반도체 - 테크42

반도체

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.

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.

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