<div class="se-component se-text se-l-default" style="margin:0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-text se-l-default" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.8;font-family:inherit;vertical-align:baseline;white-space:pre-wrap;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;">어제 (11월 2일) 삼성전자에서 국내 소부장 기업 중 4곳에 총 740억이 넘는 지분투자를 단행했다는 기사가 나왔습니다. 올해 7월, 와이케이아이와 에스엔에스택에 각각 556억, 251억 정도를 들여 지분투자를 하여, 주가가 많이 오르기도 하였는데요, 어제 4개의 기업을 더 추가 하였습니다. 하나하나 살펴보겠습니다.</span></p> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.8;font-family:inherit;vertical-align:baseline;white-space:pre-wrap;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;"></span><span style="background-color:transparent;font-family:inherit;font-style:inherit;font-weight:inherit;text-align:center;"></span></p> </div> </div> </div> </div> <div class="se-component se-quotation se-l-quotation_line" style="margin:40px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-quotation se-l-quotation_line" style="margin:0px auto;padding:10px 0px;border:0px;font:inherit;vertical-align:baseline;"> <blockquote class="se-quotation-container" style="margin:auto;padding:0px 20px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text se-quote" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.8;font-family:inherit;vertical-align:baseline;white-space:pre-wrap;"><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:19px;line-height:inherit;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">1. 엘오티베큠</span></span></p> </div> </blockquote> </div> </div> </div> <div class="se-component se-image se-l-default" style="margin:40px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content se-component-content-normal" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-image se-l-default se-section-align-justify" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;max-width:776px;"> <div class="se-module se-module-image" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"><a target="_blank" href="https://blog.naver.com/PostList.nhn?blogId=joooy01&widgetTypeCall=true&from=section&topReferer=https%3A%2F%2Fsection.blog.naver.com%2FBlogHome.nhn%3FdirectoryNo%3D0%26currentPage%3D1%26groupId%3D0&directAccess=true#" class="se-module-image-link __se_image_link __se_link" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;" target="_blank"><img src="https://postfiles.pstatic.net/MjAyMDExMDNfNTcg/MDAxNjA0MzgwMzMxNTM0.9GDAO01CbttvOzq6AeU39lQ_5neKzVZPuFmxFBqv1awg.80MzNBcpFZu0xsh56TJwSvfX6zO_79omAtUFq4UmvBEg.JPEG.joooy01/K-018.jpg?type=w966" alt="" class="se-image-resource" style="border:0px;margin:0px;padding:0px;font:inherit;vertical-align:top;width:776px;"></a></div> </div> </div> </div> <div class="se-component se-text se-l-default" style="margin:20px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-text se-l-default" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">엘오티베큠은 건식진공펌프 제조업체</span></span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">입니다. 진공펌프는 반도체 제조 과정에서 발생하는 각종 이물질을 제거하기 위해 사용되는데요, 국내 업체 가운데 유일하게 건식진공펌프를 생산하는 기술적 우위를 가지고 있습니다. 이 분야의 대장은 영국의 '에드워드'라는 기업인데요, 삼성이 직접 엘오티베큠에 지분투자를 하면서 장비 국산화에 힘을 실어주고 있는 모습입니다.</span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"></span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"></span></p> </div> </div> </div> </div> <div class="se-component se-quotation se-l-quotation_line" style="margin:40px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-quotation se-l-quotation_line" style="margin:0px auto;padding:10px 0px;border:0px;font:inherit;vertical-align:baseline;"> <blockquote class="se-quotation-container" style="margin:auto;padding:0px 20px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text se-quote" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.8;font-family:inherit;vertical-align:baseline;white-space:pre-wrap;"><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:19px;line-height:inherit;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">2. 