미국, 새로운 중국 AI반도체 수출 규제 고려중
https://www.reuters.com/technology/us-considering-new-restrictions-ai-chip-exports-china-wsj-2023-06-27/
https://www.reuters.com/technology/us-considering-new-restrictions-ai-chip-exports-china-wsj-2023-06-27/
Reuters
US considering new restrictions on AI chip exports to China, Wall Street Journal reports
The United States is considering new restrictions on exports of artificial intelligence chips to China, the Wall Street Journal reported on Tuesday, citing people familiar with the matter.
Nvidia CFO Colette Kress said the chip company expects no "immediate material impact" from the reported new restrictions on exports of AI chips to China but warned such curbs would harm its business in the future.
https://www.reuters.com/technology/nvidia-sees-no-material-impact-reported-ai-chip-restrictions-china-cnbc-2023-06-28/
https://www.reuters.com/technology/nvidia-sees-no-material-impact-reported-ai-chip-restrictions-china-cnbc-2023-06-28/
Reuters
Nvidia sees permanent loss of opportunities from China export curbs
Nvidia's financial chief said restrictions on exports of artificial intelligence chips to China "would result in a permanent loss of opportunities for the U.S. industry" though the company expected no immediate material impact.
Oracle CEO
올해 총 3개 업체 프로세서 구매 예정
GPU, 엔비디아(수십억달러)
CPU, Ampere/AMD
(GPU대비 3배 지출예정, 인텔 미 포함)
https://www.reuters.com/technology/oracle-spending-billions-nvidia-chips-this-year-ellison-2023-06-28/
올해 총 3개 업체 프로세서 구매 예정
GPU, 엔비디아(수십억달러)
CPU, Ampere/AMD
(GPU대비 3배 지출예정, 인텔 미 포함)
https://www.reuters.com/technology/oracle-spending-billions-nvidia-chips-this-year-ellison-2023-06-28/
Reuters
Oracle spending 'billions' on Nvidia chips this year, Ellison says
Oracle Corp is spending "billions" of dollars on chips from Nvidia Corp as it expands a cloud computing service targeting a new wave of artificial intelligence (AI) companies, Oracle founder and Chairman Larry Ellison said on Wednesday.
RTX4060 일본 출시일, 대중적인 소매업체인 아키하바라 다스파라 에서 오직 1명 구매
https://wccftech.com/only-one-person-shows-up-to-buy-nvidia-299-us-geforce-rtx-4060-at-launch-in-japan/
https://wccftech.com/only-one-person-shows-up-to-buy-nvidia-299-us-geforce-rtx-4060-at-launch-in-japan/
Wccftech
Only One Person Shows Up To Buy NVIDIA's $299 US GeForce RTX 4060 At Launch In Japan
NVIDIA's GeForce RTX 4060 graphics card is now available for purchase starting at $299 US but gamers aren't showing big interest in the GPU.
Apple, 복잡한 디자인에 따른 생산 이슈로 Vision Pro 목표치 하향 조정
https://m.economictimes.com/tech/technology/apple-to-make-cuts-to-vision-pro-headset-production-plans-as-manufacturing-bottlenecks-arise-report/amp_articleshow/101446081.cms
https://m.economictimes.com/tech/technology/apple-to-make-cuts-to-vision-pro-headset-production-plans-as-manufacturing-bottlenecks-arise-report/amp_articleshow/101446081.cms
The Economic Times
Apple to make cuts to Vision Pro headset production plans as manufacturing bottlenecks arise: report
A Financial Times report said that a significant hurdle is the manufacturing of the sleek screens for the device that comprise two micro-OLED displays — one per eye — and an outward-facing, curved “lenticular” lens.
