| 2026-04-2001:56 | COMPANY | 281820.KS | 케이씨텍 (281820.KS) — IC 메모 | Hold | — |
| 2026-04-2001:43 | COMPANY | 189300.KQ | 인텔리안테크 (189300.KQ) — IC 메모 | Buy | — |
| 2026-04-2001:35 | COMPANY | 099320.KQ | 쎄트렉아이 (099320.KQ) — IC 메모 | Hold | — |
| 2026-04-2001:27 | COMPANY | 064350.KS | 현대로템 (064350.KS) — IC 메모 | Buy | — |
| 2026-04-2001:19 | COMPANY | 058470.KQ | 리노공업 (058470.KQ) — IC 메모 | Hold | — |
| 2026-04-2001:08 | COMPANY | 042700.KS | 한미반도체 (042700.KS) — IC 메모 | Buy | — |
| 2026-04-2001:00 | COMPANY | 034020.KS | 두산에너빌리티 (034020.KS) — IC 메모 | Buy | — |
| 2026-04-2000:49 | COMPANY | 012450.KS | 한화에어로스페이스 (012450.KS) — IC 메모 | Buy | — |
| 2026-04-2000:38 | COMPANY | 009150.KS | 삼성전기 (009150.KS) — IC 메모 | Hold | — |
| 2026-04-1907:11 | COMPANY | 031980.KQ | 피에스케이홀딩스 (031980.KQ) | Hold | Medium |
| 2026-04-1805:20 | COMPANY | 403870.KQ | HPSP (403870.KQ) | Hold | Medium |
| 2026-04-1802:26 | COMPANY | BESI.AS | BE Semiconductor Industries (BESI.AS) | — | Medium |
| 2026-04-1801:03 | COMPANY | TEM | Tempus AI (TEM) IC Memo — 2026-04-18 | Buy | Medium |
| 2026-04-1800:50 | COMPANY | RKLB | Rocket Lab Corporation (RKLB) | Buy | Medium |
| 2026-04-1800:46 | COMPANY | VEEV | Veeva Systems (VEEV) IC Memo — 2026-04-18 | Buy | High |
| 2026-04-1800:00 | COMPANY | BKNG | Booking Holdings (BKNG) | — | — |
| 2026-04-1815:23 | COMPANY | REGN | Regeneron Pharmaceuticals, Inc. (REGN) | Buy | High |
| 2026-04-1709:20 | COMPANY | ADEA | Adeia Inc. (ADEA) | Buy | Medium |
| 2026-04-1603:14 | COMPANY | 005930.KS | 삼성전자 (005930.KS) | — | — |
| 2026-04-1013:42 | COMPANY | CRCL | Circle Internet Group (CRCL) | Buy | Medium |
| 2026-04-0806:10 | COMPANY | VIAV | Viavi Solutions (VIAV) | Buy | Medium |
| 2026-04-0805:11 | COMPANY | ONTO | Onto Innovation (ONTO) | Buy | Medium |
| 2026-04-0704:32 | COMPANY | 028260.KS | 삼성물산 (028260.KS) | — | — |
| 2026-03-2504:55 | COMPANY | 000660.KS | SK하이닉스 (000660.KS) | — | — |
| 2026-03-1807:55 | COMPANY | 267260 | HD현대일렉트릭 (267260.KS) | — | — |
| 2026-03-1714:56 | COMPANY | NVDA | NVIDIA Corporation (NVDA) | — | — |
| 2026-03-1719:44 | COMPANY | TSLA | Tesla Inc. (TSLA) | Hold | Medium |
| 2026-03-1719:15 | COMPANY | CEG | Constellation Energy (CEG) — AI 데이터센터 전력 수요의 최대 수혜 원전 플랫폼 | — | — |
| 2026-03-1719:15 | COMPANY | NEM | Newmont (NEM) — 금가 $5,000+ 시대의 최대 레버리지 플레이 | — | — |
| 2026-03-1719:14 | COMPANY | PANW | Palo Alto Networks (PANW) — 사이버보안 플랫폼 통합 완성 단계 | — | — |
| 2026-03-1719:14 | COMPANY | MIRM | Mirum Pharmaceuticals (MIRM) — 희귀질환 파이프라인 촉매 밀집 구간 진입 | — | — |
| 2026-03-1719:12 | COMPANY | MRVL | Marvell Technology (MRVL) | Buy | Medium |
| 2026-03-1719:07 | COMPANY | AVGO | Broadcom Inc. (AVGO) | Hold | Medium |
| 2026-03-1604:48 | COMPANY | 067310 | 하나마이크론 (067310.KS) | — | — |
| 2026-03-1603:38 | COMPANY | 005290 | 동진쎄미켐 (005290.KS) | — | — |
| 2026-03-1603:15 | COMPANY | 031980 | 피에스케이홀딩스 (031980.KS) | — | — |
| 2026-03-1602:57 | COMPANY | ENTG | Entegris (ENTG) | — | — |
| 2026-03-1602:42 | COMPANY | AMKR | Amkor Technology (AMKR) | — | — |
| 2026-03-1602:04 | COMPANY | KLAC | KLA Corporation (KLAC) | — | — |
| 2026-03-1413:34 | COMPANY | HIMX | Himax Technologies (HIMX) | Hold | Medium |
| 2026-03-1413:29 | COMPANY | MTSI | MACOM Technology Solutions Holdings (MTSI) | Hold | Medium |
| 2026-03-1413:28 | COMPANY | NVTS | Navitas Semiconductor Corporation (NVTS) | Hold | Medium |
| 2026-03-1100:19 | COMPANY | ORCL | Oracle Corporation (ORCL) | Hold | Medium |
| 2026-03-0507:30 | COMPANY | AAOI_LITE_COHR | 광학 밸류체인 MOAT 비교 분석 — AAOI, LITE, COHR | — | — |