<p>[미래에셋증권 Global Tech 류영호/신지원]  <br>주요 이슈 및 뉴스 (07/06) <br><br>•백엔드 기업, 자동차 칩 주문에 대한 가시성 높아 <br>백엔드 패키징 및 테스트 하우스는 가전 칩 주문이 약세에도 불구하고 자동차 칩 주문에서 안정적인 성장을 지속 중. 소비자 가전 IC와 관련된 수요는 3분기에 약할 것으로 예상되지만 빠르면 2022년 4분기 또는 2023년 1분기에 회복이 시작될 수 있을 것으로 보임.IC 패키징 및 테스트 공급업체가 전력 MOSFET, 디스플레이 드라이버 IC(DDI), 보급형 및 중급 마이크로컨트롤러 장치(MCU), 전력 관리 IC(PMIC)의 양을 크게 줄임에 따라 3분기 반도체 전망은 여전히 불확실하므로 하반기 성수기는 약해질 전망.   <br><a href="https://bit.ly/3P6Si45" target="_blank" class="ke-link">https://bit.ly/3P6Si45</a> <br><br>•IDC, 2021년 전 세계 퍼블릭 클라우드 서비스 매출은 전년 대비 29% 증가 <br>IDC에 따르면 전 세계 퍼블릭 클라우드 서비스 시장은 2021년에 전년 대비 29% 성장하여 총 매출이 4,086억 달러에 달했음. 지출은 2021년에도 계속해서 통합되어 상위 5개 퍼블릭 클라우드 서비스 제공업체(Microsoft, Amazon Web Services, Salesforce, Google 및 SAP)의 총 수익이 전 세계 총 수익의 거의 40%를 차지하고 전년 대비 36.6% 성장함. 컴퓨팅 서비스, 데이터/AI 서비스 및 앱 프레임워크 서비스를 기반으로 구축된 클라우드 혁신 플랫폼에 대한 기업의 의존도가 증가하고 있음을 나타냄.  <br><a href="https://bit.ly/3R63oYS" target="_blank" class="ke-link">https://bit.ly/3R63oYS</a> <br><br>•미국, ASML에 중국 대상 장비 판매 중단 압박 <br>미국 관계자들은 ASML이 구형 DUV 시스템의 일부를 판매하는 것을 급지하기 위해 네덜란드 정부에 로비를 하고 있다고 밝혀짐. 이는 중국의 칩 생산 발전 계획을 저지하려는 시도로 네덜란드가 동의하면 현재 중국으로 향하는 것이 금지된 칩 제조 장비의 범위와 등급을 크게 확대하여 Semiconductor Manufacturing International Corp. 에서 Hua Hong Semiconductor Ltd 에 이르기까지 중국 칩 제조업체에 심각한 타격을 줄 수 있을 것으로 보임. ASML은 이미 네덜란드 정부로부터 수출 허가를 받을 수 없어 대당 약 1억 6000만 유로(1억 6400만 달러)에 달하는 최첨단 극자외선(EUV) 리소그래피 시스템을 중국에 출하할 수 없는 상태 <br><a href="https://bloom.bg/3anXKRj" target="_blank" class="ke-link">https://bloom.bg/3anXKRj</a> <br><br>•Windows 노트북 제조업체, 새로운 MacBook Air의 등장 '걱정' <br>M2칩을 탑재 한 Apple의 재설계된 MacBook Air의 곧 출시로 인해 일부 Windows 노트북 제조업체는 Intel 기반 노트북의 판매가 부정적인 영향을 받을 것이라고 "걱정"하고 있음. 미화 1,000~1,500달러의 가격대에서 MacBook Air가 다른 고급형 노트북을 압도할 것이라고 주장하며 M2 프로세서, 카메라 렌즈 및 케이스로의 업그레이드로 인해 새로운 MacBook Air의 약간의 가격 인상이 소비자가 수용할 수 있는 범위 내에 있게 되었다고 밝힘. 새로운 MacBook Air의 가격은 미국에서 1,199달러부터 시작하며, M2 칩은 이전 모델의 이미 인상적인 M1 칩에 비해 최대 18% 더 빠른 CPU 성능과 최대 35% 더 빠른 그래픽 성능을 제공  <br><a href="https://bit.ly/3NNeejH" target="_blank" class="ke-link">https://bit.ly/3NNeejH</a> <br><br>삼성, 하반기에 메모리 칩 가격 인하 고려 <br><a href="https://bit.ly/3yGnAcK" target="_blank" class="ke-link">https://bit.ly/3yGnAcK</a> <br><br>중국 휴대전화 업체 ‘샤오미’, 베트남 공장 가동 <br><a href="https://bit.ly/3uqZbWb" target="_blank" class="ke-link">https://bit.ly/3uqZbWb</a> <br><br>IC 디자인 하우스는 3Q22 약세에 대비 <br><a href="https://bit.ly/3IowHlx" target="_blank" class="ke-link">https://bit.ly/3IowHlx</a> <br><br>RTX 3060은 2022년 6월에 가장 인기 있는 GPU <br><a href="https://bit.ly/3RfQyqY" target="_blank" class="ke-link">https://bit.ly/3RfQyqY</a> <br><br>인텔, Intel 4 프로세스를 2H22에 대량 생산으로 전환할 예정 <br><a href="https://bit.ly/3NMHCGS" target="_blank" class="ke-link">https://bit.ly/3NMHCGS</a> <br><br>감사합니다<br><br></p><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="Windows Laptop Makers 'Worried' About New MacBook Air Impacting Sales" data-og-description="The upcoming launch of Apple's redesigned MacBook Air with the M2 chip has some Windows laptop manufacturers "worried" that sales of..." data-og-host="www.macrumors.com" data-og-source-url="https://bit.ly/3NNeejH" data-og-url="https://www.macrumors.com/2022/07/05/windows-laptop-makers-worried-by-macbook-air/" data-og-image="https://scrap.kakaocdn.net/dn/wLpWs/hyO0HWxF7g/xrivqiI6trqMNaW0FxaTtk/img.jpg?width=1600&height=901&face=275_162_500_407,https://scrap.kakaocdn.net/dn/MnXqY/hyO0NCspht/z1jDGFOl7PrIX4yl0Hmedk/img.jpg?width=1600&height=901&face=275_162_500_407,https://scrap.kakaocdn.net/dn/MEIGu/hyO0NJdYfu/aKED1KuWGaoDaTtZSOGJwK/img.jpg?width=400&height=225&face=70_43_123_101"><a href="https://bit.ly/3NNeejH" target="_blank" data-source-url="https://bit.ly/3NNeejH"><div class="og-image" style="background-image:url(https://scrap.kakaocdn.net/dn/wLpWs/hyO0HWxF7g/xrivqiI6trqMNaW0FxaTtk/img.jpg?width=1600&height=901&face=275_162_500_407,https://scrap.kakaocdn.net/dn/MnXqY/hyO0NCspht/z1jDGFOl7PrIX4yl0Hmedk/img.jpg?width=1600&height=901&face=275_162_500_407,https://scrap.kakaocdn.net/dn/MEIGu/hyO0NJdYfu/aKED1KuWGaoDaTtZSOGJwK/img.jpg?width=400&height=225&face=70_43_123_101)"></div><div class="og-text"><p class="og-title">Windows Laptop Makers 'Worried' About New MacBook Air Impacting Sales</p><p class="og-desc">The upcoming launch of Apple's redesigned MacBook Air with the M2 chip has some Windows laptop manufacturers "worried" that sales of...