Renesas & Wolfspeed 10년 SiC웨이퍼 공급 계약 체결. 20억달러 보증금은 Wolfspeed의 미국 CAPA확장(6/8인치)에 사용 예정
https://www.wolfspeed.com/company/news-events/news/renesas-wolfspeed-10-year-wafer-supply-agreement/
https://www.wolfspeed.com/company/news-events/news/renesas-wolfspeed-10-year-wafer-supply-agreement/
Wolfspeed
Renesas and Wolfspeed Sign 10 Year Silicon Carbide Wafer Supply Agreement
Renesas Electronics Corporation, a premier supplier of advanced semiconductor solutions, and Wolfspeed, Inc., the global leader in silicon carbide technology, today announced the execution of a wafer supply agreement and $2 billion (USD) deposit by Renesas…
Intel, Arrow Lake에 적용 예정이었던 자체 20A공정대신 TSMC 3nm 사용 가능성(루머)
https://wccftech.com/intel-arrow-lake-cpus-rumored-to-drop-20a-node-utilizing-tsmc-3nm-instead/
https://wccftech.com/intel-arrow-lake-cpus-rumored-to-drop-20a-node-utilizing-tsmc-3nm-instead/
Wccftech
Intel Arrow Lake CPUs Rumored To Drop 20A Node, Utilizing TSMC 3nm Instead
Intel is rumored to have canned its 20A process node launch with next-gen Arrow Lake CPUs and now going to utilize TSMC's 3nm node.
Intel, 출하가 중단되었던 Sapphire Rapids(MCC - up to 32 cores) 출하 재개. 생각보다 빨리 재개된걸 보니 다행히 큰 이슈는 아니었던 것 같네요
https://www.tomshardware.com/news/intel-resumes-shipping-xeon-mcc-processors-after-bug-is-mitigated
https://www.tomshardware.com/news/intel-resumes-shipping-xeon-mcc-processors-after-bug-is-mitigated
Tom's Hardware
Intel Resumes Shipping Xeon MCC Processors After Bug is Mitigated
Intel is also distributing the microcode fix to partners.
7월 주요 일정* 및 기업 실적발표 예정일
(현지기준)
7/11 Tokyo Electron IR Fireside chat*
7/11-13 SEMICON WEST*
7/13 AEHR
7/19 ASML/ IBM/ Tesla/ Neflix
7/20 TSMC/ DISCO
7/24 Cadence/ NXP
7/25 Texas Inst/ Whirlpool
7/26 Soitec/ Meta
7/26 SK Hynix/ SEMCO/ LG Innotek/ Amphenol/ Lam Research/ Advantest/ UMC
7/27 Intel/ SEC/ Renesas/ Shinko/ Siltronics/ LG electronics
7/31 Murata/Arista Network/ Kyocera
(현지기준)
7/11 Tokyo Electron IR Fireside chat*
7/11-13 SEMICON WEST*
7/13 AEHR
7/19 ASML/ IBM/ Tesla/ Neflix
7/20 TSMC/ DISCO
7/24 Cadence/ NXP
7/25 Texas Inst/ Whirlpool
7/26 Soitec/ Meta
7/26 SK Hynix/ SEMCO/ LG Innotek/ Amphenol/ Lam Research/ Advantest/ UMC
7/27 Intel/ SEC/ Renesas/ Shinko/ Siltronics/ LG electronics
7/31 Murata/Arista Network/ Kyocera
Nvidia, ARM 앵커투자자 논의
https://www.reuters.com/markets/deals/nvidia-talks-be-an-anchor-investor-arm-ipo-ft-2023-07-12/
https://www.reuters.com/markets/deals/nvidia-talks-be-an-anchor-investor-arm-ipo-ft-2023-07-12/
Reuters
Nvidia in talks to become anchor investor in Arm IPO, sources say
SoftBank Group Corp's chip designer Arm Ltd is in talks to bring in Nvidia as an anchor investor as it presses ahead with plans for a New York listing that could happen in September, people familiar with the matter told Reuters.
