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<p>메모리 반도체에 ‘가을(큰 하락기)이 올 것이란 모건스탠리의 지난 11월 전망이 불균형한 것일까. 내년 상반기 메모리 반도체 경기가 하락세로 전환할 것이란 예상이 최근 이어지고 있다. 메모리 반도체를 주력으로 하는 삼성전자와 하이닉스 주가도 이를 반영해 이달 들어 상승세다.</p>

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<p>WSJ는”중국 당국자들은 신생기업을 지원하기 위해 수억달러를 투자했지만그 계획이 너무 야심만만했다는 점이 금방 분명해졌다”며 “지방 케어들은 복잡한 첨단 칩을 생산하는 것이 어떻게나 어렵고 돈이 많이 드는 지에 대해 과소평가했다”고 해석하였다. HSMC는 전년 9월 공식적으로 문을 닫았고, QXIC는 영업을 중단한 상태다.</p>

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