시리즈
반도체
108반도체 정책 및 국내, 해외의 반도체 분석 리포트 모음입니다.
![[세 번째 리포트 3편]압도적인 기업에 관심을 갖자 - ASML](https://cdn.orangeboard.co.kr/images/reports/8d448ad8-fbc0-48e0-9655-658b8d4ae79f/image_12142834884684.png)
![](https://cdn.orangeboard.co.kr/images/profiles/8d448ad8-fbc0-48e0-9655-658b8d4ae79f/image_233831233094261.png)
보유
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![(타이거일렉) 내러티브로 바라본 타이거일렉 + 탐방자료 포함 (ft. 인포마켓)](https://cdn.orangeboard.co.kr/images/reports/6fb83f11-6338-43ba-95fb-17350182b571/image_31631742376398.png)
![](https://cdn.orangeboard.co.kr/images/profiles/6fb83f11-6338-43ba-95fb-17350182b571/image_5462913585038.jpg)
보유목표달성
수익 -10%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![석경에이티 4편, 전기차 TIM(방열소재)용 필러, 확장성](https://cdn.orangeboard.co.kr/images/reports/e5ce8d04-3ae6-48d5-98bf-da34222a52c6/image_8382268449775.png)
![](https://cdn.orangeboard.co.kr/images/profiles/e5ce8d04-3ae6-48d5-98bf-da34222a52c6/image_21718548285735.png)
보유마진 54%
수익 -12%
무료
![[첫 번째 리포트]압도적인 기업에 관심을 갖자 -HPSP](https://cdn.orangeboard.co.kr/images/reports/8d448ad8-fbc0-48e0-9655-658b8d4ae79f/image_22131866513778.jpg)
![](https://cdn.orangeboard.co.kr/images/profiles/8d448ad8-fbc0-48e0-9655-658b8d4ae79f/image_233831233094261.png)
목표달성
수익 -30%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![케이엔제이(272110): 애프터 마켓 확대 + 중국 매출 확대](https://cdn.orangeboard.co.kr/images/reports/8a0cd6ec-75c8-4aa8-a887-f265e702a161/image_64835778215887.png)
![](https://cdn.orangeboard.co.kr/images/profiles/8a0cd6ec-75c8-4aa8-a887-f265e702a161/image_1514417376954.png)
보유마진 45%
수익 4%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![반도체 기술 방향 + NAND 업황 회복 = 식각 부품株](https://cdn.orangeboard.co.kr/images/reports/8a0cd6ec-75c8-4aa8-a887-f265e702a161/image_65055171851122.png)
무료
![에프에스티 : For Semiconductor Tomorrow](https://cdn.orangeboard.co.kr/images/reports/fd5b9a24-c38a-46bb-a73d-536b9e4b90c9/image_63925991541022.png)
무료
![중국이 미친듯이 반도체 장비를 수입하는 이유는?](https://cdn.orangeboard.co.kr/images/reports/fdc42a4f-9d9a-41e1-ac6c-bb952a3b50f8/image_11163696898486.png)
![](https://cdn.orangeboard.co.kr/images/profiles/fdc42a4f-9d9a-41e1-ac6c-bb952a3b50f8/image_621429515135.jpg)
보유
무료
![공모가 이하에서 매수 기회 - 에이엘티](https://cdn.orangeboard.co.kr/images/reports/950a8ecf-4617-4f7c-a689-07f267c23414/image_94329118710008.png)
![](https://cdn.orangeboard.co.kr/images/profiles/950a8ecf-4617-4f7c-a689-07f267c23414/image_131353708714238.jpeg)
보유마진 20%
최종 수익 -52%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![삼성전자우에 투자하는 이유](https://cdn.orangeboard.co.kr/images/reports/f178fcf3-b190-4960-90e8-70292f3a21f3/image_112717352803668.png)
![](https://cdn.orangeboard.co.kr/images/profiles/f178fcf3-b190-4960-90e8-70292f3a21f3/image_63039325157811.jpg)
보유마진 67%
수익 6%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![디엔에프(092070): 가동률 회복과 강력한 내러티브](https://cdn.orangeboard.co.kr/images/reports/8a0cd6ec-75c8-4aa8-a887-f265e702a161/image_1265224416256.png)
![](https://cdn.orangeboard.co.kr/images/profiles/8a0cd6ec-75c8-4aa8-a887-f265e702a161/image_1514417376954.png)
보유마진 53%
수익 -26%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[루켄테크놀러지스]코스닥 상장하면 몇배?](https://cdn.orangeboard.co.kr/images/reports/8250a0d1-7fa8-4d8d-ad38-b296f3fc325b/image_211243965963881.png)
