[1인치 영어] Alibaba Has~
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Alibaba Has a New Made-in-China Chip (WJS. 20250829)
China's biggest cloud computing company, Alibaba, has developed a new chip for a broad range of artificial intelligence tasks. US chip giant Nvidia has run into regulatory hurdles to selling its products in China just as demand for AI technology has soared. Alibaba is looking to fill that gap with a chip that's going to be made in China, unlike some of the company's earlier chips that were made by Taiwan Semiconductor Manufacturing. After a batch of fresh earnings this week, we're starting to see how President Trump's trade policy is trickling down to Americans' wallets. Companies including Hormel Foods and Ace Hardware said they're raising prices, while Walmart, Target, and Best Buy said they've already passed some tariff-related costs onto shoppers. More price hikes may be on the way as many companies have up until now sold stock bought when tariffs were lower, absorbed the levies, or negotiated with suppliers to share the burden. At the same time, some retailers such as Dick's Sporting Goods and Dollar General have recently reported higher quarterly sales, a sign that price increases haven't slowed consumers' purchases so far. And Caterpillar shares are down in off-hours trading after the construction and mining manufacturer said it's now expecting tariffs to have a greater impact on its finances, estimating a hit of 1.5 to $1.8 billion for the year. However, it said the increased tariff costs shouldn't weigh on its sales outlook.
중국 클라우드 기업 Alibaba가 AI 작업을 위한 범용 반도체를 개발했음. AI 기술에 대한 수요가 늘고 있는 가운데 엔비디아는 규제로 인해 중국 수출에 어려움을 겪고 있음. Alibaba는 공급 부족을 해결하기 위해 중국 본토에서 반도체를 제조하고자 함. 트럼프의 관세가 소비자에게 끼치는 영향을 추적했음. 식품가공업체 Hormel Foods, 철물점 업체 Ace Hardware, 소매 유통업체 Walmart, Target, Best Buy 모두 관세로 인한 비용 상승을 일부 고객에게 전가했음. 기업들은 지금까지 관세가 낮았을 때 구입했던 재고를 판매하거나, 관세를 자체적으로 부담하거나, 공급업체와 부담의 분담을 협상해왔으므로 앞으로 추가적 가격 인상이 있을예정임. 스포츠 용품점 Dick's Sporting Goods, 할인점업체 Dollar General은 분기 매출이 상승했는데 가격 인상에도 아직 소비자 구매가 둔화되지 않았음. 장비업체 Caterpillar 주가가 장외 거래에서 하락했는데, 관세로 인해 올해 15~18억 달러의 타격을 입을 것으로 함. 그러나 관세가 매출에는 영향을 주지 않을 것이라고 했음
