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statement한국콜마의 3분기 영업이익 819억원은 시장 기대치(OP 916억원)를 하회했다.하나증권statement한국콜마의 3분기 연결 매출과 영업이익은 전년 동기 대비 각각 21%, 40% 증가한 8,282억원, 819억원을 기록했다.하나증권statementThe Philadelphia Semiconductor Index plunged 12.3% on Thursday on concerns over slowing AI infrastructure investment, rebounded 4.2% on Friday, but fell 12.1% for the week.하나증권statementASML and Lam Research, which reported earlier, said semiconductor equipment supply cannot keep up with demand and emphasized the importance of cleanroom and component supply.하나증권predictionLPDDR 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.하나증권statementSince the Q3 2026 earnings announcements, 2027 operating profit forecasts for domestic memory companies have been raised again after about four months of stagnation, driven by better-than-expected DRAM prices.하나증권predictionHana Securities judges that it would be unreasonable for the U.S. to actively impose data center regulations, given global AI technology competition tied to national security and economic hegemony and China's active support for its AI industry.하나증권statementPSK Holdings and PSK, which had been relatively solid, also fell more than 30%, and CMTX fell 45% as its Q3 results missed expectations.하나증권statementThe KOSPI fell 11.7% in a week, with Samsung Electronics down 16.1% and SK Hynix down 20.2%.하나증권statementThe U.S. midterm elections ended in a Democratic victory, and uncertainty over data center investment sharply drove down global semiconductor companies' share prices.하나증권
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