China Plans to Inject $1.9 Billion Into Top Memory Chipmaker https://www.bloomberg.com/news/articles/2023-03-02/china-plans-to-inject-1-9-billion-into-top-memory-chipmaker
Bloomberg.com
China Plans to Inject $1.9 Billion Into Top Memory Chipmaker
China has pledged to invest an additional $1.9 billion in the country’s biggest maker of memory chips, a deal that may herald a renewed influx of government capital into an industry hemmed in by US sanctions.
Ransomware attack on chip supplier causes delays for semiconductor groups
US-based MKS Instruments says attack would cost at least $200mn in lost or delayed sales
https://www.ft.com/content/b8669140-8dde-493e-bb30-f5f1e9830804
US-based MKS Instruments says attack would cost at least $200mn in lost or delayed sales
https://www.ft.com/content/b8669140-8dde-493e-bb30-f5f1e9830804
Ft
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ASPEED 2월 매출이 발표되었습니다.
ASPEED 2월 매출은 NT$2.23억으로 전월대비 +1%, 전년대비 -33% 기록했습니다.
(vs 1월 매출 NT$2.20억, -44% MoM, -43% YoY)
https://www.reuters.com/world/china/us-reviewing-chinas-inspur-group-entity-listing-2023-03-07/
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(참고할 이전 기사)
https://www.scmp.com/tech/tech-war/article/3212281/tech-war-us-decision-add-ai-server-firm-inspur-its-trade-black-list-likely-hinder-chinas-computing
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(참고할 이전 기사)
https://www.scmp.com/tech/tech-war/article/3212281/tech-war-us-decision-add-ai-server-firm-inspur-its-trade-black-list-likely-hinder-chinas-computing
Reuters
Nvidia, AMD grapple with latest U.S. curbs on China's Inspur
Nvidia Corp , Advanced Micro Devices Inc and other tech firms are scrambling to assess whether they must halt sales to units of China's Inspur Group Ltd after its addition to a U.S. export blacklist last week.
ChatGPT to drive AI CPU upgrades for PCs
https://www.digitimes.com/news/a20230308PD200/ai-chips-chatgpt-edge-computing.html
https://www.digitimes.com/news/a20230308PD200/ai-chips-chatgpt-edge-computing.html
DIGITIMES
ChatGPT to drive AI CPU upgrades for PCs
As ChatGPT embraces the speech-to-text capability and incorporates Whisper APIs, the semiconductor supply chain and terminal electronics devices associated with speech recognition can anticipate further business opportunities. The trend is also expected to…
https://www.reuters.com/technology/india-us-sign-memorandum-understanding-semiconductors-2023-03-09/
Reuters
India, US to sign memorandum of understanding on semiconductors
The United States and India will sign a memorandum of understanding on semiconductors as both countries discuss coordination of investment and continue dialogue around policies to spur private investment, U.S. Commerce Secretary Gina Raimondo said on Thursday.
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[23년 TSMC 월별 매출]
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TSMC 2월 매출이 발표되었습니다.
- TSMC 2월 매출 NT$1,632억 (-18% MoM, +11% YoY)
- 1Q23 매출 가이던스: US$167억~175억
*FX 30.7TWD/USD 기준 환산 시 NT$5,127~5,373억 (-14~18% QoQ, +4~9% YoY)
- 1Q23 매출 가이던스 역산 시 3월 매출 NT$1,495억~1,741억 (-8~+7% MoM, +2~18% YoY) 예상
링크: https://bit.ly/3J8vW0Q (TSMC)
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[23년 TSMC 월별 매출]
- 1월 NT$2,001억 (+4% MoM, +16% YoY)
- 2월 NT$1,632억 (-18% MoM, +11% YoY)