Apple announces expanded partnership with Amkor for silicon packaging - Apple
https://www.apple.com/newsroom/2023/11/apple-announces-expanded-partnership-with-amkor-for-silicon-packaging/
https://www.apple.com/newsroom/2023/11/apple-announces-expanded-partnership-with-amkor-for-silicon-packaging/
Apple Newsroom
Apple announces expanded partnership with Amkor for advanced silicon packaging in the U.S.
Today Apple announced it will be the first and largest customer of the new Amkor manufacturing and packaging facility.
[DB금융투자 반도체 서승연]
11월 한국 반도체 수출 데이터 업데이트 드립니다.
업무에 도움이 되시길 바랍니다. 감사합니다.
>> 11월 한국 반도체 수출
■ 전자집적회로
- 수출액: $81.6억(+4% MoM, +6% YoY, +6% QoQ)
- 수출물량: 0% MoM, -5% YoY, -5% QoQ
- 수출단가: +4% MoM, +12% YoY, +11% QoQ
■ DRAM
- 수출액: $13.4억(+18% MoM, -4% YoY, +4% QoQ)
- 수출물량: +15% MoM, -21% YoY, 0% QoQ
- 수출단가: +2% MoM, +21% YoY, +4% QoQ
■ DRAM 모듈
- 수출액: $9.8억(+29% MoM, +137% YoY, +88% QoQ)
- 수출물량: +12% MoM, +32% YoY, +58% QoQ
- 수출단가: +15% MoM, +79% YoY, +19% QoQ
■ NAND
- 수출액: $5.8억(+2% MoM, +12% YoY, +2% QoQ)
- 수출물량: -4% MoM, +10% YoY, -11% QoQ
- 수출단가: +7% MoM, +2% YoY, +16% QoQ
■ MCP
- 수출액: $20.2억(+9% MoM, +50% YoY, +21% QoQ)
- 수출물량: +9% MoM, +50% YoY, -2% QoQ
- 수출단가: 0% MoM, 0% YoY, +23% QoQ
주: 수출단가=수출액/수출물량(중량)
자료: 한국무역통계진흥원
11월 한국 반도체 수출 데이터 업데이트 드립니다.
업무에 도움이 되시길 바랍니다. 감사합니다.
>> 11월 한국 반도체 수출
■ 전자집적회로
- 수출액: $81.6억(+4% MoM, +6% YoY, +6% QoQ)
- 수출물량: 0% MoM, -5% YoY, -5% QoQ
- 수출단가: +4% MoM, +12% YoY, +11% QoQ
■ DRAM
- 수출액: $13.4억(+18% MoM, -4% YoY, +4% QoQ)
- 수출물량: +15% MoM, -21% YoY, 0% QoQ
- 수출단가: +2% MoM, +21% YoY, +4% QoQ
■ DRAM 모듈
- 수출액: $9.8억(+29% MoM, +137% YoY, +88% QoQ)
- 수출물량: +12% MoM, +32% YoY, +58% QoQ
- 수출단가: +15% MoM, +79% YoY, +19% QoQ
■ NAND
- 수출액: $5.8억(+2% MoM, +12% YoY, +2% QoQ)
- 수출물량: -4% MoM, +10% YoY, -11% QoQ
- 수출단가: +7% MoM, +2% YoY, +16% QoQ
■ MCP
- 수출액: $20.2억(+9% MoM, +50% YoY, +21% QoQ)
- 수출물량: +9% MoM, +50% YoY, -2% QoQ
- 수출단가: 0% MoM, 0% YoY, +23% QoQ
주: 수출단가=수출액/수출물량(중량)
자료: 한국무역통계진흥원
ASM International, 애리조나에 $3.24억 투자할 계획. 스코츠데일 신규 팹에 500명 채용 예정
https://www.bloomberg.com/news/articles/2023-12-05/dutch-chip-company-asm-to-build-324-million-us-base-in-arizona
https://www.bloomberg.com/news/articles/2023-12-05/dutch-chip-company-asm-to-build-324-million-us-base-in-arizona
Bloomberg.com
Dutch Chip Company ASM to Build $324 Million US Base in Arizona
ASM International NV plans to invest $324 million (€300 million) in a new US headquarters in Arizona, furthering its international expansion in a state with an already-booming semiconductor economy.