유럽연합(EU) 경쟁총국이 12일(현지시간) 미 반도체회사 브로드컴의 클라우드 컴퓨팅 업체 VM웨어 인수를 조건부 최종 승인
https://n.news.naver.com/article/001/0014062443?sid=104
https://n.news.naver.com/article/001/0014062443?sid=104
Naver
EU, 브로드컴의 80조원 규모 VM웨어 인수 조건부 승인
경쟁사와 상호운용성 보장 등 시정방안 수용 정빛나 특파원 = 유럽연합(EU) 경쟁총국이 12일(현지시간) 미 반도체회사 브로드컴의 클라우드 컴퓨팅 업체 VM웨어 인수를 최종 승인했다. EU 집행위원회는 이날 보도자료
Elon Musk, xAI 공식설립
"A new company founded by Elon Musk that sets out to understand the universe; We are a separate company from X Corp, but will work closely with X (Twitter), Tesla, and other companies to make progress towards our mission.”
https://x.ai/
"A new company founded by Elon Musk that sets out to understand the universe; We are a separate company from X Corp, but will work closely with X (Twitter), Tesla, and other companies to make progress towards our mission.”
https://x.ai/
xAI
xAI — Creators of Grok, the AI Chatbot
xAI builds Grok, an AI chatbot with voice chat, image and video generation, real-time search, and advanced reasoning. Try Grok at grok.com.
Camtek(CAMT US), 다수의 Tier-1 고객으로부터 칩렛 모듈, HBM관련 42대 장비 수주 확보. 하반기 인도 예정
https://www.camtek.com/news-and-events/camtek-receives-orders-for-42-systems-from-tier-1-manufacturers-for-heterogeneous-integration-hbm-and-fan-out-applications/
https://www.camtek.com/news-and-events/camtek-receives-orders-for-42-systems-from-tier-1-manufacturers-for-heterogeneous-integration-hbm-and-fan-out-applications/
Camtek
Camtek Receives Orders for 42 Systems from Tier-1 Manufacturers for Heterogeneous Integration, HBM and Fan-out Applications - Camtek
Order momentum increases expectations for a stronger second half of 2023 MIGDAL HAEMEK, Israel – July 13, 2023 – Camtek...
중국 수출제품, A800대신 H800물량 집중 확대 계획
https://wccftech.com/nvidia-plans-to-reduce-production-of-a800-ai-gpus-focus-on-h800-for-china/
https://wccftech.com/nvidia-plans-to-reduce-production-of-a800-ai-gpus-focus-on-h800-for-china/
Wccftech
NVIDIA Plans to Reduce Production of A800 AI GPUs & Focus On H800 For China
NVIDIA plans to drastically reduce the supply of its Chinese-oriented A800 AI GPU as it aims to bump up sales for the H800.
Western Digital and Japan's Kioxia Seek to Reach Merger Deal by August
https://technewsspace.com/kioxia-will-merge-with-western-digitals-flash-memory-business-in-august/
https://technewsspace.com/kioxia-will-merge-with-western-digitals-flash-memory-business-in-august/
Tech News Space
Kioxia will merge with Western Digital’s flash memory business in August
After several months of negotiations, Western Digital and Kioxia will enter into a merger agreement in August. The deal will be formalized as a spin-off of
Wolfspeed, 내부 검토 결과 최근 중국의 갈륨/게르마늄 통제가 공급망에 미치는 영향은 제한적
https://investor.wolfspeed.com/news/news-details/2023/Wolfspeed-Supply-Chain-Not-Impacted-by-China-Export-License-Control-of-Gallium-and-Germanium/default.aspx
https://investor.wolfspeed.com/news/news-details/2023/Wolfspeed-Supply-Chain-Not-Impacted-by-China-Export-License-Control-of-Gallium-and-Germanium/default.aspx
Wolfspeed
Wolfspeed Supply Chain Not Impacted by China Export License Control of Gallium and Germanium
Today, Wolfspeed, Inc. (NYSE: WOLF), the global leader in silicon carbide technology, issued the following statement regarding the recent decision by the Chinese Ministry of Commerce to restrict the export of gallium and germanium which is scheduled to take…