Won IkIPS: DRAM 1b, NAND V9, Logic 3 nm.Benefits of ALD new equipment

- Won IkIPS: DRAM 1b, NAND V9, Logic 3 nm.Benefits of ALD new equipment business.DRAM, NAND equipment sales will increase significantly increase the proportion of ALD equipment sales.The DRAM line will be shipped in the end of 23 years, and the first quarter of the first quarter.In 23 years, the number of ALD equipment shipping algebraic 4 times compared to 1a sales.1c ALD equipment positive evaluation, 25 years of shipping algebra.The estimation estimates of sales recognition among V9hyang ALD, 3 nm ALD, 3 nm ALD facility.The U.S. Taylor Fab shipment recognizes the annual sales recognition forecast.The first half of 24 years, sales are expected.Additionally, the total sales of copper alloy equipment, a total sales of the copper alloy equipment, TSV forming equipment, TSV forming equipment, TSV formed.Samsung Electronics DRAM 1bnm, NAND 236 short-term product switching investment & DRAM 30K month, SKH1Bnm.

(MS)
- TP4 million won (34.4 million won)

SEC, SKHBM benefit (PECVD)
Domestic ALD peer M/S expansion
Samsung Electronics HBM3E penetrating expectations

To create PECVD, TSV, TSV, TSV.It is used to form a high-risk group and copperformance is used to form high-performance.It is corresponding to the met CVD electronic, and 500 billion prediction of sales this year

It is expected to bring domestic M/S. M/S. to import domestic M/S.It is expected to respond to the DRAM specific materials will be used for HBM

- Yujin Tech: It is necessary for some stage new equipment when switching the customer's line.1b, 1b corresponding benefits.Samsung Electronics P1M, P3 new investment (1bnm) parallel.ALD equipment sales continuously, ASP high QXP Metal ALD equipment sales.3D DRAM companies are significant technology competitiveness of DRAM companies, the existing Single LP CVD technology utilization.Use considerable R&D costs for development of Eastern Moon development, for the second half of the second half.

- Elio: Etcher, Dry Stacher, Dry Strip, APCVD, APCVD, APCVD, APCVD, APCVD, PECVD, PECVD,

- Comc: subsidiary beauty, PECVD, PECVD, PECVD, PECVD, ALD, and ALD.Businesses are operating as CVDs, such as customers, ASMR, ASMR, ASMR, ASM International equipment response to Etcher equipment response...



어떤 회사의 이벤트 드리븐 전략인데 엄청 세련되게 하네요. 대주주 매각 이슈 있는 기업 담당자 분들 참고 하셨으면 싶네여.

1. 오너 일가 지분매각 뉴스

2. 주총에서 분위기 고조

3. 외국인창구로 지속 매수

4. 1분기 잠점실적 발표 서플

5. 4월 9일 총선 전날 은행창구로 시간외 블럭딜

6. 4.11일 주식선물과 주식옵션만기
    (주식선물 결제 가격 맞추기위해 극강의 매수)

7. 4.15 보조금 수령액 발표에 맞춰 현물매도

8. 총선 or 대통령 국무회의 때문으로 예쁘게 포장


* The surge in Samsung Electronics' import amount of NCF materials from December last year to February this year could be explained by the surge in unit prices (the increase in volume is insignificant)

* However, in March, NCF import unit prices plunged 62% compared to the previous month, but the total amount of imports increased

* In other words, NCF imports surged, which means that Samsung Electronics' HBM production has increased sharply since March

* Samsung Electronics' HBM catch-up atmosphere and actual data are in line with the 12th-tier HBM3E's NVIDIA-scented Qualification in March (Jensen "APPROVED") and AMD-scented Q2 mass production

* Need to expand interest in Samsung Electronics' HBM value chain stocks (including TES from today?)

* Solbrain (CMP Slurry Exclusive), Oros Technology (Overlay Measurement Equipment, Warpage Equipment), Sam CNS (Completion of New Plant, Applicability of Ceramic Substrates), Tess (Supplied Deposition Equipment Challenger CT during TSV Process)

* Interestingly, Samsung Electronics' HBM Value Chain was mainly NAND value chain

#Solbrain #OrosTechnology #SamCNS #Tes