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![코미코, 믿고 맡기는 코미코](https://cdn.orangeboard.co.kr/images/reports/ada195ac-37bf-4144-a2f3-2720391a14c7/image_15524310321044.png)
무료
![CDNS : What's your EDA?](https://cdn.orangeboard.co.kr/images/reports/fd5b9a24-c38a-46bb-a73d-536b9e4b90c9/image_23113572084818.png)
무료
![제우스 무상증자 및 주가 전망 : HBM에 로봇을 더하다](https://cdn.orangeboard.co.kr/images/reports/8eebcdb0-8257-4d2a-bd5a-3eba55cb29f5/image_6263929945145.png)
![](https://cdn.orangeboard.co.kr/images/profiles/8eebcdb0-8257-4d2a-bd5a-3eba55cb29f5/image_53939480706790.jpeg)
마진 55%
수익 -19%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![인텍플러스 - Advanced Packaging / AI 시장과 함께 성장하는 회사](https://cdn.orangeboard.co.kr/images/reports/bb86dab2-18c7-4baf-b260-09b3755b0f74/image_21811192803844.png)
![](https://cdn.orangeboard.co.kr/images/profiles/bb86dab2-18c7-4baf-b260-09b3755b0f74/image_65449231443647.jpg)
보유목표달성
수익 -41%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[에프엔에스테크] OLED + HBM](https://cdn.orangeboard.co.kr/images/reports/a7347df8-6982-4cab-966b-46486d37ae4e/image_9594498354464.png)
![](https://cdn.orangeboard.co.kr/images/profiles/a7347df8-6982-4cab-966b-46486d37ae4e/image_41111604571444.jpeg)
보유목표달성
최종 수익 11%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![한양디지텍 _ 한디의 봄](https://cdn.orangeboard.co.kr/images/reports/f178fcf3-b190-4960-90e8-70292f3a21f3/image_5499199057225.png)
![](https://cdn.orangeboard.co.kr/images/profiles/f178fcf3-b190-4960-90e8-70292f3a21f3/image_63039325157811.jpg)
보유목표달성
최종 수익 117%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![실리콘투 내년에도 성장 가능할까?](https://cdn.orangeboard.co.kr/images/reports/d41b7f2f-5a62-42d8-8244-3935bfbbb754/image_21453416713031.png)
![](https://cdn.orangeboard.co.kr/images/profiles/d41b7f2f-5a62-42d8-8244-3935bfbbb754/image_14136546807720.jpg)
보유목표달성
수익 436%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[제주반도체] 투자를 마치며 Lessons Learned](https://cdn.orangeboard.co.kr/images/reports/293c3e5a-e6c8-43d6-b415-4cdb2682cc57/image_72611306190330.png)
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![LB세미콘 기업 분석 (feat. Handset Oriented OSAT 기업)](https://cdn.orangeboard.co.kr/images/reports/173949e8-f99d-4047-9baa-4730d3e6fc2c/image_7223719915687.png)
![](https://cdn.orangeboard.co.kr/images/profiles/173949e8-f99d-4047-9baa-4730d3e6fc2c/image_142129361264232.jpg)
보유
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![코세스 : 나도 온디바이스 AI](https://cdn.orangeboard.co.kr/images/reports/9e992ffb-d9e7-4df0-9ec5-9d408f3b6dec/image_13444768249534.png)
![](https://cdn.orangeboard.co.kr/images/profiles/9e992ffb-d9e7-4df0-9ec5-9d408f3b6dec/image_155731738320541.jpg)
보유목표달성
수익 -4%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[심텍] 기업분석(우려와 불확실성 속에서)](https://cdn.orangeboard.co.kr/images/reports/412a62e7-d40d-4864-87b0-db3ef95743bb/image_31136877919340.png)
![](https://cdn.orangeboard.co.kr/images/profiles/412a62e7-d40d-4864-87b0-db3ef95743bb/image_123817909107077.jpeg)
보유마진 55%
수익 -22%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![지앤비에스에코: 반도체 너머 미래를 보다](https://cdn.orangeboard.co.kr/images/reports/b3791938-5ebc-4d23-bff8-4d7919bfbb78/image_22631820972288.png)
![](https://cdn.orangeboard.co.kr/images/profiles/b3791938-5ebc-4d23-bff8-4d7919bfbb78/image_1284718137374.png)
마진 36%
수익 -30%
무료