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<p>[DB금융투자 반도체 서승연, 전기전자 조현지] <br><br>10/30 Tech Daily News <br><br>■ Alphabet은 클라우드 사업부의 강력한 매출 성장으로 가이던스의 상한과 하한을 상회한 3분기 실적 기록. 매출액 $ 882억 7천만로 YoY 15% 증가, EPS $1.85 기록. 클라우드 수익은 YoY 35% 증가한 113억 5천만 달러 기록. 기업 고객을 위한 구독을 포함하는 AI 제공이 크게 기여함 <br>(CNBC) <br>- 링크:<a href="https://abit.ly/znhtif" target="_blank" class="ke-link">https://abit.ly/znhtif</a><br><br>■ AMD의 3분기 매출은 68억 2천만 달러로 예상치 상회, EPS는 92센트로 예상치 부합함. AMD는 중요한 데이터 센터 사업이 2분기 연속 매출을 두 배로 늘렸으나, 4분기의 전반적인 수익 가이던스는 기대치와 부합했다고 밝힘. AMD의 AI 칩은 데이터 센터 부문에 포함되며, 총 매출은 35억 달러로 연간 두 배 이상 증가함. 이는 주로 AI용 Instinct 브랜드 GPU의 강력한 판매에 의해 주도됨 <br>(CNBC) <br>- 링크:<a href="https://abit.ly/nsr9oe" target="_blank" class="ke-link">https://abit.ly/nsr9oe</a><br><br>■ OpenAl는 자사 최초의 인공지능 시스템을 지원하도록 설계된 자체 칩을 개발하기 위해 Broadcom과 TSMC와 협력하고 있으며, 급증하는 인프라 수요를 충족하기 위해 Nvidia의 칩과 함께 AMD 칩을 추가하고 있다고 밝힘. OpenAl은 모든 것을 사내에서 구축하고 칩 제조를 위한 "파운드리"로 알려진 공장 네트워크를 구축하는 계획을 위해 자본을 조달하는 것을 고려하고 있음 <br>(Reuters) <br>- 링크:<a href="https://abit.ly/t0broah" target="_blank" class="ke-link">https://abit.ly/t0broah</a><br><br>■ Apple은 목요일에 2년 만에 가장 큰 분기 매출 증가를 보고할 것으로 예상되며, 특히 중국에서의 iPhone 수요가 회사의 연간 출시 주기의 끝무렵에 가까워지면서 최근 몇 년에 비해 더 나아질 것으로 예상. 이러한 결과는 회사의 4분기 실적 발표 며칠 전에 출시된 최신 iPhone 16 시리즈에 대한 수요에 대한 첫 번째 힌트를 투자자들에게 제공할 것 <br>(Reuters) <br>- 링크:<a href="https://abit.ly/p60pfy" target="_blank" class="ke-link">https://abit.ly/p60pfy</a><br><br>■ TSMC는 CoWoS 패키징 기술의 핵심 단계를 아웃소싱하여 OSAT 공급업체와의 파트너십을 강화하고 있음. ASE의 자회사 Siliconware Precision Industries(SPIL)는 Amkor Technology와 함께 CoW 프로세스를 인수하여 TSMC가 AI 및 HPC 칩 패키징에 대한 증가하는 수요를 충족할 수 있도록 지원 <br>(Digitimes) <br>- 링크:<a href="https://abit.ly/dylq47" target="_blank" class="ke-link">https://abit.ly/dylq47</a></p>
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