➀ AMD in Q4 2024 posted impressive financial results, with its client and datacenter CPUs driving the growth.

➁ The company's datacenter business achieved a 69% YoY increase in net revenue, marking a milestone as it outsold Intel in the datacenter space for the first time.

➂ However, AMD's gaming business struggled with a significant decline in revenue and operating income, mainly due to lower sales of Radeon discrete GPUs and system-on-chips for game consoles.

➀ Samsung Electronics has begun supplying its most advanced high-bandwidth memory HBM3E to a major customer after passing key validation procedures.

➁ The customer is believed to be NVIDIA, a leading AI chip manufacturer.

➂ SK Hynix currently holds over 50% of the HBM market share and is the main supplier of HBM3 and HBM3E to NVIDIA and AMD.

➃ Micron started mass production of HBM3E in February and plans to capture 20-25% of the HBM market share by 2025.

➄ Micron's stock plummeted by 4.26% on October 31st following the news.

➀ Sony holds over 52.5% of the market share in CMOS image sensors for smartphone cameras, widening the gap with Samsung to 37 percentage points.

➁ The global shipment of image sensors in 2023 was $18.589 billion, a 1.4% decrease from 2022.

➂ China's encouragement for domestic image sensors could impact future market share changes.

➀ NVIDIA's total revenue in 2023 was $60.922 billion, with a gross margin of 72.7% and a 98% market share in the data center GPU market. As of October 6, 2024, NVIDIA's market value reached $3.064 trillion, ranking third globally.

➁ NVIDIA's success is driven by three dimensions: product depth, product breadth, and sales channels. The company continuously expands its product range, integrates new technologies, and optimizes its product offerings.

➂ NVIDIA has transformed from a PC graphics chip company to a provider of complete solutions for key vertical fields, focusing on the 'GPU+DPU+CPU' strategy and data center products.

➀ China's electric vehicle market captures 66% of the global market with a monthly sales record of 1.1 million vehicles in September 2024;

➁ China's market share in the global electric vehicle market reached 720,000 vehicles from January to September 2024, with a year-on-year growth rate of 35%;

➂ China's electric vehicle industry faces the issue of over-reliance on imported chips, with more than 90% of chips being imported, and the dependency rate of computing and control chips reaching 99%;

➃ The Chinese government plans to increase the proportion of domestically purchased auto chips to 20%~25% by 2025.