[6월 1일, 대만 반도체 밸류 체인 주가]

☀️채널: https://t.me/kiwoom_semibat

♠ 메모리: Nanya +10%, Winbond +6%, Macronix +1%

♠ 비메모리: Mediatek +6%, Novatek +4%, Realtek +5%

◆ 파운드리: TSMC 0%, UMC +1%, VIS +7%

◆ 후공정: ASE -2%, Chipbond -7%, PTI -3%, ChipMOS -6%, KYEC -3%

♥ 반도체 유통: Adata +3%, Transcend +6%, Phison +8%

♥ Apple Vendor: Hon Hai +2%, Pegatron +3%, Largan +9%, Genius 0%, Catcher +10%

♣ 서버: Aspeed -2%, Nuvoton +9%, Quanta +10%, Inspur -1%, Wiwynn +1%, Inventec +10%, Mitac +5%, Asrock +5%, Wistron +10%

♣ PC: Acer +10%, Asustek +10%, Lenovo +6%, Gigabyte +5%, Compal +10%

■ PCB: Unimicron 0%, Nanya PCB +7%, Kinsus +6%

■ EV(패키징): Simplo +1%, Dynapack 0%

● LCD 패널: AUO +3%, Innolux +10%, Hannstar +10%

● MLCC: Yageo +7%, Walsin +6%

[박유악 키움 반도체]