https://www.vlsi.kr/ja/semiconductor-startup-valuation-curves-deep-dive-ja/ VLSI Korea ja 2026-10-22T09:09:31.000Z 半導体スタートアップ評価額カーブ解剖：Tenstorrentが62億ドル、Etchedは8カ月で4倍 https://www.vlsi.kr/en/semiconductor-startup-valuation-curves-deep-dive-en/ VLSI Korea en 2026-10-22T09:09:26.000Z Semiconductor Startup Valuation Curves: Tenstorrent Hits $6.2B, Etched Quadruples in Eight Months https://www.vlsi.kr/ko/semiconductor-startup-valuation-curves-deep-dive-ko/ VLSI Korea ko 2026-10-22T09:08:27.000Z 반도체 스타트업 기업가치 곡선 해부 — 텐스토렌트 62억 달러, 에치드는 8개월 만에 4배가 됐다 https://www.vlsi.kr/ja/anthropic-s1-semiconductor-demand-deep-dive-ja/ VLSI Korea ja 2026-10-22T09:05:38.000Z AnthropicのS-1を半導体市場から読み解く:807億ドル損失の正体と5,180億ドルコミットメント https://www.vlsi.kr/en/anthropic-s1-semiconductor-demand-deep-dive-en/ VLSI Korea en 2026-10-22T09:04:19.000Z Anthropic's S-1, Decoded for the Semiconductor Market: Inside the $80.7B Loss and the $518B Compute Commitment https://www.vlsi.kr/ko/anthropic-s1-semiconductor-demand-deep-dive-ko/ VLSI Korea ko 2026-10-22T09:02:00.000Z 앤트로픽 S-1 딥다이브: 807억 달러 손실의 실체와 5,180억 달러 약정이 바꾸는 반도체 수요 지도 https://www.vlsi.kr/ja/intel-inference-gpu-lpddr5x-deep-dive-ja/ VLSI Korea ja 2026-10-22T09:01:24.000Z Intel推論GPU深掘り: HBMではなくLPDDR5X 480GBを選んだ理由 — Crescent Island D270を全解剖 https://www.vlsi.kr/en/intel-inference-gpu-lpddr5x-deep-dive-en/ VLSI Korea en 2026-10-22T09:01:19.000Z Intel Inference GPU Deep Dive: Why the D270 Skips HBM for 480GB of LPDDR5X https://www.vlsi.kr/ja/vera-rubin-production-volume-deep-dive-ja/ VLSI Korea ja 2026-10-22T09:00:50.000Z Vera Rubin量産の数学: 1ラック = HBM4 576スタック、GPU 100万個 = ウエハ30万枚 (TSMC・SK hynix・サムスン・Micron) https://www.vlsi.kr/en/vera-rubin-production-volume-deep-dive-en/ VLSI Korea en 2026-10-22T09:00:37.000Z The Math of Vera Rubin Production: 576 HBM4 Stacks per Rack, 300,000 Wafers per Million GPUs (TSMC, SK hynix, Samsung, Micron) https://www.vlsi.kr/ko/intel-inference-gpu-lpddr5x-deep-dive-ko/ VLSI Korea ko 2026-10-22T09:00:33.000Z 인텔 추론 GPU 딥다이브: HBM 없이 LPDDR5X 480GB를 택한 이유 — Crescent Island GPU D270 전수 해부 https://www.vlsi.kr/ko/vera-rubin-production-volume-deep-dive-ko/ VLSI Korea ko 2026-10-22T09:00:01.000Z 베라 루빈 양산의 수학: 랙 1대 = HBM4 576개, GPU 100만 개 = 웨이퍼 30만 장 (TSMC·SK하이닉스·삼성전자·마이크론) https://www.vlsi.kr/en/jasm-kumamoto-3nm-fab2-en/ VLSI Korea en 2026-10-22T07:23:41.000Z TSMC Kumamoto Fab 2 Moves to 3nm: Japan Certification, Subsidy and 2028 Production Plan