유안타 리서치센터 데일리 섹터 News & Comments(06/30)

■ 반도체 이재윤(02-3770-5727)

▶️글로벌 반도체 기업 주가

- 하락: ASE -13.1%, AMD -3.5%, Applied Materials -3.2%

▶️News & Data 

AMD to launch new-gen desktop CPUs in mid-September

- link: https://bit.ly/3OTX7hd

China makers keen on expanding capacity for 12-inch silicon wafers

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

Qualcomm Stock Rises As Apple's 5G Modem Chip 'Fails,' Analyst Says

- link: https://bit.ly/3a4La9C

■ 디스플레이/이차전지 김광진(02-3770-5594)

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- 하락: Ningbo Shanshan -7.9%, Baoan -6.4%, UDC -5.8%

■ 전기/전자 백길현(02-3770-5635)