[種目]해외주식 뉴스모음 (2024-10-23)

○ 해외주식 뉴스모음 (2024-10-23)

▪️(NVDA) 엔비디아 CEO 황, 블랙웰 결함 수정했다고 밝혀; '100% 엔비디아 잘못' (SA (https://seekingalpha.com/news/4194291-nvidia-ceo-huang-says-blackwell-flaw-fixed-100-nvidias-fault)) : "우리는 블랙웰에 설계 결함이 있었습니다 ." Huang이 수요일에 덴마크에서 말했다고 해당 뉴스 매체가 덧붙였습니다 . "기능은 있었지만 설계 결함으로 인해 수율이 낮았습니다. 100% Nvidia의 잘못이었습니다." 황은 엔비디아용 프로세서를 제조하는 TSMC가 회사가 수율 문제에서 회복하고 "놀라운 수준에서 블랙웰 제조를 재개하도록 도왔다" 고 덧붙였습니다. 

▪️(QCOM) ARM, 계약 분쟁으로 Qualcomm과 칩 설계 라이선스 계약 취소 (SA (https://seekingalpha.com/news/4193258-arm-cancel-chip-design-license-deal-qualcomm)) : Arm의 소송 에 따르면 Qualcomm은 Arm 라이선스를 받은 칩 제조 스타트업인 Nuvia를 인수한 후 라이선스 계약 조건을 재협상하지 못했습니다. 하지만 Qualcomm은 기존 라이선스 계약이 Nuvia의 활동을 포함한다고 주장했습니다. Qualcomm은 이번 주에 Nuvia의 디자인 Oryon을 스마트폰용 Snapdragon 칩에 적용할 계획이라고 밝혔습니다. Arm은 이것이 라이선스 계약 위반이며 인수 전에 만들어진 Nuvia 디자인은 허가 없이 Qualcomm으로 이전될 수 없다고 주장합니다. Arm이 라이선스 계약 취소를 진행하면 Qualcomm은 대부분의 Android 스마트폰에 사용되는 프로세서 판매를 중단하거나 손해를 입어야 할 수도 있습니다. 또한 Arm의 IP를 설계에 사용할 수 없게 됩니다.

▪️(OpenAI) OpenAI, 'AI의 경제적 영향을 더 잘 이해하기 위해' 최초의 수석 경제학자 고용 (SA (https://seekingalpha.com/news/4191695-openai-hires-first-chief-economist-to-better-understand-ais-economic-impacts)) : OpenAI는 화요일에 AI의 경제적 영향을 더 잘 이해하기 위해 Aaron "Ronnie" Chatterji 박사를 생성형 인공지능 스타트업의 첫 수석 경제학자로 고용했다고 발표했습니다. Chatterji 박사는 현재 Duke University 교수의 경영 및 공공 정책 교수 이며 Biden 행정부의 일원으로 CHIPs 법안을 조정하는 데 도움을 주었습니다.

▪️(MSFT) 마이크로소프트 공동설립자 게이츠, 해리스에게 선거 승리 위해 5000만 달러 기부 (SA (https://seekingalpha.com/news/4194119-microsoft-co-founder-gates-donated-50m-to-harris-to-win-election-report)) 

▪️(AAPL) 애플, 여름 이후 Vision Pro 생산을 '급격히' 줄일 예정 (SA (https://seekingalpha.com/news/4194805-apple-said-to-sharply-reduce-vision-pro-production-since-summer-report)) : The Information에 따르면 Apple은 여름 이후로 Vision Pro 혼합현실 헤드셋 생산을 "급격히" 줄였으며 올해 말까지 기존 버전 생산을 중단할 수도 있다고 합니다. 해당 매체는 Vision Pro의 구성 요소를 만드는 데 참여한 여러 사람을 인용하며, Apple이 수요를 충족할 만큼 기존 제품의 재고를 충분히 확보했다는 의미일 수 있으며 Apple이 내년 언젠가 출시될 예정인 더 저렴한 두 번째 버전의 제품 개발에 집중하고 있을 수도 있다고 덧붙였습니다. 

▪️(GOOG) 구글, 퀄컴과 손잡고 자동차에 AI 어시스턴트 탑재 (SA (https://seekingalpha.com/news/4193942-google-qualcomm-team-up-to-put-ai-assistant-in-cars)) : 두 회사는 Snapdragon Digital Chassis, Android Automotive OS, Google Cloud의 보완 기술을 활용하여 생성적 AI를 사용하여 조종석 솔루션을 개발하기 위한 새로운 표준화된 참조 플랫폼을 제작할 것이라고 밝혔습니다.

▪️(AMZN) Amazon 지원 Anthropic의 AI 도구 Claude는 인간과 같은 컴퓨터를 사용하는 것을 목표로 합니다 (SA (https://seekingalpha.com/news/4191324-amazon-backed-anthropics-ai-tool-claude-aims-to-use-computers-like-humans)) 

▪️(TSMC) TSMC, 화웨이 AI 칩 규제에 대한 미국 조사 대상에서 제외 (SA (https://seekingalpha.com/news/4190647-taiwan-semi-not-subject-of-us-probe-over-ai-chip-curbs-on-huawei)) : "TSMC는 규제 요건을 준수하기 위해 2020년 9월 중순 이후로 Huawei에 공급하지 않았습니다."

▪️(META) 메타의 스마트 안경이 레이밴 매장을 장악, AI 기능은 아직 없어 (BZ (https://www.benzinga.com/news/24/10/41458752/metas-smart-glasses-dominate-ray-ban-stores-ai-features-still-missing)) : Ray-Ban Meta 안경은 현재 EMEA 전역 매장의 60%에서 가장 많이 팔리는 제품입니다. 유럽에는 AI 기능이 없음에도 불구하고 이 안경은 여전히 ​​기존 Ray-Ban 모델보다 성능이 뛰어납니다.

▪️(TSLA) 테슬라, 야마다 체인 통해 일본서 가정용 배터리 판매 (RT (https://www.reuters.com/business/autos-transportation/tesla-sell-home-batteries-japan-through-yamada-chain-nikkei-reports-2024-10-23/)) : 닛케이 경제신문은 수요일에 야마다 덴키가 전자제품 매장 체인을 통해 일본에서 파워월(Powerwall) 가정용 배터리 시스템 판매를 시작한다고 보도했습니다. 닛케이는 전기자동차 대기업이 전국에 약 1,000개의 매장을 둔 체인점 운영사인 야마다 홀딩스와 제휴하여 일본 내 가정용 배터리 시스템의 유통을 가속화할 계획이라고 보도했습니다.

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