Elon Musk’s xAI Startup Seeks to Raise $1 Billion in Equity https://www.bloomberg.com/news/articles/2023-12-05/elon-musk-s-xai-startup-seeks-to-raise-1-billion-in-equity
Bloomberg.com
Elon Musk’s xAI Startup Seeks to Raise $1 Billion in Equity
Elon Musk’s artificial intelligence company xAI is seeking to raise $1 billion in funding from equity investors, according to a new filing.
Google Gemini: all the details on the AI model Google hopes can take on GPT-4 - The Verge
https://www.theverge.com/2023/12/6/23990466/google-gemini-llm-ai-model
https://www.theverge.com/2023/12/6/23990466/google-gemini-llm-ai-model
The Verge
Google launches Gemini, the AI model it hopes will take down GPT-4
Google let OpenAI take the lead in the AI race — now, it’s mounting a comeback.
DB증권 Tech 서승연, 조현지
Google Gemini: all the details on the AI model Google hopes can take on GPT-4 - The Verge https://www.theverge.com/2023/12/6/23990466/google-gemini-llm-ai-model
구글이 자사 AI 모델 Gemini를 공개했습니다. 공시 출시는 내년 초 예정이고 특히 Gemini Nano에 눈길이 가네요.
- Gemini Nano는 개인 디바이스(픽셀8 Pro)에서 구동 가능. 현재는 픽셀 8 Pro에만 호환되나 향후 Gemini Nano이 안드로이드의 핵심 부분이 될 가능성
- Gemini may be the biggest, most powerful large language model, or LLM, Google has ever developed, but its better suited to running in data centers than on your phone. With Gemini Nano, though, the company is trying to split the difference: it built a reduced version of its flagship LLM that can run locally and offline on your device. Well, a device, anyway. The Pixel 8 Pro is the only Nano-compatible phone so far, but Google sees the new model as a core part of Android going forward.
- Gemini Nano는 개인 디바이스(픽셀8 Pro)에서 구동 가능. 현재는 픽셀 8 Pro에만 호환되나 향후 Gemini Nano이 안드로이드의 핵심 부분이 될 가능성
- Gemini may be the biggest, most powerful large language model, or LLM, Google has ever developed, but its better suited to running in data centers than on your phone. With Gemini Nano, though, the company is trying to split the difference: it built a reduced version of its flagship LLM that can run locally and offline on your device. Well, a device, anyway. The Pixel 8 Pro is the only Nano-compatible phone so far, but Google sees the new model as a core part of Android going forward.
AMD releases new chips to power faster AI training - The Verge
https://www.theverge.com/2023/12/6/23991113/amd-ai-mi300-chips-generative-gpu
https://www.theverge.com/2023/12/6/23991113/amd-ai-mi300-chips-generative-gpu
The Verge
AMD releases new chips to power faster AI training
AMD also released its AI laptop chip Ryzen 8040.
DB증권 Tech 서승연, 조현지
https://www.cnbc.com/2023/12/06/meta-and-microsoft-to-buy-amds-new-ai-chip-as-alternative-to-nvidia.html
IT조선
IBM·메타 등 50개 기업, 오픈소스 지향하는 ‘AI 얼라이언스’ 출범
IBM, 메타, 인텔, AMD 등 50개 이상의 인공지능(AI) 기업과 기관이 ‘AI 얼라이언스’를 출범했다. 얼라이언스는 오픈AI, 마이크로소프트, 구글 등 폐쇄형 AI를 구축하는 진영과는 반대로 오픈소스 생태계를 더욱 확고히 구축하겠다는 공통의 목표를 내세웠다.5일(현지시각) 월스