➀ The TikTok ban in the U.S. has led to a surge in demand for smartphones with the app pre-installed.
➁ This has resulted in listings on eBay for thousands of dollars.
➂ One listing even goes as high as $50,000 for an iPhone 15 Pro Max with TikTok installed.
➀ Power semiconductors, once a rising star with AI chips, are now facing challenges due to a slow EV market;
➁ Major players are reducing staff and delaying investments, with over 8,800 layoffs reported;
➂ The struggle is further compounded by the emerging competition from China.
➀ The market prospects for humanoid robots have improved with Jensen Huang's introduction of an open source foundational model called Isaac GR00T N1.
➁ TrendForce projects the total market value of the humanoid robot industry to reach nearly $4 billion by 2028.
➂ The Nvidia model, featuring comprehensive datasets and adaptable training capabilities, is expected to accelerate market adoption by speeding up AI model training and reducing time-to-market.
➀ The data shows that the average selling price of RTX 5090 on eBay has dropped to $4,000.
➁ The prices have stabilized after the launch volatility, showing a slow but consistent downward trend.
➂ The average price of RTX 5090 in March has also dropped, which may indicate lower prices in the future.
➀ Dell’Oro表示，由于连续两年大幅下滑，2024年无线接入网络（RAN）市场相比2021年的峰值下降了近90亿美元；
➁ 这段时间的市场下滑与区域覆盖不平衡和货币化挑战有关，但最大的不同之处在于新技术推广后期阶段RAN市场容量升级周期的不确定性；
➂ 2024年，基于全球收入的五大RAN供应商分别是华为、爱立信、诺基亚、中兴和三星。
➀ The Semiconductor Industry Association (SIA) reported that January 2025 semiconductor sales reached $56.5 billion, up 17.9% year-on-year compared to January 2024;
➁ Despite a slight decline from December 2024, the global semiconductor market maintained momentum in January, achieving its highest monthly sales total for the month of January;
➂ Sales increased by more than 17% year-on-year for the ninth consecutive month, with a significant increase of 50.7% in sales to the Americas.
➀ The Q4 DRAM market grew 9.9%, reaching over $28 billion;
➁ Seasonal Q1 weakness and weakening CSP demand are expected to lower prices in the current quarter;
➂ Samsung remained the top DRAM supplier with $11.25 billion in revenue, followed by Hynix and Micron.
➀ The article discusses the evolution of concerns surrounding AI, starting with regulators worried about job losses and AI's potential to create malevolent super intelligence.
➁ It then shifts to lawyers focusing on copyright infringement related to AI training data.
➂ The most recent concern highlighted is the rise of 'replicators' who use other companies' LLMs to create AI programs at a low cost.
➀ This article lists the top 10 electric vehicle (EV) vendors according to TrendForce's data.
➁ It provides an overview of the current market landscape and the significance of these vendors in the EV industry.
➂ The article also discusses the potential growth and challenges faced by these vendors in the coming years.
➀ The demand for AI chips is booming, but it's not enough for semiconductor manufacturing equipment makers.
➁ ASML, a Dutch equipment manufacturer, reported disappointing financial results with net orders for the third quarter at 2.6 billion euros, below Wall Street expectations.
➂ Analysts still expect global semiconductor manufacturing equipment sales to exceed $100 billion this year, but the industry is dominated by a few large investors.
