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포기했다.","source_url":"https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/","grade":"official","as_of":"2025-10-28","checked_at":"2026-10-20"},{"id":"nvidia-invests-openai","source":"nvidia","target":"openai","type":"invests_in","status":"announced","amount":100000000000,"currency":"USD","announced_at":"2025-09-22","note":"엔비디아가 10GW 규모 배치에 맞춰 OpenAI에 최대 1,000억 달러를 단계적으로 투자하겠다는 의향서이며 첫 1GW는 2026년 하반기 목표다.","source_url":"https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems","grade":"official","as_of":"2025-09-22","checked_at":"2026-10-20"},{"id":"nvidia-supplies-openai","source":"nvidia","target":"openai","type":"supplies","status":"announced","announced_at":"2025-09-22","note":"엔비디아 시스템 최소 10GW를 OpenAI AI 인프라에 배치하는 의향서(베라 루빈 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미공개).","source_url":"https://www.sec.gov/Archives/edgar/data/1341439/000095017025036295/orcl-ex99_1.htm","grade":"filing","as_of":"2025-03-10","checked_at":"2026-10-20"},{"id":"softbank-invests-openai-2025","source":"softbank-group","target":"openai","type":"invests_in","status":"actual","amount":22500000000,"currency":"USD","announced_at":"2025-12-31","effective_at":"2025-12-26","note":"SVF2를 통한 225억 달러 2차 투자가 2025-12-26 완료되었고 소프트뱅크의 지분은 약 11%가 되었다.","source_url":"https://group.softbank/en/news/press/20251231","grade":"official","as_of":"2025-12-26","checked_at":"2026-10-20"},{"id":"softbank-invests-openai-2026","source":"softbank-group","target":"openai","type":"invests_in","status":"announced","amount":30000000000,"currency":"USD","announced_at":"2026-02-27","note":"2026-02-27 체결한 확정계약에 따라 SVF2로 OpenAI에 300억 달러를 추가 투자한다(후속 투자).","source_url":"https://group.softbank/en/news/press/20260327","grade":"official","as_of":"2026-03-27","checked_at":"2026-10-20"},{"id":"softbank-owns-arm","source":"softbank-group","target":"arm","type":"owns","status":"actual","announced_at":"2026-05-21","note":"Arm의 20-F는 2026-05-21 기준 소프트뱅크그룹이 발행주식의 약 86.4%를 실질 보유한다고 명시한다.","source_url":"https://www.sec.gov/Archives/edgar/data/0001973239/000197323926000097/arm-20260331.htm","grade":"filing","as_of":"2026-05-21","checked_at":"2026-10-20"},{"id":"amazon-invests-openai","source":"amazon","target":"openai","type":"invests_in","status":"announced","amount":50000000000,"currency":"USD","announced_at":"2026-02-27","note":"아마존이 OpenAI에 500억 달러를 투자하며 초기 150억 달러 후 조건 충족 시 350억 달러를 추가한다.","source_url":"https://press.aboutamazon.com/2026/2/openai-and-amazon-announce-strategic-partnership","grade":"official","as_of":"2026-02-27","checked_at":"2026-10-20"},{"id":"openai-customer-amazon-aws","source":"openai","target":"amazon","type":"customer_of","status":"announced","amount":100000000000,"currency":"USD","announced_at":"2026-02-27","note":"기존 380억 달러 AWS 계약에 8년간 1,000억 달러를 추가하고 약 2GW 트레이니엄 용량을 소비하기로 했다.","source_url":"https://press.aboutamazon.com/2026/2/openai-and-amazon-announce-strategic-partnership","grade":"official","as_of":"2026-02-27","checked_at":"2026-10-20"},{"id":"amazon-invests-anthropic-2026","source":"amazon","target":"anthropic","type":"invests_in","status":"actual","amount":5000000000,"currency":"USD","announced_at":"2026-05-28","note":"시리즈 H 라운드에 아마존이 