https://www.vlsi.kr/zh/nvidia-supply-chain-capacity-substrate-packaging-zh/ VLSI Korea zh-cn 2026-10-23T09:55:51.000Z NVIDIA 的基板布局 — 基板产能 2.5 倍、11 亿美元测试预付款，以及韩国在 AI 供应链中日益提升的地位 https://www.vlsi.kr/ja/nvidia-supply-chain-capacity-substrate-packaging-ja/ VLSI Korea ja 2026-10-23T09:54:51.000Z NVIDIAの基板への賭け — 基板キャパ2.5倍、テスト前払い11億ドル、そしてAIサプライチェーンで高まる韓国の存在感 https://www.vlsi.kr/en/nvidia-supply-chain-capacity-substrate-packaging-en/ VLSI Korea en 2026-10-23T09:52:25.000Z NVIDIA's Substrate Bet: 2.5x Capacity, a USD 1.1 Billion Testing Advance, and Korea's New Seat in the AI Supply Chain https://www.vlsi.kr/ko/nvidia-supply-chain-capacity-substrate-packaging-ko/ VLSI Korea ko 2026-10-23T09:52:05.000Z 엔비디아의 기판 베팅: 캐파 2.5배, 테스트 선급금 11억 달러, 그리고 AI 공급망에서 커지는 한국의 자리 https://www.vlsi.kr/zh/disco-q2-fy2026-record-sales-guidance-gap-zh/ VLSI Korea zh-cn 2026-10-23T07:29:40.000Z DISCO财报:营收创历史新高、股价却创年内新低 — 出货额1,487亿日元与指引落差(DISCO、HBM后道工序) https://www.vlsi.kr/ja/disco-q2-fy2026-record-sales-guidance-gap-ja/ VLSI Korea ja 2026-10-23T07:28:35.000Z ディスコ決算、過去最高の売上高でも株価は年初来安値 ― 出荷額1,487億円とガイダンスの乖離(ディスコ・HBM後工程) https://www.vlsi.kr/en/disco-q2-fy2026-record-sales-guidance-gap-en/ VLSI Korea en 2026-10-23T07:28:09.000Z DISCO Earnings: Record Sales, a Stock at Its Year Low — Shipments of JPY 148.7B and the Guidance Gap (DISCO, HBM Back-End) https://www.vlsi.kr/ko/disco-q2-fy2026-record-sales-guidance-gap-ko/ VLSI Korea ko 2026-10-23T07:27:40.000Z DISCO 실적, 사상 최대 매출에도 주가가 연중 최저인 이유 — 출하액 1,487억 엔과 가이던스 괴리 (DISCO·HBM 후공정) https://www.vlsi.kr/zh/nvhbm-base-die-tsmc-3nm-not-samsung-loss-zh/ VLSI Korea zh-cn 2026-10-23T07:24:55.000Z NVHBM基底芯片统一用TSMC 3nm，为何不是三星落败 https://www.vlsi.kr/ja/nvhbm-base-die-tsmc-3nm-not-samsung-loss-ja/ VLSI Korea ja 2026-10-23T07:24:00.000Z NVHBMベースダイ TSMC 3nm統一はSamsungの敗北ではない理由 https://www.vlsi.kr/en/nvhbm-base-die-tsmc-3nm-not-samsung-loss-en/ VLSI Korea en 2026-10-23T07:23:34.000Z NVHBM Base Die on TSMC 3nm for All Three Suppliers: Why It Is Not a Samsung Loss https://www.vlsi.kr/ko/nvhbm-base-die-tsmc-3nm-not-samsung-loss-ko/ VLSI Korea ko 2026-10-23T07:22:58.000Z NVHBM 베이스 다이 TSMC 3nm 통일, 삼성 패배가 아닌 이유 5가지 https://www.vlsi.kr/zh/enterprise-ssd-inference-mb-zh/ VLSI Korea zh-cn 2026-10-23T06:23:09.000Z Market Bulletin: Enterprise SSD成为AI的第二层内存 - 数据中心SSD营收单季逼近100亿美元 https://www.vlsi.kr/ja/enterprise-ssd-inference-mb-ja/ VLSI Korea ja 2026-10-23T06:23:02.000Z