SK하닉, ADR 상장 앞두고도 차익 실현에 하락 마감 > 공지사항

SK하닉, ADR 상장 앞두고도 차익 실현에 하락 마감

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작성자 행복이이
댓글 0건 조회 21회 작성일 26-07-12 02:27

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10일 국내 증시가 반도체 업황 우려 완화 등에 힘입어 큰 폭으로 상승 마감했다. 코스피와 코스닥 양 시장에서 매수 사이드카가 잇달아 발동되는 등 장중 변동성이 컸다. SK하이닉스는 미국 나스닥에 주식예탁증서(ADR)상장을 앞두고도 전장 대비 0.27% 하락 마감했다.
이날 코스피는 전일 대비 184.03포인트(2.52%) 오른 7475.94에 거래를 마쳤다. 코스닥은 전일 대비 43.43포인트(5.47%) 급등한 837.43에 장을 마쳤다.
코스피가 급등하면서 이날 오후 12시 54분 프로그램 매수호가 효력을 일시 정지하는 매수 사이드카가 발동되기도 했다. 올해 코스피 시장 사이드카 발동은 34번째다. 약 14분 뒤에는 코스닥 시장에도 매수 사이드카가 발동됐다.
코스피에서는 기관이 1조1319억원을 순매수하며 지수 상승을 이끌었다. 반면 외국인과 개인은 각각 3300억원, 7728억원을 순매도했다.
이날 증시 강세를 견인한 것은 반도체 업황 개선 기대감이다. 메타는 내년 전체 컴퓨팅 파워를 현재의 두 배 수준인 14기가와트(GW)까지 확대하고, 오는 9월부터 자체 인공지능(AI) 칩 양산에 돌입할 계획이라고 발표했다. 마이크론도 미국 내 반도체 생산을 위해 2035년까지 2500억 달러를 투자하겠다고 밝히면서 반도체 업황을 둘러싼 우려가 완화됐다. 반도체 기업 30곳으로 구성된 미국 필라델피아 반도체 지수도 전날보다 3.02% 올랐다.
그 영향에 코스닥 종목 중 반도체 장비 회사인 피에스케이(24.44%), 원익IPS(19.16%), 이오테크닉스(10.51%), 주성엔지니어링(7.57%) 등이 강세를 보였다.
이경민 대신증권 연구원은 “반도체 업종을 중심으로 회복된 투자심리가 시장 전반으로 확산하며 위험자산 선호심리가 개선됐다”고 분석했다.
삼성전자는 한때 7% 강세를 보였지만 상승 폭이 줄어들어 2.52% 상승한 28만5000원에 장을 마쳤다. SK하이닉스는 한국 시각으로 이날 저녁 미국 나스닥 상장 예정인 주식예탁증서(ADR)의 공모가가 국내 보통주 대비 약 3%가량 높게 확정되면서 장중 5%대 급등하기도 했지만, 차익 실현 매물 출회로 0.27% 하락 마감했다.
By Yoojin Kim, Industry News Reporter
Editor’s note: This is a full transcript of the interview published exclusively by the Kyunghyang Daily News. Excerpting the entire or any part of the text without consulting the interviewee or the editor is strictly prohibited.
(Click here for Korean version)
Q. South Korean government recently announced to build a new semiconductor cluster project in the country’s southwest, with Samsung Electronics and SK Hynix investing over $600 billion, aiming to double memory chips production capacity in five years. How do you evaluate the strategic significance of South Korea’s announcement, especially as it relates to the ongoing global competition?
A. The elevated prices of memory chips illustrate the strategic importance of high-end memory production. Korean firms like Samsung and SK Hynix are among the world’s leaders. AI data center build out globally will keep demand for these chips elevated at a structurally higher level than previously. So it’s critical that firms respond by building out new capacity, and it‘s especially important in light of the fact that China itself is trying to play a bigger role in the memory industry. It’s in the strategic interests as well as the economic interests of both South Korea, United States and the entire non-Chinese world that we have a continued dominant position of Western players in the memory space.
Q. What do you foresee as the main bottlenecks for this megacluster project?
A. I think the South Korean chip industry, like many other countries, regularly reports that talent is the primary blocker in the ability to scale projects rapidly. South Korea needs to continue deepening its talent pool to ensure it remains as competitive as possible in the semiconductor industry.