50억 달러를 참여했다(기존 약정 포함분); 발표 날짜는 시리즈 H 페이지 기준.","source_url":"https://www.anthropic.com/news/series-h","grade":"official","as_of":"2026-05-28","checked_at":"2026-10-20"},{"id":"anthropic-customer-amazon-aws","source":"anthropic","target":"amazon","type":"customer_of","status":"announced","announced_at":"2026-05-28","note":"Anthropic이 아마존과 최대 5GW 신규 컴퓨트 계약을 맺었다(시리즈 H 페이지 기준 시점, 계약 원문 날짜 미확인).","source_url":"https://www.anthropic.com/news/series-h","grade":"official","as_of":"2026-05-28","checked_at":"2026-10-20"},{"id":"anthropic-customer-alphabet-tpu-2025","source":"anthropic","target":"alphabet","type":"customer_of","status":"announced","announced_at":"2025-10-23","note":"Anthropic이 구글 TPU를 최대 100만 개로 확대하며 2026년 중 1GW 이상 용량을 가동한다는 계획이다.","source_url":"https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services","grade":"official","as_of":"2025-10-23","checked_at":"2026-10-20"},{"id":"anthropic-customer-alphabet-tpu-2026","source":"anthropic","target":"alphabet","type":"customer_of","status":"announced","announced_at":"2026-04-06","note":"구글·브로드컴과 차세대 TPU 수 GW 규모 계약을 확대하며 용량은 2027년부터 가동될 예정이다.","source_url":"https://www.anthropic.com/news/google-broadcom-partnership-compute","grade":"official","as_of":"2026-04-06","checked_at":"2026-10-20"},{"id":"microsoft-invests-anthropic","source":"microsoft","target":"anthropic","type":"invests_in","status":"announced","amount":5000000000,"currency":"USD","announced_at":"2025-11-18","note":"마이크로소프트가 Anthropic에 최대 50억 달러를 투자하겠다고 발표했다.","source_url":"https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships","grade":"official","as_of":"2025-11-18","checked_at":"2026-10-20"},{"id":"nvidia-invests-anthropic","source":"nvidia","target":"anthropic","type":"invests_in","status":"announced","amount":10000000000,"currency":"USD","announced_at":"2025-11-18","note":"엔비디아가 Anthropic에 최대 100억 달러를 투자하겠다고 발표했다.","source_url":"https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships","grade":"official","as_of":"2025-11-18","checked_at":"2026-10-20"},{"id":"anthropic-customer-microsoft-azure","source":"anthropic","target":"microsoft","type":"customer_of","status":"announced","amount":30000000000,"currency":"USD","announced_at":"2025-11-18","note":"Anthropic이 Azure 컴퓨트 300억 달러어치를 구매하고 최대 1GW 추가 계약을 맺기로 했다.","source_url":"https://www.anthropic.com/news/microsoft-nvidia-anthropic-announce-strategic-partnerships","grade":"official","as_of":"2025-11-18","checked_at":"2026-10-20"},{"id":"tsmc-supplies-nvidia-blackwell-arizona","source":"tsmc","target":"nvidia","type":"supplies","status":"actual","announced_at":"2025-10-17","note":"NVIDIA 블로그는 TSMC 피닉스(애리조나) 팹에서 미국산 첫 Blackwell 웨이퍼가 생산됐다고 밝혔다.","source_url":"https://blogs.nvidia.com/blog/tsmc-blackwell-manufacturing/","grade":"official","as_of":"2025-10-17","checked_at":"2026-10-20"},{"id":"nvidia-invests-in-intel","source":"nvidia","target":"intel","type":"invests_in","status":"announced","amount":5000000000,"currency":"USD","announced_at":"2025-09-18","note":"NVIDIA가 Intel 보통주에 50억 달러(주당 23.28달러)를 투자하기로 발표했고 종결은 규제 승인 등 조건부이며 종결 여부는 이번에 확인하지 못했다(같은 시기 미국 정부도 Intel 지분 9.9% 취득을 2025-08-22 8-K로 