Author page description
October 17
- TSMC's 3rd Quarter Earnings: Revenue NT$759.69B, Profit NT$325.26B, All-Time High
➀ TSMC reported revenue of NT$759.69 billion and net profit of NT$325.26 billion for the third quarter, both reaching all-time highs.
➁ Gross Margin was 57.8% and Operating Margin was 47.5%, exceeding guidance.
➂ Advanced technologies, including 7nm and finer, accounted for 69% of total wafer revenue, with 3nm technology contributing 20%.
- ASML 2024年第三季度财务业绩分析
➀ ASML's Q3 2024 financial performance report was released, showing a significant increase in EUV sales and ArF units.
➁ NetBooking and next year's guidance have decreased, but there is no need to be overly pessimistic.
➂ EUV sales increased by 11 units compared to the previous quarter, with 38 immersion ArF units, the second highest number in history.
➃ China remains strong in terms of sales, while North America is rising, possibly due to Intel's EUV.
➄ The price of EUV has increased, and the new model NXE:3800E's share has risen.
October 11
- AMD's Latest Announcements and Industry Impact➀ AMD enters the back end AI network game with a UEC (UltraEthernet) NIC, driven by Nvidia's total solutions posture. ➁ AMD has improved its AI software stack over the past two years, with AI infrastructure being a 50-50 hardware-software game. ➂ Meta announces the installation of 1.5M Epyc processors, with all live traffic for Llama 405b running exclusively on MI300X. ➃ AMD Instinct MI325X launches today, with the same platform as MI300 and big performance claims on inference.
October 8
- NVIDIA's Blackwell GPU Production Update and B300A Server Rack Launch➀ B200 production will increase significantly in Q1 2025 but will be replaced by B300 (Blackwell Ultra) in Q2; ➁ Blackwell (B200) production in Q4 2024 will be slightly lower than expected, with test yield utilization below 50% in October and November and over 60% in December; ➂ Blackwell Ultra (B300) will be launched in May 2025, with BT12 GPU chips entering production in the first half of 2025; ➃ NVIDIA will launch the GB300 NVL72 server rack with better performance than the current GB200 NVL72, and the GB300A NVL36 server rack with air-cooling solutions; ➄ U.S. customers are considering adjusting their purchasing mix due to potential specifications uncertainty of B200A and GB200 NVL36.
October 5
- SpaceX Engineers Attempt to Deliver Starlink Terminals Amid North Carolina Devastation, FEMA Blocks Aid➀ SpaceX engineers are delivering Starlink terminals to North Carolina; ➁ FEMA is blocking aid and refusing to let supplies be delivered; ➂ The level of devastation in the area is severe, with roads, houses, electricity, water, and internet connections destroyed; ➃ FEMA.gov/helene is the official website for disaster recovery assistance information
August 25
- Upgrading Home Smart System with Cross-Brand Integration➀ Enabled more HomeKit-compatible Lumi devices and updated some old smart switches. ➁ Connected devices from various brands including Lumi, Xiaomi, Tuya, Unifi, and QNAP using Home Assistant for cross-brand integration. ➂ Introduced more screen-equipped devices to enhance usability, eliminating the need for labels on switches. ➃ Installed air conditioner and fresh air controllers, though setup was postponed due to time constraints.