➀ ASML's annual revenue reached €28.263 billion in 2024, with China contributing 36.1% of the total.

➁ ASML plans to open a new service center in Beijing, China, to enhance its repair capabilities.

➂ The company expects the semiconductor market to recover, driven by demand for AI-related memory and advanced logic chips.

➀ The semiconductor market is experiencing a mixed situation with some companies thriving and others struggling.

➁ ASML's stock price continues to fall due to challenges in the market and geopolitical uncertainties.

➂ BESI's revenue and orders have grown significantly, but the company is facing challenges in the mainstream and Chinese packaging equipment markets.

➃ Lam Research has reported strong financial results, driven by strong demand for advanced logic and DRAM in Asia.

➄ Teradyne's revenue increased due to robust performance in its semiconductor testing business.

➅ ASM International's order book exceeded analyst expectations, driven by strong demand for AI chip key technologies.

➆ KLA's revenue and earnings exceeded expectations, and the company is optimistic about the semiconductor market's growth in 2025.

➇ SK Hynix achieved record profits and sales due to strong sales of high-end AI memory products like HBM.

➈ TSMC's third-quarter profit increased significantly, driven by strong demand for AI chips.

➉ United Microelectronics Corporation reported better financial results compared to Force Microelectronics Inc.

➊ Infineon and Texas Instruments have different views on the automotive semiconductor market, with Infineon predicting a slowdown and Texas Instruments remaining optimistic.

➀ In October, the market looks forward to the Fed's interest rate cut to boost the semiconductor and terminal market, and pays attention to the impact of European and American electric vehicle policies on the supply chain, while maintaining a high level of expectation for the growth of data centers.

➁ Consumption electronics are recovering steadily, with smartphone, PC, service robots, smartwatches and other major categories experiencing stable growth in production.

➂ The auto industry shows a polarized market, with slight declines in sales and production, but strong growth in new energy vehicles.

➃ Industrial robots show rapid growth, with a year-on-year increase of 22.8% in September.

➄ New energy industry maintains a good momentum, with stable growth in the output of photovoltaic and energy storage batteries.

➅ Communication equipment remains weak, with a decline of 20.8% in the output of mobile communication base stations.

➆ Home appliance production has a slight rebound, with color TV, air conditioning, refrigerator and washing machine production increasing.

➇ Policies are being implemented to support the semiconductor and automotive industries, with the US and EU increasing support for domestic industries.

➈ Data center demand remains high, with stable growth in consumer electronics and differentiated demand in the auto industry.

➉ The Federal Reserve's interest rate cut is a significant boost for the semiconductor industry, with expectations of continued benefits and a potential wave of mergers and acquisitions.

➊ The EU's final anti-subsidy duty on imported electric vehicles from China will have a short-term impact on exports and revenues of domestic manufacturers.

➋ Chinese electric vehicle manufacturers are actively seeking localization strategies in Europe to cope with the tariffs.