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[ĸ 췮] ؼ𿡽, IT ȣ

| 2100 88% ϴ 1850 ǻ翡 Ʈ Ұ 3 Դϴ. Ʈ ϳ ʴ 1500 ˴ϴ. ڴ ó ǻ翡 ٷ ʴ ĸ 췮 ǥ ٽƮ Ұմϴ.
ؼ𿡽 ְ 11 1 41 0.3% 28950̴. 2020 3б ְ ݿ ؼ𿡽 ְ͹(PER) 14.8, ְڻ(PBR) 2.13, ڱںͷ(ROE) 14.4%. ð ðѾ 4922̴.

ڰ ֽMRI м ؼ𿡽 ŷµ 25 15̴. ؼ𿡽  ϴ ȸ̰, 繫¿ ͼ ?

ؼ𿡽 ݵü Ű¡ ݵü Substrate(Ű , ) ü. ݵü Substrate ǰ ڵ ݵü Ű¡ '' ޸ ݵü Ű¡ 'Ű ' . ι 7.4% 6 ϰ ִ(ELF 1, SLF 5).

ڴ չݵüü(IDM) ־ü(OSAT) еȴ. ؼ𿡽 չݵüü Infineon, ST Micro, NXP ŷϰ , ־ü 븸 ASE Amkor, SPIL ŷϰ ִ. Ű ι Z, SK̴н ؿܰ忡 ַ ǰѴ. ؼ𿡽 94% ̻ ؿ̴ܸ.

ؼ𿡽 ڵ ݵü Ծ 2019 5% 3814 ߴ. 1% 270 ޼ߴ. 2014 ȸ 2019 5Ⱓ 18% ߴ.

ص ̾. 3б 2749 26% 3453̴. Ⱓ 153 374 144% þ, 129 277 116% ߴ. ñٹ IT 䰡 IT Ӱ Ű ߴ.

ڵ ݵü ڷγ غ ȸ ̴. ֿ ݵü ü ȸ Ҽӵ WSTS(World Semiconductor Trade Statistics) ݵü 7.1% ̴.


繫 ȣϴ. 2020 3б ä 62%, 150% ߴ. Ϲ ä 100% , 100% ̸̻ ϴٰ ǴѴ. Ա 18.7% , ں 21.7迡 ں ִ.

ؼ𿡽 ڱںͷ(ROE) 7~14% ̿ ƴ. 2019 7.6% 3б 13.8% ߴ. ְڻ(PBR) 2.14 1.8躸 ö. ְ ü ִڻ ŷƴ.









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ؼ𿡽 195870

52,400 1,400 , 2.75 %

ֽMRI м

ڸŷµ
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 ononononon
繫 ononononoff
 强 ononononon
 â ononononon
* ֽMRI 췮 : ּ 15 ̻
* 3 ̸ м Ⱓ   ª Ϻ ٸ ֽϴ.
20240123_ũ_繫ǥ20240103_ũ_ȸ繫ǥ

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