Q. Given President Trump’s emphasis on domestic manufacturing and the threat of tariffs on overseas chips, how likely is the U.S. administation to pressure South Korean companies to increase investment in the U.S. ?
A. It’s understandable that not just the U.S. government but U.S. firms want some diversification of the production of these absolutely critical semiconductors. But I also think that the administration has shown a fair amount of flexibility over the last two years in terms of not wanting to jeopardize the AI data center build up by imposing higher costs. It’ll continue to be reasonable, I think, with regard to to not imposing excessively high costs on U.S. technology firms and in recognizing the importance of a global value chain for semiconductor manufacturing.
Although Trump’s tactics were unique, his focus on having a domestic semiconductor supply chain that is healthy and growing is not unique to him, and prior administrations had a similar focus. Given the central role of AI in the U.S. economy, we should expect that to continue for some time to come.
Q. While global memory chip giants like Micron, Samsung and SK Hynix enjoy massive boom fueled by explosive demand for AI compute and infrastructure, concerns over AI bubble also remain. In your view, how does this current memory shortage differ from previous instances?
A. Yes, to a degree. The reason for difference is that we’ve now added an entire new use case for memory chips we didn’t previously have. In the past, there was memory chips for phones, memory chips for computers, memory chips for traditional cloud computing. Now there’s a major new growth driver, which is AI, that is leading to a step change higher in memory chip demand.
That doesn’t mean that there won’t be cycle. We should expect that growth, which has grown dramatically over the past couple of years, will at some point slow, but the cycles up and down will take place in the context of structurally higher need for memory chips because of AI.
Q. Recent reports suggest that Apple is maneuvering to purchase Chinese memory chips for devices sold within China, while there is a substantial political opposition against Apple’s move in Washington. What are the prospects of Apple’s such move being materialized, and what kind of ripple effects would it have on the global supply chain?
A. U.S. government and firms should be careful about buying chips from CXMT because of the risk that CXMT challenges the memory businesses of companies like SK Hynix, Samsung, and Micron, especially in more commoditized consumer facing sectors. Even if CXMT struggles with the high-end chips like HBM and the most advanced DRAM, if it’s able to threaten the profitability of Western firms, this will make it less able, less possible for them to invest.
Right now it seems unrealistic to talk about threatening profitability, when memory firms are extraordinarily profitable with elevated memory prices. But we must remember that there will be cycles in the memory industry and that in the future, whenever the next downturn comes, CXMT might have a privileged position because the Chinese state will backstop its ability to invest through a downturn; whereas companies that have shareholders and need to consider profitability might not have that same flexibility to invest. So the U.S. government and U.S. companies should be hesitant about allowing any expansion of CXMT market share, even with the memory memory crunch.
Q. If a severe memory crunch threatens U.S. competitiveness, is it conceivable that President Trump may intervene to pressure South Korean memory producers to prioritize shipments to U.S.?
A. The key driver right now of memory growth is artificial intelligence, and the key country in which AI data centers are being built is the United States. It’s already the case that HBM is flowing disproportionately to the United States. For consumer and PC supply chains, supply chains are highly complex and interconnected. And governments have learned over the past couple of years of tariff threats and impositions, the complexity of the supply chains. So I would be surprised heavy-handed government intervention to dictate which memory chips went to which users.
Q. How do you evaluate the strategic implications of the U.S. Department of Defense designating Chinese memory producers like CXMT and YMTC as “military companies”?
A. The U.S. government has signaled for some time that it views an expansion of China in the semiconductor space as a threat not just economically, but also strategically. CXMT and YMTC are two of the most important companies in the Chinese semiconductor ecosystem. So I’m not surprised at all to see further steps to try to limit these companies’ ability to win market share, to raise capital, and to strike partnerships, and to try to overall contain and limit the growth of China’s chip industry. The U.S. government doesn’t have the ability to stop China from investing in the chip industry. China has substantial capabilities technologically and economically, but the U.S. government doesn’t want to make it any easier for China to expand its position here.
Q. What are the primary technological (and broader) challenges South Korean companies face to maintain a multi-year lead over Chinese memory manufacturers?
