유안타 리서치센터 데일리 섹터 News & Comments(06/22)

■ 반도체 이재윤(02-3770-5727)

▶️글로벌 반도체 기업 주가

- 상승: Applied Materials +5.9%, ASE +3.3%, Lam Research +3.2%

▶️News & Data 

Eric Schmidt Urges US to Lean on TSMC, Samsung for Chip Security

- link: https://bloom.bg/3OuRi9B

TSMC says it will have advanced ASML chipmaking tool in 2024

- link: https://reut.rs/3NaYXcd

Taiwan foundries to see fab utilization rates stay above 90% in 2H22

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

■ 디스플레이/이차전지 김광진(02-3770-5594)

▶️글로벌 기업 주가

- 상승: Panasonic +2.0%, AUO +1.8%, Sumitomo +1.0%

- 하락: Baoan -5.1%, Ningbo Shanshan -2.9%