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.
Target, 사회적 이슈가 되었던 부분의 영향 제외. 필수소비재 소비 양호. 비필수제품 소비 여전히 부진
"We are seeing food and beverage and household essentials absorbing a larger portion of the US consumers wallet,"
The company, which largely sells non-essential items like electronics and home decor, has been trying to balance its merchandise by adding more daily-use products as consumers limit their spending to necessary items amid rising prices.
https://www.reuters.com/business/retail-consumer/target-cuts-annual-forecasts-americans-hold-back-non-essential-spending-2023-08-16/
"We are seeing food and beverage and household essentials absorbing a larger portion of the US consumers wallet,"
The company, which largely sells non-essential items like electronics and home decor, has been trying to balance its merchandise by adding more daily-use products as consumers limit their spending to necessary items amid rising prices.
https://www.reuters.com/business/retail-consumer/target-cuts-annual-forecasts-americans-hold-back-non-essential-spending-2023-08-16/
Reuters
Target sees profit boost on fewer discounts, Pride backlash hurts sales
Target cut its full-year sales and profit expectations even as its quarterly profit exceeded Wall Street estimates on Wednesday, benefiting from fewer discounts and better stocked store shelves.
TJX
TJ Maxx/Marshall 매출 호조
-> Back to School, 디스카운트 제품 수요 강세
Home 제품 판매 호조
-> Bed Bath & Beyond 파산 효과/ 운송비용 감소
https://www.reuters.com/business/retail-consumer/tj-maxx-parent-lifts-annual-profit-forecast-robust-off-price-demand-2023-08-16/
TJ Maxx/Marshall 매출 호조
-> Back to School, 디스카운트 제품 수요 강세
Home 제품 판매 호조
-> Bed Bath & Beyond 파산 효과/ 운송비용 감소
https://www.reuters.com/business/retail-consumer/tj-maxx-parent-lifts-annual-profit-forecast-robust-off-price-demand-2023-08-16/
Qualcomm, 최근 스마트폰 시장 부진으로 대만지역 인력 10% (200여명) 감원 루머
https://money.udn.com/money/story/5612/7377330?from=edn_maintab_index
https://money.udn.com/money/story/5612/7377330?from=edn_maintab_index
안녕하세요!! 잘 지내셨나요?
미래에셋증권에서 글로벌테크를 담당하는
류영호 입니다.
2009년 대우증권 입사이후 처음으로 이직을
하게되었습니다. 어제가 미래에셋증권 마지막
출근이었고 9월 4일부터 NH투자증권
반도체 담당으로 출근 예정입니다
원래 뜨거운 여름에 다시 돌아온다고
말씀드렸는데 이직으로 개인 채널 복귀는
시간이 더 필요할 것 같습니다 ㅠ
오랜만에 다시 국내로 복귀하게되어
어리버리 하겠지만 잘 부탁 드리겠습니다!
미래에셋증권에서 글로벌테크를 담당하는
류영호 입니다.
2009년 대우증권 입사이후 처음으로 이직을
하게되었습니다. 어제가 미래에셋증권 마지막
출근이었고 9월 4일부터 NH투자증권
반도체 담당으로 출근 예정입니다
원래 뜨거운 여름에 다시 돌아온다고
말씀드렸는데 이직으로 개인 채널 복귀는
시간이 더 필요할 것 같습니다 ㅠ
오랜만에 다시 국내로 복귀하게되어
어리버리 하겠지만 잘 부탁 드리겠습니다!