1. TSMC's Q2 net profit rose 8% YoY to $7.23 billion, exceeding analyst estimates; 2. Revenue grew 32% to $20.67 billion, driven by strong AI-related chip demand; 3. The company raised its 2024 revenue growth forecast to around 30%, citing sustained AI boom and advanced packaging capacity expansion.
➀ TIDEP0029 by Texas Instruments provides a pre-validated industrial Ethernet solution for PROFINET IRT compliance, integrating hardware, software, and real-time features to accelerate development;
➁ Supports PROFINET conformance classes A/B/C with 250-μs cycle times and Media Redundancy Protocol (MRP) for deterministic communication and network reliability;
➂ Includes comprehensive documentation, schematics, and protocol stacks (Molex PROFINET, SNMP) to streamline industrial automation product development.
➀ Pokémon Legends: Z-A has sold over 5.8 million copies in its first week; ➁ Despite negative fan sentiment, the game continues to perform well; ➂ The Pokémon franchise remains strong despite industry criticisms.
➀ NVIDIA's Reflex 2 with Frame Warp technology, announced at CES 2025, remains unreleased despite showcasing significant latency reduction through spatial reprojection;
➁ Modder PureDark reverse-engineered the tech using leaked files, creating a functional demo that reduces latency by 81% on RTX 5070 Ti but reveals edge distortion artifacts;
➂ Compatibility tests show older GPUs like RTX 2080 Ti struggle with visual flaws, suggesting Frame Warp may require Blackwell's latest Tensor Cores for optimal performance.
➀ Ubisoft has confirmed that Assassin's Creed Shadows will launch on Switch 2 on December 2nd; ➁ The game is a current-gen console exclusive, and its performance on the portable system is yet to be seen; ➂ The Switch 2 version will be visually compromised, as the trailer was uploaded in 1080p and 30fps.
➀ Intel's 18A process is progressing steadily but faces low yields, with industry-standard levels projected by 2027;
➁ Panther Lake CPUs will ramp up slowly, prioritizing high-end models to maximize margins;
➂ Intel plans limited 18A capacity expansion, with peak supply anticipated by the decade's end.
➀ A multi-day AWS outage, affecting millions of services, originated from a DNS configuration error in DynamoDB that cascaded to EC2 and Network Load Balancer systems.
➀ The root cause was a race condition in DNS updates: outdated automation processes overwrote critical DNS entries, leading to widespread service failures.
➂ Amazon implemented manual fixes and announced systemic safeguards, highlighting the risks of over-reliance on poorly decentralized automation in cloud infrastructure.
➀ Intel reported Q3 2025 revenue of $13.7B (+3% YoY) and $4.1B operating profit, driven largely by one-time asset sales and government funding;
➁ Key divisions showed mixed performance: Client Computing Group revenue rose 7.6% QoQ to $8.5B, while Foundry losses narrowed to $2.3B amid capacity shortages;
➂ Q4 guidance remains cautious ($12.8B-$13.8B revenue), prioritizing data center CPU production as demand outpaces supply.
➀ Treyarch has announced the first season of Black Ops 7, which includes 6 multiplayer maps, 3 'Zombies' experiences, and more. The season will also feature a new large Zombies map and two Zombies Survival maps. ➁ The team has teased that this will be the biggest season in Black Ops history. ➂ The post-launch support for Black Ops 7 is expected to be improved compared to Black Ops 6.
➀ Apple's M5 achieves record 1600.2 points in CPU-Z single-thread benchmark, 68% faster than Intel i9-14900KS and 85% ahead of AMD Ryzen 9 9950X3D;
➁ Multi-thread performance disappoints with 5,976 points, trailing behind modern 12/16-core CPUs due to lack of hyper-threading;
➂ Benchmark conducted through Windows 11 virtualization raises questions about Apple Silicon scheduling efficiency in non-native environments.
