유안타 리서치센터

데일리 섹터 News & Comments(08/04)

■ Tech 백길현(02-3770-5635)

▶글로벌 반도체 기업 주가

- 상승: Lam Research +4.4%, Applied Materials +3.8%, Micron +2.8%

- 하락: AMD -1.2%

▶글로벌 전자부품 기업 주가

- 상승: Apple +3.8%, Qorvo +3.8%, Skyworks +3.5%

- 하락: Sunny Optics -1.8%, Whirlpool -0.9%

▶News & Data 

펠로시 대만 방문에 '차이나 리스크'…애플·테슬라 어쩌나

- link: https://bit.ly/3d01bPc

삼성 폴더블폰 vs 애플 아이폰14, 프리미엄 시장 한판 승부

- link: https://bit.ly/3zxm4cb

US sanctions impede future expansion at mature nodes, but impacts are short-term, says former SMIC executive

- link: https://bit.ly/3zURLgZ

VIS expects sales drop in 3Q22, cuts capex outlook

- link: https://bit.ly/3d4o2ZM

China smartphone shipments slump toward 10-year low

- link: https://s.nikkei.com/3zXbxbO