공시).","source_url":"https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000155/a09152025form8-kex991.htm","grade":"filing","as_of":"2025-09-18","checked_at":"2026-10-20"},{"id":"amd-supplies-openai-6gw","source":"amd","target":"openai","type":"supplies","status":"announced","announced_at":"2025-10-06","note":"OpenAI가 AMD GPU 6GW를 다년 계약으로 배치하기로 했고 첫 1GW(MI450)는 2026년 하반기 시작이며 AMD는 OpenAI에 최대 1억 6천만 주 워런트를 발행했다.","source_url":"https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus","grade":"official","as_of":"2025-10-06","checked_at":"2026-10-20"},{"id":"broadcom-partners-with-openai-10gw","source":"broadcom","target":"openai","type":"partners_with","status":"announced","announced_at":"2025-10-13","note":"OpenAI 설계 맞춤형 가속기 10GW를 Broadcom 네트워킹과 함께 2026년 하반기~2029년 말 배치하기로 하고 랙 배치 텀시트에 서명했다(보도자료 미러본 확인, 원 도메인은 403).","source_url":"https://seekingalpha.com/pr/20263273-openai-and-broadcom-announce-strategic-collaboration-to-deploy-10-gigawatts-of-openai","grade":"report","as_of":"2025-10-13","checked_at":"2026-10-20"},{"id":"apple-customer-of-tsmc-arizona","source":"apple","target":"tsmc","type":"customer_of","status":"actual","announced_at":"2026-02-24","note":"Apple은 2026년에 TSMC 애리조나 시설에서 생산된 첨단 칩을 1억 개 넘게 구매할 예정이라고 밝혔다.","source_url":"https://www.apple.com/newsroom/2026/02/apple-accelerates-us-manufacturing-with-mac-mini-production/","grade":"official","as_of":"2026-02-24","checked_at":"2026-10-20"},{"id":"amd-supplies-oracle-mi450","source":"amd","target":"oracle","type":"supplies","status":"announced","announced_at":"2025-10-14","note":"Oracle Cloud는 AMD Instinct MI450 GPU 5만 개 초기 배치를 2026년 3분기 시작, 2027년 이후 확대하기로 했다.","source_url":"https://newsroom.amd.com/news/oracle-and-amd-expand-partnership-to-help-customers-ach/","grade":"official","as_of":"2025-10-14","checked_at":"2026-10-20"},{"id":"apple-partners-with-broadcom-amp","source":"apple","target":"broadcom","type":"partners_with","status":"announced","announced_at":"2025-08-06","note":"Apple은 Broadcom을 미국 제조 프로그램 파트너로 두고 미국 내 셀룰러 반도체 부품을 함께 개발·생산한다고 밝혔다.","source_url":"https://www.apple.com/newsroom/2025/08/apple-increases-us-commitment-to-600-billion-usd-announces-ambitious-program/","grade":"official","as_of":"2025-08-06","checked_at":"2026-10-20"},{"id":"sk-hynix-supplies-nvidia-hbm","source":"sk-hynix","target":"nvidia","type":"supplies","status":"actual","announced_at":"2026-06-07","note":"SK하이닉스는 NVIDIA와 다년 기술 파트너십을 맺고 베라 루빈 등 플랫폼용 메모리를 공동 개발하며 다년 공급 약속이 포함된다.","source_url":"https://nvidianews.nvidia.com/news/sk-hynix-ai-factory","grade":"official","as_of":"2026-06","checked_at":"2026-10-20"},{"id":"samsung-supplies-nvidia-hbm4","source":"samsung-electronics","target":"nvidia","type":"supplies","status":"actual","announced_at":"2026-03-16","note":"삼성전자는 HBM4가 NVIDIA 베라 루빈용으로 설계돼 양산 중이라고 GTC 2026에서 밝혔으나 공급 물량·계약조건은 공개하지 않았다.","source_url":"https://semiconductor.samsung.com/news-events/news/samsung-unveils-hbm4e-showcasing-comprehensive-ai-solutions-nvidia-partnership-and-vision-at-nvidia-gtc-2026/","grade":"official","as_of":"2026-03","checked_at":"2026-10-20"},{"id":"micron-supplies-nvidia-hbm4","source":"micron","target":"nvidia","type":"supplies","status":"actual","announced_at":"2026-03-16","note":"마이크론은 NVIDIA 베라 루빈용으로 설계한 HBM4 36GB 12H를 2026년 1분기부터 대량 출하했다고 