating profit seen topping 150 trillion won — mk.co.kr

[moomoo.com · 270] ○Document — moomoo.com

[substack.com · 271] ○ABC summary: Samsung's Q1 2026 earnings call — substack.com

[biggo.com · 272] ○Samsung, SK Hynix Net Profit 4x TSMC, Yet PER Just a Quarter — biggo.com

[biggo.com · 273] ○Kospi Plunges 8%, Triggers Circuit Breaker; Samsung, SK Hynix Tumble in Tandem — biggo.com

[biggo.com · 274] ○Samsung, SK Hynix Stage Dramatic Rebound, Reclaim Key Levels After Black Monday Rout — biggo.com

[Business Korea · 275] ○KOSPI Closed with Dramatic V-Shaped Rebound to Settle Above 7,760 Amid Won Softened to 1,528.9 Per Dollar — businesskorea.co.kr

[TrendForce · 276] ○[News] Samsung Joins the Price Hike Wave, Reportedly Aiming for an up to 5% Price Raise — trendforce.com

[morganstanley.com · 277] ○Access Denied — morganstanley.com

[jpmorgan.com · 278] ○2026 Market Outlook — jpmorgan.com

[impaxam.com · 279] ○외부 자료

[substack.com · 280] ○The AI-Driven Memory Supercycle: Surge in DRAM and NAND Prices, Industry Impacts, and the Emergence of HBF Technology — substack.com

[SemiAnalysis · 281] ★The Memory Wall: Past, Present, and Future of DRAM — semianalysis.com

[trefis.com · 282] ○6/12/2026 Market Summary: 378 Stocks Hit Highs Including 42 S&P 500 Components — trefis.com

[thebrrr.com · 283] ○AI Power 100 — thebrrr.com

[kiwoom.com · 284] ○외부 자료

[marketchameleon.com · 285] ○QUAL ETF Financial Ratios from Holdings — marketchameleon.com

[dbsvickers.com · 286] ○DBS Stock Pulse: (1) Global Semiconductors — dbsvickers.com

[trefis.com · 287] ○Lam Research (LRCX) — trefis.com

[trefis.com · 288] ○Trefis | Trefis — trefis.com

[trefis.com · 289] ○Trefis | Trefis — trefis.com

[trefis.com · 290] ○Lam Research (LRCX) — trefis.com

[trefis.com · 291] ○Micron Technology (MU) — trefis.com

[trefis.com · 292] ○Applied Materials (AMAT) — trefis.com

[kiwoom.com · 293] ○외부 자료

[trefis.com · 294] ○Lam Research (LRCX) — trefis.com

[trefis.com · 295] ○Trefis | Trefis — trefis.com

[trefis.com · 296] ○Applied Materials (AMAT) — trefis.com

[pstatic.net · 297] ○외부 자료

[100baggers.club · 298] ○외부 자료

[trefis.com · 299] ○Lam Research (LRCX) — trefis.com

[mhhco.com · 300] ○외부 자료

[snusmic.com · 301] ○외부 자료

[trefis.com · 302] ○Entegris (ENTG) — trefis.com

[pstatic.net · 303] ○외부 자료

[eugenefn.com · 304] ○외부 자료

[pstatic.net · 305] ○외부 자료

[alphasquare.co.kr · 306] ○외부 자료

[myasset.com · 307] ○외부 자료

[reddit.com · 308] ○외부 자료

[finsee.ai · 309] ○Lam Research Q1 2026 Earnings Review - — finsee.ai

[seekingalpha.com · 310] ○Access to this page has been denied — seekingalpha.com

[Lam Research IR · 311] ★Lam Research Corporation Reports Financial Results for the Quarter Ended September 28, 2025 — lamresearch.com

[thediligencestack.com · 312] ○WFE Equipment — thediligencestack.com

[investing.com · 313] ○Just a moment... — investing.com

[counterpointresearch.… · 314] ○WFE Revenue Up 12% YoY in 2025 Driven by Increased Memory, Advanced Node Foundry Investments — counterpointresearch.com

[marketbeat.com · 315] ○Lam Research Q2 Earnings Call Highlights — marketbeat.com

