DB증권 Tech 서승연, 조현지

Apple reportedly exploring personal home robots https://www.cnbc.com/2024/04/03/apple-exploring-personal-home-robots-report.html

TSMC latest updates tonight: “Based on TSMC's rich experience and capability in earthquake response and disaster prevention, and regular safety drills to ensure full preparedness. Within just 10 hours after the earthquake on April 3rd, the recovery rate of wafer fab equipment has exceeded 70%, and the recovery rate of newly built fabs (such as Fab 18) has exceeded 80%. Although a few pieces of equipment in some areas were damaged, affecting production lines, major machines including all Extreme Ultraviolet (EUV) lithography equipment remained undamaged. TSMC has allocated resources to expedite comprehensive recovery and has resumed operations today, maintaining close communication with our customers. We will continue to closely monitor and communicate directly with our customers about any relevant impacts.”

Intel discloses $7 billion operating loss for chip-making unit | Reuters https://www.reuters.com/technology/intel-discloses-financials-foundry-business-2024-04-02/

Apple unveils new AI model boosting Siri, rivals GPT-4 in performance (Digitimes) - 애플은 최근 스크린과 대화 맥락상의 애매한 부분을 이해하도록 설계된 새로운 AI 모델을 발표 - 8천만, 2억 5천만, 10억, 30억의 네 가지 패러미터로 출시된 이 모델은 음성 비서 시리와의 사용자 상호 작용을 크게 향상시킬 것으로 알려짐 - 논문에서 애플의 AI 연구원들은 현재 상황과 언급된 사물 또는 개념을 이해하기 위해 음성 비서의 중요성을 강조. 따라서 사용자가 수동으로 작업을 수행할 필요 없이 음성 비서를 통해 명령할 수 있도록 하는 것 - 가장 작은 ReALM 모델도 기존 시스템에 비해 다양한 유형의 엔티티를 인식하는 데 5% 이상 정확도 향상 - 가장 작은 ReALM 모델은 GPT-4와 유사한 성능을 보이는 반면, 더 큰 버전은 GPT-4를 크게 능가하는 것으로 알려짐 https://www.digitimes.com/news/a20240402PD210/apple-siri-llm-ai-chatgpt.html

US Asks South Korea to Toughen Up Export Controls on China Chips - Biden officials want Seoul to adopt similar tech curbs as US - Washington is pushing for a deal before G7 summit in June https://www.bnnbloomberg.ca/us-asks-south-korea-to-toughen-up-export-controls-on-china-chips-1.2054053

TSMC places additional equipment orders for CoWoS packaging https://www.digitimes.com/news/a20240401PD234/tsmc-equipment-cowos-packaging.html