애플과 메모리 쇼티지 Apple and memory shortage Apple dan kekurangan memori

2026년 8월 11일 증권 리포트 요약 Summary of Securities Report August 11, 2026 Ringkasan Laporan Sekuritas 11 Agustus 2026

안녕하세요. Hello. Halo.

[주태아의 투자노트] 여러 논란에도 제가 삼전닉스를 들고 있는 이유 [Ju Tae-a's Investment Note] Reasons why I am holding Samsung Electronics despite the controversies Alasan Saya Tetap Memegang Samsung Electronics Meskipun Banyak Kontroversi

삼바 매도 고민되네요 Thinking about selling my Samba. Sedang berpikir untuk menjual Samba.

낸드 가격이 8월초 예상과 달리 반등이 나왔네요. NAND prices rebounded unexpectedly in early August. Harga NAND ternyata naik pada awal Agustus, berbeda dengan ekspektasi.

[기사] 애플, CXMT 메모리 도입에 기술적 난항...맞춤형 제작 불가능·공급 부족 Apple faces technical difficulties in adopting CXMT memory...custom manufacturing impossible, supply shortage. Apple Menghadapi Tantangan Teknis dalam Penerapan Memori CXMT... Tidak Dapat Diproduksi Secara Kustom dan Terbatasnya Pasokan

지지부진했던 금값 다시 꿈틀…은행 '금 선물하기' 출시 Gold prices, which had been sluggish, are showing signs of life again... banks launch 'gold gifting' Harga emas yang sempat stagnan kembali bergerak... bank meluncurkan produk 'memberikan emas sebagai hadiah'

19일부터 단일종목 레버리지 사려면 ‘5일 모의투자’ 이수해야 From the 19th, to purchase single-stock leverage, you must complete '5-day simulated investment'. Mulai tanggal 19, untuk membeli produk leverage single stock, Anda harus menyelesaikan 'simulasi investasi 5 hari'.

엔비디아, 월가 손잡고 고객 AI 투자 위한 '710조원' 조달 나서 Nvidia teams up with Wall Street to raise $710 billion for customer AI investments. Nvidia bermitra dengan Wall Street untuk mengumpulkan dana sebesar US$50 miliar (sekitar Rp710 triliun) untuk investasi AI bagi pelanggan.

[☀️AA HL 단원별 강의] IB MATH, 딱 필요한 단원만 빈틈없이! [☀️AA HL Chapter Lectures] IB MATH, Filling in the Gaps with Only the Essential Chapters! [☀️AA HL Kuliah Per Bab] IB MATH, Tepat Sasaran, Tanpa Kesenjangan!

네이버, 앤트로픽에 간접투자…"투자 금액은 안 밝혀져" Naver indirectly invested in Anthropic... "The investment amount has not been disclosed." Naver melakukan investasi tidak langsung ke Anthropic... "Jumlah investasinya tidak diungkapkan."

8/10 미국증시-에너지 급등, 기술주는 혼조…호르무즈 긴장 속 숨 고른 미 증시 US stock market: Energy surges, tech stocks mixed... US stock market holds breath amid Hormuz tensions. Pasar saham AS 8/10 - Energi melonjak, saham teknologi beragam... Ketegangan Hormuz membuat pasar saham AS terengah-engah.

[기사] 삼성, HBM4 수율 80% 달성 Samsung Achieves 80% Yield for HBM4 Samsung Mencapai Yield HBM4 80%

마음 비우려고요. I'm trying to clear my mind. Saya ingin menenangkan pikiran.

오늘 미장이 반도체쪽은 빨간불이 많네요. The semiconductor industry is facing a lot of red lights today. Hari ini industri kecantikan mengalami banyak kendala di sektor semikonduktor.

단타 막으려면 '0.2% 거래세'…레버리지 ETF, 규제 2라운드 오나 To curb short-term trading, a '0.2% transaction tax' is being considered...Leverage ETFs face the second round of regulations. Untuk menghentikan perdagangan spekulatif, akan dikenakan 'pajak transaksi 0,2%'...ETF leverage, putaran regulasi kedua akan datang.

SK그룹, 정부에 중복상장 규제 개선 제안…솔리다임 IPO 염두 SK Group proposed to the government an improvement in regulations on dual listing... with the Sollidium IPO in mind. SK Group mengusulkan kepada pemerintah untuk memperbaiki peraturan pencatatan ganda... dengan mempertimbangkan IPO Solridaim.

금융지주 회장 연임 제한 '없던 일'되나…당정 이견에 법제화 난항 Will the financial holding company chairman's reappointment limit be a 'thing of the past'... Legislative and political disagreements make legislation difficult. Apakah pembatasan masa jabatan ketua perusahaan keuangan akan dihapus? Perbedaan pendapat antara partai politik menghambat proses legislasi.