쵸빗의 주식 공부방

24년 06월 10일(월) 장전 뉴스 모음 Daily News🗞 #반도체/#디스플레이/#IT ✅"국가간 AI 경쟁 본격 시작…엔비디아 더 오를 수밖에"-WSJ https://v.daum.net/v/20240610075144160✅애플 WWDC 10일 개막..AI 아이폰 최대 수혜주는? https://n.news.naver.com/mnews/article/014/0005196783✅애플, 모바일 기기 탑재 AI 기능 선뵌다 https://n.news.naver.com/mnews/article/005/0001702176✅폴더블 아이폰은 언제?…두 번 접는 폰·두루마리 폰도 온다 [폰 폼팩터 경쟁 2R③] https://n.news.naver.com/article/003/0012595181?type=jour..

24년 06월 07일(금) 장전 뉴스 모음 Daily News🗞 #반도체/#디스플레이/#IT ✅대만 TSMC 회장 만난 최태원 회장 https://n.news.naver.com/mnews/article/001/0014733038?rc=N&ntype=RANKING&sid=001✅엔비디아 '젠슨 황' 만날까…'이재용' 美 출장에 쏠린 눈 https://www.hankyung.com/article/2024060697481✅AI 반도체 게임 체인저 유리기판, 기술 개발 막바지 https://www.epnc.co.kr/news/articleView.html?idxno=301473✅"AI 트렌드, 훈련서 추론으로 메모리칩 제조사도 성장 기회" [한경 글로벌마켓 콘퍼런스 NYC 2024] https://www.ha..

24년 06월 05일(수) 장전 뉴스 모음 Daily News🗞 #반도체/#디스플레이/#IT ✅젠슨 황 “삼성 HBM 인증 테스트 진행 중” https://v.daum.net/v/20240605060157178✅“엔비디아 삼전에도 HBM 조만간 허가할 것”–벤징가 https://v.daum.net/v/20240605065942852✅화웨이 "3·5나노까진 힘들어"…中, 韓 추격 브레이크 걸리나 https://v.daum.net/v/20240605070022897✅TSMC CEO 겸 이사회 의장, 올해 반도체시장 10% 성장 전망 https://n.news.naver.com/article/001/0014727814?sid=105✅머스크 “테슬라, 올해 엔비디아 칩 구매에 30억~40억달러 쓸 것” htt..

📝2024년 06월 04일(화) 장전 뉴스 모음 Daily News  🗞 #반도체/#디스플레이/#IT ✅엔비디아 '루빈'이 문여는 HBM4 시장…삼성전자, 승부수 던질까 https://n.news.naver.com/mnews/articl...✅젠슨 황 효과… ‘AI 반도체’ 인력·자본 다 빨아들이는 대만 https://n.news.naver.com/mnews/article/081/0003455359✅PC 조립하던 대만, AI 시대 심장 됐다 https://n.news.naver.com/mnews/article/023/0003838248✅르네 하스 “‘Arm 윈도’ 10년 내 PC 점유율 역전…’삼성과 더 깊은 관계 맺어야” [컴퓨텍스 2024] https://n.news.naver.com/mnews/..

2024년 06월 03일(월) 장전 뉴스 모음 Daily News 🗞 #반도체/#디스플레이/#IT ✅젠슨 황, 엔비디아 차세대 AI GPU '루빈' 최초 공개 https://n.news.naver.com/mnews/article/016/0002316804✅AI칩 핵심 전부 거머쥔 대만… "한국 대만에 밀려 3등으로 밀릴 판" https://n.news.naver.com/mnews/article/011/0004348320✅'삼성 타도 외쳤던' 인텔, 獨 파운드리 거점 차질…삼성전자, AMD 우군 확보하나 https://n.news.naver.com/mnews/article/014/0005193859✅HBM 수요 AI 서버 넘어서 자율주행차로 확대, D램 업황 개선도 이끈다 https://www.busin..

