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반도체
삼성전자 4분기 영업이익 전년비 69% 감소 ‘어닝쇼크’
AI요약
앨리스
2023.01.06
Samsung Electronics flagged on Friday its quarterly profit tumbled by two-thirds to an eight-year low as a weakening global economy hammered memory chip prices and curbed demand for electronic devices.
중국, 반도체 대규모 보조금 중단 검토
AI요약
버트
2023.01.05
China is pausing massive investments aimed at building a chip industry to compete with the US, as a nationwide Covid resurgence strains the world’s No. 2 economy and Beijing’s finances. Top officials are discussing ways to move away from costly subsidies that have so far borne little fruit and encouraged both graft and American sanctions, people familiar with the matter said. While some continue to push for incentives of as much as 1 trillion yuan ($145 billion), other policymakers have lost their taste for an investment-led approach that’s not yielded the results anticipated, the people said.
이탈리아, '인텔' 반도체 투자 확대 추진
AI요약
앨리스
2022.12.30
Italy's Prime Minister Giorgia Meloni said on Thursday she would request a meeting with representatives of Intel to discuss a possible multibillion-euro investment by the U.S. chipmaker in Italy. Intel earlier this year announced it aimed to build a chip factory in the country as part of a wider plan to invest as much as 80 billion euros ($85.15 billion) over the next decade in building capacity across Europe. The deal, which is expected to involve state subsidies, has not yen been finalised.
2022년은 전기차 원년의 해
AI요약
앨리스
2022.12.30
It's been a decade since the first Tesla EV made its commercial debut in the U.S. Acceptance at the newfangled technology was slow at first but, over the past ten years, electric vehicles have become a daily sight in most parts of the country. The International Energy Agency in January reported that EVs had managed to triple their market share between 2019 and 2021 with 6.6 million units sold globally last year.
글로벌 전자제품 소비 급감, 반도체 재고 급등
AI요약
앨리스
2022.12.28
The oversupply marks a sharp turnaround from a global shortage during two years of supercharged demand. Consumer appetite for electronics has weakened against a backdrop of rising interest rates, a falling stock market and recession fears. Chip inventories are swelling, mirroring what is happening in the wider economy where retailers are stuck with goods on their shelves and producers of a range of products in high demand early in the pandemic now face a glut.
화웨이, 첨단 반도체 제조공정 필수 '극자외선(EUV) 기술' 특허 신청... 미국발 제재 돌파 가능할까?
AI요약
앨리스
2022.12.27
Huawei has confirmed its breakthrough in making a light source component used in EUV lithography systems. EUV machines are required for making high-end processors on sub-10nm nodes. EUv machines are not easy to manufacture, because there are more than 100,000 components.
미국 메모리반도체 기업 '마이크론', 10% 인원 감축 발표
AI요약
버트
2022.12.22
Micron says it will reduce its headcount by about 10% in 2023. The company is facing a slowdown in PC sales and server sales. Micron's restructuring comes after other semiconductor companies have announced hiring freezes or layoffs. The firm expects revenue and free cash flow to recover later in the 2023 year.
인텔, 독일 반도체공장 건설 연기..."반도체 공장 원하면 보조금 더 줘야"
비즈니스
김광우 기자
2022.12.19
미국 반도체 기업 인텔이 더 많은 정부 지원금을 요구하며 독일 반도체 공장 건설을 계속 미루고 있다. 로이터통신은 18일(현지시간) 독일 매체 폴크스스티머를 인용해 인텔이 독일 정부에 추가 지원금을 요구하며 공사 계획을 미뤘다고 전했다.
인텔, 독일 반도체공장 건설 연기..."반도체 공장 원하면 보조금 더 줘야"
AI요약
앨리스
2022.12.19
Intel delaying German factory start, wants more subsidies, Volksstimme reports. Intel Corp has backed away from its original target of opening a chip factory in the eastern German city of Magdeburg in the first half of 2023, regional newspaper Volksstimme reported, saying the semiconductor giant wanted more public subsidies.
폭스콘, 정부 압박에 중국 반도체 기업 투자금 회수
AI요약
앨리스
2022.12.19
A subsidiary of Taiwan’s Hon Hai Precision Industry will dispose of its indirect minority stake in China’s semiconductor giant Tsinghua Unigroup, the latest sign that Beijing’s chip industry is becoming increasingly isolated from the rest of the world. Hon Hai’s China-listed Foxconn Industrial Internet will sell the shares to Yantai Haixiu IC Investment Center for not less than 5.38 billion yuan ($772 million), according to an exchange filing Friday.
소니, 일본 구마모토에 수조원 투자... '반도체 공장' 신설 투자
AI요약
버트
2022.12.16
Sony Group Corp is considering building a new factory to make smartphone image sensors in the Kumamoto prefecture of Japan, Nikkei reported on Thursday.
미, 중국 36개 기업 수출 통제 대상 추가... 반도체·AI 대거 포함
비즈니스
김광우 기자
2022.12.16
미국 정부가 중국의 반도체와 인공지능(AI) 포함한 중국 기업 36개를 수출통제 대상으로 지정했다. 미국 상무부는 현지시각 15일, 수출관리규정(EAR)을 개정해 36개 중국 기업을 오는 16일부로 '수출통제 명단'에 추가한다고 밝혔다. 이는 중국의 반도체와 인공지능(AI) 산업 육성을 견제하고 첨단무기 개발을 막기 위한 의도로 풀이된다.
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