[fool.com · 316] ○Lam Research (LRCX) Q3 2026 Earnings Transcript — fool.com

[seekingalpha.com · 317] ○Access to this page has been denied — seekingalpha.com

[investing.com · 318] ○Just a moment... — investing.com

[tikr.com · 319] ○Lam Research Has Hit All-Time Highs. Here’s Why the Cycle May Just Be Getting Started — tikr.com

[investing.com · 320] ○Just a moment... — investing.com

[quora.com · 321] ○Just a moment... — quora.com

[seekingalpha.com · 322] ○Access to this page has been denied — seekingalpha.com

[counterpointresearch.… · 323] ○Lam Research Posts Record FY 2025 Revenue Driven by Strong Systems Sales — counterpointresearch.com

[seekingalpha.com · 324] ○Access to this page has been denied — seekingalpha.com

[seekingalpha.com · 325] ○Access to this page has been denied — seekingalpha.com

[lightyear.com · 326] ○Buy Lam Research stock — lightyear.com

[marvin-labs.com · 327] ○Tariff Impact Tracker: $150.2B Hit to 203+ Companies — marvin-labs.com

[seekingalpha.com · 328] ○Access to this page has been denied — seekingalpha.com

[techpowerup.com · 329] ○SEMI Reports Global Semiconductor Equipment Sales to Reach $156 Billion in 2027 — techpowerup.com

[insiderfinance.io · 330] ○Lam Research Earnings Beat, Guides Above Forecasts — insiderfinance.io

[marketbeat.com · 331] ○Lam Research Q2 2026 Earnings Call Transcript — marketbeat.com

[astutegroup.com · 332] ○US shifts China fab oversight to annual tool licences as Samsung, SK hynix and TSMC gain approvals — astutegroup.com

[Tom's Hardware · 333] ·U.S. grants Samsung and SK hynix 2026 licenses for chipmaking tool shipments to China — tomshardware.com

[oninvest.com · 334] ○The US has banned shipments of chipmaker equipment to China. Who will lose from this? — oninvest.com

[indiatimes.com · 335] ○Samsung and other Korean companies get US approval to bring chip-making tools into China — indiatimes.com

[futurumgroup.com · 336] ○Revocation of U.S. Waivers Raises Disruption Risk for Memory Players in China — futurumgroup.com

[36kr.com · 337] ○The Hottest Trend in 2026: Semiconductor Equipment — 36kr.com

[financialcontent.com · 338] ○FinancialContent - Deep Dive: Lam Research Corporation (LRCX) — financialcontent.com

[futunn.com · 339] ○Document — futunn.com

[investing.com · 340] ○Just a moment... — investing.com

[Applied Materials IR · 341] ★Access Denied — appliedmaterials.com

[Applied Materials IR · 342] ★외부 자료

[asm.com · 343] ○외부 자료

[substack.com · 344] ○ASM International: A Pure-Play on Semiconductor Physics — substack.com

[SemiAnalysis · 345] ★Semiconductors — semianalysis.com

[scribd.com · 346] ○Client Challenge — scribd.com

[motc.gov.qa · 347] ○외부 자료

[investing.com · 348] ○Just a moment... — investing.com

[seekingalpha.com · 349] ○Access to this page has been denied — seekingalpha.com

[futurumgroup.com · 350] ○Applied Materials Arms Chipmakers for the GAA Era With Angstrom-Class Tools — futurumgroup.com

[vixra.org · 351] ○외부 자료

[SemiAnalysis · 352] ★The Future of the Transistor — semianalysis.com

[Lam Research IR · 353] ★Minimizing Voltage Loss and Improving Yield in Advanced GAA Chips — lamresearch.com

[techinvestments.io · 354] ○The 3D-Semiconductor Era — techinvestments.io

[vertexaisearch.cloud.… · 355] ○Access to this page has been denied — vertexaisearch.cloud.google.com

[matrixbcg.com · 356] ○What is Competitive Landscape of Lam Research Company? — matrixbcg.com

[seekingalpha.com · 357] ○Access to this page has been denied — seekingalpha.com

[letsdatascience.com · 358] ○Lam Research Posts Record Margins Amid Etch Dominance — letsdatascience.com

[investing.com · 359] ○Just a moment... — investing.com

[substack.com · 360] ○Lam Research — substack.com

[barchart.com · 361] ○1 Top Semiconductor Stock Nobody Is Talking About — barchart.com