https://www.vlsi.kr/ko/jasm-kumamoto-3nm-fab2-ko/ VLSI Korea ko 2026-10-22T07:22:57.000Z TSMC 구마모토 제2공장, 3나노 반도체 생산으로 전환 - 일본 정부 인정과 보조금, 2028년 양산 계획 https://www.vlsi.kr/ja/jasm-kumamoto-3nm-fab2-ja/ VLSI Korea ja 2026-10-22T07:22:14.000Z TSMC熊本第2工場、3nm半導体生産へ 経産省が認定 補助金と2028年量産計画 https://www.vlsi.kr/zh/silicon-wafer-tightening-mb-zh/ VLSI Korea zh-cn 2026-10-22T06:25:36.000Z Market Bulletin: 硅晶圆价格迈向40%上涨 - ASP从92美元升至166美元，利用率达99% https://www.vlsi.kr/ja/silicon-wafer-tightening-mb-ja/ VLSI Korea ja 2026-10-22T06:25:30.000Z Market Bulletin: シリコンウエハ価格は40%上昇へ - ASPは92ドルから166ドルへ、稼働率は99%に到達 https://www.vlsi.kr/en/silicon-wafer-tightening-mb-en/ VLSI Korea en 2026-10-22T06:25:26.000Z Market Bulletin: Silicon Wafer Prices Rise Toward 40% - ASP Heads From USD 92 to USD 166 as Utilization Reaches 99% https://www.vlsi.kr/ko/silicon-wafer-tightening-mb-ko/ VLSI Korea ko 2026-10-22T06:25:23.000Z 마켓 불레틴: 실리콘 웨이퍼 가격 40% 상승 향해 - ASP 92달러에서 166달러로, 가동률 99% 도달 https://www.vlsi.kr/ja/sk-hynix-samsung-buyback-55t-end-ja/ VLSI Korea ja 2026-10-22T04:28:28.000Z SKハイニックス40兆ウォン自社株買い終了 ― 55兆ウォンの買い手が消えた後の5つの事実 (SKハイニックス・サムスン・HBM) https://www.vlsi.kr/en/sk-hynix-samsung-buyback-55t-end-en/ VLSI Korea en 2026-10-22T04:27:58.000Z SK hynix Ends Its 40 Trillion Won Buyback — 5 Facts After the 55 Trillion Won Bid Disappears (SK hynix, Samsung, HBM) https://www.vlsi.kr/ko/sk-hynix-samsung-buyback-55t-end-ko/ VLSI Korea ko 2026-10-22T04:27:40.000Z SK하이닉스 40조원 자사주 매입 종료 — 55조원 매수 주체가 사라진 뒤의 5가지 사실 (SK하이닉스·삼성전자·HBM) https://www.vlsi.kr/zh/wearable-01-smartwatch-soc-war-zh/ VLSI Korea zh-cn 2026-10-22T03:28:54.000Z 穿戴半导体 ① 智能手表大脑之战 — Apple S10 vs Snapdragon W5+ Gen 2 vs Exynos W1000 https://www.vlsi.kr/ja/wearable-01-smartwatch-soc-war-ja/ VLSI Korea ja 2026-10-22T03:28:13.000Z ウェアラブル半導体 ① スマートウォッチ頭脳戦争 — Apple S10 vs Snapdragon W5+ Gen 2 vs Exynos W1000 https://www.vlsi.kr/en/wearable-01-smartwatch-soc-war-en/ VLSI Korea en 2026-10-22T03:27:53.000Z Wearable Semiconductors 1: The Smartwatch Brain War — Apple S10 vs Snapdragon W5+ Gen 2 vs Exynos W1000 https://www.vlsi.kr/ko/wearable-01-smartwatch-soc-war-ko/ VLSI Korea ko 2026-10-22T03:27:27.000Z 웨어러블 반도체 ① 스마트워치 두뇌 전쟁 — Apple S10 vs Snapdragon W5+ Gen 2 vs Exynos W1000 https://www.vlsi.kr/ja/lam-research-record-revenue-valuation-test-ja/ VLSI Korea ja 2026-10-22T02:37:35.000Z Lam Research決算 7つの事実 — 過去最高の売上高でも株価が下落した理由（WFE・HBM） https://www.vlsi.kr/en/lam-research-record-revenue-valuation-test-en/ VLSI Korea en 2026-10-22T02:37:30.000Z Lam Research Earnings in 7 Facts: Record Revenue, Falling Stock (WFE, HBM) https://www.vlsi.kr/ko/lam-research-record-revenue-valuation-test-ko/ VLSI Korea ko 2026-10-22T02:37:24.000Z Lam Research 실적 7가지 사실 — 사상 최대 매출에도 주가가 하락한 이유 (WFE·HBM) https://www.vlsi.kr/ja/nvidia-vera-rubin-dsx-pod-deployment-speed-ja/ VLSI Korea ja 2026-10-22T02:36:15.000Z AIファクトリー構築が6カ月から14日へ ― Vera Rubin本格生産とDSX PODの速度経済学（HBM4） https://www.vlsi.kr/en/nvidia-vera-rubin-dsx-pod-deployment-speed-en/ VLSI Korea en 2026-10-22T02:36:09.000Z AI Factories in 14 Days, Not 6 Months: Vera Rubin Production and the DSX POD Speed Play (HBM4) https://www.vlsi.kr/ko/nvidia-vera-rubin-dsx-pod-deployment-speed-ko/ VLSI Korea ko 2026-10-22T02:36:02.000Z AI 팩토리 구축 6개월에서 14일로 — Vera Rubin 양산과 DSX POD의 속도 경제학 (HBM4) https://www.vlsi.kr/ja/samsung-memory-2027-contracts-pricing-power-ja/ VLSI Korea ja 2026-10-22T02:34:24.000Z サムスン電子の2027年メモリの80%はすでに売れた ― 価格決定権が戻る年（HBM4・長期契約） https://www.vlsi.kr/en/samsung-memory-2027-contracts-pricing-power-en/ VLSI Korea en 2026-10-22T02:34:19.000Z 80% of Samsung's 2027 Memory Is Already Sold: Pricing Power Returns (HBM4, Long-Term Contracts) https://www.vlsi.kr/ko/samsung-memory-2027-contracts-pricing-power-ko/ VLSI Korea ko 2026-10-22T02:34:13.000Z 삼성전자 2027년 메모리의 80%는 이미 팔렸다 — 가격 결정권이 돌아온 해 (HBM4·장기계약) https://www.vlsi.kr/zh/daily-silicon-2026-10-22-zh/ VLSI Korea zh-cn 2026-10-22T01:46:12.000Z Lam Research 营收 82.2 亿美元创新高，德州仪器同样超出预期 — 三星电子与 SK 海力士反弹，10 月 22 日值得一读的 8 篇 https://www.vlsi.kr/ja/daily-silicon-2026-10-22-ja/ VLSI Korea ja 2026-10-22T01:46:09.000Z ラムリサーチ、売上高82.2億ドルで過去最高、テキサス・インスツルメンツも予想上振れ — サムスン電子とSKハイニックスが反発、10月22日に読むべき8本 https://www.vlsi.kr/en/daily-silicon-2026-10-22-en/ VLSI Korea en 2026-10-22T01:46:07.000Z Lam Research Posts Record $8.22B Revenue, Texas Instruments Beats Too — Samsung and SK hynix Rebound: 8 Reads for October 22 https://www.vlsi.kr/ko/daily-silicon-2026-10-22-ko/ VLSI Korea ko 2026-10-22T01:46:05.000Z Lam Research 매출 82억 2,000만 달러 기록, Texas Instruments도 예상 상회 — 삼성전자와 SK하이닉스 반등, 10월 22일 읽을 만한 글 8선 https://www.vlsi.kr/ko/screen-holdings-juga-5-harag-iyu-wafer-sejeong/ VLSI Korea ko 2026-10-22T00:55:25.000Z SCREEN홀딩스 주가 5% 하락 이유 — 실적 앞 디레이팅과 장비주 동반 약세 (웨이퍼 세정) https://www.vlsi.kr/ko/rejonak-juga-7-harag-iyu-sic-bandoce-sojae/ VLSI Korea ko 2026-10-22T00:50:55.000Z 레조낙 주가 7% 하락 이유 — 전날 닛케이 최대 상승주의 하루 만의 반전 (SiC·반도체 소재)