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Create: 2025-06-25 Update: 2025-06-28 21:54:24

Meritz Overnight Tech 2025. 6. 26 (목)

[메리츠증권 반도체/디스플레이 김선우]

★ 메모리 스팟가격
DRAM(DDR4 8Gb: 1D 0.00%, 1W +18.03%, 1M +120.28%)

NAND(MLC 64Gb: 1D 0.00%, 1W +2.55%, 1M +11.03%)

★ 반도체/디스플레이 주요 뉴스 플로우
삼성 파운드리 사업 전략 수정…1.4나노 개발보다 2·4나노 수율 집중 (ZDNET Korea)
https://buly.kr/5q7UmD9

삼성전자 파운드리 퀄컴 2나노 AP 수주할 듯, 내년 파운드리 부활 신호탄 쏘나 (Business Post)
https://buly.kr/3YDe1hD

AI 다음 최대 기회는 로봇…엔비디아 CEO, 반도체 업계 미래로 지목 (CNBC)
https://buly.kr/EdtNy6I

가트너 ‘에이전틱 AI 프로젝트, 2027년까지 40% 이상 중단’ 전망 (Reuters)
https://buly.kr/FWTAjGz

오픈AI CEO 올트먼, 마이크로소프트 CEO와 향후 파트너십 논의 (Reuters)
https://buly.kr/2fdr7jc

인텔, 비용 압박에 구조조정 단행…전장용 반도체 사업도 철수 (Digitimes asia)
https://buly.kr/1REYG3S

대만 정부, 폭스콘 인도(14.9억달러) & 미국(7.4억달러) 투자 계획 최종 승인 (Digitimes asia)
https://buly.kr/BIUzBmB

LG이노텍, 초슬림 스마트폰 특화 '코퍼 포스트' 기판 상용화…“세계 최초 양산” (전자신문)
https://buly.kr/G3DRfdV

★ 전일 해외 관련업체 주요 주가등락 (2%p 이상)
SK하이닉스(+2.7%), Nanya(-3%), Asus(-6%), Nvidia(+4.3%), AMD(+3.6%), Mediatek(+2%), Magnachip(+4.3%), UMC(-3.4%), SMIC(+5.6%), 원익 IPS(+3.8%), 테스(+1.9%), Tokyo Electron(+3.3%), CATL(+3.7%)

(자료: Bloomberg, DRAMeXchange, 언론자료)

*동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권투자결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.

[메리츠 Tech 김선우, 양승수, 김동관]

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Telegram Desktop App Not Working on Windows?

Preliminary Fixes.

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Meritz Overnight Tech 2025. 6. 26 (목)

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