[seekingalpha.com · 362] ○Access to this page has been denied — seekingalpha.com

[intellectia.ai · 363] ○외부 자료

[inkworldmagazine.com · 364] ○Just a moment... — inkworldmagazine.com

[Applied Materials IR · 365] ★외부 자료

[TEL IR · 366] ○외부 자료

[TEL IR · 367] ○외부 자료

[Lam Research IR · 368] ★How Deposition and Etch Are Reshaping Chips for the AI Era — lamresearch.com

[Semi Engineering · 369] ·Atomic Layer Etch (ALE) — semiengineering.com

[Semi Engineering · 370] ·Memory Wall Gets Higher — semiengineering.com

[datainsightsmarket.com · 371] ○Lam Research Corporation (LRCX) Stock Price, Market Cap, Segmented Revenue & Earnings — datainsightsmarket.com

[SemiAnalysis · 372] ★AI Expansion — semianalysis.com

[sbnmediastudio.com · 373] ○Semiconductor News 2026 — TSMC 2nm, Intel 18A, ASML EUV, NVIDIA Chips — sbnmediastudio.com

[reddit.com · 374] ○외부 자료

[sourcengine.com · 375] ○Semiconductor Industry News - January 2025 Update — sourcengine.com

[taiwannews247.com · 376] ○Nvidia’s Jensen Huang isn’t feeling the ‘AI bubble’ — taiwannews247.com

[globenewswire.com · 377] ○Applied Materials Announces Second Quarter 2026 Results — globenewswire.com

[SEC EDGAR · 378] ★Document — sec.gov

[investing.com · 379] ○Just a moment... — investing.com

[aardvarklabs.co · 380] ○1,000bp Cycle Upgrade in 90 Days (CY26 Now +30% Equipment Growth); Record Q2 Across the Board, 50% GM (25-Yr High); TSMC Joins EPIC Closing — aardvarklabs.co

[Applied Materials IR · 381] ★외부 자료

[behindthemarkets.com · 382] ○Behind the Markets — behindthemarkets.com

[stocktitan.net · 383] ○Amid AI chip build-out, Applied Materials earns $2.8B in Q2 — stocktitan.net

[tikr.com · 384] ○Applied Materials Beat Q2 Estimates and Raised Its 2026 Outlook. The Stock Dipped. Here’s What Investors Should Know — tikr.com

[youtube.com · 385] ○외부 자료

[youtube.com · 386] ○외부 자료

[marketscreener.com · 387] ○Applied Materials fails to escape profit-taking despite solid earnings — marketscreener.com

[thestreet.com · 388] ○외부 자료

[investing.com · 389] ○Just a moment... — investing.com

[tikr.com · 390] ○Applied Materials Stock Surged 10% This Week After a $650 Analyst Target. Is the AI Upcycle Already Priced In? — tikr.com

[quartr.com · 391] ○Applied Materials (AMAT) Q2 2026 Summary — quartr.com

[tikr.com · 392] ○Applied Materials Stock Posts Record Revenue and 50% Gross Margin in Q2 FY2026 — tikr.com

[tikr.com · 393] ○Applied Materials 30% Systems Outlook Is the Headline. The Services Business May Be the Better Story. — tikr.com

[zacks.com · 394] ○Pardon Our Interruption — zacks.com

[qz.com · 395] ○외부 자료

[medium.com · 396] ○Just a moment... — medium.com

[TrendForce · 397] ○[News] Applied Sees >30% Equipment Growth, >50% Packaging Surge in 2026; China Remains Top Market in 2Q — trendforce.com

[tradethepool.com · 398] ○AMAT Earnings Reports: Record Q2 FY2026 and the 30% Growth Reset — tradethepool.com

[perplexity.ai · 399] ○Just a moment... — perplexity.ai

[Applied Materials IR · 400] ★외부 자료

[Applied Materials IR · 401] ★외부 자료

[stocktitan.net · 402] ○Applied Materials strikes NEXX deal as AI chip packages shift to larger panels — stocktitan.net

[futurumgroup.com · 403] ○Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition — futurumgroup.com

[sahmcapital.com · 404] ○Does Applied Materials’ NEXX Deal and AI Packaging Push Reshape the Bull Case for AMAT? — sahmcapital.com

[cxc.org · 405] ○File or directory not found. — cxc.org

[kristal.ai · 406] ○Applied Materials 1QFY26 Earnings: The Complexity Dividend — kristal.ai

