--- title: "ASML and Lam Research, which reported earlier, said semiconductor equipment supply cannot keep up… — 하나증권 — DecisionGateway" description: "statement by 하나증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7" meta: "og:description": "statement by 하나증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "ASML and Lam Research, which reported earlier, said semiconductor equipment supply cannot keep up… — 하나증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) 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**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). 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.* hanaresearchPublished 2026-11-08 [ Read source](https://t.me/hanaresearch/20909) [**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca) ## **Discussion** ## **Related claims** [**J.P. Morgan sees sustained AI-driven demand across the semiconductor supply chain.**J.P. Morgan · prediction](https://dgw.tmarket.io/claims/01a1d6bd-3e24-7e52-841a-126d2ee534fd) [**Samsung 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 · allegation](https://dgw.tmarket.io/claims/01a1d7b2-c852-7af1-8cba-114ab2c5c8e7) [**Even 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 · prediction](https://dgw.tmarket.io/claims/01a1d7b2-c882-73bc-b952-8a180f82ce76) [**LPDDR 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 · prediction](https://dgw.tmarket.io/claims/01a1cea2-1a1b-74d2-a120-73869d88cafe) [**If actual policy direction focuses on cost sharing rather than banning data center construction, the semiconductor decline is excessive.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c54e-741e-a366-0a0ddff647d6) [**The 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](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) ## **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.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b231-7d52-805c-3f604b6a5af0) [**The 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.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**This 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.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b20e-78ef-8998-71366dda0c35) [**An approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b203-77a2-bb21-b5002bb38a65) [**Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b1f8-780c-a428-efe4735941fd) [All claims by 하나증권](https://dgw.tmarket.io/claims?claimant_id=01a1cea2-176c-7cf2-87ea-9ed64a8130ca) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7#webpage","@type":"WebPage","description":"statement by 하나증권, recorded recently — verbatim quote and source citation.","name":"ASML and Lam Research, which reported earlier, said semiconductor equipment supply cannot keep up… — 하나증권 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"ASML and Lam Research, which reported earlier, said…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-08","isBasedOn":"https://t.me/hanaresearch/20909","text":"앞서 실적을 발표한 ASML과 Lam Research는 반도체 장비 공급이 수요를 따라가지 못한다고 언급하며 클린룸 및 부품 수급의 중요성을 강조했음.","url":"/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7","spokenByCharacter":{"@type":"Person","name":"하나증권","@id":"/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca"}}]} ``` ## Sitemap See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.