➀ Google's Pixel 10 series is expected to have significant upgrades due to the company's plan to switch to TSMC for chip production.

➁ Tensor G5 and Tensor G6 chip codenames are Laguna and Malibu, respectively.

➂ The G6 chip is expected to be based on TSMC's 2nm process, offering better graphics computing performance and improved energy efficiency.

➀ TSMC stopped shipping chips to a specific customer in mid-October after discovering the chips were used in Huawei products;

➁ It is unclear whether the customer represents Huawei and where its headquarters are located;

➂ The incident provides new clues to recent reports, including those from The Information, which claimed the US recently contacted TSMC about producing chips for a blacklisted Chinese company;

➃ Huawei has relied on Semiconductor Manufacturing International Corporation (SMIC) for its chip production, including the 7-nanometer chips used in its smartphones last August;

➄ TSMC stopped shipping chips to Huawei after September 15, 2020, and reiterated this point when asked about TechInsights' report;

➅ TSMC and Huawei representatives refused to comment on the reports;

➆ The US Department of Commerce acknowledged that there may have been violations of US export control regulations;

➇ TSMC stated that it is a law-abiding company committed to complying with all applicable regulations, including export control regulations;

➈ Huawei stated that it has not produced any chips through TSMC since the implementation of the Foreign Direct Product Rule (FDPR) in 2020;

➉ Taiwan's Minister of Economic Affairs stated that Taiwan respects the US' export control measures and will communicate fully with TSMC;

➊ The US Bureau of Industry and Security (BIS) had a meeting with TSMC executives in October to discuss supply chain issues, including whether third-party distributors can provide restricted technology to China.

➀ Arm has given Qualcomm a 60-day notice to terminate their architecture licensing agreement, potentially leaving Qualcomm unable to use Arm's instruction set for chip design.

➁ The termination is related to a lawsuit between the two companies since 2022, involving Qualcomm's acquisition of Nuvia and Arm's claims of contract breach and trademark infringement.

➂ Qualcomm, which relies on Arm's instruction set, may face significant disruptions if the licensing agreement is not renewed, as they would not be able to use Arm's instruction set for their own designs.

➀ Employees at NVIDIA report long work hours and high workloads, with some working until 1 or 2 AM;

➁ Meetings at NVIDIA are described as chaotic with shouting and even physical fights;

➂ Despite the pressure, some employees enjoy the work and the chance to solve interesting technical problems;

➃ The article mentions that after working at NVIDIA for five years, employees can earn over a million dollars, making it a place where millionaires are common;

➄ Some employees share their high salaries, with one employee earning over 11 million yuan in December 2021.

➀ Several Chinese SiC projects have reached new progress, with total investment exceeding 13.4 billion yuan.

➁ Shilanwei's 8-inch SiC project is in the final phase of civil engineering, expected to be put into trial production in Q4 2025.

➂ Yuqin Semiconductor's SiC crystal material research and industrialization project has a capacity of 840 ingots per year.

➃ Xujie Energy's headquarters and SiC/GaN industrialization project is expected to be completed and put into use by the end of the year.

➄ Shandong University and Zhongjing Xinyuan have signed a project to develop 8-inch SiC single crystal growth and substrate processing technology.

➀ Wolfspeed announces a $2.5 billion investment for expansion in the semiconductor industry;

➁ The investment will boost Wolfspeed's market share in the growing semiconductor industry as a primary silicon carbide producer;

➂ Despite a weak financial performance, the company's focus on SiC and GaN technologies and partnership with EPC Power positions it as a major contender with solid upside potential;

➃ Wolfspeed's stock has seen a 43% jump on the news, trading at a significant discount to industry peers;

➄ Analysts have a cautious stance on the stock, with a Hold rating and a potential upside of 7.31% from current levels.

➀ Meta has unveiled its first pair of 'true' augmented reality glasses, named Orion, which is currently a prototype but may be available to consumers in the future.

➁ Orion's hardware includes glasses, a wristband for gesture control, and a wireless puck for computing, with the glasses being the centerpiece of the technology.

➂ The glasses use custom chips, magnesium frames, and microLED projectors, with the lenses made of silicon carbide (SiC) for better image quality.

➃ The high cost of SiC lenses and specialized manufacturing processes contribute to the glasses' $10,000 price tag.

➄ Meta is working on making the technology more affordable by exploring alternative materials and manufacturing processes.

➅ Privacy concerns and social dynamics are also raised as potential challenges for AR glasses.

➀ Winbond is developing 3D NAND and 3D NOR product lines as planned.

➁ The 3D NOR product will be introduced to customers at the Munich Electronics Show in November.

➂ The company plans to expand mass production of 3D NOR in the next year.

➃ The 192-layer 3D NAND is scheduled to enter mass production next year.

➄ The company's 3D Nor flash has completed chip testing last year.

➅ The product has a 20% market share in NOR Flash and uses exclusively developed 3D stacking technology.

➆ The company aims at high-margin markets such as automotive and industrial control.

➇ Another 3D NAND flash product is in the final stage of process adjustment and will be shipped for use in Nintendo game discs.

➈ It is expected to contribute to revenue in the second half of next year.

➀ Huawei has recently applied for a brain-computer interface chip patent, indicating a significant technological breakthrough in the field.

➁ The patent, titled 'Method for controlling stimulator, stimulator, brain-computer interface system and chip,' involves controlling the electrode voltage of the stimulator to determine whether to apply an electrical pulse.

➂ The new design is said to enhance the control accuracy of the stimulator while improving the safety of the stimulator system.

➀ The manufacturing industry and technology are crucial for China's future development;

➁ In the manufacturing sector, excess profits are earned through high-margin products;

➂ In the technology sector, high profits are used to support wafer fabs and photolithography machines;

➃ How to create a positive feedback loop? For every million-dollar luxury car sold by Huawei, it equals one less luxury car sold in developed countries like Europe and the US, and high-level engineer positions shift from Europe, the US, and Japan to China; Huawei (high-tech) and its high-margin manufacturing sector are the directions for this bull market.