Supermicro (SMCI US)
4Q23 FY 실적 업데이트
(현지 시간 8일 실적발표 예정)
- 기존 가이던스 17-19억달러 vs 신규 가이던스 21.5-21.8억달러
- 기존 EPS 가이던스 $2.21-2.71 (컨센 $2.54) vs 신규 EPS 가이던스 $3.35-3.45
4Q23 FY 실적 업데이트
(현지 시간 8일 실적발표 예정)
- 기존 가이던스 17-19억달러 vs 신규 가이던스 21.5-21.8억달러
- 기존 EPS 가이던스 $2.21-2.71 (컨센 $2.54) vs 신규 EPS 가이던스 $3.35-3.45
웨이퍼 하나를 단일 칩으로 제작하는 AI 스타트업 Cerebras, UAE 'G42'과 1억 달러 규모 계약 체결
https://www.zdnet.com/article/ai-startup-cerebras-built-a-gargantuan-ai-computer-for-abu-dhabis-g42-with-27-million-ai-cores/
https://www.zdnet.com/article/ai-startup-cerebras-built-a-gargantuan-ai-computer-for-abu-dhabis-g42-with-27-million-ai-cores/
ZDNET
Cerebras just built a gargantuan computer system with 27 million AI 'cores'
Condor Galaxy is the first stage in Cerebras' partnership with Abu Dhabi's G42 expected to ultimately lead to hundreds of millions of dollars for a clustered system spanning multiple continents.
Lisa Su, the company will "consider other manufacturing capabilities" besides TSMC to make AMD-designed chips to "ensure that we have the most resilient supply chain."
Su said that "for advanced [chip] development, we don't have anything [planned] currently,"
https://asia.nikkei.com/Business/Tech/Semiconductors/AMD-will-consider-other-partner-foundries-to-TSMC-CEO
Su said that "for advanced [chip] development, we don't have anything [planned] currently,"
https://asia.nikkei.com/Business/Tech/Semiconductors/AMD-will-consider-other-partner-foundries-to-TSMC-CEO
Nikkei Asia
AMD will consider 'other' partner foundries to TSMC: CEO
U.S. chipmaker is open to diversifying foundries amid Taiwan risks
Apple Aims to Keep iPhone Shipments Steady Despite 2023 Turmoil
Apple targets 85 million units, roughly in line with last year
https://www.bloomberg.com/news/articles/2023-07-24/apple-aims-to-keep-iphone-shipments-steady-despite-2023-turmoil
Apple targets 85 million units, roughly in line with last year
https://www.bloomberg.com/news/articles/2023-07-24/apple-aims-to-keep-iphone-shipments-steady-despite-2023-turmoil
Bloomberg.com
Apple Aims to Keep iPhone Shipments Steady Despite 2023 Turmoil
Apple Inc. is asking suppliers to produce about 85 million units of the iPhone 15 this year, roughly in line with the year before, according to people familiar with the matter.
AMD Confirms Next-Gen Instinct MI400 Series AI Accelerators Already In The Works
https://wccftech.com/amd-confirms-next-gen-instinct-mi400-series-ai-accelerators-already-in-the-works/
https://wccftech.com/amd-confirms-next-gen-instinct-mi400-series-ai-accelerators-already-in-the-works/
Wccftech
AMD Confirms Next-Gen Instinct MI400 Series AI Accelerators Already In The Works
AMD sets its sight on an aggressive approach in the AI industry, as it discloses its plans for next-gen MI400 Instinct AI accelerators.
9월 IPO 예정인 ARM에 애플과 삼성도 투자 예정, 지난 6월 인텔, 엔비디아를 포함한 10여개 회사들과 논의 중 언급
https://www.reuters.com/markets/deals/apple-samsung-invest-softbanks-arm-ipo-nikkei-2023-08-08/
https://www.reuters.com/markets/deals/apple-samsung-invest-softbanks-arm-ipo-nikkei-2023-08-08/
Reuters
Apple and Samsung to invest in SoftBank's Arm at IPO -Nikkei
Apple and Samsung Electronics will invest in SoftBank Group -owned chip designer Arm at its initial public offering (IPO), expected in September, Japan's Nikkei newspaper reported on Tuesday.
Intel, AMD에서 10년 이상 Technical Marketer로 활동하였던 Robert Hallock 영입. Meteor Lake를 위해서??
https://wccftech.com/robert-hallock-joins-intel-senior-director-of-technical-marketing-after-a-decade-at-amd/
https://wccftech.com/robert-hallock-joins-intel-senior-director-of-technical-marketing-after-a-decade-at-amd/
Wccftech
Robert Hallock Joins Intel As Senior Director of Technical Marketing After A Decade At AMD
In a twist of events, AMD's ex-official Robert Hallock joins Intel as a Senior Director of Technical Marketing.
NVIDIA GH200 GPU Boosted With World’s Fastest HBM3e Memory, Delivers 5 TB/s Bandwidth
https://wccftech.com/nvidia-gh200-gpu-boosted-with-worlds-fastest-hbm3e-memory-delivers-5-tbps/
https://wccftech.com/nvidia-gh200-gpu-boosted-with-worlds-fastest-hbm3e-memory-delivers-5-tbps/
Wccftech
NVIDIA GH200 GPU Boosted With World's Fastest HBM3e Memory, Delivers 5 TB/s Bandwidth
NVIDIA has just announced its boosted GH200 GPU which now comes equipped with HBM3e, the world's fastest memory solution.
Intel, 공식적으로 Tower Semi 인수 포기
https://www.intel.com/content/www/us/en/newsroom/news/intel-news-aug-2023.html
https://n.news.naver.com/article/092/0002302123?sid=105
https://www.intel.com/content/www/us/en/newsroom/news/intel-news-aug-2023.html
https://n.news.naver.com/article/092/0002302123?sid=105
Newsroom
Intel Announces Termination of Tower Semiconductor Acquisition
Intel continues to advance plans to create world-class system foundry as part of its IDM 2.0 strategy.