케이씨텍</span></span></p> </div> </blockquote> </div> </div> </div> <div class="se-component se-text se-l-default" style="margin:40px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-text se-l-default" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"></span></p> </div> </div> </div> </div> <div class="se-component se-image se-l-default" style="margin:20px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content se-component-content-normal" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-image se-l-default se-section-align-justify" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;max-width:776px;"> <div class="se-module se-module-image" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"><a target="_blank" href="https://blog.naver.com/PostList.nhn?blogId=joooy01&widgetTypeCall=true&from=section&topReferer=https%3A%2F%2Fsection.blog.naver.com%2FBlogHome.nhn%3FdirectoryNo%3D0%26currentPage%3D1%26groupId%3D0&directAccess=true#" class="se-module-image-link __se_image_link __se_link" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;" target="_blank"><img src="https://postfiles.pstatic.net/MjAyMDExMDNfMjM5/MDAxNjA0MzgwNzYwMDIz.5EP42jNoE5Ot7qgaqy_XOrZuBzxQRzUVdF0EpMkrhg8g.gGn-GqV8a0QgDnrIp_Gfq4FVkzAiQs1VnJn8N2o3JN0g.JPEG.joooy01/K-019.jpg?type=w966" alt="" class="se-image-resource" style="border:0px;margin:0px;padding:0px;font:inherit;vertical-align:top;width:776px;"></a></div> </div> </div> </div> <div class="se-component se-text se-l-default" style="margin:20px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-text se-l-default" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"></span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">케이씨텍은 CMP를 만드는 업체</span></span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">입니다. CMP란 무엇일까요?</span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">반도체는 동그란 CD 모양의 실리콘 원판을 가공해서 만드는데요, 이 원판을 웨이퍼라고 합니다. 그 웨이퍼 위에 회로를 설계하고 새겨내면 반도체가 완성되는 것이지요.</span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">회로를 설계하기 전에 웨이퍼(원판)를 평평하게 만들고 불순물을 제거해주는 사전작업이 반드시 필요합니다. 반도체는 약간의 오차로도 오작동이 생길 수 있는 정교한 제품이기 때문입니다. 이 때, 반도체를 평평하게 만드는 역할을 하는 장비가 바로 CMP(Chemical Mechanical Polisher)입니다.</span></p> </div> </div> </div> </div> <div class="se-component se-text se-l-default" style="margin:40px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-text se-l-default" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">이 분야의 독점적 지위를 유지하고 있는 회사는 미국의 어플라이드 머티리얼즈와 일본의 에바라입니다. 해외업체 의존도가 높은 편에 속하다보니, 국산화가 반드시 필요한 부분으로 보입니다.</span></p> </div> </div> </div> </div> <div class="se-component se-quotation se-l-quotation_line" style="margin:40px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-quotation se-l-quotation_line" style="margin:0px auto;padding:10px 0px;border:0px;font:inherit;vertical-align:baseline;"> <blockquote class="se-quotation-container" style="margin:auto;padding:0px 20px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text se-quote" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.8;font-family:inherit;vertical-align:baseline;white-space:pre-wrap;"><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:19px;line-height:inherit;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">3. 뉴파워프라즈마</span></span></p> </div> </blockquote> </div> </div> </div> <div class="se-component se-image se-l-default" style="margin:40px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content se-component-content-normal" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-image se-l-default se-section-align-justify" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;max-width:776px;"> <div class="se-module se-module-image" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"><a target="_blank" href="https://blog.naver.com/PostList.nhn?blogId=joooy01&widgetTypeCall=true&from=section&topReferer=https%3A%2F%2Fsection.blog.naver.com%2FBlogHome.nhn%3FdirectoryNo%3D0%26currentPage%3D1%26groupId%3D0&directAccess=true#" class="se-module-image-link __se_image_link __se_link" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;" target="_blank"><img src="https://postfiles.pstatic.net/MjAyMDExMDNfNTEg/MDAxNjA0MzgxNDE3NjE2.mXozlCr9XVN50YvyOpJ3eUPRq8CqUScRlgwhdcNHuhkg.6xRiLx6T_QXs_q688dbjuicXfwQYzbZyB23_d9uiN7Eg.JPEG.joooy01/K-020.jpg?type=w966" alt="" class="se-image-resource" style="border:0px;margin:0px;padding:0px;font:inherit;vertical-align:top;width:776px;"></a></div> </div> </div> </div> <div class="se-component se-text se-l-default" style="margin:20px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-text se-l-default" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">뉴파워프라즈마는 반도체 장비의 '엔진' 역할을 하는 고주파 제너레이터를 국산화하고 있는 회사</span></span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">입니다. 이 분야는 일본에 대한 수입 의존도가 매우 높은 대표적인 핵심부품 중 하나로, 국산화가 시급한 부분입니다. 반도체 제조 공정 중 증착 공정이 있는데, 이 공정을 진행하기 위해서는 고전력을 가해야 합니다. RF 제너레이터는 고주파를 이용해 전력을 올려주는 장비이므로, 미세공정으로 갈수록 필수적인 장치입니다. 반드시 필요한 장비인데 일본 기업들의 의존도가 높다보니 삼성전자가 지분투자하여 국산화를 동려하는 것으로 보입니다.