쵸빗의 주식 공부방

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..

📝2024년 05월 10일 (금) Daily News 🗞 #반도체/#디스플레이/#IT ✅삼성 덕에 최고의 행운 누린 팀 쿡이 삼성에 던진 메시지 https://n.news.naver.com/mnews/article/008/0005036304✅美, 반도체 생산시설 급증세…"韓, 美 의존도 낮춰야" https://n.news.naver.com/mnews/article/003/0012538178✅'칩스법 드라이브'전세계 팹 끌어들인 미국...제조능력 3배 키운다 https://n.news.naver.com/mnews/article/008/0005036327✅[비즈S+] 보조금 불가·K-칩스법 폐기 기로… 韓 반도체 지원 역주행 https://v.daum.net/v/20240510064742443✅"애플, ..

📝2024년 05월 07일 (화) Daily News 🗞 #반도체/#디스플레이/#IT ✅"내년 HBM 판매단가 5∼10% 상승" https://n.news.naver.com/mnews/article/215/0001160788✅강력해진 AI서버 수요… 삼성-SK ‘SSD 용량’ 경쟁 https://v.daum.net/v/20240507030546566✅삼성-애플, AI폰으로 하반기 세게 붙는다 https://n.news.naver.com/mnews/article/005/0001694047✅주문 폭주에 내년 물량도 동나…K-반도체 깜짝실적 '예고편'인 이유 https://n.news.naver.com/mnews/article/008/0005034514✅수익 부진 K-디스플레이…하반기 성장 노린다 http..

📝2024년 05월 03일 (금) Daily News  🗞 #반도체/#디스플레이/#IT ✅애플, 역대 최대 자사주 매입에 주가 7%↑…팀쿡 "AI 큰발표 계획" https://n.news.naver.com/mnews/article/018/0005729947✅[비즈S+]"AI 반도체 주도권 잡아라"… 차세대 HBM 경쟁 치열 https://n.news.naver.com/mnews/article/417/0001000415✅SK하이닉스, 첨단 HBM 양산 속도전… “세계 톱 수성” https://n.news.naver.com/mnews/article/020/0003562652✅‘전기 먹는 하마’ AI 전력 확보… 빅테크들, 에너지 개발 투자 러시 https://n.news.naver.com/mnews/ar..

📝2024년 05월 02일 (목) Daily News🗞 #반도체/#디스플레이/#IT ✅AI반도체 역전 노리는 삼성전자 “2라운드는 우리가 승리” https://n.news.naver.com/mnews/article/020/0003562429✅애플의 시간 온다…예열 시작한 부품株 https://v.daum.net/v/20240502050124708✅광고 지우는 사파리, 더 똑똑한 시리…아이폰의 AI, 6월 드러날까 https://n.news.naver.com/mnews/article/008/0005032971✅삼성 '갤럭시Z6' 흥행 예열...파리 언팩 띄우기 시작 https://n.news.naver.com/mnews/article/030/0003203001✅美 제재에도... 구글·애플에 도전하는 中..

📝2024년 04월 30일 (화) Daily News 🗞 #반도체/#디스플레이/#IT ✅'대만' 몰리는 빅테크…韓과 반도체 생태계 격차 커질까 https://n.news.naver.com/mnews/article/003/0012519826✅"지긋지긋한 반도체 적자, 드디어 탈출"..삼성전자 오늘 실적발표 https://n.news.naver.com/mnews/article/014/0005178407✅[IT썰]7월 공개될 '갤Z폴드6' 스펙 어마어마…외신들 예상 보니 https://n.news.naver.com/article/008/0005031735?sid=105✅"두려움을 사라"…애플 매수 의견에 주가 2.5%↑ https://n.news.naver.com/mnews/article/018/00057..