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(๋ฐฉ์žฅํ•œํ…Œ) ๋ฌป์ง€๋„ ๋”ฐ์ง€์ง€๋„ ์•Š๋Š” ๋ฐฉ

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์ด์ˆœ์‹  12์ฒ™ Effect
์‚ผ์ „ euv ์ „์šฉ๊ณต์žฅ ์ง“๋Š”๋‹ค๋Š” ์–ด์ œ ๋‰ด์Šค์— ๋ฐ˜์‘ํ•˜๋Š” ์Šจํ…์ด
[๊ธฐ์•„์ž๋™์ฐจ] ๋ถ„๊ธฐ์ƒํšŒ(์—ฐ๊ฒฐ)
์˜์—…: 444,456 ๋ฐฑ๋งŒ์›
์ปจ์„ผ๋Œ€๋น„: 13.1%
QoQ(%): -24.73
YoY(%): -25.19
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์ž ์ž ํ•œ ์˜ค์ „
๋ฉ•์•„์ด์”จ์—์Šค ์ˆ˜์ฃผ๊ณต์‹œ

http://dart.fss.or.kr/api/link.jsp?rcpNo=20200424900186
์š”์ฆ˜ ๋Œ€ํ•œ์œ ํ™”๊ฐ€ ๋กฏ๋ฐ์ผ€๋ฏธ์นผ ๋ณด๋‹ค ๊ฐ•ํ•œ ์ด์œ ์— ๋Œ€ํ•œ ์งˆ๋ฌธ์ด ๋งŽ์Šต๋‹ˆ๋‹ค.


์œ ๊ฐ€ ํ•˜๋ฝ์— ๋”ฐ๋ฅธ "NCC ์ œํ’ˆ/์›๊ฐ€ ํ•˜๋ฝ" => "Ethane ๋ฒ ์ด์Šค์˜ ECC ๊ฒฝ์Ÿ๋ ฅ ํ•˜๋ฝ" => "ECC ๊ฐ€๋™๋ฅ  ์กฐ์ •" => ๊ณต๊ธ‰์ถ•์†Œ => "NCC ๋งˆ์ง„ ํšŒ๋ณต"์œผ๋กœ ์ด์–ด์ง€๋Š”๋ฐ์š”,

๊ฒฐ๊ตญ ๊ธ€๋กœ๋ฒŒ ์ˆ˜์š” ๊ฐ์†Œ๋Š” ์ค„์—ˆ๊ธฐ์—, ECC๋Š” ๋งŽ์ด ์•ˆ์ข‹์•„์ง€๊ณ , NCC๋Š” ์ข‹์•„์ง„๋‹ค ๋ผ๊ณ  ๋ณด์‹œ๋ฉด ๋ฉ๋‹ˆ๋‹ค.

๋กฏ๋ฐ์ผ€๋ฏธ์นผ์€ NCC 3๊ฐœ, ECC 2๊ฐœ(์šฐ์ฆˆ๋ฒก/๋ฏธ๊ตญ)๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์šฉ๋Ÿ‰์œผ๋กœ๋Š” 20% ์ •๋„ ๋ฉ๋‹ˆ๋‹ค.
20%๋Š” ์•ˆ์ข‹์•„์ง€๊ณ , 80%๋Š” ์ข‹์•„์ง€๋Š” ์…ˆ์ด์ฃ .

๋Œ€ํ•œ์œ ํ™”๋Š” NCC 1๊ฐœ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์–ด ์ด์ต ๊ฐœ์„ ํญ์ด ๋” ํฝ๋‹ˆ๋‹ค.

์ฒ˜์Œ์—์•ผ, NCC ๋ฐ˜๋“ฑํ• ๋•Œ ๊ฑฐ๋ž˜๋Ÿ‰ ๋งŽ์€ ๋กฏ๋ฐ์ผ€๋ฏธ์นผ๋ถ€ํ„ฐ ์‚ฌ์•ผ ํ–ˆ์ง€๋งŒ, ์œ ๊ฐ€ 35$/b ์ดํ•˜์—์„œ ํ™”ํ•™ ๋งˆ์ง„ ๊ฐ•์„ธ ์ง€์†๋˜๋Š” ๋ชจ์Šต ๋‚˜ํƒ€๋‚œ๋‹ค๋ฉด, ์ ์  ๋Œ€ํ•œ์œ ํ™”/ํšจ์„ฑํ™”ํ•™์ด Outperform ํ•  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’๊ฒ ์Šต๋‹ˆ๋‹ค.


**NCC/ECC์™€ ์œ ๊ฐ€ ๊ด€๋ จ ๋…ผ๋ฆฌ๋Š” ์•„๋ž˜ ๋งํฌ: P.2, 8, 9, 10 ์ฐธ๊ณ ํ•ด์ฃผ์„ธ์š”.
์ฐธ๊ณ ๋กœ, P.2์˜ [๊ทธ๋ฆผ.1]์€ ์ œ๊ฐ€ ์ข€ ์ž˜๋ชป ์ƒ๊ฐํ•ด ์ˆ˜์ • ํ•„์š”ํ•œ๋ฐ, ๋‚ฉ์‚ฌ 400$/ํ†ค ๋ถ€ํ„ฐ NCC ๋งˆ์ง„ ๊ธ‰์ƒ์Šนํ•˜๋‹ค๊ฐ€ 250~300$/ํ†ค ๋ถ€ํ„ฐ๋Š” ์ด๋ฏธ ECC ์ˆ˜์ถœ๋Ÿ‰ ์ค„์–ด ๋งˆ์ง„ ๊ฐœ์„ ํญ ๋‹ค์‹œ ๋‘”ํ™”๋˜๊ฒ ์Šต๋‹ˆ๋‹ค.

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