statement
ASML and Lam Research, which reported earlier, said semiconductor equipment supply cannot keep up with demand and emphasized the importance of cleanroom and component supply.
A statement by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
앞서 실적을 발표한 ASML과 Lam Research는 반도체 장비 공급이 수요를 따라가지 못한다고 언급하며 클린룸 및 부품 수급의 중요성을 강조했음.
Discussion
Related claims
J.P. Morgan sees sustained AI-driven demand across the semiconductor supply chain.J.P. Morgan · predictionSamsung Electronics and SK Hynix plunged, triggering a sidecar in the morning, and there are concerns about possible semiconductor supply-demand changes after next year.post author · allegationEven if delayed, semiconductor supply shortages will persist, and this is not a major variable for next year's earnings given long-term contracts.post author · predictionLPDDR supply is the tightest among DRAM products due to expanding SOCAMM demand for AI systems, and price increases are expected to continue for the time being.하나증권 · predictionIf actual policy direction focuses on cost sharing rather than banning data center construction, the semiconductor decline is excessive.FICC리서치부 전략/시황: 이경민 · statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.하나증권 · statement
More claims by 하나증권
The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.statementThis report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.statementAn approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.statementAhead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.statement
All claims by 하나증권