밝혔다.","source_url":"https://investors.micron.com/news/press-release/2026/Micron-in-High-Volume-Production-of-HBM4-Designed-for-NVIDIA-Vera-Rubin-PCIe-Gen6-SSD-and-SOCAMM2-03-16-2026/default.aspx","grade":"official","as_of":"2026-03","checked_at":"2026-10-20"},{"id":"kioxia-sandisk-jv","source":"kioxia","target":"sandisk","type":"partners_with","status":"actual","announced_at":"2025-09-29","note":"키오시아와 샌디스크는 20년 넘게 합작사업(JV)을 이어오며 기타카미 Fab2를 공동 가동했다.","source_url":"https://www.kioxia.com/en-jp/about/news/2025/20250930-1.html","grade":"official","as_of":"2025-09","checked_at":"2026-10-20"},{"id":"chips-subsidizes-micron","source":"micron","target":"micron","type":"subsidizes","status":"actual","amount":6165000000,"currency":"USD","announced_at":"2024-12-10","note":"미 상무부(엔티티 아님)가 마이크론 아이다호·뉴욕 투자에 CHIPS 직접 보조금 최대 61억6,500만 달러를 확정했다(source=target=수혜자 표기).","source_url":"https://www.nist.gov/news-events/news/2024/12/department-commerce-awards-chips-incentives-micron-idaho-and-new-york","grade":"filing","as_of":"2024-12","checked_at":"2026-10-20"},{"id":"chips-subsidizes-samsung","source":"samsung-electronics","target":"samsung-electronics","type":"subsidizes","status":"actual","amount":4745000000,"currency":"USD","announced_at":null,"note":"미 CHIPS 프로그램이 삼성 테일러·오스틴 투자에 직접 보조금 47억4,500만 달러(Final Award)를 책정했다(수혜자 표기, 확정일은 페이지에 없음).","source_url":"https://www.nist.gov/chips/samsung-electronics-texas-taylor","grade":"filing","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"chips-subsidizes-sk-hynix","source":"sk-hynix","target":"sk-hynix","type":"subsidizes","status":"actual","amount":458000000,"currency":"USD","announced_at":null,"note":"미 CHIPS 프로그램이 SK하이닉스 인디애나 HBM 패키징에 직접 보조금 최대 4억5,800만 달러(Final Award)를 책정했다(수혜자 표기, 확정일은 페이지에 없음).","source_url":"https://www.nist.gov/chips/sk-hynix-indiana-west-lafayette","grade":"filing","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"japan-subsidizes-kioxia-sandisk-fab2","source":"kioxia","target":"kioxia","type":"subsidizes","status":"actual","announced_at":"2024-02-01","note":"일본 정부가 2024년 2월 승인한 계획에 따라 Fab2 투자 일부를 보조한다(수혜자 표기, 금액·정확한 일자는 본문에 없어 월 단위).","source_url":"https://www.kioxia.com/en-jp/about/news/2025/20250930-1.html","grade":"official","as_of":"2025-09","checked_at":"2026-10-20"},{"id":"sk-hynix-nvidia-longterm","source":"nvidia","target":"sk-hynix","type":"customer_of","status":"actual","announced_at":"2026-06-07","note":"NVIDIA는 SK하이닉스의 차세대 메모리 다년 공급·공동개발 파트너십 고객이다.","source_url":"https://nvidianews.nvidia.com/news/sk-hynix-ai-factory","grade":"official","as_of":"2026-06","checked_at":"2026-10-20"}],"gaps":[{"id":"openai-private-valuation-gap","subject":"openai","question":"OpenAI 최근 라운드 포스트머니 가치(보도상 $852B/$122B)를 원문으로 확인하지 못함.","searched":"openai.com 공식 발표(403 차단), hl.co.uk 보도(404), 소프트뱅크 PDF(암호화로 텍스트 추출 불가); 소프트뱅크 보도자료는 $30B 후속투자만 확인되고 프리머니 가치 미기재","grade":"unknown","source_url":"https://group.softbank/en/news/press/20260327","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"openai-revenue-official-gap","subject":"openai","question":"OpenAI 매출 공식치(공시·공식 발표)를 찾지 못함.","searched":"openai.com 접근 403, 비상장이라 SEC 매출 공시 없음","grade":"unknown","source_url":"https://openai.com/index/","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"anthropic-revenue-audited-gap","subject":"anthropic","question":"Anthropic 