➀ AMAT's Qtr performance meets expectations but outlook is weak; ➁ AI strength can't offset market weakness; ➂ Regulatory and China risks add uncertainty.

➀ The CHIPS Act faces potential cuts and modifications under the new administration; ➁ The flow of equipment to reshore may be reversed; ➂ Recent order cuts and fab delays are negative signs; ➃ SMIC comments indicate overcapacity in China; ➄ US legislators question offshore equipment sales to China.

➀ EdgeCortix is focused on energy-efficient AI processing; ➁ Solving AI performance and power inefficiency at the edge; ➂ Strong demand in smart cities, industrial, aerospace, and security industries.

➀ Neosem reported its highest third quarter profit ever; ➁ The strong sales of its Gen 5 SSD testers contributed to the profit; ➂ The demand for its DDR5 server DIMM module tester, used in AI infrastructure, was also high.

➀ Samsung is developing customized HBM4 memory solutions for Meta and Microsoft; ➁ Mass production is expected by the end of 2025; ➂ The new HBM4 memory will offer 2TB/sec bandwidth and up to 48GB capacities.

➀ SemiFive is expected to exceed $70 million in revenue after only five years of operation; ➁ The company is a Design Solution Partner (DSP) to Samsung Foundry; ➂ SemiFive offers its own SoC design platform to its fabless customers.

➀ The modern automotive market's disruptions are affecting the supply chain, particularly Tier1 suppliers. ➁ The integration of AI in automotive systems is leading to more unified supplier platforms. ➃ DENSO's acquisition of Quadric's GPNPU license and co-development of in-vehicle semiconductors is a significant step in the semiconductor design game for DENSO.

➀ The Chips and Science Act allocates $11 billion for semiconductor R&D; ➁ The program targets five areas including advanced packaging and AI-driven design; ➂ Companies should apply now for funding opportunities.

➀ The need for a Python-based design environment in the semiconductor industry; ➁ The advantages of Python in SoC design; ➂ Python's role in academia and industry; ➃ Defacto's SoC Compiler and its Python API; ➄ Case study on using Python for RTL code generation.

➀ ASML experienced a global IT outage disrupting its operations; ➁ The outage affected clean rooms and communication with suppliers; ➂ ASML is crucial for companies like TSMC and Intel.

➀ Concerns over the impact of the U.S. presidential election and the ongoing chip war between China and the U.S. are likely to decrease China's semiconductor equipment spending to below USD 40 billion in 2025. ➁ The tension is expected to affect the global semiconductor supply chain. ➃ The situation highlights the importance of domestic semiconductor manufacturing capabilities.

➀ Qualcomm reported an upbeat first-quarter sales forecast; ➁ nearly 50% of its FY24 sales derived from China; ➂ expecting a 10% quarter-over-quarter revenue growth this quarter

➀ South Korea's semiconductor industry is facing increasing pressure from Taiwan's aggressive R&D efforts; ➁ The report from Business Korea suggests that South Korea's labor regulations may weaken its competitiveness in the semiconductor sector; ➂ The intensifying competition in the industry may impact the global semiconductor landscape.

➀ Samsung is reportedly reducing its foundry and legacy DRAM production; ➁ The South Korean semiconductor giant is considering selling outdated NAND equipment in China; ➂ Local Chinese companies are said to be potential buyers.

➀ SMIC, the leading Chinese semiconductor foundry, reported a record revenue for Q3; ➁ The company remains cautious on expansion amid overcapacity warnings; ➂ The report comes from TrendForce News.

➀ TSMC is reportedly set to halt 7nm and below chip shipments to Chinese AI firms next week; ➁ This follows previous controversies involving the supply of 7nm chips to Huawei through proxies; ➂ The move is likely a response to recent trade tensions and geopolitical issues.

➀ Texas Governor is reported to visit TSMC; ➁ Offering incentives to attract investment; ➂ TSMC is the focus of active collaboration efforts.

➀ US President Biden and President-elect Trump are rumored to attend TSMC's semiconductor fab opening in Arizona in December 2024; ➁ TSMC is crucial for US tech giants like Apple, AMD, Intel, and NVIDIA; ➂ TSMC's new Arizona fab is significant for the US semiconductor industry.

➀ Chips&Media, a South Korean video IP firm, announced the acquisition of TSMC's 3nm library; ➁ This will allow Chips&Media's customers to assess compatible IPs before contract signing; ➂ The move signifies a strategic partnership between the two companies.

➀ The challenges of formal verification are discussed, highlighting the importance of making formal verification accessible and scalable. ➁ Axiomise's approach to making formal verification normal through consulting, training, and automated IP is presented. ➂ The Essential Introduction to Practical Formal Verification course is introduced, focusing on making formal verification easy to understand and apply.