인텔 - 테크42

인텔

차세대 반도체 패권···운명의 2나노칩 대전 시작됐다

인사이트42 테크놀로지

이재구 기자

2023.12.18

세계 유수의 반도체 기업들이 차세대 스마트폰, 데이터센터, 인공지능(AI) 등에 전력을 공급할 차세대 2나노미터(1나노미터=10억분의 1m) 칩 제조기술 패권 경쟁에 명운을 걸고 경쟁중이다. 2025년이면 누가 세계 반도체 제조기술의 진정한 패자(覇者)인지 그 윤곽이 드러난다. 2나노미터 칩 양산 시장 경쟁에 대해 기존 파운드리 1위 TSMC와 추격자 삼성전자, 그리고 신규 참여자 인텔의 움직임과 현재 상황을 살펴본다.

팻 겔싱어, "칩 제조 사업, 분사할 계획이 없다"

2023.12.15

"The company has no plans to spin off its contract chip manufacturing business," Intel CEO Pat Gelsinger said, "We have moved our manufacturing operations to a business unit within Intel that is now called Intel Foundry Services (IFS)."

인텔, '21억 8천만 달러' 특허침해 항소심 승소

2023.12.05

Reuters reported on December 4, 2023, that Intel, an American semiconductor company, won an appeal in a patent infringement lawsuit against VLSI Technology, overturning a $2.8 billion verdict. According to Reuters, the U.S. Court of Appeals for the Federal Circuit overturned a lower court ruling that ordered Intel to pay VLSI Technology $2.18 billion in damages. This is one of the largest patent law rulings in U.S. history.

인텔과 AMD의 AI PC 경쟁 과열에 퀄컴은 웃는다

2023.10.11

The upcoming Snapdragon X series chips that vendors are pushing to accelerate AI workloads on PCs, and companies like Intel, AMD, HP, and Dell see it as a major replacement opportunity. Qualcomm is vowing to revolutionize the next generation of PCs with its rebranded Snapdragon X system-on-chip. And with the hype centered around the emerging but loosely defined category of AI PCs, the company has set the stage for a new level of competition against Intel, AMD, and Apple.

인텔, 제온 로드맵 순조롭게 진행 중... 288코어 '시에라 포레스트' 출시 예정

2023.09.20

Intel CEO Patrick Gelsinger delivered a keynote address today at Intel Innovation 2023, the company's annual developer event in San Jose, Calif. Intel today announced the general availability of the 5th Gen Xeon Scalable Processors (Emerald Rapids) on December 14th. The 5th Gen Xeon Scalable Processors are based on the P (Performance) Cores of the 13th Gen Core processors and are the last server products to be produced on the Intel 7 process. Most notably, it is socket-wise compatible with 4th Gen Xeon Scalable Processors, reducing time to market. It will also offer a combination of improved performance and faster memory to data centers around the world, the company said.

대규모 언어 모델 속도 테스트... 엔비디아 최고 성능 보여

2023.09.12

Machine learning consortium MLCommons to develop benchmarks for AI learning algorithms has released new test results that determine how fast top-of-the-line hardware can run artificial intelligence models. Nvidia's chips were the top performers in the tests on large language models, with semiconductors produced by Intel coming in a close second.

인텔, '시에라 포레스트'... 전력 효율 두 배 높다

2023.08.29

Intel said a new data center chip (Sierra Forest) coming next year will more than double the amount of computing tasks it can handle per watt of power, part of a broader industry effort to lower power consumption. Speaking at a semiconductor technology conference at Stanford University in Silicon Valley, Intel said its "Sierra Forest" chips will deliver a 240 percent increase in performance per watt over the current generation of data center chips, It is the first time Intel has disclosed such detailed figures.

반도체 불황 끝? 인텔 2분기 흑자 전환

2023.07.28

Is the recession over for the semiconductor market? Intel has reported earnings that beat market expectations. Intel reported revenue of $12.9 billion and earnings per share of $0.13 in the second quarter. This exceeded the consensus forecast of $12.13 billion in revenue and marked a return to profitability after two consecutive quarters of losses.

인텔, 이스라엘 250억 달러 투자... 반도체 공장 신설

2023.06.19

According to the Wall Street Journal (WSJ) on Monday, chipmaker Intel plans to invest $25 billion to build a semiconductor factory in Israel. Earlier in the day, Intel announced a major investment in Poland, marking the company's growing presence in Europe. Intel's new plant, to be built in the southern city of Kiryat Gat, is expected to be completed and operational by 2027, according to the Israeli Finance Ministry. Intel acknowledged the investment, saying it would "further grow its manufacturing capacity in Israel," but did not provide details.

인텔, ARM 상장에 '투자자' 참여할 수 있을까?

2023.06.14

ARM, the world's leading semiconductor design company, is in talks with Intel to become a major investor in the company as it prepares for an initial public offering (IPO) on the New York Stock Exchange later this year. In April, ARM was reported to have privately filed draft listing documents with the U.S. Securities and Exchange Commission to list on the Nasdaq market. ARM reportedly plans to raise $8 billion to $10 billion from the IPO. Intel is in talks with SoftBank, ARM's largest shareholder, to join ARM as an anchor investor. An anchor investor is a large investor that comes in before the listing and leads the process.

독일, 인텔 반도체 공장 추가 보조금 지원 요구 거부

2023.06.12

The German government has rejected a request by US semiconductor giant Intel to build a €17 billion semiconductor factory in Magdeburg, Germany. to build a €17 billion semiconductor plant in Magdeburg, Germany. "We don't have the budget for additional support," German Finance Minister Christina Lindner said, adding, "We are trying to consolidate our budget and we can't go any further."

AI시대의 반도체···엔비디아형 vs 인텔형 희비 쌍곡선

인사이트42 테크놀로지

이재구 기자

2023.05.30

엔비디아가 인공지능(AI)시대 흐름에 올라탄 반도체주 시장을 요동치게 만들었다. 이를 테면 엔비디아형(GPU 주도형)기업은 급상승세, 인텔(CPU주도)형은 급하락세를 보이며 극과 극을 달렸다. 지난...

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