[bullfincher.io · 407] ○Applied Materials Revenue Breakdown By Region — bullfincher.io

[디일렉 · 408] ○Applied Materials, TSMC Expand Collaboration Through EPIC Center Partnership — thelec.net

[조선일보 · 409] ○TSMC joins AMAT’s $5B EPIC Center as Samsung, SK hynix, Micron align — chosun.com

[디일렉 · 410] ○Applied Materials, SK Hynix Expand R&D Partnership for Next-Generation DRAM — thelec.net

[Applied Materials IR · 411] ★Applied Materials and SK hynix Announce Long-Term R&D Partnership to Accelerate AI Memory Innovation at EPIC Center in Silicon Valley — appliedmaterials.com

[evertiq.com · 412] ○Applied Materials and SK hynix to collaborate on AI memory — evertiq.com

[globenewswire.com · 413] ○Applied Materials and SK hynix Announce Long-Term R&D Partnership to Accelerate AI Memory Innovation at EPIC Center in Silicon Valley — globenewswire.com

[Applied Materials IR · 414] ★외부 자료

[stocktitan.net · 415] ○Applied Materials (NASDAQ: AMAT) posts higher Q2 2026 profit despite $253M settlement — stocktitan.net

[techmeme.com · 416] ○Attention Required! — techmeme.com

[mufgamericas.com · 417] ○외부 자료

[jpmorgan.com · 418] ○외부 자료

[zacks.com · 419] ○Pardon Our Interruption — zacks.com

[siliconanalysts.com · 420] ○Chip Price Hikes 2026: Foundry, OSAT & Memory Costs All Rising — siliconanalysts.com

[phemex.com · 421] ○외부 자료

[TrendForce · 422] ○[News] TSMC Reportedly to Raise Sub-3nm Prices 3-10% in 2026, Plans Hikes Through 2029 — trendforce.com

[tradingkey.com · 423] ○TSMC 3nm Process Faces Price Hikes Again, Can It Drive Stock Price Up? — tradingkey.com

[seekingalpha.com · 424] ○Access to this page has been denied — seekingalpha.com

[Tom's Hardware · 425] ·Samsung takes a scalpel to its 2nm wafer price tag, bringing it down to $20,000 — tomshardware.com

[sammobile.com · 426] ○Samsung slashes 2nm prices by 33% to steal customers away from TSMC — sammobile.com

[techpowerup.com · 427] ○Samsung Cuts 2 nm Node Pricing by 33% in TSMC Competition Push — techpowerup.com

[ariat-tech.com · 428] ○403 Forbidden — ariat-tech.com

[tweaktown.com · 429] ○Just a moment... — tweaktown.com

[smbom.com · 430] ○TSMC Reportedly Sets 2nm Wafer Price at $30,000 — smbom.com

[siliconanalysts.com · 431] ○TSMC Wafer Price by Node — siliconanalysts.com

[tradingkey.com · 432] ○TSMC vs. Samsung vs. Intel: The 2nm Supremacy War Heading into TSMC Q1 Earnings — tradingkey.com

[itiger.com · 433] ○Taiwan Semiconductor Manufacturing 2nm Process Wafers Revealed: $30,000 Per Wafer, Initial Yield Around 60% — itiger.com

[phonearena.com · 434] ○Just a moment... — phonearena.com

[aastocks.com · 435] ○Report: Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) to Raise 3nm Process Prices by Up to 15% in 2H, May Hike Another 10% Next Y — aastocks.com

[EE Times · 436] ·외부 자료

[cryptobriefing.com · 437] ○TSMC signals possible price rises amid rising production costs — cryptobriefing.com

[macromicro.me · 438] ○Just a moment... — macromicro.me

[siliconanalysts.com · 439] ○Semiconductor Market Data 2026 — siliconanalysts.com

[siliconanalysts.com · 440] ○Wafer Pricing by Process Node (2026) — siliconanalysts.com

[siliconanalysts.com · 441] ○Semiconductor Manufacturing Costs: $2,500 to $20,000/Wafer by Node — siliconanalysts.com

[biggo.com · 442] ○TSMC Plans Up to 15% Price Hike for 3nm Chips in 2H 2026 as AI Demand Unleashes Advanced Node Pricing Power — biggo.com

[beebom.com · 443] ○TSMC is Hiking 3nm Chip Prices Due to AI Demand, Your Next Flagship Phone Will Cost More — beebom.com

