➀ Micron reports revenue and EPS in line with expectations but provides weak guidance; ➁ AI-driven memory demand surges, while consumer memory struggles; ➂ Market concerns over Micron's stock due to the imbalance between AI and consumer memory growth.

➀ Analyst DFC Intelligence predicts the Nintendo Switch 2 will sell 15-17 million units in its first year; ➁ Sales are expected to mirror the original Switch's success, with backward compatibility and early availability; ➂ By 2028, the Switch 2 is projected to have an installed base of 80 million users.

➀ JPR reports 73.6 million GPUs shipped in Q3 2024; ➁ GPU shipments are expected to decline at a -1.9% CAGR from 2025 to 2028; ➂ AMD and Intel released new CPUs in Q3.

➀ The global demand for solar PV installations is on the rise due to the momentum of dual carbon targets; ➁ The report highlights the shipment rankings of global PV encapsulation film in the first half of 2024, with Sveck and Betterial leading the top three; ➂ The analysis emphasizes the growing demand for encapsulation films in the solar PV industry.

1. AMD has surpassed Intel, Netflix, and Microsoft in brand recognition according to Kantar's BrandZ Most Valuable Global Brands 2024 report. 2. AMD's brand value increased by 53%, placing it at 41st position, while Intel is at 48th. 3. NVIDIA remains the top brand in recognition, despite being in 6th place in market value.