유안타 리서치센터

데일리 섹터 News & Comments(06/20)_1

■ 반도체 이재윤(02-3770-5727)

▶️글로벌 반도체 기업 주가

- 상승: Micron +1.3%, Lam Research +0.3%, Applied Materials +0.3%

- 하락: TEL -5.0%, ASE -3.5%, TSMC -1.4%

▶️News & Data 

일본 '반도체 절치부심'…TSMC 공장에 4조5000억 거액 투자

- link: https://bit.ly/3zQ6nP0

IC design houses uncertain about demand in 2023

- link: https://bit.ly/3O58P8D

Notebook shipments rebound in May with China COVID lockdowns easing, says DIGITIMES Research

- link: https://bit.ly/39yw1gB

■ 디스플레이/이차전지 김광진(02-3770-5594)

▶️글로벌 기업 주가

- 상승: CATL +5.6%, Ningbo Shanshan +5.3%, Baoan +4.1%

- 하락: Sumitomo -2.4%, Panasonic -1.3%, TCL -0.7%