반도체 - 테크42

반도체

반도체 주식, 엔비디아 실적 발표를 앞두고 하락

2024.08.27

Semiconductor stocks fell on Monday ahead of the announcement of the latest financial results from NVIDIA (NVDA), a promising stock in the artificial intelligence (AI) field.

2024년의 인텔, 위기에 처한 거대 반도체 기업의 생존 전략

2024.08.12

Intel, America's largest semiconductor manufacturer, is facing an unprecedented crisis. Intel's recent second-quarter performance report clearly revealed the company's difficulties.

지정학적 리스크와 AI 수요 사이... 반도체 산업의 딜레마

2024.07.18

Geopolitical tensions between the U.S. and China are pressuring the semiconductor industry at a time of unprecedented demand.

중국, 반도체 산업 투자 규모 475억 달러 늘려... 최대 규모 국가 투자 기금 설립

2024.05.28

China has established the largest ever national investment fund for semiconductors, valued at $47.5 billion (RMB64.997 trillion). This comes as the United States has imposed restrictions on U.S. semiconductor and semiconductor technology exports in an effort to curb China's advanced technological development.

인텔, 1분기 실적 보고 방식 대폭 변경… 반도체 설계와 제조 부문 분리 보고

2024.04.23

For the first time in its history, U.S. integrated semiconductor company Intel will report financial results for its product design and chip manufacturing segments separately.

EU-미국, 중국 반도체 견제 공조 강화

2024.04.09

During the 6th meeting of the EU-U.S. Trade and Technology Council (TTC), both sides sought to develop joint responses to China's semiconductor industry.

반격 시작한 중국, "정부 컴퓨터에서 인텔 및 AMD 프로세서 사용 금지"

2024.03.26

The Chinese government has introduced guidelines banning the use of U.S. AMD and Intel processors in government computers and servers, according to the Financial Times. The directive, which also blocks the use of Microsoft Windows and other foreign database products in favor of homegrown solutions, appears to be the latest move in a long-running technology trade war between the two countries.

젠슨 황 엔비디아 CEO, 4년 만에 중국 방문…AI 칩 규제 우회 논란

2024.01.22

Jensen Huang, co-founder of U.S. semiconductor company Nvidia and CEO of Nvidia, recently visited China for the first time in four years. Earlier this month, he visited Nvidia offices in Shenzhen, Shanghai, and Beijing to celebrate the Lunar New Year with employees.

인텔, 이스라엘 역사상 최대 투자 감행... '250억 달러' 규모의 칩 제조 공장 건설

2023.12.27

U.S. semiconductor company Intel said it plans to build a $25 billion chip manufacturing plant in southern Israel, the largest investment in Israel's history. Intel already employs 11,700 people in Israel and has invested more than $50 billion in the country over the past 50 years.

미국 제재에도 불구하고 급 성장하는 중국 반도체 산업

2023.12.22

It's been an interesting ride for Huawei in recent years. It initially struggled with U.S. trade sanctions, but eventually made a remarkable comeback in the mobile sector with homegrown processors. It turns out that these processors are only two generations behind the competition.

중국 인터넷 대기업들의 탈 '엔비디아' 전략

2023.11.08

Baidu, a longtime customer of U.S. artificial intelligence chip maker Nvidia, is now buying artificial intelligence chips from Huawei in Shenzhen. U.S. continues to tighten restrictions on technology exports to China, including NVIDIA chips.

퀄컴, 수익 및 매출 예상치 상회... 반도체 불황 끝?

2023.11.02

U.S. semiconductor company Qualcomm has reported earnings that beat market expectations. Both revenue and net income continued to decline from a year ago, but the company beat Wall Street estimates.

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