반도체 - 테크42

반도체

미국·인도, 'AI ·반도체' 등 차세대 먹거리 찾기... '중국 견제한다'

2023.02.01

The White House is launching a partnership with India on Tuesday that President Joe Biden hopes will help the countries compete against China on military equipment, semiconductors and artificial intelligence.

'칩의 전쟁' 뛰어든 영국, 칩 제조 위해 반도체 기업 보조금 지급

2023.01.26

The UK government will provide direct taxpayer funding to support British semiconductor companies as part of a strategy for a sector that has become a lightning rod in global geopolitics, according to officials familiar with the plans. This will include seed money for startups, help for existing firms to scale up, as well as providing new incentives for private venture capital, the officials said. Ministers will set up a semiconductor task force to coordinate public and private support to ramp up UK manufacturing of compound semiconductors in the next three years, they added.

ASML, 작년 4분기 영업익 전년비 5%↑… "2023년 매출 급증" 예상

2023.01.26

Dutch chip equipment maker ASML forecast a jump in 2023 revenue. ASML is one of the world’s most important companies in the chip supply chain. It produces machines that are required to make the world's most advanced chips. CEO Peter Wennink said there has been rising inventories of chips related to consumer products.

바이든, 여전한 중국 반도체 산업 억제... 네덜란드 총리 "합의도달 확신"

2023.01.20

President Joe Biden said the US and Netherlands were working in “lockstep” over their approach to China and would discuss ways to secure global supply chains during a meeting with Dutch Prime Minister Mark Rutte at the White House. “Together we’re working on how to keep a free and open Indo-Pacific. And quite frankly, meet the challenges of China,” Biden said Tuesday during the meeting.

대만 반도체 수출 7년 연속 증가… '반도체 업계 선두'

2023.01.16

Taiwan’s exports of integrated circuit chips rose in 2022 for a seventh consecutive year, further solidifying the economy’s leadership status in a global semiconductor industry that has been roiled by US-China tensions and diversifying supply chains. Exports of IC chips — which are pivotal components of electronic appliances, computers and smartphones — rose 18.4% from a year earlier, according to Taiwan’s Ministry of Finance. It was also the third straight year of double-digit growth.

TSMC, 칩 수요 약화로 시설투자 전년대비 하향 조정

2023.01.13

Taiwanese chipmaker TSMC warned on Thursday that first-quarter revenue would drop as much as 5% and it would slash annual investment as the major Apple supplier expects softer demand due to a slowing global economy.

삼성전자 4분기 영업이익 전년비 69% 감소 ‘어닝쇼크’

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

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

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

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

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?

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.

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