A. The key challenge is that all companies need to race forward rapidly to stay at the cutting edge. This is not easy at all to do. and it’s getting harder as the manufacturing involved gets more complex. Moreover, there’s more demand for new memory architectures to make AI workloads more efficient. This is going to add new competitive stress to the memory industry.
We’ve seen SK Hynix do very well over the last couple of years given its focus on HBM before its competitors, but I think we should also recognize that HBM isn’t the only memory solution that AI needs. And there’s much more focus now on finding the right memory architecture for inference as well. So innovating in these new memory spaces is going to be very important for companies as they try to keep their lead.
Q. How do you assess Intel’s chances of regaining market and competitiveness, especially in light of the Trump administration’s active push for domestic manufacturing and its decision to acquire 10% stake in Intel?
A. Intel has done very well over the last six months because the types of chips it produces, CPU chips, have been rising rapidly in terms of their demand driven by inference workloads. I think this is largely uncorrelated with the US government’s decision to invest in Intel. The next question is whether Intel’s manufacturing operations can regain their competitiveness. It seems like the initial signs are more positive now than they were a year ago, but it still is a long way to go to compete with TSMC, which is still by far the market leader.
Q, What is your overall assessment of the effectiveness of Trump’s approach to technology export controls and tariffs regimes? What is your response to criticisms that transactional approach may undermine U.S. policy coherence on the strategic competition with China?
A. The Trump administration has been right to prioritize the chip industry and the need for a strong domestic semiconductor manufacturing base, but the tools that choose to do so have often had unintended consequences. The tariff threats are the most important, which is why in the semiconductor space, the Trump administration didn‘t actually carry through on the vast majority of their tariff threats.
In general, the administration has struggled to work efficiently with countries that ought to be seen more as partners rather than trade competitors. I would put Korea, Japan, and Taiwan as three countries in this space. Not to say that the Trump administration isn’t right to leave some criticism of these countries’ trade practices, but I think three countries should be viewed very differently than China, which is the primary economic and strategic challenge that the United States currently faces.
Q. On export controls, Taiwan is considering to criminalize sales of AI chips to China. How should South Korea and Japan respond to export controls?
A. I think South Korea should intensify focus on limiting export control violations. It is particularly critical that South Korea not provide components or materials needed for chipmaking tools to China, as this enables firms like CXMT and YMTC to produce more and higher quality memory chips.
Q. If the “race” metaphor is appropriate, who is winning the U.S.-China AI competition today?
A. If you look at model capabilities and revenue, it’s clearly Open AI and Anthropic who are ahead. Right now the U.S. is clearly winning the AI race, which isn’t to say that China is not impressive in many ways. But if you ask, would you rather be in the U .S. position or rather be in the Chinese position, I think the answer is fairly clear. I have more concerns about when it comes to physical AI capabilities, advances in robotics, for example. China looks much more strongly positioned in that sphere than it does in digital AI.
아빠가 된 남·북파공작원 출신 김부장딸 민지 실종 후 숨겨왔던 정체 드러내웹툰 속 설정 활용·AI로 과거사 재현스토리텔링보다 장면 임팩트에 초점안경 쓴 아저씨 3인방의 부성애 공감촉법소년 앞 “무법중년” 사이다 꼽혀
SBS <김부장>이 올해 처음으로 시청률 20% 고지에 오른 드라마가 됐다. 4회가 방영된 지난 4일 전국 시청률(닐슨코리아 기준)은 21.6%였다. 시청률 10%만 넘겨도 ‘대박’으로 여겨지는 요즘, 20%를 넘긴 것은 이례적이다. 글로벌 온라인동영상서비스(OTT) 넷플릭스에서도 반응이 뜨겁다. 국내 1위를 기록 중인 것은 물론 투둠에서 집계한 6월 마지막주(6월29일~7월5일) ‘글로벌 톱 10 비영어권 쇼’ 순위에서도 4주 연속 1위였던 <참교육>을 제치고 1위에 올랐다.
웹툰을 원작으로 한 ‘사이다 액션물’이 주목받는 것이 처음은 아니다. 동명 웹툰을 원작으로 한 <참교육>처럼 대중의 높은 호응이 예상됐지만, 이 정도 뜨거운 반응은 예상치 못했다.