[biggo.com · 444] ○Financial Times Column: The Lifeline of Nvidia's High-Margin Myth Lies in TSMC's Hands — biggo.com

[longbridge.com · 445] ○TSMC 3nm capacity still tight, prices seen rising 15% in second half of 2026 — longbridge.com

[cryptobriefing.com · 446] ○Taiwan Semiconductor plans 15% price hike for 3nm chips in H2 2026 — cryptobriefing.com

[overclock3d.net · 447] ○TSMC 2nm yields push past 90% as wafer costs reach $30,000 — overclock3d.net

[astutegroup.com · 448] ○TSMC’s 2nm Wafer Price Hits $30,000 Amid Monopoly Concerns — astutegroup.com

[substack.com · 449] ○TSMC wafer price sees a ~30-40% increase at each node (N2-A16-A14), that will eventually limit demand below N2 — substack.com

[Tom's Hardware · 450] ·TSMC Expected to Charge $25,000 per 2nm Wafer — tomshardware.com

[SemiAnalysis · 451] ★SemiAnalysis Die Yield Calculator — semianalysis.com

[reddit.com · 452] ○외부 자료

[AnandTech · 453] ·TSMC nodes over last 20 years. N2 is going to change everything. — anandtech.com

[SEC EDGAR · 454] ★Document — sec.gov

[TSMC IR · 455] ★Just a moment... — tsmc.com

[TSMC IR · 456] ★Just a moment... — tsmc.com

[stocktitan.net · 457] ○TSMC (NYSE: TSM) adds charter and asset rules changes to 2026 AGM — stocktitan.net

[TSMC IR · 458] ★Just a moment... — tsmc.com

[intellectia.ai · 459] ○외부 자료

[tickeron.com · 460] ○Taiwan Semiconductor (TSM) Q1 2026 Earnings Recap: AI Demand Drives Record Profits — tickeron.com

[youtube.com · 461] ○외부 자료

[SEC EDGAR · 462] ★Document — sec.gov

[semiwiki.com · 463] ○SemiAnalysis Podcast 27 March 2026: The AI Silicon Shortage Explained: TSMC, Nvidia CPO, Memory Crisis & What Comes Next — semiwiki.com

[reddit.com · 464] ○외부 자료

[FT · 465] ★Security Verification — ft.com

[36kr.com · 466] ○TSMC Catches Trump's Attention — 36kr.com

[stocktwits.com · 467] ○Why Is TSMC Stock Up In Premarket Today? — stocktwits.com

[SEC EDGAR · 468] ★외부 자료

[NVIDIA IR · 469] ★NVIDIA Vera Rubin Opens Agentic AI Frontier — nvidia.com

[introl.com · 470] ○Custom Silicon Inflection 2026 — introl.com

[ashmoregroup.com · 471] ○The AI Supercycle and Bottlenecks: A Multi-year Tailwind for EM — ashmoregroup.com

[intellectia.ai · 472] ○외부 자료

[SemiAnalysis · 473] ★Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom — semianalysis.com

[useluminix.com · 474] ○AI Compute Bottlenecks: Deep Research Report — useluminix.com

[manufacturingdigital.… · 475] ○NVIDIA & SK Hynix’s Technology Partnership for AI Factories — manufacturingdigital.com

[techtimes.com · 476] ○Nvidia and SK Group Sign First Multi-Platform AI Alliance: Memory, Cloud, Fab Design Under One Deal — techtimes.com

[networkworld.com · 477] ○Nvidia Rubin GPUs may be delayed, slowing the next phase of AI infrastructure — networkworld.com

[streamingmeme.com · 478] ○SK hynix deploys EUV technology to anchor future high-bandwidth memory — streamingmeme.com

[vrlatech.com · 479] ○Should I Wait for NVIDIA Rubin or Buy Blackwell? — vrlatech.com

[benzinga.com · 480] ○Nvidia: Why Jensen Huang's Buy The Sell-off Remark Is A Grounded Structural Argument — benzinga.com

[techtimes.com · 481] ○Nvidia Vera Rubin Enters Full Production: Samsung, SK Hynix, Micron Named HBM4 Suppliers — techtimes.com

[marketbeat.com · 482] ○NVIDIA Says “Useful AI Has Arrived” as Vera Rubin Enters Full Production — marketbeat.com

