GlobalAI·IT 카테고리의 최신 글과 핵심 정보를 한곳에서 확인하세요.
SK하이닉스가 인디애나에서 만들 HBM은 모든 공정을 미국에서 처음부터 생산하는 구조가 아니다. 한국에서 첨단 웨이퍼를 생산한 뒤 미국 인디애나로 보내 첨단 패키징과 테스트를 거쳐 완제품 HBM으로 만드는 방식이다. SK하이닉스는 이 제품을 미국 고객에게 공급할 ‘Made in USA’ 차세대 HBM으로 설명하고 있다.
SK hynix held a groundbreaking ceremony for an advanced packaging facility for AI memory in West Lafayette, Indiana, USA. As of 2026-08-28 Korea time, the company's total projected investment is more than USD 4,000,000,000, with cleanrooms scheduled to open by October 2028 and mass production of next-generation HBM targeted for the second half of 2029. In particular, the 20 originally announced in 2024
Gross margin is just as important as revenue when evaluating Nvidia's earnings. As of 2026-08-26, Nvidia's previously issued non-GAAP gross margin guidance for the 2 quarter of fiscal 2027 was 75.0%±0.5% percentage points. Whether the actual figure and the following quarter's outlook remain near this level is one of the key indicators of profitability in its AI accelerator business.
Nvidia's 2 quarter earnings for fiscal year 2027 are scheduled to be released at approximately 5:20 a.m. on 2026-08-27 Korea time, with the conference call beginning at 6 a.m. As of 9:1 p.m. on August 26, the actual 2 quarter results had not yet been announced. The company's currently available revenue guidance is USD 91,000,000,000±2%, while the market consensus is approximately 921 billion 8 million dollars.
Nvidia's stock can fall even when the company reports better-than-expected earnings. That is because the stock market often prices in the gap between investor expectations and forward guidance, gross margins, and AI chip shipment growth more quickly than already-reported revenue and net income. Ahead of Nvidia's earnings scheduled for release after the U.S. market closes on 2026-08-26,
As of 9:29 a.m. Korea time on 2026-08-26, the Dow Jones, S&P500, and Nasdaq had all closed higher in the previous U.S. trading session. International oil prices and long-term U.S. Treasury yields declined, while semiconductor and AI-related stocks rebounded from the previous day's weakness. The Nasdaq posted the largest percentage gain of the three indexes. However, one day's rebound is not enough to conclude that tensions in the Middle East
As of 2026-08-21 at 2:47 PM, 5 of 7 domestic and international securities firms in a recent survey expect the Bank of Korea to raise its benchmark interest rate by 0.25% percentage points in August. The current benchmark rate is 2.75% per year, and an additional increase of 0.25% percentage points would bring it to 3.00% per year. However, this remains a market forecast, and the rate decision will be made by the Monetary Policy Board on August 27.
The USD/KRW exchange rate closed at KRW 1,392.6 during the 2026-08-20 daytime trading session, down KRW 5.1 from the previous day and marking its 5 consecutive trading day of declines. The rate fell as low as KRW 1,384.1 during the session but pared its losses as demand emerged to buy dollars at lower prices. With the Korean won strengthening rapidly, the next direction will depend not only on dollar weakness but also on dollar sales by exporters and foreign capital flows
창원시는 8월 15~16일 대조기와 집중호우가 겹치는 상황에 대비해 마산 구항 배수펌프장을 점검했다. 이 시설은 마산 구도심 해안과 어시장 일대의 상습 침수를 줄이기 위해 약 178억 원을 투입해 2007년 조성됐다. 8월 18일 오전 11시 발표된 최신 예보에서는 부산·울산·경남에 18일과 19일 각각 5~60㎜의 소나
구글이 2026년 2분기 조직적 영향 공작 조사 과정에서 한국어 정치 관련 콘텐츠를 다룬 유튜브 채널 449개를 종료한 사실이 확인됐다. 4월 22개, 5월 367개, 6월 60개였으며 특히 5월에 전체의 약 81.7%가 집중됐다. 다만 449개 채널의 이름과 운영 주체, 배후 국가·단체는 공개되지 않았다. 여기서 가장