????·???? ???…???? ???? ????
... ???, ???, ????, ??, ?????, ??, AMD ? 11? ?????. ????(AI) ??? ???? ?? ?? ?? ??????7(M7)? ???? ????? ??, ???? ...
- 2025-01-10
??
??
??
![[??] “??? AI ??? ?? ???? ????”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/80/76/5a/6780765a1c34d2738250.jpg)
[??] “??? AI ??? ?? ???? ????”
... HBM? ???? ??. ??? ?? ????? AMD ??? ?? ?? ??? ? SK????? ????? ??? ??? ???? ????. ??? ?? SK????? ?? ?? ?? ...
- 2025-01-10
?? ???? ??? CEO ?? ??
... ?? ??? ???? ??? CPU ????? ???? AMD? ??? ???? ???? ????.????? PC ?? ??? ???? ?? ?? ?? ??? ?? ?? ???? ...
- 2024-11-29
“??? ?? ETF? T.R.U.M.P” ??? ?????? ETF??? ???
... ??? ?????. ?? ??? M7? ????, TSMC, AMD ? ?? ??, ?? ????, ???? ? ?? ???? ???? ??? ? ????. ? ??? ????(Unexpected benefits ...
- 2024-12-01
![[??] “美 ?? 2027? 6??? ??… AI ?? M7 ?? ??”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/3f/c3/c4/673fc3c40fa2d2738276.jpg)
[??] “美 ?? 2027? 6??? ??… AI ?? M7 ?? ??”
... ? ???? ASIC? ???·??(???)·??, FPGA? AMD·??, ????? IBM? ??? ??. ??? 2? ???? ???? ?? ?? ??? ????? M7? ???? ?? ??? ...
- 2024-11-22
???? ?? ?? ??… ???? ?? ???
... HBM ??? ?????????? ???? ??? AMD, ???? AI ? ??? ???? TSMC ?? ???? ?? ???? ??????? ???? ????.?? ‘??? ...
- 2024-11-22
![[??] “SK????, ?????? ??? 3??? ????? ??”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/2d/5e/13/672d5e130fbbd2738276.jpg)
[??] “SK????, ?????? ??? 3??? ????? ??”
... link)? ?? ????? ??(CUDA)?? ????. ?? AMD ?? ?? ??? ????? ???? ???? ?? ?? ?? ???? ?????? ??? ?? ???. ???? ...
- 2024-11-08
??·MS·??, 3?? ????? ‘AI ???’ ?? ?? ??
... ???? 3%?? ?????. ???? ?? ??? AMD? 3?? ?? ??, ?????????? ?? ?? ?? ?? ?? ??? ??? ?? ??? ????.????? ...
- 2024-11-01
![[??] ??? “SK???? HBM ?? ???, ????? ??? ??? ?”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/18/97/5e/6718975e1132d2738250.jpg)
[??] ??? “SK???? HBM ?? ???, ????? ??? ??? ?”
... ?? ‘??? ???? 2024’ ???? ?? ? AMD ?????(CEO)? ????? TSMC ?? ?? ???? ???. ?? ????? ??? ???. ??? ?? ???? ?? ?? ...
- 2024-10-25
“TSMC, AI ??? ?? ?? ? ?”
... ?? ???? ???. TSMC? CoWoS? ????? AMD ?? AI ???? ??? ? ?? ?? ???? ?? ?? ??? ??? ????. ?? ?? TSMC? ?? ?? ??? ????? ...
- 2024-10-18