➀ Gartner predicts that semiconductor sales will grow 14% to $717 billion in 2025, following a 19% growth this year; ➁ The growth is driven by AI-related semiconductor demand and recovery in electronic production; ➂ Memory and GPUs will be key contributors to the global semiconductor revenue, with memory revenue expected to grow 20.5% and GPU revenue to increase by 27% in 2025.

➀ New semiconductor process technologies are driving ASPs up; ➁ Demand is strong, but supply is constrained due to limited fab capacity; ➂ The book-to-bill ratio for front-end equipment remains negative; ➃ The ASP recovery is being driven by 90nm and 65nm designs; ➄ Future Horizons predicts a 20 per cent growth in the semiconductor industry.

➀ AI is cited as a growth driver for the semiconductor industry; ➁ McKinsey study shows 72% of organizations have adopted AI; ➂ Gartner estimates worldwide AI IC revenue to reach $92 billion by 2025.

1. Affirm Holdings demonstrates potential with strong revenue growth, but faces risks from high delinquency rates and regulatory changes affecting the BNPL market. 2. AFRM's business model relies on interest income and merchant fees, with lower consumer costs and delinquency rates than most traditional credit cards. 3. Competitive pressures and economic scale advantages may lead to a 'winner-take-all' market in BNPL, with Affirm and Klarna leading the charge without a clear leader.

➀ Wearables device shipments are forecast to grow 6.1% in 2024; ➁ Hearables ASPs face downward pressure due to increased competition; ➂ Smartwatches are expected to see a decline in 2024 followed by a rebound in 2025.

➀ The traditional PC market is expected to remain flat in 2024 with 261 million units shipped, while the tablet market is forecast to grow by 7.2% year-over-year, leading to a 2.6% overall growth for PCs + tablets. ➁ Excluding China, the global traditional PC market would have grown by 2.8%, but China's economic challenges have impacted PC sales, though Huawei has sustained domestic tablet demand. ➂ IDC predicts a 4.3% year-over-year growth for traditional PCs in 2025 due to the end of Windows 10 support, which could also benefit Apple's market share. ➃ AI PC adoption is driven by the need for new PCs rather than a specific demand for AI functionality.

➀ Shipments of AR/VR headsets in Q2 2024 fell 28.1% year-on-year to 1.1 million units, with IDC forecasting a 1.5% decrease in full-year shipments. ➁ Next year, sales are expected to rise 41.4% due to new technology and more affordable devices. ➂ Mixed reality (MR) headsets are predicted to grow, driven by advancements in technology and consumer-friendly designs.

➀ TrendForce expects the wafer foundry market to recover in 2025 with an annual growth rate of 20%; ➁ The outlook is positive despite weak demand for consumer products; ➂ The recovery is attributed to AI deployment and supply chain recovery.

➀ Global semiconductor market reached $149.9 billion in Q2, up 6.5% sequentially and 18.3% year-over-year. ➁ Among the top 15 companies, only MediaTek and STMicroelectronics saw revenue declines. ➂ Memory companies showed the strongest growth, with SK Hynix and Kioxia up over 30%, Samsung up 23%, and Micron up 17%. ➃ The weighted average growth rate for the top 15 companies was 8%, with memory companies growing 22% and non-memory companies growing 3%. ➄ Semiconductor companies expect positive revenue in Q3 2024, with AMD and Micron projecting significant growth.

➀ Q2 smartphone revenues and shipments grew by 8% YoY, marking the third consecutive growth quarter. ➁ Apple led in revenues with a 42% share, while Samsung led in units. ➂ GenAI smartphones are expected to take 18% of the market by 2024, enhancing personalized experiences and intuitive interactions.

1. China's cloud market is expected to grow over 3 times in the next 3 years; 2. The market size was $117 billion last year, with a 35.5% year-on-year increase; 3. By 2027, it is projected to reach $400 billion, with public cloud accounting for 74% of total cloud spending last year.

1. The advanced packaging market is projected to grow at a CAGR of 11% to reach $69.5 billion by 2029. 2. Key players in the market include ASE, Amkor, TSMC, Intel, and JCET. 3. Government investments and strategic partnerships are driving the transformation of the AP supply chain.

1. The organ-on-chip market is projected to experience a tenfold growth, reaching $1.3 trillion by 2032. 2. Pharmaceutical and cosmetic companies are the primary users of this technology. 3. Other industries are also beginning to recognize the potential of organ-on-chip technology.