주인공 ‘김부장’(소지섭)은 북한 남파공작원 출신이나, 남한에 포섭된 후 북파공작원으로 ‘이중 스파이’로 활약한 특수요원 출신이다. 아내가 딸 ‘민지’(서수민)를 출산하며 “모든 걸 잊고 민지 아빠로 살아줘요”라는 유언을 남기고 숨을 거둔 뒤, 김부장은 평범한 저축은행 부장으로 살아간다. 동네 불량배에게 얻어맞아도 저항하지 않고, 딸이 학교폭력에 휘말리자 상대 학부모 앞에서 무릎까지 꿇으며 자신의 정체를 철저히 숨긴다.
하지만 딸 민지의 행방이 묘연해지며 김부장은 본색을 드러낸다. 특수요원의 강한 무력을 앞세워 딸의 실종에 연루된 이들을 찾아간다. 김부장의 존재감이 드러나기 시작하자 그를 쫓는 이들도 움직인다. 배신자를 처단하려는 북한, 기밀을 숨기고 싶은 남한, 민지의 실종과 연관된 폭력조직이 김부장을 동시에 쫓는다.
작품의 최대 인기 요인은 시원한 액션이다. 김부장은 주먹 한 방으로 상대를 쓰러뜨릴 수 있을 정도의 ‘인간병기’다. 만화 같은 표현도 눈에 띈다. 김부장 앞에서 온몸의 문신을 드러낸 불량배가 김부장의 윗옷을 잡아 뜯었을 때 드러나는 수많은 칼자국과 총알자국, 김부장이 주무기로 쓰는 특수 와이어 ‘은사(銀絲)’ 등은 만화 속 표현을 거의 그대로 가져온 것이다. SBS는 김부장의 과거를 재현한 장면에 인공지능(AI)을 적극 사용했는데, 이 또한 만화를 연상케 한다.
쇼트폼 일상화에 맞춘 빠른 전개, 서사보다는 액션에 초점을 맞춘 구성도 주효했다. 이는 매회 다른 에피소드가 등장하는 <참교육>에서도 보이는 점이다. SBS 관계자는 “주인공이 지지 않을 것 같은 분위기에서 전개되는 무자비한 응징이 호응도가 높은 것 같다”며 “매회 퀘스트를 깨듯 새로운 공간에서 다양한 액션을 볼 수 있다는 게 매력 포인트”라고 말했다.
김교석 대중문화평론가는 “웹소설이나 웹툰이 드라마로 바뀔 때는 서사나 플롯이 추가되는 경우가 있는데, <김부장>은 스토리텔링을 과감히 무시하고 장면의 임팩트를 보여주는 방향으로 나아간다”며 “<김부장>은 국내의 액션물 중에서도 액션 강도가 무척 높은데, 글로벌 OTT를 통해 국내 시청자들이 해외 액션물에 익숙해진 것도 잘 먹힌 것 같다”고 말했다.
평범한 중년 남성의 가족애와 부성을 배우들이 설득력 있게 연기하면서 공감을 이끌어낸 것도 인기 요인이다. 김부장의 옛 북파공작원 동료인 태권도 관장 ‘성한수’(최대훈)와 해병대 예비역 ‘박진철’(윤경호)은 자녀 양육을 고민하는 ‘안경 쓴 아저씨’들이다. 김부장은 딸의 행방을 찾다가 만나는 악한들을 가차 없이 처단하는 와중에도, 딸에게 잘해주지 못했던 자신의 모습을 떠올리며 후회한다.
민지의 실종에 연루된 불량배가 자신이 촉법소년이라 법적 처벌을 받지 않을 것이라고 주장하자 김부장이 “그럼 나는 무법중년 해야겠다”고 총을 겨누는 장면은 대표적 ‘사이다’ 장면으로 꼽히며 호응을 얻었다. 초법적 수단으로 교육 현장의 문제를 해결해나가는 <참교육>에 시청자들이 열광했던 지점과 닮아 있다.
드라마 평론가인 윤석진 충남대 교수는 “평범한 가장으로 살아가는 특수요원이라는, 양립하기 어려운 요소를 연기하는 소지섭의 힘이 크다. 세 배우(소지섭·최대훈·윤경호)가 역할을 나눠 무게중심을 잡는 전략도 영리하다”며 “액션 스릴러에 현실 세계의 문제들을 자꾸 떠올리게 하는 구성·연출들이 흡입력을 높이고 있다”고 말했다.

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