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<p>[DB금융투자 반도체 서승연, 전기전자 조현지] <br><br>09/26 Tech Daily News <br><br>■ OpenAl가 비영리 이사회의 통제를 받지 않는 영리 혜택 기업으로 핵심 사업을 구조조정할 계획을 수립하고 있다고 밝힘. CEO Sam Altman는 구조조정 이후 1,500억 달러 가치의 자본을 처음으로 받게 될 것 <br>(Reuters) <br>- 링크:<a href="https://abit.ly/ehqtzv" target="_blank" class="ke-link">https://abit.ly/ehqtzv</a><br><br>■ 구글은 마이크로소프트가 자사의 지배적인 운영체계인 윈도우 서버 시스템을 악용해 경쟁을 방해하고 있다고 주장하며 EU의 불만을 제기. Google은 Microsoft가 Azure에 대해 동일한 플레이북을 사용하고 대안을 선호하더라도 고객들이 Teams라는 협업 애플리케이션을 사용하도록 강요했다고 주장함 <br>(Reuters) <br>- 링크:<a href="https://abit.ly/p1sybj" target="_blank" class="ke-link">https://abit.ly/p1sybj</a><br><br>■ 메타는 리얼리티 랩스 사업부에서 나온 최신 가상 현실 헤드셋인 299달러의 퀘스트 3S를 발표했으며, 이전 제품인 499달러의 퀘스트 3보다 저렴함. 회사는 헤드셋을 완전한 컴퓨터로 포지셔닝하여 2월에 출시된 Apple의 3,499달러짜리 Vision Pro 헤드셋과 경쟁하게 됨. 메타는 또한 소비자에겐 판매되지 않을 완전한 증강 현실 스마트 안경의 프로토타입인 오리온을 선보였음 <br>(CNBC) <br>- 링크:<a href="https://abit.ly/xfbhhs" target="_blank" class="ke-link">https://abit.ly/xfbhhs</a><br><br>■ AMD는 10월에 HBM3E를 활용한 차세대 MI325X 칩을 출시하여 AI GPU 시장에서 입지를 강화하고, 위험을 완화하고자 하는 AI 서버 클라이언트로부터 주문을 확보할 계획. 이러한 움직임은 Nvidia가 H100 및 H200 칩의 생산을 늘리려는 노력과 함께 이루어질 것 <br>(DigiTimes) <br>- 링크:<a href="https://abit.ly/9spxfp" target="_blank" class="ke-link">https://abit.ly/9spxfp</a><br><br>■ 미디어텍은 최신 플래그십 모바일 플랫폼인 Dimensity 9400을 출시할 예정이며, 퀄컴보다 일찍인 2024년에 출시될 것이라는 보도가 나오고 있음. 공식 출시는 10월 초로 예상되며, 이 칩을 탑재한 첫 번째 기기는 Vivo X200 시리즈로, 최근 몇 년간의 MediaTek과 Vivo의 긴밀한 협력은 계속될 것. 설계 구조와 벤치마크 데이터를 기반으로, MediaTek의 2024년 CPU 전략은 Qualcomm에 비해 보수적인 것으로 보임 <br>(DigiTimes) <br>- 링크:<a href="https://abit.ly/1z51mn" target="_blank" class="ke-link">https://abit.ly/1z51mn</a></p>
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