Market Bulletin: エンタープライズSSDがAIの第二のメモリに - データセンターSSD売上高、1四半期で100億ドルに迫る https://www.vlsi.kr/en/enterprise-ssd-inference-mb-en/ VLSI Korea en 2026-10-23T06:22:58.000Z Market Bulletin: Enterprise SSDs Become AI's Second Memory - Data-Center SSD Revenue Nears USD 10 Billion in a Single Quarter https://www.vlsi.kr/ko/enterprise-ssd-inference-mb-ko/ VLSI Korea ko 2026-10-23T06:22:54.000Z 마켓 불레틴: 엔터프라이즈 SSD가 AI의 두 번째 메모리가 되다 - 데이터센터 SSD 매출, 한 분기에 100억 달러 육박 https://www.vlsi.kr/en/citi-sk-hynix-essd-memory-en/ VLSI Korea en 2026-10-23T05:25:58.000Z Citi Keeps SK hynix Target at KRW 3 Million as AI Inference Drives eSSD Demand (HBM·eSSD) https://www.vlsi.kr/ko/citi-sk-hynix-essd-memory-ko/ VLSI Korea ko 2026-10-23T05:25:45.000Z 씨티, SK하이닉스 목표주가 300만원 유지 — AI 추론이 eSSD 수요를 키운다 (HBM·eSSD) https://www.vlsi.kr/ja/sk-hynix-solidigm-ipo-halt-20t-ja/ VLSI Korea ja 2026-10-23T04:26:34.000Z SKハイニックス、ソリダイム上場を撤回 ― 消えた最大150億ドルの調達計画と5つの事実 (SKハイニックス・ソリダイム・eSSD) https://www.vlsi.kr/en/sk-hynix-solidigm-ipo-halt-20t-en/ VLSI Korea en 2026-10-23T04:26:31.000Z SK hynix Halts the Solidigm Listing: 5 Facts About the $15 Billion Financing That Just Disappeared (SK hynix, Solidigm, eSSD) https://www.vlsi.kr/ko/sk-hynix-solidigm-ipo-halt-20t-ko/ VLSI Korea ko 2026-10-23T04:26:27.000Z SK하이닉스, 솔리다임 상장 철회 — 사라진 20조원 조달 계획의 5가지 사실 (SK하이닉스·솔리다임·eSSD) https://www.vlsi.kr/zh/odc-01-radiation-kills-chips-zh/ VLSI Korea zh-cn 2026-10-23T03:36:39.000Z 太空数据中心半导体 ① 辐射如何杀死芯片 — TID/SEE与抗辐射设计基础 https://www.vlsi.kr/ja/odc-01-radiation-kills-chips-ja/ VLSI Korea ja 2026-10-23T03:35:49.000Z 宇宙データセンター半導体 ① 放射線がチップを殺す — TID/SEEと耐放射線設計の基本 https://www.vlsi.kr/en/odc-01-radiation-kills-chips-en/ VLSI Korea en 2026-10-23T03:35:27.000Z Space Data Center Semiconductors 1: How Radiation Kills Chips — TID, SEE and Rad-Hard Design Basics https://www.vlsi.kr/ko/odc-01-radiation-kills-chips-ko/ VLSI Korea ko 2026-10-23T03:34:55.000Z 우주 데이터센터 반도체 ① 방사선이 칩을 죽인다 — TID/SEE와 rad-hard 설계의 기본기 https://www.vlsi.kr/zh/rapidus-400bn-medical-ai-2nm-zh/ VLSI Korea zh-cn 2026-10-23T02:58:08.000Z Rapidus 获日本政府追加 4,000 亿日元出资计划，2nm 医疗 AI 成为首个明确用途 https://www.vlsi.kr/ja/rapidus-400bn-medical-ai-2nm-ja/ VLSI Korea ja 2026-10-23T02:57:56.000Z ラピダスに4000億円の追加出資計画、2nm医療AIという用途も: 日本の2ナノに資金と時間が問われる https://www.vlsi.kr/en/rapidus-400bn-medical-ai-2nm-en/ VLSI Korea en 2026-10-23T02:57:50.000Z Rapidus: Japan Plans Another 400 Billion Yen