[seekingalpha.com · 483] ○Access to this page has been denied — seekingalpha.com

[SemiAnalysis · 484] ★Extreme Co-Design: An Evolution from Grace Blackwell Oberon — semianalysis.com

[NVIDIA IR · 485] ★NVIDIA Kicks Off the Next Generation of AI With Rubin — nvidia.com

[siliconanalysts.com · 486] ○AMD vs NVIDIA AI GPU Market Share 2026: MI350X vs B200 Competitive Analysis — siliconanalysts.com

[htx.com · 487] ○55TB to 28TB? The Rumor and Panic Behind Rubin's Memory Being Halved — htx.com

[techzine.eu · 488] ○Nvidia selects top three vendors for critical AI memory — techzine.eu

[siemens.com · 489] ○HBM3e and HBM4: IC design guide for next-generation high bandwidth memory — siemens.com

[SemiAnalysis · 490] ★NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More — semianalysis.com

[TrendForce · 491] ○NVIDIA Seeks to Raise HBM4 Specs in Response to AMD Competition; SK hynix Expected to Remain Largest Supplier in 2026, Says TrendForce — trendforce.com

[TrendForce · 492] ○[News] Samsung, SK hynix Reportedly Tapped as NVIDIA Rubin HBM4 Suppliers; Shipments Could Start in March — trendforce.com

[techpowerup.com · 493] ○Samsung HBM4 Reportedly Verified for NVIDIA "Vera Rubin" AI Platform, Could be Demoed at GTC '26 — techpowerup.com

[sbnmediastudio.com · 494] ○Semiconductor News 2026 — TSMC 2nm, Intel 18A, ASML EUV, NVIDIA Chips — sbnmediastudio.com

[mlq.ai · 495] ○Attention Required! — mlq.ai

[TrendForce · 496] ○Rubin Faces Delay Risks Amid Ongoing Supply Chain Adjustments; Blackwell to Account for Over 70% of NVIDIA’s High-End GPU Shipments in 2026, — trendforce.com

[investing.com · 497] ○Just a moment... — investing.com

[thenextweb.com · 498] ○Nvidia and SK Hynix seal multi-year HBM4 AI memory deal — thenextweb.com

[SK hynix IR · 499] ★SK hynix and NVIDIA Announce Multi-year Technology Partnership to Advance Memory for AI Factories — skhynix.com

[lovefrom.com.au · 500] ○Photonicsense â AI Infrastructure Investment Analysis — lovefrom.com.au

[biggo.com · 501] ○Samsung Electronics Q1 DRAM, TV Share Rise Together… Expanding Dominance in Core Businesses — biggo.com

[technetbooks.com · 502] ○Samsung Electronics HBM4 Yield Target Reaches 85 Percent Following Major DRAM Production Breakthroughs and Nvidia Supply Success — technetbooks.com

[Micron IR · 503] ★외부 자료

[tikr.com · 504] ○Micron HBM4 Is Ramping Twice as Fast as Expected. Here’s What That Means for Investors — tikr.com

[tradingkey.com · 505] ○HBM4 Capacity Doubles, HBM4E Orders Shift to TSMC, Can Micron Shares Break $1,000? — tradingkey.com

[investing.com · 506] ○Just a moment... — investing.com

[reddit.com · 507] ○외부 자료

[newsarticleinsiders.c… · 508] ○SK hynix forges multi-year partnership with NVIDIA — newsarticleinsiders.com

[insiderfinance.io · 509] ○Samsung Q1 2026 Earnings Record Chip Profits — insiderfinance.io

[videocardz.com · 510] ○Just a moment... — videocardz.com

[Business Korea · 511] ○The Battle for Vera Rubin: HBM4 Hegemony Between SK hynix and Samsung — businesskorea.co.kr

[investing.com · 512] ○Samsung’s Strike Risk Is Gone: Now the Real Test Is HBM — investing.com

[Samsung · 513] ★Samsung Electronics Announces First Quarter 2026 Results — samsung.com

[biggo.com · 514] ○Nvidia’s Push Transforms Micron From Frugal Survivor to $1 Trillion AI Powerhouse — biggo.com

[miraeasset.com · 515] ○미래에셋증권 — miraeasset.com

[조선일보 · 516] ○Samsung boosts HBM4 DRAM yield to challenge SK hynix, targets H2 maturity — chosun.com

