[카테고리:] 반도체·AI 빅테크
반도체 공급망, AI 가속기 생태계, HBM 및 글로벌 빅테크 기업들의 기술 경쟁력 심층 분석
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삼성전기 주가 다시 130만원, 3분기 역대 최대 실적 6910억과 MLCC 쇼티지가 뜻하는 것: 세종 택시기사의 투자 노트
삼성전기 3분기 영업이익 6,910억원으로 역대 최대. MLCC와 FC-BGA 공급 부족, 가격 인상, 장기계약 7건의 의미와 6월 고점 대비 42% 낮은 주가, 목표주가 평균 241만원, PER 비교와 리스크를 세종 택시기사의 투자 노트로 쉽게 풀었습니다.
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![[엔비디아 젠슨황 20회] Great American Novel: JENSEN-HWANG — Episode 20: The Keystone of Eternity](https://anchangseongbank.blog/wp-content/uploads/2026/10/jensen_ep20_img1_1791522795412.jpg)
[엔비디아 젠슨황 20회] Great American Novel: JENSEN-HWANG — Episode 20: The Keystone of Eternity
📖 Great American Novel • Serialized Fiction Category: Jensen Hwang (100% English Edition) Great American Novel: JENSEN-HWANG — Episode 20: The Keystone of Eternity Act VIII: The Infinite Bedrock Figure 1: Midnight on the Han River — Strategic Alliance with Korean Semiconductor Titans Part 1: The Midnight Summit on the Han River [ Panel 1…
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![[엔비디아 젠슨황 19회] Great American Novel: JENSEN-HWANG — Episode 19: The Shroud of Ice](https://anchangseongbank.blog/wp-content/uploads/2026/10/jensen_ep19_img1_1791522713814.jpg)
[엔비디아 젠슨황 19회] Great American Novel: JENSEN-HWANG — Episode 19: The Shroud of Ice
📖 Great American Novel • Serialized Fiction Category: Jensen Hwang (100% English Edition) Great American Novel: JENSEN-HWANG — Episode 19: The Shroud of Ice Act VII: The Fire and the Ash Figure 1: Cryogenic Crucible — Liquid Nitrogen Vapor Testing on Thermal Limits Part 1: The Sanctuary of the Frozen Stone [ Panel 1 ]…
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![[엔비디아 젠슨황 18회] Great American Novel: JENSEN-HWANG — Episode 18: The Shroud of Betrayal](https://anchangseongbank.blog/wp-content/uploads/2026/10/jensen_ep18_img1_1791522791671.jpg)
[엔비디아 젠슨황 18회] Great American Novel: JENSEN-HWANG — Episode 18: The Shroud of Betrayal
📖 Great American Novel • Serialized Fiction Category: Jensen Hwang (100% English Edition) Great American Novel: JENSEN-HWANG — Episode 18: The Shroud of Betrayal Act VII: The Fire and the Ash Figure 1: The Midnight Desk — Reading Geopolitical Regulatory Storm Warnings Part 1: The Leak in the Trust [ Panel 1 ] Visual Description:…
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![[엔비디아 젠슨황 17회] Great American Novel: JENSEN-HWANG — Episode 17: The Arch of the Bedrock](https://anchangseongbank.blog/wp-content/uploads/2026/10/jensen_ep17_img1_1791522716292.jpg)
[엔비디아 젠슨황 17회] Great American Novel: JENSEN-HWANG — Episode 17: The Arch of the Bedrock
📖 Great American Novel • Serialized Fiction Category: Jensen Hwang (100% English Edition) Great American Novel: JENSEN-HWANG — Episode 17: The Arch of the Bedrock Act VI: The Infinite Horizon Figure 1: The Weight of the Plumb Line — Measuring the Unforgiving Axis of Gravity Part 1: The Weight of the Plumb Line [ Panel…
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SK하이닉스 솔리다임 상장 논란, 중복상장이 뭐길래 주가가 흔들릴까? 반찬가게 사장의 투자 노트
SK하이닉스 손자회사 솔리다임의 나스닥 상장 추진이 왜 중복상장 논란을 불렀는지, 40조원 자사주 매입 종료와 주가 급락, 3분기 실적 전망, 경쟁사 비교, 10월 28일 관전 포인트까지 반찬가게 사장의 일주일로 쉽게 풀었습니다.
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삼성전자 영업이익 100조인데 주가는 왜 떨어졌을까? 김 과장의 2주로 풀어본 하락 이유 6가지
삼성전자가 3분기 영업이익 107조4천억원으로 사상 최대 실적을 냈는데 주가는 2주 만에 20% 넘게 빠졌습니다. 개인투자자 김 과장의 이야기로 셀온, 자사주 매입 종료, 미국 금리, 외국인 매도, 중국 CXMT 쇼크를 쉽게 풀고 SK하이닉스·마이크론과도 비교했습니다.
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![[엔비디아 젠슨황 16회] Great American Novel: JENSEN-HWANG — Episode 16: The Gift of Prometheus](https://anchangseongbank.blog/wp-content/uploads/2026/10/jensen_ep16_img1_1791522788827.jpg)
[엔비디아 젠슨황 16회] Great American Novel: JENSEN-HWANG — Episode 16: The Gift of Prometheus
📖 Great American Novel • Serialized Fiction Category: Jensen Hwang (100% English Edition) Great American Novel: JENSEN-HWANG — Episode 16: The Gift of Prometheus Act VI: The Infinite Horizon Figure 1: The Friction of the Cold Wind — Early Morning Artisan Bakery Inspiration Part 1: The Friction of the Cold Wind [ Panel 1 ]…
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![[엔비디아 젠슨황 15회] Great American Novel: JENSEN-HWANG — Episode 15: The Invisible Chessboard](https://anchangseongbank.blog/wp-content/uploads/2026/10/jensen_ep15_img1_1791522711592.jpg)
[엔비디아 젠슨황 15회] Great American Novel: JENSEN-HWANG — Episode 15: The Invisible Chessboard
📖 Great American Novel • Serialized Fiction Category: Jensen Hwang (100% English Edition) Great American Novel: JENSEN-HWANG — Episode 15: The Invisible Chessboard Act VI: The Infinite Horizon Figure 1: The Friction of the Bluestone — Measuring Balance and Physical Truth Part 1: The Friction of the Bluestone [ Panel 1 ] Visual Description: A…
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![[엔비디아 젠슨황 14회] Great American Novel: JENSEN-HWANG — Episode 14: The Golden Gilded Gate of AI](https://anchangseongbank.blog/wp-content/uploads/2026/10/jensen_ep14_img1_1791522785318.jpg)
[엔비디아 젠슨황 14회] Great American Novel: JENSEN-HWANG — Episode 14: The Golden Gilded Gate of AI
📖 Great American Novel • Serialized Fiction Category: Jensen Hwang (100% English Edition) Great American Novel: JENSEN-HWANG — Episode 14: The Golden Gilded Gate of AI Act V: The Silicon Empire Figure 1: The Night Market Sovereign — Taipei Street Food and Humble Roots Part 1: The Alignment of the Blade [ Panel 1 ]…