➀ The headline numbers of the annual semiconductor market growth remain strong; ➁ A deeper dive into the details reveals a much bleaker picture with high inventory levels and low capacity utilization; ➂ The webinar will discuss the market outlook for 2025, the return of IC unit growth, and the implications of China's CapEx overspend.

➀ Intel CEO Pat Gelsinger has unexpectedly departed; ➁ The departure is effective December 1, 2024; ➂ Gelsinger's exit comes amidst Intel's challenges with CPU failures, AI market misses, and significant financial losses.

1. Patrick Moorhead, CEO of Moor Insights & Strategy, dismisses the idea of AI market halting as fiction. 2. The AI FOMO (Fear Of Missing Out) drives continuous investment in AI infrastructure. 3. NVIDIA's AI GPUs and related technologies are in high demand, indicating a strong market momentum.

1. NVIDIA CEO Jensen Huang predicts that the upcoming Blackwell GPU architecture will be the most successful product in the company's history and for the entire history of computers. 2. The Blackwell architecture is expected to expand beyond AI GPUs into the gaming market with the GeForce RTX 50 series. 3. NVIDIA anticipates a massive growth in the AI market, projecting it to reach $50 trillion.

1. Jefferies raises NVIDIA's share price target from $135 to $150. 2. Analysts believe NVIDIA could capture more of the multi-trillion-dollar AI market. 3. Concerns are growing regarding AMD and Marvell's positions in the AI space.

➀ The increasing demand for AI in optical modules requires high bandwidth, low power consumption, small size, and high-density packaging. ➁ Micro-ring modulators and multi-wavelength light sources are key technologies for miniaturization and low power consumption. ➂ IMEC's micro-ring modulator receiver has a typical energy consumption of 3.5pj/bit, aiming for <4pj/bit. ➃ Energy consumption of current 800G OSFP optical modules is ~18pj/bit, and using low-power LPO can reduce it to ~8pj/bit. ➄ The future goal is to achieve <1.5pj/bit by optimizing laser technology. ➅ Micro-rings are sensitive to wavelengths and can achieve dense wavelength division multiplexing, meeting AI's needs for small size, multi-channel, high capacity, and low energy consumption. ➆ IMEC's micro-ring modulator has a radius of 2.5μm and can multiplex 27 wavelengths.

➀ Guo Jiu Group's Chairman Chen Tai-Ming discusses the company's transformation path, emphasizing that Guo Jiu is no longer the Guo Jiu of the past. With the growth of AI, demand for passive components, sensors, and power components is expected to rise significantly, and Guo Jiu has a complete product line to become a big winner in the AI market. ➁ Guo Jiu controls all passive component product lines required for AI, such as the X6S model of stacked ceramic capacitors (MLCC) used in AI servers, making it the largest supplier in Taiwan. ➃ AI applications include data centers, servers, AI PCs, and AI phones, and are all developing rapidly. The technology giants like Amazon, Meta, and Nvidia are competing in the AI field, and significant investment and competition are expected in the next few years.

➀ XuChuang's revenue for the first half of 2024 reached 10.799 billion, surpassing the full-year revenue of 2023. ➁ The net profit attributable to shareholders was 2.358 billion, quadrupling compared to the same period in previous years. ➂ The company has seen continuous quarterly growth for five consecutive quarters, starting from Q2 2023, driven by the explosive growth in the AI market. ➃ XuChuang sold 6.2 million optical modules in the first half of the year, with 4.6 million shipped overseas, accounting for 94.5 billion in revenue. ➄ The company predicts that the Chinese optical module market will grow from 2.65 billion in 2023 to 6.5 billion in 2029, with Ethernet modules expected to account for 48% of the market.

1. Google has become a leader in the AI market with the introduction of the Gemma 2 model. 2. The company's financial performance is strong, driven by robust advertising growth and AI integrations. 3. Google's AI initiatives, including the new training method JEST, enhance performance and power efficiency, positioning the company for future growth.