2024년 05월 29일(수) 장전 뉴스 모음 Daily News 🗞 #반도체/#디스플레이/#IT ✅중견 소·부·장 기업들, 세액공제 없으면 투자 못하는데…22대 국회 험로 예고 https://v.daum.net/v/20240529070020481✅TSMC 창업자, 자택 파티에 엔비디아 CEO 초청…'밀월 굳히기' https://n.news.naver.com/mnews/article/011/0004346278✅"삼성 게 섰거라"…日 라피더스 직원 100명 IBM연구소 파견 2나노 개발 '초집중' https://n.news.naver.com/mnews/article/277/0005424378✅오픈AI, GPT-4 후속 모델 훈련 돌입...“AGI 향한 한 걸음” https://n.news.naver.co..

2024년 05월 28일(화) 장전 뉴스 모음 Daily News   🗞 #반도체/#디스플레이/#IT ✅이재용 콕 찍어 만난 中 2인자… 반도체 전쟁 속 삼성의 외줄타기 https://n.news.naver.com/mnews/article/366/0000995015✅[단독]중국인 SK하이닉스 직원, 화웨이에 반도체 기술 빼돌렸다 https://n.news.naver.com/mnews/article/008/0005043255?sid=102✅‘열풍’ 대기업 AI 전문 임원 2배로 급증…1등은 삼성 아니었다 https://v.daum.net/v/20240528064207208✅머스크 인공지능 스타트업 xAI 기업가치 평가액 32조원 https://v.daum.net/v/20240528061107891✅미국 ..

📝 2024년 05월 25일(금) 장전 뉴스 모음 Daily News 🗞 #반도체/#디스플레이/#IT ✅‘갤노트 발화’ 진화한 전영현, ‘HBM 소방수’ 기대감 https://n.news.naver.com/mnews/article/005/0001698406✅예상 뒤엎은 젠슨 황의 한마디…더 강력해진 SK하이닉스 ‘HBM 파워’ [비즈360] https://n.news.naver.com/mnews/article/016/0002312863✅[인더스 체인저] ① 인텔 참전에 '파운드리 삼국지' 격화…핵심은 후공정 https://n.news.naver.com/mnews/article/138/0002173953✅[인더스체인저] ② 'HBM 선두' SK하이닉스, 6세대 장담 못해…쫓아오는 삼성전자 https:/..

📝 2024년 05월 24일(목) 장전 뉴스 모음 Daily News 🗞 #반도체/#디스플레이/#IT ✅'AI황제' 엔비디아 또 호실적…주가 1000달러 넘었다(종합) https://n.news.naver.com/mnews/article/018/0005745912✅'대만 컴퓨텍스' 출동하는 AI 강자들…엔비디아 경쟁사는[포카Chip] https://n.news.naver.com/mnews/article/018/0005745885✅삼성·TSMC, 3나노 모바일 AP 격돌…'수율'이 관건 https://n.news.naver.com/mnews/article/003/0012561945✅반도체 수장 바꾼 삼성 ‘대변혁 소용돌이’… 사업 재편 신호탄 https://n.news.naver.com/mnews/ar..

📝2024년 05월 23일(수) 장전 뉴스 모음 Daily News 🗞 #반도체/#디스플레이/#IT✅"천비디아 기대감 다시 커진다"…엔비디아 실적발표 D-1[서학망원경]https://n.news.naver.com/mnews/article/421/0007553728✅삼성의 승부수… ‘반도체 신화 주역’ 구원투수로https://n.news.naver.com/mnews/article/081/0003452356✅삼성, 이례적 '원포인트 인사'…HBM·파운드리 총력전 나선다https://n.news.naver.com/mnews/article/015/0004987270✅"연말 D램 생산의 35%가 HBM" 삼성·SK, 주도권 경쟁 불가피https://n.news.naver.com/mnews/article/014..