확정 매출(연간 공시)은 없고 공식 발표는 런레이트 매출($47B 초과, 2026-05)뿐.","searched":"anthropic.com 시리즈 H 페이지, 비상장 S-1 기밀 제출 상태","grade":"unknown","source_url":"https://www.anthropic.com/news/series-h","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"stargate-site-mw-gap","subject":"openai","question":"스타게이트 개별 사이트(소프트뱅크·오라클 5개 신규 부지 등)별 MW와 가동 상태를 공식 문서로 확인하지 못함.","searched":"openai.com 5개 신규 부지 공지 및 oracle.com 보도자료 모두 403, 오라클 10-Q에는 OpenAI/Stargate 언급 미확인","grade":"unknown","source_url":"https://openai.com/index/five-new-stargate-sites/","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"stargate-abilene-openai-link-gap","subject":"stargate-abilene","question":"애빌린 캠퍼스가 OpenAI 스타게이트 전용이라는 점과 MW별 가동 현황을 OpenAI/오라클 원문으로 확인하지 못함(Crusoe는 OCI 가동만 명시, OpenAI 미언급).","searched":"Crusoe 뉴스룸 2건, openai.com 403, oracle.com 403","grade":"unknown","source_url":"https://www.crusoe.ai/resources/newsroom/crusoe-announces-flagship-abilene-data-center-is-live","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"broadcom-openai-relation-gap","subject":"openai","question":"OpenAI-브로드컴 10GW 맞춤 가속기 협력의 원문을 직접 열람하지 못해 관계로 포함하지 않음.","searched":"investors.broadcom.com·broadcom.com 모두 403; SEC 8-K에서도 해당 공시 미발견","grade":"unknown","source_url":"https://investors.broadcom.com/news-releases/news-release-details/openai-and-broadcom-announce-strategic-collaboration-deploy-10","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"anthropic-fluidstack-sites-gap","subject":"anthropic","question":"Anthropic 500억 달러 텍사스·뉴욕 데이터센터의 정확한 소재지와 MW를 찾지 못함(2026년 가동 예정만 기재).","searched":"anthropic.com 발표 페이지 열람, 부지·전력 미기재","grade":"unknown","source_url":"https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"microsoft-fairwater-wisconsin-status-gap","subject":"microsoft-fairwater-wisconsin","question":"위스콘신 페어워터의 실제 가동 여부를 원문에서 확인하지 못함.","searched":"Microsoft 공식 블로그(2025-09-18)는 성능을 미래형으로 서술, 가동 여부 미명시","grade":"unknown","source_url":"https://blogs.microsoft.com/blog/2025/09/18/inside-the-worlds-most-powerful-ai-datacenter/","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"google-texas-campus-status-gap","subject":"alphabet","question":"구글 암스트롱·해스켈 카운티 캠퍼스의 MW, 착공·가동 상태를 확인하지 못함.","searched":"blog.google 텍사스 400억 달러 공지에 세부 일정 없음","grade":"unknown","source_url":"https://blog.google/company-news/inside-google/company-announcements/google-american-innovation-texas/","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"tesla-oracle-softbank-facility-gap","subject":"tesla","question":"테슬라 AI 컴퓨트 시설(코텍스 등)과 소프트뱅크 소유 AI 시설에 대해 열람 가능한 원문 근거를 확보하지 못해 시설로 넣지 않음.","searched":"테슬라 10-Q는 capex만 확인; 시설 관련 공식 페이지 미열람","grade":"unknown","source_url":"https://www.sec.gov/Archives/edgar/data/0001318605/000162828026049270/tsla-20260630.htm","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"apple-full-year-capex-gap","subject":"apple","question":"애플 FY2026(9월 결산) 연간 capex는 10-K 미공시 시점이라 9개월 누계만 확인함.","searched":"SEC 10-Q 2026-06-27 열람","grade":"unknown","source_url":"https://www.sec.gov/Archives/edgar/data/0000320193/000032019326000020/aapl-20260627.htm","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"gap-tsmc-cowos-monthly-capacity","subject":"tsmc","question":"TSMC CoWoS 