https://hybridego.github.io/tags/semiconductor/Recent content in Semiconductor on Lionel BlogHugoko-KRSat, 20 Jun 2026 08:31:00 +0900https://hybridego.github.io/2026/06/20/stock-candidate-note-ai-semiconductor-materials-equipment/Sat, 20 Jun 2026 08:31:00 +0900https://hybridego.github.io/2026/06/20/stock-candidate-note-ai-semiconductor-materials-equipment/<h1 id="오늘의-주식-후보-노트-ai-반도체-소재와-공정장비">오늘의 주식 후보 노트: AI 반도체 소재와 공정장비</h1> <ul> <li>Current date: 2026-06-20</li> <li>Analysis target: 한국·미국 주식 후보 6개</li> <li>Report mode: Candidate journal / public stock research notebook</li> <li>Data timestamp: 2026-06-20 08:31 KST 기준. 한국 시세는 네이버 금융 실시간 API의 2026-06-19 장마감 표시값, 미국 시세는 2026-06-19 검색 가능한 공개 시세 기준</li> <li>주요 출처: <a href="https://www.trade.gov/market-intelligence/south-korea-ai-semiconductor">International Trade Administration - South Korea AI Semiconductor</a>, <a href="https://koreajoongangdaily.joins.com/news/2026-06-01/business/industry/Koreas-monthly-exports-up-53-to-record-high-of-878-billion-in-May/2605422">Korea JoongAng Daily - 2026년 5월 한국 수출</a>, <a href="https://www.tomshardware.com/tech-industry/semiconductors/global-semiconductor-sales-hit-nearly-usd300-billion-in-q1-2026-chips-are-on-track-to-top-usd1-trillion-for-this-year-says-report">Tom&rsquo;s Hardware - Q1 2026 글로벌 반도체 매출</a>, <a href="https://www.dongjin.com/en/business/semiconductor.php">동진쎄미켐 반도체 소재</a>, <a href="https://www.semi.org/en/resources/member-directory/dongjin-semichem-co-ltd">SEMI - Dongjin Semichem</a>, <a href="https://www.thelec.net/news/articleView.html?idxno=10259">The Elec - 동진쎄미켐 1Q26</a>, <a href="https://www.marketscreener.com/quote/stock/HANSOL-CHEMICAL-CO-LTD-6494332/">MarketScreener - Hansol Chemical</a>, <a href="https://www.soulbrainholdings.co.kr/en/m12.php">Soulbrain Holdings 회사 소개</a>, <a href="https://photronicsinc.gcs-web.com/news-releases/news-release-details/photronics-reports-second-quarter-2026-results">Photronics 2Q26 실적</a>, <a href="https://ir.acmr.com/">ACM Research IR</a>, <a href="https://investor.mks.com/news-releases/news-release-details/mks-inc-reports-first-quarter-2026-financial-results">MKS 1Q26 실적</a>, <a href="https://www.google.com/finance/quote/PLAB:NASDAQ">Google Finance - PLAB</a></li> </ul> <blockquote> <p>이 글은 투자 추천이 아니라 공개자료로 남기는 후보 선별 기록이다. 최근 1-2주에는 전력망, 원전, 방산, 광통신, K-뷰티를 이미 많이 다뤘다. 오늘은 같은 AI 인프라라도 더 안쪽, 즉 <strong>반도체 소재와 공정장비</strong>로 좁혔다.</p>