for 2nm, and a Medical AI Use Case Arrives https://www.vlsi.kr/ko/rapidus-400bn-medical-ai-2nm-ko/ VLSI Korea ko 2026-10-23T02:56:24.000Z Rapidus 4,000억 엔 추가 출자 계획, 2nm 의료 AI 용도까지: 일본 2나노의 돈과 시간 https://www.vlsi.kr/ja/intel-q3-2026-preview-five-checks-ja/ VLSI Korea ja 2026-10-23T02:37:32.000Z インテル第3四半期決算まであと6日、確認すべき5つのポイント（18A・ファウンドリ・売上総利益率） https://www.vlsi.kr/en/intel-q3-2026-preview-five-checks-en/ VLSI Korea en 2026-10-23T02:37:27.000Z Intel Q3 Earnings in 6 Days: 5 Things to Check (18A, Foundry, Gross Margin) https://www.vlsi.kr/ko/intel-q3-2026-preview-five-checks-ko/ VLSI Korea ko 2026-10-23T02:37:21.000Z 인텔 3분기 실적 D-6, 확인할 5가지 (18A·파운드리·매출총이익률) https://www.vlsi.kr/ja/fab-buildout-supply-chain-samsung-eng-ja/ VLSI Korea ja 2026-10-23T02:36:35.000Z ファブを建てる会社が先に稼ぐ ― Samsung E&Aの好決算と建設サプライチェーンの5つの事実（クリーンルーム・サブファブ） https://www.vlsi.kr/en/fab-buildout-supply-chain-samsung-eng-en/ VLSI Korea en 2026-10-23T02:36:29.000Z The Builders Earn First: Samsung E&A's Earnings Surprise in 5 Facts (Cleanroom, Sub-Fab) https://www.vlsi.kr/ko/fab-buildout-supply-chain-samsung-eng-ko/ VLSI Korea ko 2026-10-23T02:36:23.000Z 팹을 짓는 회사가 먼저 번다 — Samsung E&A 어닝 서프라이즈와 건설 공급망의 5가지 사실 (클린룸·서브팹) https://www.vlsi.kr/ja/semiconductor-market-concentration-top10-ja/ VLSI Korea ja 2026-10-23T02:35:35.000Z 半導体市場の3分の2は10社が握る — 集中が生む新しい秩序 (NVIDIA・メモリ) https://www.vlsi.kr/en/semiconductor-market-concentration-top10-en/ VLSI Korea en 2026-10-23T02:35:29.000Z Two-Thirds of the Chip Market Now Belongs to 10 Companies (NVIDIA, Memory) https://www.vlsi.kr/ko/semiconductor-market-concentration-top10-ko/ VLSI Korea ko 2026-10-23T02:35:23.000Z 반도체 시장의 3분의 2는 10개 회사가 가져간다 — 집중도가 만든 새 질서 (NVIDIA·메모리) https://www.vlsi.kr/zh/daily-silicon-2026-10-23-zh/ VLSI Korea zh-cn 2026-10-23T01:33:06.000Z 10月22日美股收盘 SOX 下跌 6.72% — Lam Research 与 Texas Instruments 财报优于预期、指数仍下跌，今日必读 8 篇 https://www.vlsi.kr/ja/daily-silicon-2026-10-23-ja/ VLSI Korea ja 2026-10-23T01:33:02.000Z 10月22日米国市場 SOX 6.72%下落 — Lam ResearchとTexas Instrumentsが予想を上回るも指数は下落、読むべき8本 https://www.vlsi.kr/en/daily-silicon-2026-10-23-en/ VLSI Korea en 2026-10-23T01:33:00.000Z US Close Oct 22: SOX Falls 6.72% as Lam Research and Texas Instruments Beat — 8 Reads for Oct 23 https://www.vlsi.kr/ko/daily-silicon-2026-10-23-ko/ VLSI Korea ko 2026-10-23T01:32:58.000Z 10월 22일 미국 마감 SOX 6.72% 하락 — Lam Research와 Texas Instruments 실적 상회에도 지수는 하락, 읽을 글 8선