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Hynix is โ€‹โ€‹not real.ใ…‡ใ…‡

๐Ÿ‘ค Maodun
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๋งˆ์ดํฌ๋ก ๋„ ๋ฒ„ํ‹ฐ๋Š”๋ฐ ํ•˜๋‹‰ ํ˜ผ์ž ์ ์œ ์œจ ๋–จ๊ตฌ๋Š”๊ฑฐ ๋ณด์ด์ง€?

HBM๋„ 70% > 58%๋กœ ๋–จ๊ถ›๊ณ  ํŒŒ์šด๋“œ๋ฆฌ๋„ ์—†๋Š” ์ž…์žฅ์ด๋ผ HBM4์ด์ƒ ๋ฒ ์ด์Šค๋‹ค์ด๋„ ๋ชป ๋งŒ๋“ค์–ด TSMC์— 100%์˜์กด ํ•˜๋Š” ํšŒ์‚ฌ์ž„

์‚ผํŒŒ๊ฐ€ TSMC์ ์œ ์œจ ๋จน๊ณ  ์˜ค๋ฅธ๋‹ค?? ์ž์—ฐ์Šค๋Ÿฝ๊ฒŒ ํ•˜๋‹‰๋„ ๋งค์ถœ ๊ผฌ๋ผ๋ฐ•๋Š” ๊ตฌ์กฐ ์ธ๊ฑฐ๋‹ค.

์ˆœ์ˆ˜ ๋ฉ”๋ชจ๋ฆฌ,๋‚ธ๋“œ ํšŒ์‚ฌ๋ผ CXMT๋ž‘๋„ ๋ณ„ ์ฐจ๋ณ„์ ๋„ ์—†๊ณ  ๋™๋“ฑํ•˜๊ฒŒ ๊ฒฝ์Ÿํ•˜๋Š” ์ž…์žฅ์ž„


์‚ผ์„ฑ์€ ํŒŒ์šด๋“œ๋ฆฌ ์˜ฌํ•ด ์ˆ˜์ฃผ50์กฐ ์Œ“์—ฌ์žˆ๊ณ  ํ‘์ž์ „ํ™˜ ๊ธฐ๋Œ€๋˜๋Š” ์ƒํ™ฉ์ž„

ํŽ€๋”๋ฉ˜ํƒˆ์ด ์˜ค๋ฅผ ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ๊ณ  ํ•˜๋‹‰์€ ๋ณ„ ํ˜ธ์žฌ๊ฐ€ ์—†๊ณ  ๋–จ๊ตด์ผ๋งŒ ๋‚จ์Œ

ADR์ƒ์žฅ์ด ์‹ค์ ์— ์˜ํ–ฅ ์ฃผ๋Š”๊ฒƒ๋„ ์•„๋‹ˆ๋ผ ํ˜ธ์žฌ๋กœ ๋ณด๊ธฐ๋„ ์–ด๋ ต๋‹ค. 

๐Ÿ”ฅ ์‹ค์‹œ๊ฐ„ ๋„คํ‹ฐ์ฆŒ ๋ฒ ์ŠคํŠธ ๋ฐ˜์‘

  • ์–ธ๋‹ˆ๋„ค์ด๋ฐœ๊ด€๋งž๋ง์ถ” - dc App
  • ใ…‡ใ…‡๊ทผ๋ฐ ์™œ ํ•˜์ด๋‹‰์Šค๋งŒ ์กดX๊ฒŒ์˜ค๋ฅด๋ƒ ๋‚œ์ดํ•ด๊ฐ€์•ˆ๊ฐ€
  • ใ…‡ใ…‡์ด๋Ÿฐ๊ฑด ๋ณ„๋กœ ์ค‘์š”ํ•˜์ง€์•Š์Œ - dc App
  • ใ…‡ใ…‡์ค‘๊ตญ์ด ๋ฌด์„ญ๋„ค;
  • ํ•œ๊ฐค๋Ÿฌ1์˜ฌํ•ด ์—ฐ๋ง๊นŒ์ง€๋Š” ํ•˜๋‹‰๋„ ์ข‹์€๋ฐ ๊ทธ ์ดํ›„๋กœ๋ถ€ํ„ฐ๋Š” ๋ฌด์กฐ๊ฑด ์‚ผ์ „์ž„ ์• ์ดˆ์— ๊ธฐ๋ณธ ์ฒด๊ธ‰ ์ž์ฒด๊ฐ€ ๋‹ค๋ฆ„
  • ใ…‡ใ…‡์‚ผ์ „ ํ’€๋งค๋„ ํ•˜๋‹‰ ํ’€๋งค์ˆ˜!!!
  • ํ•œ๊ฐค๋Ÿฌ2์‚ผ์ „์€ ๊ทธ๋™์•ˆ ํฌ๊ฒŒ ๋ชป๊ฐ”๋˜๊ฒŒ ๋‹ค๋ฅธ์‚ฌ์—…๋ถ€๋„ ์€๊ทผ ์ปค์„œ ์•„๋‹˜? ๋ฐ˜๋„์ฒด๋งŒ ์•ˆ๋งŒ๋“ค์ž๋‚˜ ํ•˜๋‹‰์€ ๋น…ํ…Œํฌ๋“ค์ด๋ž‘ ๊ณ„์•ฝ๋„ ๊ฝค ์žˆ์—ˆ๊ณ  ใ…‡ใ…‡
  • ใ…‡ใ…‡์š”์ฆ˜ ์‚ผ์ „ ํž˜ ์‹ฌ์ƒ์น˜์•Š์Œ
  • ใ…‡ใ…‡ํ•˜๋‹‰ 29๋…„๋„๋ถ€ํ„ฐ hbm5 ์ƒ์‚ฐ ์ค€๋น„์ค‘์ธ๋ฐ ๋ญ” ๊ฐœ์†Œ๋ฆฌ๋ƒ
  • ใ…‡ใ…‡์˜คํžˆ๋ ค ์‚ผ์ „์ด hbm5 ์–‘์‚ฐ ๊ณ„ํš๋„ ๋ชป๋ฐํžˆ๊ณ  hbm ํ•˜๋‹‰ํ•œํ…Œ ๋ฐ€๋ฆฌ๊ณ  ์žˆ๋Š”๋ฐ ๊ฟˆ๊พธ๋ƒ?ใ…‹ใ…‹

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