</p><p class="og-host">www.macrumors.com</p></div></a></div><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="Bloomberg - Are you a robot?" data-og-description="We've detected unusual activity from your computer network To continue, please click the box below to let us know you're not a robot." data-og-host="www.bloomberg.com" data-og-source-url="https://bloom.bg/3anXKRj" data-og-url="https://www.bloomberg.com/tosv2.html?vid=&uuid=c57d5b92-fcce-11ec-bba1-6a61744f6d67&url=L25ld3MvYXJ0aWNsZXMvMjAyMi0wNy0wNS91cy1wdXNoaW5nLWZvci1hc21sLXRvLXN0b3Atc2VsbGluZy1rZXktY2hpcG1ha2luZy1nZWFyLXRvLWNoaW5h" data-og-image=""><a href="https://bloom.bg/3anXKRj" target="_blank" data-source-url="https://bloom.bg/3anXKRj"><div class="og-image" style="background-image:url()"></div><div class="og-text"><p class="og-title">Bloomberg - Are you a robot?</p><p class="og-desc">We've detected unusual activity from your computer network To continue, please click the box below to let us know you're not a robot.</p><p class="og-host">www.bloomberg.com</p></div></a></div><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="Backend firms see brisk order visibility for automotive chips" data-og-description="Backend packaging and testing houses continue to see stable growth in orders for automotive chips despite weakness in orders for consumer electronics chips, which may start to pick up in 4Q22/1Q23." data-og-host="www.digitimes.com" data-og-source-url="https://bit.ly/3P6Si45" data-og-url="https://www.digitimes.com/news/a20220704PD213/automotive-ic-packaging-and-testing.html" data-og-image="https://scrap.kakaocdn.net/dn/yip3S/hyOZzsm8lo/s69kKXruPzZ7Sty6v3MZR0/img.jpg?width=1280&height=853&face=0_0_1280_853,https://scrap.kakaocdn.net/dn/fFq3a/hyO0IOGuhc/ziFBsKkxWkVaglONaUHVbk/img.jpg?width=640&height=427&face=0_0_640_427"><a href="https://bit.ly/3P6Si45" target="_blank" data-source-url="https://bit.ly/3P6Si45"><div class="og-image" style="background-image:url(https://scrap.kakaocdn.net/dn/yip3S/hyOZzsm8lo/s69kKXruPzZ7Sty6v3MZR0/img.jpg?width=1280&height=853&face=0_0_1280_853,https://scrap.kakaocdn.net/dn/fFq3a/hyO0IOGuhc/ziFBsKkxWkVaglONaUHVbk/img.jpg?width=640&height=427&face=0_0_640_427)"></div><div class="og-text"><p class="og-title">Backend firms see brisk order visibility for automotive chips</p><p class="og-desc">Backend packaging and testing houses continue to see stable growth in orders for automotive chips despite weakness in orders for consumer electronics chips, which may start to pick up in 4Q22/1Q23.</p><p class="og-host">www.digitimes.com</p></div></a></div><p> </p><p><span data-ke-size="size14">*** 본 정보는 투자 참고용 자료로서 그 정확성이나 완전성을 보장할 수 없으며, 어떠한 경우에도 법적 책임소재에 대한 증빙자료로 사용될 수 없습니다.</span></p><div class="table-wrap"><table data-ke-type="table" data-ke-align="alignLeft" style="width: 100%; height: 75px;" border="1" data-ke-style="style13"><tbody><tr style="height: 75px;"><td style="width: 756px; height: 75px; text-align: center;"><a href="https://cafe.daum.net/stockwang/As9F/3070" target="_blank" class="ke-link"><span style="color: #ee2323;" data-ke-size="size26"><b>'돈' 잃지 마라! '돈'을 지켜라! 그리고 '돈'을 불려라!</b></span></a></td></tr></tbody></table></div><p> </p>
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