반도체 뉴스: 5 9월 2025

December 6, 2025, 9:46 PM EST. Apple is renewing its leadership slate as long-time General Counsel Kate Adams plans to retire next year and Lisa Jackson, head of Environment, Policy, and Social Initiatives, will retire in January 2026. Jennifer Newstead, most recently Meta's Chief Legal Officer, will become Apple's General Counsel on March 1, 2026, overseeing both the Legal and Government Affairs teams after a smooth transition. Newstead previously advised the U.S. State Department and held senior roles at the White House and Justice Department. Tim Cook praised her global experience and legal acumen. Adams' departure follows antitrust and regulatory scrutiny of Apple's App Store practices, while Jackson's exit signals a broader shift in policy and sustainability leadership amid ongoing change for the company.

December 6, 2025, 9:44 PM EST. Honor's mid-range X80 reportedly passed through China's certification database, hinting at a mammoth 10,000mAh battery. The listing mentions 5G and suggests a likely December launch. If real, the battery upgrade would be a major leap over the X70, echoing earlier chatter about bigger capacities for Honor's Magic flagships and X-series. July rumors pegged totals around 8,200-8,400mAh, far below the listing's claim by roughly 1,800mAh. The report also teases increased durability and potentially enhanced mobile gaming performance. Details beyond the battery remain scarce in the entry, so we'll wait for an official reveal to confirm X80 specs, launch timing, and whether the huge battery translates to real-world longevity.

December 6, 2025, 9:10 PM EST. OpenAI's lofty plan to spend about $1.4 trillion on data centers, backed by a revenue base of about $20 billion annually, faces a 2026 reality check. The flagship Stargate vision, plus heavy bets from Nvidia (up to $100 billion in processors), has investors betting on a fast AI adoption cycle. Yet the math is fragile: the financing stack relies on off-balance-sheet SPVs and joint ventures with SoftBank, Oracle, and cloud hyperscalers to spread the risk. Firms like CoreWeave and Crusoe Energy are raising billions to fund GPUs, with hardware used as collateral. If demand slows or tech depreciates, the industry could overbuild much like telecom cycles. The result could slow the AI boom by 2026 and reshape incentives for infrastructure spend.

December 6, 2025, 8:40 PM EST. Apple now recommends iOS 26.1 for iPhone users still on iOS 18, highlighting major updates like Liquid Glass controls and expanded Live Translation. Rolling out since December 2, 2025, the point release emphasizes security enhancements, new visual customization, and practical features for daily use. Key changes include a Liquid Glass interface with a transparency toggle for personalized visuals, eight new languages added to Apple Intelligence (Danish, Dutch, Norwegian, Turkish among them), and Live Translation with AirPods expanding to Japanese, Korean, Italian, and Chinese dialects. Apple's strategy positions iOS 26.1 as the preferred upgrade path over iOS 26 for older devices, aiming to improve security consistency and overall user experience across the iPhone ecosystem.

December 6, 2025, 8:24 PM EST. Amazon isn't just an e-commerce giant. Its fastest-growing segments-AWS and advertising-are powering the ascent. AWS benefits from AI tailwinds and broader cloud migration, with Q3 revenue up 20% year over year and accounting for about 66% of operating income, aided by a ~35% operating margin. Advertising is the fastest-growing segment, expanding ~24% YoY in Q3. With a current market cap near $2.5 trillion, Amazon is positioned to challenge the $3 trillion club as these engines drive profitability and scale, potentially lifting the stock toward Nvidia, Apple, Alphabet, and Microsoft.