안녕하세요. 서승연입니다.
이번에 DB금융투자 반도체 애널리스트로 자리를 옮기게 되었습니다. 오늘이 신영증권에서 인사드리는 마지막 날이네요.
새 회사에서 보다 깊이 있고 적시성 있는 보고서와 세미나로 인사드리겠습니다. 재충전 후 5월 중순에 찾아뵙겠습니다. 감사합니다 ^^
- 서승연 올림 -
이번에 DB금융투자 반도체 애널리스트로 자리를 옮기게 되었습니다. 오늘이 신영증권에서 인사드리는 마지막 날이네요.
새 회사에서 보다 깊이 있고 적시성 있는 보고서와 세미나로 인사드리겠습니다. 재충전 후 5월 중순에 찾아뵙겠습니다. 감사합니다 ^^
- 서승연 올림 -
The Biden administration in October gave Samsung Electronics and SK Hynix, two of the world’s leading producers of memory chips, a one-year reprieve from export controls designed to reduce China’s ability to develop high-end chips.
Four people familiar with the situation said the US had now sent a clear message that the Korean producers would be given another waiver for their plants in China for at least another year.
Washington signals support for South Korean chipmakers in US battle with China - https://on.ft.com/3HATE5Y via @FT
Four people familiar with the situation said the US had now sent a clear message that the Korean producers would be given another waiver for their plants in China for at least another year.
Washington signals support for South Korean chipmakers in US battle with China - https://on.ft.com/3HATE5Y via @FT
Ft
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DB증권 Tech 서승연, 조현지
The Biden administration in October gave Samsung Electronics and SK Hynix, two of the world’s leading producers of memory chips, a one-year reprieve from export controls designed to reduce China’s ability to develop high-end chips. Four people familiar with…
Naver
"中에 반도체장비 반입 1년 더 연장"…삼성전자·SK하이닉스 한숨 돌리나
삼성전자와 SK하이닉스가 내년 하반기까지 중국 공장에 반도체 장비를 반입할 수 있게 됐다고 파이낸셜타임스(FT)가 보도했다. 미국 정부가 올 10월 만료되는 장비 반입 기간을 최소 1년 더 연장할 수 있도록 한 것으
- Qualcomm gives light forecast, phone chip sales fall 17%
- Qualcomm reported second-quarter earnings on Wednesday that were in line with analyst expectations.
- Sales from handset chips, a core business for the company, declined 17% from a year earlier.
- Qualcomm CEO Cristiano Amon blamed a challenging environment in a statement, and the company said it had not seen evidence that smartphone sales are recovering in China.
https://www.cnbc.com/2023/05/03/qualcomm-qcom-earnings-report-q2-2023.html
- Qualcomm reported second-quarter earnings on Wednesday that were in line with analyst expectations.
- Sales from handset chips, a core business for the company, declined 17% from a year earlier.
- Qualcomm CEO Cristiano Amon blamed a challenging environment in a statement, and the company said it had not seen evidence that smartphone sales are recovering in China.
https://www.cnbc.com/2023/05/03/qualcomm-qcom-earnings-report-q2-2023.html
CNBC
Qualcomm gives light forecast, phone chip sales fall 17%
Qualcomm reported second-quarter earnings on Wednesday that saw sales from handset chips, a core business for the company, decline.
https://www.reuters.com/technology/metaverse-could-contribute-up-24-us-gdp-by-2035-study-2023-05-09/
Reuters
Metaverse could contribute up to 2.4% of US GDP by 2035, study shows
The metaverse could contribute as much as $760 billion or about 2.4% to U.S. annual gross domestic product (GDP) by 2035, according to a study commissioned by Facebook owner Meta Platforms .
Google Enters Foldable Market With $1,799 Pixel Phone to Rival Samsung https://www.bloomberg.com/news/articles/2023-05-10/google-pixel-fold-pixel-tablet-price-and-release-date-official
Bloomberg.com
Google Enters Foldable Market With $1,799 Pixel Phone to Rival Samsung
Alphabet Inc.’s Google introduced a $1,799 foldable smartphone, a new entry-level Pixel phone and a tablet for the home, its latest attempt to spark hardware sales in an arena saturated by Apple Inc. and Samsung Electronics Co.
Apple M3 Chip Mac Specifications and Features: CPU, GPU and RAM Increase Details - Bloomberg https://www.bloomberg.com/news/newsletters/2023-05-14/apple-m3-chip-mac-specifications-and-features-cpu-gpu-and-ram-increase-details-lhngxmx4?ai=eyJpc1N1YnNjcmliZWQiOnRydWUsImFydGljbGVSZWFkIjpmYWxzZSwiYXJ0aWNsZUNvdW50IjowLCJ3YWxsSGVpZ2h0IjoxfQ==
Bloomberg.com
Apple Begins Testing Speedy M3 Chips as It Pursues Mac Comeback
As Apple prepares to launch its next M2 Macs, the company is already ramping up testing of M3 chips. Also: Meta shows its true feelings about the Apple Watch, and the executive in charge of the TV+ business is leaving. Lastly, Final Cut Pro is coming to the…
Micron Is Said to Get $1.5 Billion From Japan for Next-Gen Chips https://www.bloomberg.com/news/articles/2023-05-17/micron-mu-is-said-to-get-1-5-billion-from-japan-for-next-gen-chips
Bloomberg.com
Micron, Probed by China, to Get $1.5 Billion Funds From Japan for Next-Gen Chips
Micron Technology Inc. is poised to land about ¥200 billion ($1.5 billion) in financial incentives from the Japanese government to help it make next-generation memory chips in the country, according to people familiar with the matter, the latest step in Tokyo’s…
MTIA v1: Meta’s first-generation AI inference accelerator
https://ai.facebook.com/blog/meta-training-inference-accelerator-AI-MTIA/
https://ai.facebook.com/blog/meta-training-inference-accelerator-AI-MTIA/
Meta
MTIA v1: Meta’s first-generation AI inference accelerator
In 2020, we initiated the Meta Training and Inference Accelerator (MTIA) family of chips to support our evolving AI workloads, starting with an inference accelerator ASIC for deep learning recommendation models (DLRMs).