2023-05-26 14:50:47
[0526 섹터분석] Amid the success of the 3rd launch of the Nuri, the theme of the aerospace industry fell due to profit-taking sales
[인포스탁데일리=박상철 기자]
◇ Nvidia continues to warm up and Philadelphia Semiconductor index soars
Last night, while the US stock market closed mixedly, the Philadelphia Semiconductor Index closed sharply due to the impact of Nvidia (NASDAQ:) (+24.37%) showing a sharp rise in good performance and other factors. The index recorded 3,336.72, up 212.63 (+6.81%) from the previous trading day.
After the market close on the 24th, Nvidia announced results that greatly exceeded market expectations amid robust demand for artificial intelligence (AI) semiconductors, and presented sales guidance for the second quarter that significantly exceeded market expectations.
First-quarter sales were $7.19 billion, exceeding market expectations, and earnings per share were $1.09, far exceeding market expectations. The second-quarter revenue forecast was $11 billion, which is expected to break the record for quarterly earnings. This figure far exceeded market expectations.
Daol Investment & Securities analyzed that the market did not expect an NVIDIA earnings surprise because there was no sign of recovery in data center investment in the Intel and TSMC performance announcements announced earlier through the report. In addition, NVIDIA’s pricing policy and the launch of new products for China were also attributed to the good performance.
Photo = Nvidia CI.
On the other hand, the high growth of the generative AI market will obviously increase the demand for mid- to long-term memory, but it is still in its infancy and it is judged that it is too early to talk about improving the actual supply and demand of the entire memory industry. By memory company, while Samsung Electronics (KS:) HBM improvement is slow, SK Hynix announced that NVIDIA AI GPU HBM3 is exclusively supplied by SK Hynix.
Accordingly, semiconductor-related stocks such as SK Hynix (KS:), Samsung Electronics, Dongjin Semichem, S&S Tech, Exicon, HPSP, Duksan Hi-Metal, and KNJ rose. In particular, Samsung Electronics exceeded the closing price of 70,000 won for the first time since March 29 last year, recording a 52-week reporting price, and SK Hynix also rose sharply every day, renewing its 52-week reporting price.
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◇ Tesla (NASDAQ:) reemphasizes the possibility of using ferrite as a rare earth substitute
Expectations that Tesla will use ferrite instead of rare earth elements in its next-generation electric vehicles have resurfaced in the market. While some rare earth elements, such as neodymium and praseodymium, are used in manufacturing electric vehicle motors, it was reported at the end of last month that Tesla had decided not to use rare earth elements in its next-generation electric vehicles.
Accordingly, when Tesla designs electric vehicles to exclude rare earth elements when making electric motors in the future, the possibility of considering ferrite as a substitute has been raised. In response to this news, ferrite themes such as Sangshin Electronics, Samhwa Electronics, Samhwa Electric, C Cube, and Hansol Technics rose.
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◇ Profitable sale amid the success of the 3rd launch of the Nuri
The Nuri was launched as scheduled from the Naro Space Center in Goheung, South Jeolla Province, at 6:24 pm the previous day. After 125 seconds (2 minutes and 5 seconds) of launch, the first stage was separated, and the second stage was successfully separated after about 2 minutes, and reached the target altitude of 550 km in 37 minutes. Five of them are said to be cruising in space.
In particular, the ‘Next Generation Small Satellite No. 2’ (sub-miniature No. 2), which was the main mounted satellite of Nuriho, succeeded in two-way communication with the ground station a total of 9 times in space. We will continue to try to communicate with the remaining 3 units that cannot be contacted at present.
Korean launch vehicle Nuriho. Photo = KB Securities
With the successful launch of the Nuri, the government is said to be planning to take follow-up measures related to the space industry. In particular, as President Yoon Seok-yeol has often mentioned the importance of not only secondary batteries and semiconductors, but also space, AI, and quantum, it is known that inclusion in the national strategy meeting is also being considered.
Despite the successful launch of the Nuri, profit-taking sales were launched in the perception that expectations for success were reflected in advance, and Hanwha Aerospace (KS:), Kencore Aerospace (KQ:), AP Satellite (KQ:), Korea Aerospace (KS:) 🙂 etc. aerospace industry theme has declined. Meanwhile, Hanwha Aerospace has been selected as a system comprehensive company in charge of launching four additional Nuri-hos by 2027.
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Reporter Park Sang-cheol [email protected]
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