۳, Covid θ , ̺(Avis) 츣(Hertz) ī ü ڻ 氪 Űߴ. ̵ ۳ 50 ̻ ڵ óߴ. ̵ ٽ ڵ Ȳ óߴ. ư Ȳ Դٸ, ڵ 2 ݾ ݱ ߴٴ ̴. Ϻ 8 ̶ ϰ ִ.
GM, ٰ, Ÿ, ȥ, , Ÿ ڵü鵵 ۿ Ȳ̴. ȹ 110볪 ڵ ȴٰ ߴ. ǥ ñ ˸Ʈʽ(AlixPartners) ڵȸ 610 ߴ. ϱ?
迡 ڿ ϳ ǰ ִ
ݵü ϰ ִ ̴. 2000 ʸ ص κ ڵ ݵüĨ ϳ ʾҴ. ó 3,000 ϴ ݵüĨ ִ. ݵüĨ Ұ 쵵 , ̷ ݵüĨ 75,000¥ ڵ ϵ Ѵ. Ŀ Ƽ ú ڵ 극ũ ݵüĨ ȴ. ڵ ξ پѴ ̱ ϴ.
ӽũ ̷ ݵüĨ ū ߴ. ֱ õ ̷ ݵüĨ б 4 ִٰ ǥߴ.
ݷ ü鵵 ް ִ. ϸ CCSI ݷ߿ ڵ Ǫ Ѹ, , ִ ݷ ν ϰ ִ. ν CCSI ǻĨ ȴ.
ũ(RiskHedge) ڵ̶ ó 谡 ݵüĨ ̰ ִٴ ̴. ݵüĨ ǻ ڱ ̴.
ݵüĨ ȴ. ڵ ݵüĨ 忡 Ģ ٰ . ÷ ̹(display driver) ִ°? ν ϸ鼭 ̰ ϰ ̴.
1¥ Ⱑ ݵüĨ ߽ɿ ڸ ִ. , ÷ ̹ ȭ, ǻ , ڵ ̼ ũ ⺻ ø Ѵ.
̷ ݵüĨ ǰ Ʈ ִ ƴϴ. Ϲ ߿伺 ϴ ִ. ݵüĨ ִ 鿡 Ű ִ. , ݵüĨ ̺ ξ ߿ .
ݵüĨ, 100 ũƮ ö
100 ũƮ ö Ǿٸ ִ Ʈ ̴. , ̾ Ʈ 6 ö Ǿ, Ĺ Ǽ 430 ߵ ũƮ . ĶϾ ֿ ֱ 16Ʈ 嵵δ ͵ .
ó--ũƮ ö ſ ƴ϶--ݵüĨ ư ִ.
츮 ݵüĨ ʿ ̴. ݵüĨ ݵüĨ ̹ ִ ϰ ִٴ ְ ִ.
ƮƮ ڻ ̾Ÿ(AllianceBernstein) , ݵüĨ ؾ ֹ ̹ ѵ ʰ ´. ݵüĨ ֹ Ĩ ϵǴ ִ 4 .
̷ ǹϴ ϳ. , ݵüĨ ű Ǽؾ Ѵ١ ̴. ̵ ̹ ű Ǽ ִ.
ִ ݵüĨ TSMC(NYSE-TSM) 3 1,000 ű Ǽ ̶ ǥߴ. Z 2030 1,160 ű Ǽ ȹ̶ ߴ. ػ罺 ƾ ǼǴ 170 ֽ 嵵 Եȴ.
, ݵüĨ ô (NASDAQ-INTC) Ǵн ű ݵüĨ ۰ Ǽϴµ 200 ̶ ǥߴ. ̴ 60 ִ Ը ڴ. ⼭ ݵüĨ ̷ ǹ ̴. ÷ ݵüĨ ϳ Ǽϴ ڷθ ϳ ų ̱ װ ô ϴ ͺ .
CBS ûα 60(60 Minutes) ȸ Ż(Lesley Stahl) Ǵн ư, CEO ֽ̾(Pat Gelsinger) ݵüĨ Ҵ.
Ż: ݵüĨ ۰ Ǽ ?
ֽ̾: 100 ϴ.
Ż: 100̿?
ֽ̾: 忡 ʿ ̷ ǰ 500 Ǵϱ, ؼ 100 ϴ.
Ұϸ,
ݵüĨ ÷ ϰ ִ.
ũ ڵ̶ ASML(NSADAQ-ASML) ݵüĨ ι ٽ ü ̴. ASML ڿܼ ݵüμ(extreme ultraviolet lithography-EUV) Ʈ Ǹ ۿ . ASML EUV Ȱ ִ ߴ е ۾ Ѵ.
ݵüĨ ASML Ѱ踦 ִ. , ASML ÷ܱ ݵüĨ ϴ ʼ . ʹ ũ ſ ϳ ϴµ 747 ȭ 밡 ʿϴ.
CEO ֽ̾ 60С ó, ݵüĨ 忡 κ ٷ ̷ ̴. , ASML 1 6000 ε, ÷ ݵüĨ ̶ ̷ 20 ̻ ʿ ִ.
ݵüĨ ű Ǽ ֱ ̷ û ű ̴.
, TSMC, ٸ ݵüĨ ݵüĨ ؿ 700 ϰ ִ ̴. Ʒ ǥ ֵ, ̷ ݾ ̴.
<ݵüĨ : -10 >
ASML ̹ û ܾ ִ ̴. 4 ְ , ̷ ְ ְ ؿ ߴ.
2018 <ũ (RiskHedge Report)> ó Ұ ASML ְ ̻ ߴ. Ǹ ִ. ()
[: Ʒ Ư ũ(valuewalk.com) 5 14 Դϴ. ֽĿ ǰ Դϴ.]
* ó: Ƽ ƺ̵(Stephen McBride), ڸġ ũ(RiskHedge) ֳθƮ, 꽺 , SEMICONDUCTOR EQUIPMENT MAKER ASML IS AT THE CENTER OF THE GLOBAL CHIP SHORTAGE," 2021 5 14, https://www.valuewalk.com/asml-center-global-chip-shortage/
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