첨단패키징의 월 캐파 공식 수치와 대만 내 공장 위치별 현황을 찾지 못했다.","searched":"TSMC 2025 연차보고서 웹사이트(주주서한), tsmc.com 애리조나 페이지; 패키징 전용 페이지는 404","grade":"unknown","source_url":"https://investor.tsmc.com/static/annualReports/2025/english/index.html","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"gap-nvidia-owned-facilities","subject":"nvidia","question":"NVIDIA가 직접 소유하는 팹/패키징/데이터센터 시설은 확인되지 않았다(미국 생산은 TSMC, Amkor, Wistron, Foxconn 등 파트너 소유 설비이며 Amkor 피오리아는 건설 중, Wistron 포트워스는 2026-07 개소로 표기).","searched":"NVIDIA Made in USA 페이지, Wistron 포트워스 블로그","grade":"absent","source_url":"https://www.nvidia.com/en-us/made-in-usa/","as_of":"2026-07","checked_at":"2026-10-20"},{"id":"gap-broadcom-openai-official-page","subject":"broadcom","question":"Broadcom-OpenAI 10GW 협력의 Broadcom IR 및 OpenAI 원문 페이지를 열람하지 못했고(403) 보도자료 미러본만 확인했다.","searched":"investors.broadcom.com, broadcom.gcs-web.com, openai.com (모두 403), SEC 8-K 검색(해당 건 없음)","grade":"unknown","source_url":"https://investors.broadcom.com/news-releases/news-release-details/openai-and-broadcom-announce-strategic-collaboration-deploy-10","as_of":"2025-10-13","checked_at":"2026-10-20"},{"id":"gap-nvidia-intel-closing","subject":"nvidia","question":"NVIDIA의 Intel 50억 달러 투자의 종결(규제 승인 후 실제 매입) 여부를 공식 문서로 확인하지 못했다.","searched":"Intel 8-K Exhibit 99.1(2025-09-18)에는 조건부 계획만 기재","grade":"unknown","source_url":"https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000155/a09152025form8-kex991.htm","as_of":"2025-09-18","checked_at":"2026-10-20"},{"id":"gap-intel-fab9-current-status","subject":"intel-fab9-new-mexico","question":"Fab 9의 2026년 현재 가동·캐파 상태를 확인하지 못했고 개소(2024-01-24) 시점 자료만 확인했다.","searched":"Intel 뉴스룸 개소 기사, 대형 건설 프로젝트 업데이트(2024-04)","grade":"unknown","source_url":"https://www.intel.com/content/www/us/en/newsroom/news/intel-opens-fab-9-new-mexico.html","as_of":"2024-01-24","checked_at":"2026-10-20"},{"id":"gap-nvidia-tsmc-contract-terms","subject":"nvidia","question":"NVIDIA-TSMC 공급 계약의 물량·금액 등 조건 공시 수치를 찾지 못했다.","searched":"NVIDIA 블로그(2025-10-17); 10-K 원문은 열람하지 못함","grade":"unknown","source_url":"https://blogs.nvidia.com/blog/tsmc-blackwell-manufacturing/","as_of":"2025-10-17","checked_at":"2026-10-20"},{"id":"gap-samsung-p4-p5-operation","subject":"samsung-electronics","question":"삼성 평택 P4·P5의 가동일·생산품목·공정","searched":"저장소 landscape.py FABS 기록(공식 자료 미확인 메모)과 삼성 반도체 GTC 2026 공식 페이지 검토; 가동일 언급 없음","grade":"unknown","source_url":"https://semiconductor.samsung.com/news-events/news/samsung-unveils-hbm4e-showcasing-comprehensive-ai-solutions-nvidia-partnership-and-vision-at-nvidia-gtc-2026/","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"gap-sk-hynix-hbm-capacity","subject":"sk-hynix","question":"SK하이닉스 HBM 월 웨이퍼 캐파 공식 수치","searched":"SK하이닉스 F-1 424B4 앞부분, 뉴스룸 M15X·fact-07 확인; HBM 캐파 수치 없음","grade":"unknown","source_url":"https://www.sec.gov/Archives/edgar/data/0002120882/000119312526299963/d32785d424b4.htm","as_of":"2026-10","checked_at":"2026-10-20"},{"id":"gap-samsung-financials","subject":"samsung-electronics","question":"삼성전자 2026 2분기 연결 매출·순이익 원문 수치","searched":"삼성 뉴스룸 실적 페이지 WebFetch가 반복 타임아웃되어 열람하지 못함","grade":"unknown","source_url":"https://news.samsung.com/global/samsung-electronics-announces-second-quarter-2026-results","as_of":"2026-06","checked_at":"2026-10-20"},{"id":"gap-samsung-pyeongtaek-p1-p2","subject":"samsung-electronics","question":"평택 