</span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"></span></p> </div> </div> </div> </div> <div class="se-component se-quotation se-l-quotation_line" style="margin:40px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-quotation se-l-quotation_line" style="margin:0px auto;padding:10px 0px;border:0px;font:inherit;vertical-align:baseline;"> <blockquote class="se-quotation-container" style="margin:auto;padding:0px 20px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text se-quote" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.8;font-family:inherit;vertical-align:baseline;white-space:pre-wrap;"><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:19px;line-height:inherit;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">4. 미코세라믹스</span></span></p> </div> </blockquote> </div> </div> </div> <div class="se-component se-image se-l-default" style="margin:40px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content se-component-content-normal" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-image se-l-default se-section-align-justify" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;max-width:776px;"> <div class="se-module se-module-image" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"><a target="_blank" href="https://blog.naver.com/PostList.nhn?blogId=joooy01&widgetTypeCall=true&from=section&topReferer=https%3A%2F%2Fsection.blog.naver.com%2FBlogHome.nhn%3FdirectoryNo%3D0%26currentPage%3D1%26groupId%3D0&directAccess=true#" class="se-module-image-link __se_image_link __se_link" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;" target="_blank"><img src="https://postfiles.pstatic.net/MjAyMDExMDNfMzkg/MDAxNjA0MzgxOTUxMjEy.nD-W7B8FjVpKRPOzT6DRaD0bt2Esm_cNLrWcuoxikBUg.LrG4YoYgmXnG9k_WVk8aJ08G_ARVNtAUMIu-gK4uyVgg.JPEG.joooy01/K-021.jpg?type=w966" alt="" class="se-image-resource" style="border:0px;margin:0px;padding:0px;font:inherit;vertical-align:top;width:776px;"></a></div> </div> </div> </div> <div class="se-component se-text se-l-default" style="margin:20px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-text se-l-default" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"></span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">미코세라믹스는 미코의 자회사로, </span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">웨이퍼를 안정적으로 고온가열하는 세라믹 히터를 생산하는 기업</span></span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">입니다. 세라믹 히터 역시 일본업체에서 90% 이상의 점유율을 가지고 있는데요, 미코세라믹스가 국산화 수요 등으로 인해 점유율을 높여가고 있는 중입니다.</span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"></p> </div> </div> </div> </div> <div class="se-component se-horizontalLine se-l-line1" style="margin:30px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-horizontalLine se-l-line1 se-section-align-justify" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"></div> </div> </div> <div class="se-component se-text se-l-default" style="margin:30px 0px 0px;padding:0px;border:0px;font-size:medium;line-height:inherit;font-family:'se-nanumgothic', sans-serif;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <div class="se-component-content" style="margin:0px auto;padding:0px 40px;border:0px;font:inherit;vertical-align:baseline;max-width:100%;"> <div class="se-section se-section-text se-l-default" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <div class="se-module se-module-text" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;"> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"><u style="background-color:inherit;">삼성전자에서 지분투자를 한 기업들은 한 가지 공통점</u></span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"><u style="background-color:inherit;"></u></span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">이 있습니다. 국산화에 대한 요구가 굉장히 높은 소재, 장비를 만드는 기업들이라는 것입니다. 삼성전자에서 지분 투자를 한다는 것은, 삼성에서 그 돈으로 공장 증설하고 설비 투자하라고 돈을 준 것으로 봐도 무방합니다.</span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"> <span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"> </span> </p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"></span></p> <p class="se-text-paragraph se-text-paragraph-align-justify" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:0px;line-height:1.6;font-family:inherit;vertical-align:baseline;white-space:pre-line;text-align:justify;"><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;background-color:#ffd300;">이 4개의 기업들은 모두 3자 배정 유상증자를 하였는데요, 이는 분명한 호재입니다</span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">. 일반적인 유상증자는 증자 후 2-3개월 후에 팔아버릴 수도 있습니다. 그러나 제 3자 배정은 1년간 보호 예수가 들어가기 때문에 팔 수가 없습니다. 수급적으로도 물량이 잠겨버리는 것이니 </span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">굉장히 좋은 호재</span></span><span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;vertical-align:baseline;color:#000000;">라고 볼 수 있습니다.</span></p> </div> </div> </div> </div>