제주반도체 주가, 경영진 부정행위로 하락

⊙Investors expressed concerns about the company\’s management and financial health, with comments highlighting distrust in the leadership and labeling the company as unreliable

⊙The selling of company shares by executives was also mentioned as a reason for the lack of investor confidence.

⊙Speculation and frustration were evident in the comments, with some investors predicting further declines in the stock price

⊙The absence of positive news or financial results announcements from the company added to the uncertainty and negative sentiment among investors.

⊙Investors were seen adopting a cautious approach, with some considering selling their positions or waiting on the sidelines

⊙The overall market conditions and external factors were also cited as reasons for the stock\’s decline, leading to a sense of disappointment and frustration among investors.

⊙제주반도체가 온디바이스 AI의 성장이 예상되는 가운데 LPDDR를 통해 이에 대응하고 있기 때문에 자사주 처분을 결정했다

⊙이는 LPCAMM과 LPDDR4 등의 제품을 통해 모바일용 메모리 시장에서 경쟁력을 확보하고자 하는 전략의 일환이다.

⊙온디바이스 AI 시장이 급성장할 것으로 예상되는 가운데, 제주반도체는 LPDDR를 통해 이에 대응하고 있다

⊙특히 LPCAMM을 통해 고용량 모듈을 구현하고, LPDDR4를 통해 고객사에 공급함으로써 시장에서의 위치를 강화하고 있다

⊙이에 따라 제주반도체는 온디바이스 AI의 성장을 통해 매출액과 영업이익이 상당한 폭으로 성장할 것으로 전망된다.

⊙LPDDR와 LPCAMM은 저전력과 공간 절약이라는 장점을 갖고 있어, 스마트폰과 태블릿, 노트북 등 IT기기에서 필수적인 제품으로 인식되고 있다

⊙LPCAMM을 탑재함으로써 모바일 디바이스의 탑재 면적을 최대 60% 축소할 수 있고, 성능은 최대 50%, 전력 효율은 70%까지 개선될 수 있다는 분석 결과가 나왔다

⊙또한 LPDDR와 LPCAMM을 통해 온디바이스 AI 시장에서의 경쟁력을 높이고, 고객사의 요구를 충족시키며 기술 경쟁을 이어갈 것으로 예상된다.

⊙제주반도체는 LPDDR4를 시작으로 LPDDR5까지 다양한 제품을 개발하고 있으며, 온디바이스 AI 시장에 대응하기 위해 신제품을 출시할 예정이다

⊙또한 퀄컴과 미디어텍이 주도하는 온디바이스 AI 시장에서의 성장을 예상하고, 이를 통해 매출액이 58.8% 성장할 것으로 전망되며, 5G IoT 수요 증가와 차량용 저용량 메모리 시장 확대에 따라 영업이익도 상당폭 증가할 것으로 전망된다.

⊙제주반도체는 LPDDR와 LPCAMM을 통해 온디바이스 AI 시장에서의 성장을 견고히 하고 있다

⊙LPDDR와 LPCAMM의 저전력과 공간 절약이라는 장점을 살려, 모바일 디바이스 시장에서의 경쟁력을 강화하고 있다

⊙또한 퀄컴과 미디어텍과의 협력을 통해 5G IoT 칩셋의 저전력 메모리 반도체 인증을 국내 유일 업체로 받아, 온디바이스 AI 시장에서의 성장과 메모리 반도체 시장의 턴어라운드를 이끌어낼 것으로 예상된다.

Investors in the company expressed concerns about the management and financial health, leading to a lack of confidence in the leadership and the company\’s reliability. The selling of company shares by executives further fueled speculation and frustration among investors, with some predicting further declines in the stock price. The absence of positive news or financial results announcements added to the uncertainty and negative sentiment, prompting some investors to consider selling their positions or adopting a cautious approach. External factors and overall market conditions were also cited as reasons for the stock\’s decline, contributing to disappointment and frustration among investors.

The news regarding Jeju Semiconductor\’s strategic decision to sell its own shares in response to the expected growth of OnDevice AI through LPDDR indicates a proactive approach to securing competitiveness in the mobile memory market. By focusing on products like LPCAMM and LPDDR4, the company aims to strengthen its position in the market by implementing high-capacity modules and supplying customers with advanced memory solutions. This strategic move aligns with the projected significant growth in revenue and operating profit expected from the growth of OnDevice AI.

Jeju Semiconductor\’s emphasis on LPDDR and LPCAMM highlights the advantages of low power consumption and space-saving features, essential for devices like smartphones, tablets, and laptops. By reducing the footprint of mobile devices by up to 60% and improving performance by up to 50% while enhancing power efficiency by up to 70%, the company is poised to increase its competitiveness in the OnDevice AI market. The development of various products from LPDDR4 to LPDDR5, along with plans to release new products to cater to the OnDevice AI market, positions Jeju Semiconductor for substantial revenue growth and increased operating profit, especially in response to the anticipated growth in 5G IoT demand and expansion of low-capacity memory markets for vehicles. Through collaborations with Qualcomm and MediaTek, Jeju Semiconductor is expected to lead the turnaround in the memory semiconductor market and drive growth in the OnDevice AI market.

●- Investors are expressing concerns about the company\’s management and financial health, leading to a lack of confidence due to executives selling company shares and a general sense of uncertainty among investors. – Jeju Semiconductor is strategically responding to the growth of on-device AI by focusing on LPDDR products to secure a competitive position in the mobile memory market, which is expected to significantly boost revenue and operating profit. – LPDDR and LPCAMM products are recognized for their advantages in power efficiency and space-saving, enhancing competitiveness in the on-device AI market and meeting customer demands, positioning Jeju Semiconductor for growth. – Jeju Semiconductor is developing various products from LPDDR4 to LPDDR5 to cater to the on-device AI market, with expectations of substantial revenue and operating profit growth driven by Qualcomm and MediaTek\’s leadership in the sector. – Through LPDDR and LPCAMM products, Jeju Semiconductor is strengthening its position in the on-device AI market by leveraging their low power and space-saving advantages, expected to lead the turnaround in the memory semiconductor market with collaborations with Qualcomm and MediaTek.