유안타 리서치센터 데일리 섹터 News & Comments(05/26)

■ 반도체 이재윤(02-3770-5727)

▶️글로벌 반도체 기업 주가

- 상승: Western Digital +4.4%, Lam Research +3.5%, Qualcomm +2.1%

▶️News & Data 

미 NSC 선임보좌관 "반도체 협력 공간 많아…한미, 상호보완 가능"

- link: https://bit.ly/38NTXMs

Broadcom Might Pay About $60 Billion for VMware

- link: https://bit.ly/3lN3IgR

Global top-3 DRAM makers hold 94% of 2021 market

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

Nvidia stock falls on light guidance, CFO says company will slow hiring

- link: https://cnb.cx/3MQvTHo

■ 디스플레이/이차전지 김광진(02-3770-5594)

▶️글로벌 기업 주가

- 상승: UDC +2.8%, Baoan +1.9%, Umicore +1.8%