티씨케이

티씨케이는 반도체 및 태양전지 등에 사용되는 부품을 전문적으로 제조하는 기업입니다. 1996년에 설립되어 2003년 코스닥 시장에 상장되었으며, 주요 사업 영역은 다음과 같습니다:

 주요 사업

1. 반도체 부품 제조
   - SiC(실리콘카바이드) 포커스 링: 반도체 식각 공정에 사용되는 핵심 부품으로, 세계 시장 점유율 약 80%[11]
   - 그라파이트 부품: 반도체 및 태양전지용 실리콘 잉곳 생산에 사용[17]

2. LED 및 태양전지 부품 제조
   - MOCVD용 Susceptor 등[8]

3. CVD-SiC 코팅 기술을 활용한 제품 생산[8]

 주가 상승 이유

1. 반도체 산업 호황
   - 5G 통신, 비대면 서비스 확대, 전기차 보급 등으로 인한 반도체 수요 증가[11]

2. 기술력 인정
   - SiC 포커스 링 개발로 2015년 대한민국기술대상 수상[11]
   - Lam Research로부터 'NPI(신제품 도입) 성과 우수상' 수상[10]

3. 글로벌 시장 확대
   - 전체 매출의 약 48%가 수출에서 발생[11]

4. 생산능력 확대
   - 신공장 완공 및 가동으로 생산능력 증대[11]

5. 실적 호조
   - 2024년 1분기 매출 513억원, 영업이익 183억원으로 전년 동기 대비 각각 11%, 10% 증가[11]

6. 독점적 시장 지위
   - SiC 포커스 링 시장에서 80% 이상의 점유율 유지[11]

7. 기관 투자자의 지속적인 매수세
   - 최근 기관 투자자들의 꾸준한 매수로 주가 상승 지지[4][5]

8. 미래 성장 가능성
   - 반도체 미세공정 진화와 적층화 가속화로 인한 SiC 링의 중요성 증대[11]

이러한 요인들로 인해 티씨케이의 주가는 지속적인 상승세를 보이고 있으며, 향후에도 반도체 산업의 성장과 함께 긍정적인 전망이 예상됩니다.

Citations:
[1] https://www.tck.co.kr/kor/company/index.php
[2] https://tck.co.kr/kor/main/
[3] https://www.thelec.kr/news/articleView.html?idxno=11728
[4] https://seo.goover.ai/report/202411/go-public-report-ko-33e07247-c5c8-44bc-b693-c660ee68e12d-0-0.html
[5] https://seo.goover.ai/report/202501/go-public-report-ko-8879548c-af2b-4530-9c7c-d335631e043c-0-0.html
[6] https://seo.goover.ai/report/202502/go-public-report-ko-895c1ca6-78a4-41bd-98d8-380dcecfbe3c-0-0.html
[7] https://www.tck.co.kr/kor/business/overview.php
[8] https://news.zum.com/articles/3167578
[9] https://seo.goover.ai/report/202410/go-public-report-ko-40688401-4e89-4078-927e-93bcd7e8eaa2-0-0.html
[10] https://www.tck.co.kr/kor/main/
[11] https://www.etnews.com/20200603000082
[12] https://www.incruit.com/company/2097074/
[13] https://www.jobplanet.co.kr/companies/50931/info/%ED%8B%B0%EC%94%A8%EC%BC%80%EC%9D%B4
[14] https://www.wanted.co.kr/company/2d1a23db5b2840321e7193307c480a5106e886fc
[15] https://comp.fnguide.com/SVO2/asp/SVD_Consensus.asp?MenuYn=Y&NewMenuID=108&gicode=A064760&pGB=1&stkGb=701
[16] https://tck.co.kr/aseoul_bbs/down.php?d=1&idx=278
[17] https://comp.wisereport.co.kr/company/c1010001.aspx?cmp_cd=064760
[18] https://www.jobplanet.co.kr/companies/50931/salaries/%ED%8B%B0%EC%94%A8%EC%BC%80%EC%9D%B4
[19] https://blog.naver.com/seok2good/222936212850
[20] https://comp.wisereport.co.kr/company/c1020001.aspx?cmp_cd=064760
[21] https://www.tinnews.co.kr/9579
[22] https://comp.fnguide.com/SVO2/ASP/SVD_Main.asp?pGB=1&gicode=A064760&MenuYn=Y&ReportGB=D&NewMenuID=Y&stkGb=701
[23] https://files-scs.pstatic.net/2024/05/30/9efQTk5VJs/%ED%8B%B0%EC%94%A8%EC%BC%80%EC%9D%B4%2024%EB%85%845%EC%9B%94%20IR%EC%9E%90%EB%A3%8C.pdf
[24] https://kind.krx.co.kr/common/disclsviewer.do?method=search&acptno=20240321000893
[25] https://comp.fnguide.com/SVO2/asp/SVD_Invest.asp?pGB=1&gicode=A064760&MenuYn=Y&ReportGB=B&NewMenuID=105&stkGb=701
[26] https://www.google.com/finance/quote/064760:KOSDAQ?hl=ko
[27] https://lilys.ai/notes/119364
[28] https://www.youtube.com/watch?v=74dQJuvZBSM
[29] https://comp.fnguide.com/SVO2/asp/SVD_Main.asp?gicode=A064760
[30] https://www.youtube.com/watch?v=GpowHu8bsr8
[31] https://m.thinkpool.com/item/064760
[32] https://www.youtube.com/watch?v=kZfaDcpyRP8
[33] https://stock.pstatic.net/stock-research/company/18/20240809_company_788708000.pdf
[34] https://www.tckinvestments.com/update
[35] https://www.youtube.com/watch?v=gOF6lNhprag
[36] http://www.paxnet.co.kr/tbbs/list?tbbsType=L&id=064760
[37] https://blog.naver.com/lucenslapis/223228431167
[38] https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2023/03/01/230301_TCK.pdf
[39] https://www.newspim.com/news/view/20150909000453

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