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반도체

AI시대의 반도체···엔비디아형 vs 인텔형 희비 쌍곡선

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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.

인간-AI의 이 조합이 반도체 설계비용 50% 줄였다

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이재구 기자

2023.03.29

반도체 칩을 개발하는 프로그래머들에게 결이 좀 다른 주목할 만한 소식이 전해졌다. 인간과 AI가 각각 반도체 공정을 설계하는 것보다 이들이 각각의 역할을 나눠 협업한 결과 최적의 반도체 설계 성과를 내면서 비용을 50%나 줄일 수 있었다는 놀라운 결과가 도출됐다.

중국, 반도체 자급자족되나... 화웨이 자체 칩 설계 도구 개발

2023.03.28

Huawei reportedly said it has developed its own chip design tools, a move aimed at side-stepping U.S. sanctions and making the Chinese technology giant more self-sufficient in the semiconductor space. Eric Xu, rotating chairman at Huawei, said the company along with other domestic firms, jointly created electronic chip design tools required to make semiconductors at 14 nanometers and above, according to a speech obtained by Chinese financial and business publication Yicai.

삼성, 초대형 반도체 투자 계획... 한국에 '2년간 300조' 투자

2023.03.16

South Korea to offer incentives to high-tech companies. Move comes as major players ramp up efforts to boost onshore manufacturing. Samsung is the world's biggest maker of memory chips, smartphones and TVs. Semiconductors are at the centre of a bitter dispute between the US and China.

엔비디아, AI 칩 수요 급증... 주가 14% 상승

2023.02.24

Nvidia reported a beat on the top and bottom line and growth in its data center business. Analysts are also bullish on the company’s AI vision. More than a dozen analysts hiked their target prices or held a positive rating on the stock. Nvidia shares closed up over 14% a day after the report.

한국 스타트업 리벨리온, 최적의 AI 반도체 설계

2023.02.13

South Korean startup Rebellions Inc launches an artificial intelligence (AI) chip on Monday, racing to win government contracts as Seoul seeks a place for local companies in the exploding AI industry.

‘무어의 법칙’ 한계를 돌파할 원자 두께 2D재료 개발

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이재구 기자

2023.02.01

1965년 인텔의 ‘고든 무어’가 무어의 법칙을 발표한 이래 인류는 반도체 마이크로칩의 트랜지스터 수가 18~24개월마다 매년 두 배로 증가해 온 것을 확인할 수 있었다. 그러나 실리콘이 일정 크기 이하로 작아지면 전기적 특성을 상실하기에 결국 이 패러다임은 벽에 부딪힐 것으로 예상되고 있다. 이런 가운데 미국 매사추세츠공대(MIT) 과학자들이 무어의 법칙을 극복할 수 있는 것으로 알려진 획기적인 2D 재료 제조법을 찾아내 발표했다.

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