반도체 등 (HBM , CXL, LPDDR, 온디바이스, 유리기판, 냉각, 소캠 등)

[카이로스]

- 반도체 등 (HBM , CXL, LPDDR, 온디바이스, 유리기판, 냉각, 소캠 등) 

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삼성전자, 내년까지 D램 상승 사이클 지속…목표가↑-DS

https://www.edaily.co.kr/News/Read?newsId=02102486642304056&mediaCodeNo=257&OutLnkChk=Y

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'깜짝 실적' 마이크론, 하이닉스·삼성과 HBM4 결전

https://www.chosun.com/economy/tech_it/2025/09/25/FR6LE6W6RNEXTE3UBPJWGLKWSQ/

[삼성전자, SK하이닉스]

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'메모리 슈퍼 사이클' 탄 美 마이크론…"2026년에도 호황 쭉" [종목+]

https://www.hankyung.com/article/202509243590i

[싸이닉솔루션, 제이티, 케이엔제이 등]

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HBM 이어 '소캠 대전'…삼성·SK "우리가 먼저 양산"

https://www.sedaily.com/NewsView/2GWIB8JT72/GD01

[쓰리에이로직스, 심텍, 코리아써키트, 저스템, 티엘비 등]

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HBM 수요 급증 덕 마이크론 깜짝 실적

https://www.chosun.com/economy/tech_it/2025/06/27/SVYTDZXC2RARLNFONW66EOFCCY/

[미래반도체, 제주반도체, 한미반도체, 퀄리타스반도체 등]

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[단독] 엔비디아 올라탄 LS일렉…AI서버 액체냉각 '정조준'

https://www.hankyung.com/article/2025062343841

[LS일렉트릭]

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삼성전기, 애플과 반도체용 글래스 기판 공급 협의

https://www.kipost.net/news/articleView.html?idxno=328953

[필옵틱스, 켐트로닉스, 와이씨켐, HB테크놀로지, 피아이이 등]

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K반도체, 차세대 메모리 'CXL' 인증 러시

https://www.mk.co.kr/news/business/11299679

[오로스테크놀로지, 오킨스전자, 와이아이케이, 네오셈, 엑시콘 등]

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‘액침냉각’ 기술 경쟁 뛰어든 정유사들

https://www.sisajournal-e.com/news/articleView.html?idxno=410672

[GST, 삼성공조, 케이엔솔 등]