쵸빗의 주식 공부방

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..

📝2024년 05월 22일(화) 장전 뉴스 모음 Daily News 🗞 #반도체/#디스플레이/#IT ✅MS, 코파일럿+PC 공개.. AI대응 느린 애플 맥북에 선제공격 https://n.news.naver.com/mnews/article/009/0005306157✅퀄컴 두뇌 단 ‘갤북4 엣지’ 맥북 에어 성능 뛰어넘을까 https://n.news.naver.com/mnews/article/014/0005187715✅오픈AI, GPT-4o 전략 먹혔다…“매출 급상승 중” https://n.news.naver.com/mnews/article/009/0005306156✅'완전자본잠식' SK하이닉스 솔리다임, 'eSSD'로 부진 벗을까 https://n.news.naver.com/mnews/article/2..

2024년 05월 17일(금) 장전 뉴스 모음 Daily News 🗞 #반도체/#디스플레이/#IT ✅[단독]"삼성, TSMC 추격 가능"…K칩스 바라보는 대만 빅샷 시선은 https://n.news.naver.com/mnews/article/018/0005743570✅삼성전자의 3가지 경쟁력, 글로벌 AI 시대 이끌 '마스터키' https://n.news.naver.com/mnews/article/008/0005039699✅TSMC, 韓 주도 HBM 패권 노린다…삼성은 핵심 부품 직접 생산 맞불 https://v.daum.net/v/20240520050317511✅오픈AI ‘안전팀’ 전격 해체… 올트먼 반대파 전멸 https://v.daum.net/v/20240520061704292✅삼성, 퀄컴 칩 탑..

📝2024년 05월 17일(금) 장전 뉴스 모음 Daily News🗞 #반도체/#디스플레이/#IT ✅“AI 진화 가능성 무한… 구글이 보여준 건 겉핥기 수준” https://n.news.naver.com/mnews/article/023/0003834682✅脫엔비디아 속도… 빅테크, 전성비 갖춘 AI 칩 개발 경쟁 https://n.news.naver.com/mnews/article/005/0001696692✅MS, 자체 AI 칩 ‘코발트 100’ 내주 출시…“AWS칩보다 40% 향상” https://v.daum.net/v/20240517071420945✅中 '반도체 굴기' SMIC…1분기 설비투자 77% 늘렸다 https://v.daum.net/v/20240517070024702✅AI에 유리 기판 시..

2024년 05월 16일(목) 장전 뉴스 모음 Daily News🗞 #반도체/#디스플레이/#IT ✅구글發 ‘검색혁명’에 토종포털 비상 [심층기획-검색 엔진도 ‘AI 시대’] https://n.news.naver.com/mnews/article/022/0003933301✅삼성 갤럭시엔 구글 ‘제미나이’ 들어가고, 구글 AI칩엔 최신 HBM 붙는다 https://n.news.naver.com/article/025/0003360567?sid=101✅클라우스 피들러 LPKF CEO “'TGV 파운드리'로 반도체 유리기판 시장 선점” https://n.news.naver.com/mnews/article/030/0003206285✅[단독] 대통령실, 소부장 중소기업 ‘반도체 보조금’ 검토 https://v.dau..

📝2024년 05월 14일(화) 장전 뉴스 모음 Daily News🗞 #반도체/#디스플레이/#IT ✅세대 거듭하는 HBM, 관건은 '수율'…적층 한계 넘자 https://n.news.naver.com/mnews/article/018/0005738685✅삼성전자, 신소재 기반 1000단대 3D 낸드 개발 목표… ‘페타 SSD’ 시대 연다 https://n.news.naver.com/mnews/article/366/0000992375?sid=105✅사람처럼 '실시간 대화' AI 나왔다…오픈AI, 'GPT-4o' 출시 https://n.news.naver.com/mnews/article/277/0005417970✅"삼성전자·SK하이닉스, 녹색 반도체 글로벌 경쟁서 대만 TSMC에 뒤처져" https://n..

📝2024년 05월 13일 (월) Daily News🗞 #반도체/#디스플레이/#IT ✅10조+α 지원으로 ‘K칩 반전’…"반도체에 韓 명운 달렸다" https://n.news.naver.com/mnews/article/011/0004339792✅尹 "시간=반도체 보조금"…얼마나 신속 지원하나 봤더니 https://n.news.naver.com/mnews/article/079/0003894290✅머크 수석부사장 "AI가 반도체 성장 견인…韓과 특수가스 협력 늘릴 것" https://v.daum.net/v/20240513060249468✅삼성의 NPU AI칩 승부수 '마하'…HW·SW 쌍끌이 공략 https://v.daum.net/v/20240513052152007✅AI 훈련 전력량이면, 넷플릭스 185..