AMD, Datacenter & AI Technology Premiere
- 오늘? 내일 새벽 2시에 진행 예정
- AI/가속기 MI300에 대한 세부사항
- 최근 AMD는 MI300에 대한 시장의 관심이 연초 발표때보다 5배 정도 증가했다 언급
- 연초 마이크로소프트 MI300 도입 발표, 금일 발표에서 추가 고객사 발표 전망
- 4분기 출시, 내년 의미있는 매출액 기대
- 데이터센터의 경우 GenoaX Bergamo Zen4C를 포함한 로드맵 업데이트
* 최근 Genoa 메모리 문제에 관한 사항도 Q&A에서 다룰 가능성(이미 BoA 컨퍼런스에서 문제 없다 언급하긴 했으나..)
* 인텔이 AMD이벤트를 경계하여 어제 사파이어 레피즈 AI벤치마크 공개 및 비하인드 빌더를 통해 HBM을 적용한 사이파이어레피즈 맥스 강조
https://www.youtube.com/live/l3pe_qx95E0?feature=share
- 오늘? 내일 새벽 2시에 진행 예정
- AI/가속기 MI300에 대한 세부사항
- 최근 AMD는 MI300에 대한 시장의 관심이 연초 발표때보다 5배 정도 증가했다 언급
- 연초 마이크로소프트 MI300 도입 발표, 금일 발표에서 추가 고객사 발표 전망
- 4분기 출시, 내년 의미있는 매출액 기대
- 데이터센터의 경우 GenoaX Bergamo Zen4C를 포함한 로드맵 업데이트
* 최근 Genoa 메모리 문제에 관한 사항도 Q&A에서 다룰 가능성(이미 BoA 컨퍼런스에서 문제 없다 언급하긴 했으나..)
* 인텔이 AMD이벤트를 경계하여 어제 사파이어 레피즈 AI벤치마크 공개 및 비하인드 빌더를 통해 HBM을 적용한 사이파이어레피즈 맥스 강조
https://www.youtube.com/live/l3pe_qx95E0?feature=share
YouTube
AMD Data Center & AI Technology Premiere
Join us live on June 13th at 10am PT/ 1pm ET to see how AMD is advancing the data center and AI.
Discover more: https://www.amd.com/en/solutions/data-center/data-center-ai-premiere.html
00:00:00 Introduction
00:01:04 Welcome by Dr. Lisa Su, AMD Chair and…
Discover more: https://www.amd.com/en/solutions/data-center/data-center-ai-premiere.html
00:00:00 Introduction
00:01:04 Welcome by Dr. Lisa Su, AMD Chair and…
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/
x.ai
Welcome | xAI
xAI is an AI company with the mission of advancing scientific discovery and gaining a deeper understanding of our universe.