| [: Ʒ Ư ũ(valuewalk.com) 2022 3 24 Դϴ. ֽĿ ǰ Դϴ.]
* ó: Ŭ(Sean Sechler), ϺƮ(MarketBeat) ֳθƮ, ĮϽƮ, "3 STELLAR SEMI STOCKS TO BUY NOW," 2022 3 24, https://www.valuewalk.com/3-stellar-semi-stocks-to-buy-now/
, ݵü ֽĿ ָ * ó: Ŭ(Sean Sechler), ϺƮ(MarketBeat) ֳθƮ, ĮϽƮ, "3 STELLAR SEMI STOCKS TO BUY NOW," 2022 3 24, https://www.valuewalk.com/3-stellar-semi-stocks-to-buy-now/
ݵü ֽĿ Ÿ ã ʴ. Ĩ Ʈ, ͼ, ó ϴµ ٽ Ѵ. ݵü ǰ 䰡 ´. ̷ ܱδ ݵü ȸ ְ, ( 10 ) ݵü ̷ ̶ ִ.
2022 ݵü ֽ ū ϶ߴ. ̴ ݵü ֽĿ ŷ Խ ٷԴ ڵ鿡 ȸ ִ. ִ ŷ ݵü ֽ , Ҽ ֽ ֽĵ麸 ξ δ. Ұϴ 3 ֽ ٷ װ̴. ̵ ڼ 캸.
1. 꽺 ũ ̽(Advanced Micro Devices: NASDAQ—AMD)
AMD ݵü ι ſ ̷ο 丮 ִ ϳ ڷκ Ѿ , ϸ(Xilinx) μ μ ȭϴ ڸ ϰ ִ. ǻ, ͼ, Ǵ ũμ ݵü ǥ AMD ι ϰ ִ о߿ ϰ ִ. ֱ б ̽ ô ݸ, AMD TSMC ̿ Ȱ óϰ ִ.
AMD ͼ ȸ ū ϰ , 6000 ø CPU(Ryzen 6000 series CPUs) 3 GPU(Radeon GPUs) ǰ ڵ нų ȸ ְ ִ.
2021 4б AMD 49%, б 12% 48 3000 , 2022 1б ؼ λ ġ . ְ ֱ 200 ̵ռ ȸߴµ, ſ ߿ ϸ ο ۵ ִ.
2. ۷ιĿ帮(GlobalFoundries Inc: NASDAQ--GFS)
۷ιĿ帮 ֱ ۳ 10 ߿ ڵ鿡 ˷ ݵüȸ. ֱ ְ ± ̸ ̴. ݵü а ӵ Ǹ, ̽ ó ִ ݵü ֽ ϴ ̵ ִ. ۷ιĿ帮 ̷ ̽ ݵü Ŀ帮üμ ũμ, μ, ̽ μ پ ݵü ǰ ϰ ִ.
۷ιĿ帮 Ұ AMD ι ڻŰ Ǿµ, ̴ ۷ιĿ帮 ݵü 縦 ǹѴ.
2021 4б ۷ιĿ帮 б 9% 18 5000 ְ , 2021 ü 36% 66 ߴ. ̴ ۷ιĿ帮 ݵüĨ Ծ ȣȲ ǹѴ. ֱ 30 簡 32 ̻ ǰ ϱ ߴµ, ̷ 信 ϱ ۷ιĿ帮 Ȯϰ , ̴ ۷ιĿ帮 ִ ǰ ִ.
3. ε(Broadcom: NASDAQ--AVGO)
Ұ ε , ͼ , Һ忡 ſ ǥ ո ݵüȸ. ̼ǰ ͷ(2.68%) ŷ̰, Ŭ 䵵 ſ ϱ ε Ʈ Ǹ ִ. ε 20% Ʈ ι ϰ ֱ Ʈ ε 忡 ū ϰ ִ.
ݵ ֽĿ ̸ ֵ ϴ , ε ٷ ̴. ε Ĩ, Ʈŷ ġ, Ĩ о ڴ. 10 ε 2022 1б(21 11~22 1) 16% 77 , ε Ʈŷ ǰ 䵵 ſ δ.
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