반도체경제학 11. 추락하는 인텔 Intel, 부활 가능할까? 삼성의 운명은? #intel #인텔 #반도체 #삼성전자 #애플 #팻겔싱어 #옵테인메모리 #TSMC

0:29 사업의 전부이던 디램 포기, 위험한 CPU로 전환 1:17 짝퉁 PC 붐이 만들어 낸 인텔의 성공 2:44 시총 압도적 최고 찍고, 애플의 1/20 로 추락 3:48 추락의 원인 1 5:09 애플, ARM 삼성과 손잡다 6:14 인텔, 승자의 저주에 걸려들다 7:58 인텔 추락의 원인 2 9:04 편집광 앤디 그로브 11:13 옵테인 메모리 망하고 공장은 SK Hynix에 12:04 팻 겔싱어가 IDM 2.0 내건 이유 13:10 인텔 파운드리 성공할까 불안한 삼성 참고자료 1. 신용인, 삼성과 인텔, 랜덤하우스코리아, 2009, p. 37. 123. 2. 팻 겔싱어 인텔 CEO "반도체 위탁생산 고려하고 있다". 3. https://www.thelec.kr/news/articleVie... 4. Hasan Ahmed ARM 선임 연구원. KAIST 항공우주공학과 뉴스레터. https://aenews.kaist.ac.kr/news_cont/... 5. Intel, 3D Xpoint 기반의 SSD와 DIMM 메모리 선보여, Hardware Battle 15-10-30. http://www.hwbattle.com/bbs/board.php... 6. Intel: 50 Years of Leadership, https://www.chiphistory.org/intel-ceo... 7. Explore Intel’s History. https://timeline.intel.com/1971/the-l... 8. Intel's first 106 employees. https://www.computerhistory.org/revol... 9. iPhone 1st Generation Teardown. https://ko.ifixit.com/Teardown/iPhone... 10. Ian King and Tom Giles, Intel’s Latest Hail Mary Is a $20 Billion Bet on American Manufacturing, Bloomberg 2021.04.07. https://www.bloomberg.com/news/featur... 11. Why Intel's Foundry Plans Don't Make Any Sense, The Motley Fool, 2021.05.03. https://www.fool.com/investing/2021/0... 12. Largest semiconductor companies by market cap. https://companiesmarketcap.com/semico... 13. Introduction to FinFET. https://www.utmel.com/blog/categories... 14. How Korea Became the Hub of the Memory Industry. http://www.monolithic3d.com/blog/how-... 15. Intel Hiring Top Talent From Rivals TSMC, Samsung, By Josh Norem. Extremetech 2022.07.14. https://www.extremetech.com/computing... 16. Chipmakers to spend record $109b on fab machines this year, Factories hope to buy their way out of shortages – with Taiwan leading the pack by Dylan Martin, The Register 2022.06.13. https://www.theregister.com/2022/06/1... 17. History of personal computers, https://en.wikipedia.org/wiki/History... 18. Steve Jobs knocked Intel's chip design, inflexibility by Brooke Crothers, Cnet 2011.10.25. https://www.cnet.com/science/steve-jo... 19. How Intel will Beat Samsung by Daniel Nenni, Semiwiki 2022.03.09. https://semiwiki.com/semiconductor-ma... 20. How Intel Lost $10 Billion and the Mobile Market By Joel Hruska. 2020.12.03. https://www.extremetech.com/extreme/2... 21. TSMC to Kick off Mass Production of Intel CPUs in 2H21 as Intel Shifts its CPU Manufacturing Strategies, Says TrendForce. 2021.01.13. https://www.trendforce.com/presscente...