P1·P2 공식 보도자료 열람","searched":"삼성 뉴스룸 해당 보도자료 WebFetch 타임아웃으로 열람 못해 시설에서 제외","grade":"unknown","source_url":"https://news.samsung.com/global/samsung-electronics-begins-mass-production-at-new-semiconductor-plant-in-pyeongtaek-south-korea","as_of":"2020-08","checked_at":"2026-10-20"},{"id":"gap-micron-hiroshima","subject":"micron","question":"마이크론 히로시마 팹 공식 상태","searched":"마이크론 GlobeNewswire 보도자료 403으로 열람 불가; 시설에서 제외","grade":"unknown","source_url":"https://www.globenewswire.com/news-release/2023/05/18/2671578/0/en/Micron-to-Bring-EUV-Technology-to-Japan-Advancing-Next-Generation-Memory-Manufacturing.html","as_of":"2025-01","checked_at":"2026-10-20"},{"id":"gap-sk-hynix-pt7-start","subject":"sk-hynix-pt7-cheongju","question":"P&T7 착공일(공식)","searched":"SK하이닉스 fact-07 확인: 착공일 기재 없음, 완공 목표만 있음","grade":"unknown","source_url":"https://news.skhynix.com/en/fact-07/","as_of":"2026-07","checked_at":"2026-10-20"}],"papers":[{"id":"qwen35omni","title":"Qwen3.5-Omni Technical Report","organization":"Qwen Team","authors":"Qwen Team","submitted_at":"2026-04-17","tags":["멀티모달","MoE","음성","장문맥"],"summary":"텍스트·영상·음성을 통합한 모델로, 256k 컨텍스트와 Hybrid Attention MoE, 음성 정렬 기법 ARIA를 설명한다(초록 기준).","source_url":"https://arxiv.org/abs/2604.15804","grade":"official","as_of":"2026-04-17","checked_at":"2026-10-21"},{"id":"deepseek-r1","title":"DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning","organization":"DeepSeek-AI","authors":"DeepSeek-AI 외","submitted_at":"2025-01-22","tags":["추론","강화학습","증류"],"summary":"순수 강화학습으로 추론 능력을 유도하고, 그 추론 패턴으로 더 작은 모델의 추론 능력을 끌어올릴 수 있다고 보고한다(초록 기준).","source_url":"https://arxiv.org/abs/2501.12948","grade":"official","as_of":"2025-01-22","checked_at":"2026-10-21"},{"id":"gemini25","title":"Gemini 2.5: Pushing the Frontier with Advanced Reasoning, Multimodality, Long Context, and Next Generation Agentic Capabilities","organization":"Google DeepMind","authors":"Gemini Team, Google","submitted_at":"2025-07-07","tags":["추론","멀티모달","장문맥","에이전트"],"summary":"Gemini 2.5 Pro·Flash와 이전 2.0 계열의 추론·코딩·멀티모달·장문맥 역량을 설명한다(초록 기준).","source_url":"https://arxiv.org/abs/2507.06261","grade":"official","as_of":"2025-07-07","checked_at":"2026-10-21"}],"briefings":[{"id":"brief-msft-openai-2026-04","category":"PARTNERSHIP","title":"Microsoft × OpenAI, 파트너십 개정","summary":"Microsoft는 OpenAI의 주력 클라우드 파트너로 남고, OpenAI는 모든 제품을 어느 클라우드 사업자의 고객에게나 제공할 수 있게 됐다. Microsoft의 OpenAI IP 라이선스는 2032년까지이며 비독점으로 바뀐다.","published_at":"2026-04-27","entities":["microsoft","openai"],"verification":"원문 검증","source_url":"https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/","grade":"official","as_of":"2026-04-27","checked_at":"2026-10-21"},{"id":"brief-aws-anthropic-2026-04","category":"COMPUTE","title":"Anthropic, AWS와 최대 5 GW 컴퓨팅 확장","summary":"Anthropic은 향후 10년간 AWS에 1,000억 달러 이상을 투입하고 최대 5GW의 신규 컴퓨팅 용량을 확보하기로 했다. 2026년 말까지 Trainium2·3 합계 약 1GW가 가동에 들어갈 예정이라고 밝혔다(계획).","published_at":"2026-04-20","entities":["amazon","anthropic"],"verification":"원문 검증","source_url":"https://www.anthropic.com/news/anthropic-amazon-compute","grade":"official","as_of":"2026-04-20","checked_at":"2026-10-21"}]}