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).
중국 사이버공간관리국, Micron 제품을 검토한 결과 심각한 보안 위험성을 발견했다 밝힘. 사이버보안법 및 규정에 따라 중국의 주요 IT 인프라 업체는 Micron 제품 구매를 중단해야 한다고 언급함 (CAC)
- 중국 사이버공간관리국 링크: https://bit.ly/42TFSDP (CAC)
- 관련 영문 뉴스 링크: https://bit.ly/3ote4at (Bloomberg)
- 중국 사이버공간관리국 링크: https://bit.ly/42TFSDP (CAC)
- 관련 영문 뉴스 링크: https://bit.ly/3ote4at (Bloomberg)
Bloomberg.com
China Says Micron Products Failed in Cybersecurity Review
China said it found “relatively serious” cybersecurity risks in Micron Technology Inc. products that were sold in the country, and warned operators of key Chinese information infrastructure against buying the company’s goods.
5월 1~20일 한국 반도체 수출 데이터 업데이트 드립니다.
업무에 도움이 되시길 바랍니다. 감사합니다.
■ DRAM
- 수출액: $7.6억 (+2% MoM, -52% YoY)
- 수출물량: +4% MoM, +32% YoY
- 수출단가: -2% MoM, -64% YoY
■ DRAM 모듈
- 수출액: $1.9억 (-7% MoM, -77% YoY)
- 수출물량: -23% MoM, -58% YoY
- 수출단가: +21% MoM, -45% YoY
■ NAND
- 수출액: $2.6억 (+17% MoM, -49% YoY)
- 수출물량: +10% MoM, -32% YoY
- 수출단가: +7% MoM, -25% YoY
■ MCP
- 수출액: $6.1억 (-4% MoM, -61% YoY)
- 수출물량: -9% MoM, -21% YoY
- 수출단가: +6% MoM, -51% YoY
주: 증감률은 1개월 환산 기준. 수출단가 = 수출액/수출물량(중량)
자료: 한국무역통계진흥원
업무에 도움이 되시길 바랍니다. 감사합니다.
■ DRAM
- 수출액: $7.6억 (+2% MoM, -52% YoY)
- 수출물량: +4% MoM, +32% YoY
- 수출단가: -2% MoM, -64% YoY
■ DRAM 모듈
- 수출액: $1.9억 (-7% MoM, -77% YoY)
- 수출물량: -23% MoM, -58% YoY
- 수출단가: +21% MoM, -45% YoY
■ NAND
- 수출액: $2.6억 (+17% MoM, -49% YoY)
- 수출물량: +10% MoM, -32% YoY
- 수출단가: +7% MoM, -25% YoY
■ MCP
- 수출액: $6.1억 (-4% MoM, -61% YoY)
- 수출물량: -9% MoM, -21% YoY
- 수출단가: +6% MoM, -51% YoY
주: 증감률은 1개월 환산 기준. 수출단가 = 수출액/수출물량(중량)
자료: 한국무역통계진흥원
글로벌 주요 Tech 기업 1Q23 실적발표 일정 안내드립니다.
업무에 도움이 되시길 바랍니다. 감사합니다.
5/25(목)
06:00 NVIDIA
21:00 Best Buy
5/26(금)
05:45 Marvell
5/31(수)
06:00 HP
07:00 HPE
6/2(금)
05:30 DELL
*컨콜 및 한국 시간 기준
업무에 도움이 되시길 바랍니다. 감사합니다.
5/25(목)
06:00 NVIDIA
21:00 Best Buy
5/26(금)
05:45 Marvell
5/31(수)
06:00 HP
07:00 HPE
6/2(금)
05:30 DELL
*컨콜 및 한국 시간 기준