China on cusp of next-generation chip production despite US curbs
https://www.ft.com/content/b5e0dba3-689f-4d0e-88f6-673ff4452977
https://www.ft.com/content/b5e0dba3-689f-4d0e-88f6-673ff4452977
DB증권 Tech 서승연, 조현지
China on cusp of next-generation chip production despite US curbs https://www.ft.com/content/b5e0dba3-689f-4d0e-88f6-673ff4452977
Reuters
China aims to boost chip production despite US restrictions - FT
Chinese chipmakers expect to make next-generation smartphone processors as early as this year despite U.S. efforts to curb their development of advanced technologies, the Financial Times reported on Tuesday.
ARM, 시장 예상을 상회하는 실적과 가이던스로 시간 외 주가 28% 상승 중
https://www.reuters.com/technology/arm-forecast-beats-estimates-ai-spurs-chip-upgrades-2024-02-07/
https://www.reuters.com/technology/arm-forecast-beats-estimates-ai-spurs-chip-upgrades-2024-02-07/
Reuters
Arm shares surge on strong forecast of AI-fueled chip upgrades
Arm surged more than 30% on Wednesday after the British tech company forecast quarterly sales and profit above Wall Street expectations as customers aim to design new chips for artificial intelligence work, generating higher royalties.
Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI - WSJ
https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0
https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0