DB증권 Tech 서승연, 조현지

Micron Technology, Inc. Reports Results for the Second Quarter of Fiscal 2024 | Micron Technology https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2024

Mustafa Suleyman, DeepMind and Inflection Co-founder, joins Microsoft to lead Copilot - The Official Microsoft Blog https://blogs.microsoft.com/blog/2024/03/19/mustafa-suleyman-deepmind-and-inflection-co-founder-joins-microsoft-to-lead-copilot/

황 CEO는 ‘삼성의 HBM을 엔비디아 칩에 적용하고 있는가’ 질문에 “우리는 지금 삼성 HBM을 현재 테스트하고 있다(qualifying)”며 “기대가 크다”고 언급했다. 아직 사용하고 있지 않느냐는 질문에는 “기대가 크다”고 덧붙였다. https://m.edaily.co.kr/news/read?newsId=01308726638825288&mediaCodeNo=257

What's a NIM? Nvidia Inference Manager is new approach to gen AI model deployment that could change the industry | VentureBeat https://venturebeat.com/ai/whats-a-nim-nvidia-inference-manager-is-new-approach-to-gen-ai-model-deployment-that-could-change-the-industry/

Nvidia unveils next-gen Blackwell GPUs with 25X lower costs and energy consumption | VentureBeat https://venturebeat.com/ai/nvidia-unveils-next-gen-blackwell-gpus-with-25x-lower-costs-and-energy-consumption/

Apple in Talks to License Google Gemini for iPhone, iOS 18 Generative AI Tools - Bloomberg https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools

[DB금융투자 반도체 서승연] NVIDIA GTC 2024 일정 문의가 많아서 링크 올려드립니다. - NVIDIA GTC 2024 일정: https://www.nvidia.com/ko-kr/gtc/conference-schedule/ - GTC 2024 Keynote(젠슨황 CEO): 3월 19일 오전 5시 (한국시간 기준) 업무에 도움되시길 바랍니다. 감사합니다.

Modi inaugurates India's first commercial semiconductor fab in 30 years https://www.digitimes.com/news/a20240314VL201/india-commercial-fab-psmc-tata-group.html?dt_ref=topic

Samsung launches new mid-to-low priced smartphones, with Exynos AP seeing increased presence https://www.digitimes.com/news/a20240314PD202/samsung-exynos-smartphone-application-processor.html

Globalfoundries reportedly to implement personnel restructuring in Singapore and Taiwan amid speculation of job relocation to India https://www.digitimes.com/news/a20240315VL200/globalfoundries-india-singapore-taiwan.html