반도체
 
SK하이닉스 3분기 영업이익 11조 3800억 원으로 사상 최대
Raj Patel AI에 의해 생성된 이미지
SK하이닉스는 3분기 AI 칩 수요 증가로 사상 최대 분기 실적을 기록했다. 영업이익은 11조 3800억 원으로 전년 동기 대비 크게 증가했으며, 매출도 24조 4400억 원을 달성했다. 이는 HBM과 고성능 메모리 제품의 강한 판매에 힘입은 결과다.
OpenAI announces partnership with Samsung and SK Hynix for Stargate
OpenAI has formed a strategic alliance with Samsung and SK Hynix to advance its Stargate AI supercomputer project. The collaboration aims to build infrastructure for next-generation AI capabilities. Valued at $100 billion, the initiative underscores growing investments in artificial intelligence hardware.
Tech Giants Pivot Amid AI Demand and Geopolitics
AI에 의해 보고됨
Major technology companies are forming new partnerships and adjusting strategies as surging demand for AI technologies intersects with geopolitical challenges. Recent developments highlight collaborations between firms like TSMC and Synopsys, alongside broader industry shifts in response to global tensions. These moves aim to secure supply chains and advance innovation in semiconductors and AI.
Nvidia CEO receives updates on rivals' AI chip efforts
Jensen Huang, CEO of Nvidia, holds such sway in the AI sector that competitors like Google and Amazon inform him about their in-house AI chip projects. This practice arises from Huang's preference to avoid surprises in the industry. The revelation underscores Nvidia's dominant position in AI hardware.
Nvidia partners with Samsung for custom AI chips
2025년 10월 08일 01시 29분Qualcomm acquires Arduino with commitment to open-source ethos
2025년 10월 07일 00시 33분AMD announces major AI chip deal with OpenAI
2025년 10월 05일 00시 29분AMD and Intel discuss potential chip production partnership
2025년 10월 02일 00시 35분Intel's stock extends gains amid AMD partnership speculation
2025년 10월 01일 00시 23분Analysts downgrade Marvell stock amid near-term challenges
2025년 10월 01일 00시 23분Meta signals growing ambition in custom chip development
2025년 09월 30일 01시 04분Intel leads chip stocks with strong year-to-date gains
2025년 09월 21일 00시 18분Nvidia Announces $5 Billion Investment in Rival Intel
2025년 09월 20일 00시 02분Nvidia Acquires $5 Billion Stake in Intel Amid Partnership Deal
 
삼성전자 3분기 순이익 21% 증가, 칩 판매 호조로
Raj Patel AI에 의해 생성된 이미지
삼성전자는 3분기 순이익이 전년 대비 21% 증가한 12.22조 원을 기록했다고 30일 밝혔다. 반도체 부문의 기록적인 실적이 인공지능 붐에 힘입어 주도했다. 운영이익은 32.5% 상승한 12.16조 원으로 시장 기대를 상회했다.
US pressures Taiwan on chip production relocation
AI에 의해 보고됨
The United States is pressuring Taiwan to shift 50% of its semiconductor production to US soil or risk losing military protection. This demand accompanies proposals for tariffs to balance foreign chip reliance. The policies aim to bolster domestic manufacturing amid global tensions.
Intel launches Core Ultra Series 3 chips this week
Intel has announced its next-generation CPU launch amid ongoing uncertainty for the company. The new chips, named Intel Core Ultra Series 3 and codenamed Panther Lake, will be produced at a new fabrication plant in Arizona. This follows a challenging year for Intel.
Eswin launches EBC7702 Mini-DTX RISC-V board
Chinese semiconductor firm ESWIN has announced the launch of the EBC7702 Mini-DTX board. The new hardware features a dual-die EIC7702X system-on-chip. It targets RISC-V enthusiasts and developers.
Nvidia stock split sparks criticism but may aid shares
AI에 의해 보고됨
Nvidia announced a 10-for-1 stock split on May 22, 2024, prompting mixed reactions from investors and analysts. While some view the move as a way to distract from the company's high valuation, others believe it could broaden its investor base and support the stock price. The announcement came amid broader concerns about the risks facing high-flying tech stocks like Nvidia.