➀ Bethesda has announced the Fallout 4: Anniversary Edition, bundling the base game with its DLC and user-created mods; ➁ The game is set to release on the 11th of November, exactly 10 years after its initial release; ➂ The Anniversary Edition includes 6 DLC packs and over 150 creation club items, but does not include any specific enhancements; ➃ Fallout 4 is confirmed to be coming to the Switch 2, with a release date set for 2026.
➀ Renesas Electronics launches RA8M2 and RA8D2 MCUs featuring 1GHz Arm Cortex-M85 cores and MRAM technology for edge computing applications;
➁ Embedded MRAM enables faster data writes, 100x higher endurance than flash, and energy-efficient real-time control in industrial/IoT systems;
➂ Integrated graphics engine, ML acceleration, and TSN-enabled Ethernet support advanced HMI and AI-driven automation solutions.
1. AbraSilver's Diablillos silver-gold project now holds 350 Moz AgEq resources, supported by high-grade drilling results and new leadership enhancing institutional confidence; 2. The company is fully funded with C$42M cash, no debt, and strategic partnerships (e.g., Kinross Gold), enabling non-dilutive advancement of its Definitive Feasibility Study (DFS); 3. With silver prices near $52/oz and robust project economics (NPV C$4.1–4.8B, IRR >70%), AbraSilver emerges as a top-tier silver-gold developer in Latin America.
1. Danaos Corporation (DAC) presents a strong investment opportunity due to robust financials and a favorable supply-demand gap in maritime transport; 2. Q2 2025 results highlight revenue growth to $262.15 million, stable adjusted EBITDA, and fleet expansion, underscoring operational resilience; 3. Valuation metrics (PE, EV/EBITDA, P/CF, P/BV) position DAC as a leader in margins and financial solvency compared to industry peers, reinforcing a STRONG BUY rating.
1. Reiteration of a buy recommendation for the Global X Robotics & Artificial Intelligence ETF (BOTZ), highlighting untapped upside potential despite recent gains; 2. BOTZ offers focused exposure to AI and robotics, with strong holdings like NVIDIA (NVDA) and a $3.1B AUM; 3. Arguments against an AI bubble include improved accounting standards, strategic deglobalization driving demand, and attractive valuations with a projected 15% upside, despite risks like concentration in AI sectors.
➀ HD Hyundai Heavy Industries and HD Hyundai Mipo's merger, approved by over 87% of shareholders, will take effect on December 1, aiming to consolidate resources for global market dominance;
➁ The merger strengthens defense capabilities by combining shipbuilding expertise, docks, and R&D to expand influence in the global K-defense and special-purpose vessel markets;
➂ The integrated entity targets revenue of ₩37 trillion (~$26.8 billion USD) by 2035, doubling its 2024 revenue, with ₩10 trillion coming from the defense sector.
➀ Jun Jin-gook, CEO of Okins Electronics, received a commendation from the Chairman of the Gyeonggi Provincial Council on October 22, recognizing his contributions to local community development through exceptional dedication and service;
➁ The award highlights his active participation in fostering community harmony and fulfilling corporate social responsibility, setting a model for regional growth;
➂ Established in 1998, Okins Electronics specializes in semiconductor test sockets and interface solutions, driving innovation in the global semiconductor industry through continuous technological advancements.
➀ Inometri has secured orders to supply ESS battery inspection equipment, including CT imaging and X-ray systems, to major Korean battery manufacturers;
➁ The ESS market is growing due to rising AI-driven power demands, prompting battery makers to focus on ESS as a new growth driver;
➂ Inometri plans to expand its inspection solutions to new industries like semiconductor glass substrates and smartphones by enhancing R&D and technical capabilities.
➀ Zetacube and Sinsungo collaborate to integrate advanced cooling technology into NANODC, addressing heat and power challenges in AI-driven GPU server environments;
➁ Joint development of AI-based cooling control modules and the CUBEDC solution, leveraging cold storage technology to support up to 20kW per rack in compact spaces, with projected annual revenue of 8-12 billion KRW (~$6.7-10 million USD);
➂ Expansion plans target international markets like Africa and the Middle East, positioning NANODC as a decentralized data center standard.