[TrendForce · 517] ○[News] HBM4 Strategies Diverge: Samsung Reportedly Chases 80% 1c DRAM Yield While SK hynix Trims Shipments by 30% — trendforce.com

[daum.net · 518] ○삼성전자, HBM4용 D램 수율 개선 총력전… “하반기 중 완성 단계 목표” — daum.net

[useluminix.com · 519] ○DRAM Cycle Analysis 2026: Boom-Bust Pricing, Inventory Levels, Micron & Peak Timing Indicators — useluminix.com

[SEC EDGAR · 520] ★10-K — sec.gov

[SEC EDGAR · 521] ★10-K — sec.gov

[SEC EDGAR · 522] ★외부 자료

[zdnet.co.kr · 523] ○삼성 HBM4 자신감의 근원 — zdnet.co.kr

[tweaktown.com · 524] ○Just a moment... — tweaktown.com

[조선일보 · 525] ○[단독] 삼성 D1b ‘92%’ D1c ‘75%’ 수율 개선…파업에 물거품 될라 — chosun.com

[sedaily.com · 526] ○Macquarie Sees Memory 'Super Cycle' Through 2027, Lifts Samsung Target to 240,000 Won — sedaily.com

[biggo.com · 527] ○Macquarie Forecasts Memory "Supercycle" to Last Until 2027, Sets Samsung at 1.65M Won (~$1,132) and SK Hynix at 11.2M Won (~$7,684) Price Ta — biggo.com

[조선일보 · 528] ○[단독] “손익분기점 넘겼다”… 삼성전자 ‘1c D램’ 수율 60%까지 개선 — chosun.com

[techpowerup.com · 529] ○Samsung Reportedly Achieves 70% Yields for Its 1c DRAM Technology — techpowerup.com

[quasarzone.com · 530] ○삼성 1c D램 수율 최대 70% 달성, 연말 HBM4 출시 발판 마련 — quasarzone.com

[technetbooks.com · 531] ○Samsung Electronics 1c DRAM Yield Reaches 80 Percent Amid HBM4 Memory Production Challenges — technetbooks.com

[reddit.com · 532] ○외부 자료

[조선일보 · 533] ○Samsung boosts 1c DRAM yields to secure HBM4 supply to Nvidia — chosun.com

[dynamicsource.com · 534] ○Samsung’s Big Bet: Aggressive 1c DRAM Expansion to Reclaim Market Leadership — dynamicsource.com

[semiwiki.com · 535] ○Samsung 1c DRAM yield troubles — semiwiki.com

[semicone.com · 536] ○Samsung's Memory Business Reform: Accelerating the Layout of Next-Gen Storage Tech — semicone.com

[semiwiki.com · 537] ○Samsung delays HBM4 rollout to 2026 due to 1c yield challenges — semiwiki.com

[technetbooks.com · 538] ○Samsung Electronics Semiconductor Profit Margin Targets 50 Percent for Server DRAM and High Value NAND Technology — technetbooks.com

[moomoo.com · 539] ○Document — moomoo.com

[quartr.com · 540] ○Samsung Electronics (005930) Investor Relations, Earnings Summary & Outlook — quartr.com

[seekingalpha.com · 541] ○Access to this page has been denied — seekingalpha.com

[gurufocus.com · 542] ○Just a moment... — gurufocus.com

[wccftech.com · 543] ○Samsung’s High-Margin Components Take Precedent, As Company’s Semiconductor Division Aims To Reach An Ambitious 50% Profit — wccftech.com

[miraeasset.com · 544] ○외부 자료

[한국경제 · 545] ○삼성전자, HBM4용 1c D램 개발진 30명에 총 5억원 규모 주식 보상 — hankyung.com

[디일렉 · 546] ○삼성전자, HBM4용 — thelec.kr

[semicone.com · 547] ○Samsung Accelerates 1c DRAM Device Integration, Aims to Mass Produce HBM4 by 2026 — semicone.com

[전자신문 · 548] ○삼성, 1c D램 확 키운다…내년 월 20만장 확보 — etnews.com

[investing.com · 549] ○Just a moment... — investing.com

[TrendForce · 550] ○[News] Samsung Reportedly Plans 200K 1c DRAM Wafers/Month by 2026, About One-Third of Its Total Output — trendforce.com

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