➀ The WSTS reported that the global semiconductor market grew to $166 billion in the third quarter of 2024, up 10.7% from the second quarter;

➁ NVIDIA topped the list with $35.1 billion in revenue, driven by its AI GPU strength;

➂ Samsung Semiconductor ranked second with $22 billion in revenue, mainly from AI server memory;

➃ Broadcom ranked third with $14 billion in revenue, with AI semiconductors as the main source of income;

➄ Most major semiconductor companies showed strong performance in the third quarter of 2024;

➅ The outlook for the fourth quarter of 2024 shows different trends, with data center markets expected to grow significantly for NVIDIA, Micron, and AMD.

➀ H100 GPU market has flipped from shortage to oversupply due to various factors;

➁ The cost of renting H100s has dropped significantly, making new purchases less attractive;

➂ The rise of open-source models and the decline in demand for new foundation models have contributed to the price drop;

➃ Alternative hardware options are becoming more viable, reducing the need for H100s in certain applications;

➄ The author advises against investing in new H100s and suggests considering the stock market for better returns.

➀ The global MCU market reached a high of $28.2 billion in 2022 and is expected to grow at a CAGR of 8.6% from 2023 to 2033, reaching $70.6 billion by 2033.

➁ There are several types of domestic MCU manufacturers, including listed companies, long-standing players, emerging enterprises led by former overseas MCU team executives, and MCU departments of large terminal application manufacturers.

➂ 3PEAK's dissolution of its MCU team was a result of a difficult decision made by the company's management team, considering investment and current market conditions.

➃ Domestic MCU companies need to focus on market research, customer relationship building, and product innovation to compete in the global market.