" ƴ ϶"
Ŭ ݵ Ŵ ӽ 齼 밡 Ҹ. ״ ϰ , ġ 30% ̻ ε ݿ ŷǴ ã Ѵ. 齼 Ʈ ڻ ̻ 10 ߵȴ.
齼 ظ ߽Ѵ. Ϸ ϰ, ո Ǵ ־ Ѵٰ Ѵ. ״ ܼ ȸ簡 ϱ ٰ Ѵ.
齼 κ ڵ ̴ 'γ' Ѵ. ظ ߱ ֱ ̴. 齼 ֽ ְ 簡ġ γ ٸ. ֽ Ʈ 3 1 ϱ Ѵ.
ӽ 齼 '̾'
齼 ڱںͷ(ROE) 15% ̻̰, ͷ 10% ȣѴ. ְ(PER) ŷµ ٰ . 繫 Ȯ ä 150% ̸ .
̾ 齼 ϴ ϳ. 1б ȯ (ֱ 4б ջ) ͷ 18% 10% ̻̰, ROE(ڱںͷ) 16.4% 15% Ѵ´. 1б ä 35% 齼 '150% ' ˳ Ѵ.
1б ְ(PER) 11.7, (www.itooza.com) PER 14.5躸 . PER ü ðѾ հ踦 ۳ 4б ȯ հ ߴ. ROE, PER Ͱ ںѰ ̴.
+ ȸ ġ ΰ
̾ ݵü ÷(FPD) ü, ֿ ǰ CMP ÷ , Ceria Slurry( ) ̴. ̹ 1б 캸, ΰŷ ÷ 27.2%, ݵü 54.4%. ̷´ ǻ ġ , ΰŷ ÷ 24.1%, ݵü 24.2%, ݵü 15.5% Ѵ.
(ڷ: , ̾ Ȩ)
̷ , ̾ ֱ ͼ 2016 1б ǥߴ. ̿ , 1б 897 5% , 44% þ 120, 60% 125 ߴ. , ø鼭 ͼ ƴ(ñ [úм] ̾, ͼ + ż...ŷֳ?).
1б 캸, ݵü ͼ ũ ϸ鼭 ͼ δ. ֱ 19Ͽ ̾ؿ Ʈ ̷´ Ȳȣ , ̾ ݵü 翡 ߴ ǸŸ ؿܱ Ȯ߰, ̿ ӿ ұϰ 1б 35% 155 ߴ. , Ȳ Ը 13 ( 14000), 2020 7% ε ӵ ̶ ٿ.
̾ ͵ ũ ߴ. ̾ 1б ȯ 24733, й 16 ´. ȯ ȯ ȸ ̳, й 迭 Ƽ( 28.32%) ִ. ̷ , ֱ Ƽ̴ 3D NAND Ī ܼ þ鼭 ۸ ȣϱ SiC Ring 䰡 Կ 弼 ̾ ִ.
Ƽ 1б 212 68% ߴ. ͵ 126% þ 64, 134% 51 ߴ. Ƽ̴ 2015 1б б⸶ ð ִ. شⰣ(2015 1б~2016 1б, 4б) б ⼺ 13.9%.
, ̾ 繫´ ȣϴ. 1б ä 35% , 298% . Աݵ ں ̹ϴ. ڻ(ݹݼڻ + ܱڻ - Ա) dz ̴. ̾ ڻ 1343 ðѾ 5226 26% ̴.
1б ݿ ְ(PER) 11.7, ְڻ(PBR) 1.91. ڱںͷ(ROE) 16.4%.
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