반도체 - 테크42

반도체

미국, 인공지능 개발을 위한 칩 '중국 수출 제한' 강화

2023.10.18

The Biden administration has announced further restrictions on the sale of advanced semiconductors by U.S. companies, tightening restrictions announced in October to limit China's advances in supercomputing and artificial intelligence. The U.S. is likely to halt shipments of U.S.-made advanced semiconductors to China, which are used to produce models that can build artificial intelligence.

바이든, ‘반도체·AI' 등 중국 투자 금지 명령에 서명

2023.08.10

U.S. President Joe Biden has signed an executive order restricting Chinese investment and expertise in the U.S. in the development of advanced technologies, including semiconductors and artificial intelligence. The measures target investments in semiconductors and microelectronics, quantum computing, and certain artificial intelligence capabilities. However, the signing of the order was delayed several times due to opposition from the U.S. investment community, and experts believe that the actual scope of the order will be narrower than expected.

반도체 불황 끝? 인텔 2분기 흑자 전환

2023.07.28

Is the recession over for the semiconductor market? Intel has reported earnings that beat market expectations. Intel reported revenue of $12.9 billion and earnings per share of $0.13 in the second quarter. This exceeded the consensus forecast of $12.13 billion in revenue and marked a return to profitability after two consecutive quarters of losses.

인텔, 이스라엘 250억 달러 투자... 반도체 공장 신설

2023.06.19

According to the Wall Street Journal (WSJ) on Monday, chipmaker Intel plans to invest $25 billion to build a semiconductor factory in Israel. Earlier in the day, Intel announced a major investment in Poland, marking the company's growing presence in Europe. Intel's new plant, to be built in the southern city of Kiryat Gat, is expected to be completed and operational by 2027, according to the Israeli Finance Ministry. Intel acknowledged the investment, saying it would "further grow its manufacturing capacity in Israel," but did not provide details.

독일, 인텔 반도체 공장 추가 보조금 지원 요구 거부

2023.06.12

The German government has rejected a request by US semiconductor giant Intel to build a €17 billion semiconductor factory in Magdeburg, Germany. to build a €17 billion semiconductor plant in Magdeburg, Germany. "We don't have the budget for additional support," German Finance Minister Christina Lindner said, adding, "We are trying to consolidate our budget and we can't go any further."

엔비디아, 반도체기업 사상 첫 시총 1조달러 돌파

2023.05.31

U.S. chipmaker Nvidia surpassed the $1 trillion market capitalization mark on Tuesday. If it holds above $404.86 per share by the close, Nvidia will cross the $1 trillion mark on a closing basis. Nvidia joins Apple, Microsoft (MS), Google parent Alphabet, and Amazon as the only five companies on the New York Stock Exchange with a $1 trillion market capitalization. Globally, the number is in the single digits, and Nvidia is the only semiconductor company.

AI시대의 반도체···엔비디아형 vs 인텔형 희비 쌍곡선

인사이트42 테크놀로지

이재구 기자

2023.05.30

엔비디아가 인공지능(AI)시대 흐름에 올라탄 반도체주 시장을 요동치게 만들었다. 이를 테면 엔비디아형(GPU 주도형)기업은 급상승세, 인텔(CPU주도)형은 급하락세를 보이며 극과 극을 달렸다. 지난...

영국, 반도체 산업 강화... 10억 파운드 지원

2023.05.19

The United Kingdom has announced a £1 billion investment to bolster its domestic semiconductor industry. The U.K. government joins the U.S., EU, Japan, and South Korea in supporting semiconductors as countries compete to secure supply chains, experts said.

칩 제조업체 Arm, 자체 반도체 제작

2023.04.24

British semiconductor designer ARM has started developing its own semiconductors. ARM has formed a solutions engineering team to develop prototype chips for mobile devices, laptops, and other electronics, and is reportedly working on semiconductor prototypes. Rumors of ARM's chipmaking moves have raised alarms in the semiconductor industry that it could become a competitor to some of its biggest customers, such as MediaTek and Qualcomm. The move is seen as a strategy to attract new customers and boost growth to increase its valuation as ARM seeks to list on the Nasdaq later this year.

인텔·ARM과 협력하여 칩 제조 호환성 확보

2023.04.13

Intel said Wednesday that its chip contract manufacturing division will work with U.K.-based chip designer ARM to allow cell phone chips and other products using ARM's technology to be produced in Intel's factories. Intel was once the world leader in the central processing unit (CPU) segment of the semiconductor industry. However, it has been criticized for losing ground to TSMC, which has a close relationship with Apple, due to its productivity and technological edge.

폭스콘 이어 TSMC도… 3월 매출 전년대비 15% 감소

2023.04.11

Last week, iPhone assembler Foxconn reported a 21% year-over-year decline in March revenue. Apple's chipmaker, TSMC, also reported a 15% year-over-year decline in March revenue. TSMC reported revenue of NT$145.48 billion ($6.3 trillion) in March, down 15.4% from NT$171.67 billion ($7.4 trillion) in the same period a year earlier. It was down 10.9% from the previous quarter (NT$163.74 billion).

일본, 미국의 중국 반도체 규제 동참

2023.04.03

Japan announced Friday it would tighten export controls on 23 types of semiconductor manufacturing equipment. The restrictions follow the US and Netherlands enacting similar export controls. The new rules will take effect in July and will affect companies like Nikon and Tokyo Electron. China is among the nations on the restricted list, but the restrictions aren't designed to target that nation.

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