1. The author calculates a 70% upside for TSMC, supporting a buy recommendation. 2. Key partnerships with AI leaders like NVIDIA, AMD, and Apple ensure a steady revenue stream and highlight its critical role in AI innovation. 3. TSMC's robust financial performance, with consistent revenue growth and strong profit margins, underscores its operational efficiency and ability to invest in future technologies.

➀ Samsung has begun mass production of a 286-layer QLC NAND; ➁ The new NAND is aimed at the server market with a density of 28.5 Gb/mm²; ➂ It offers improved performance compared to the previous generation.

➀ Infineon has developed 300mm GaN wafers that offer 2.3 times more ICs per wafer than 200mm; ➁ The technology breakthrough is expected to be a game-changer for the industry, enabling the full potential of gallium nitride; ➂ Infineon's 300mm GaN production will position the company to shape the growing GaN market.

1. The Alienware AW2725QF gaming monitor offers switchable 4K/180Hz and Full HD/360Hz modes, providing flexibility for both graphics-intensive and action-oriented games. 2. It features an IPS panel with 10.7 billion colors, 95% DCI-P3 color gamut, 0.5ms response time, and peak brightness of 600cd/m². 3. The monitor includes HDMI 2.1, DisplayPort 1.4, and USB 3.2 Gen 1 Type-C connectivity, with a versatile stand offering tilt, swivel, height adjustment, and pivot capabilities.

➀ Japan leads in three out of five categories of new 'semiconductor materials', with some categories seeing Japanese companies hold a 100% market share. Experts warn that Chinese and South Korean companies are gaining influence in the semiconductor materials field, with China pushing for domestication, potentially reducing Japanese market share. ➁ The Nikkei 2023 'Major Products and Services Market Share Survey' shows that Japanese companies rank first in 10 categories, an increase of 4 from the previous survey. In the new 'semiconductor materials' category, Japanese companies are first in three categories. ➂ Tokyo Ohka Chemical is the leading player in photoresist with a 22.8% market share, excelling in traditional automotive products and EUV photoresist for the latest smartphones. The company has strengthened production and sales systems in Kagoshima and North America, with a sales target for the fiscal year ending December 2030 set at 350 billion yen, 1.7 times higher than the original plan. ➃ Shin-Etsu Chemical has the highest global market share in silicon wafers, with 24.7%, and is the only company, along with Sumco, that can produce the most advanced products. ➄ In the Mask Blanks category, three Japanese companies dominate the global market share, with HOYA holding over 60% of the market share.

➀ Japan leads in three out of five categories of new 'semiconductor materials', with some categories seeing Japanese companies hold a 100% market share. Experts warn that Chinese and South Korean companies are gaining influence in the semiconductor materials field, with China pushing for domestication, potentially reducing Japanese market share. ➁ The Nikkei 2023 'Major Products and Services Market Share Survey' shows that Japanese companies rank first in 10 categories, an increase of 4 from the previous survey. In the new 'semiconductor materials' category, Japanese companies are first in three categories. ➂ Tokyo Ohka Chemical is the leading player in photoresist with a 22.8% market share, excelling in traditional automotive products and EUV photoresist for the latest smartphones. The company has strengthened production and sales systems in Kagoshima and North America, with a sales target for the fiscal year ending December 2030 set at 350 billion yen, 1.7 times higher than the original plan. ➃ Shin-Etsu Chemical has the highest global market share in silicon wafers, with 24.7%, and is the only company, along with Sumco, that can produce the most advanced products. ➄ In the Mask Blanks category, three Japanese companies dominate the global market share, with HOYA holding over 60% of the market share.

1. The PlayStation 5 Pro (PS5 Pro) is announced with a 67% increase in compute units and a 28% faster memory, resulting in a 45% faster rendering speed for smoother gameplay. 2. Ray tracing capabilities are enhanced, allowing for more dynamic light reflections and refractions, up to 2 or 3 times faster than the current PS5. 3. A new AI upscaling technology called PlayStation Spectral Super Resolution (PSSR) is introduced to enhance image details. Additionally, a 'Game Boost' feature is included to stabilize or improve game performance for PS5 and PlayStation 4 titles.

➀ Huawei's new three-foldable phone, MateXT, is priced starting at 19,999 yuan for the 256GB version, 21,999 yuan for the 512GB version, and 23,999 yuan for the 1TB version. It is scheduled to be released on September 20th. The phone features a 10.2-inch screen and is the thinnest foldable phone with a thickness of 3.6mm when unfolded. It is designed for business professionals and offers various usage scenarios, including scanning boarding passes, browsing information, viewing reports, and watching movies. The phone's AI features include AI summarization, translation, and photo editing. Huawei has achieved a breakthrough in the folding screen hinge system and battery space optimization.

1. DN Solutions has introduced the new DNX series, a multitasking machine designed for mass appeal; 2. The DNX series includes the DNX 2100SB and DNX 2100S models, aiming to simplify complex machining processes and increase productivity; 3. The company has also established a new design identity for the product, with a focus on sleek curves and the signature DN Blue color, and is showcasing the DNX series and other solutions at major international trade shows.

1. The ROG Ally X, a 7-inch portable gaming PC by ASUS, offers significant spec updates including increased memory/SSD capacity, larger battery, and improved cooling. 2. The device replaces the proprietary ROG XG Mobile port with USB4, allowing for a wider range of external GPU options. 3. A USB4/OCuLink-compatible docking station with Radeon RX 7600M XT from Shenzhen's GPD and One-Netbook is available, offering a more affordable alternative to the ROG XG Mobile. However, compatibility issues arise when using the Radeon RX 7600M XT with the ROG Ally X, as the drivers for the integrated Radeon Graphics in the Ryzen Z1 Extreme processor are incompatible with the drivers for the external Radeon GPU. One-Netbook has released a compatible driver set to address this issue, enabling the Radeon RX 7600M XT to work seamlessly with the ROG Ally X.

1. Apple announces the iPhone 16 Pro and iPhone 16 Pro Max with advanced AI features and improved hardware; 2. New AI capabilities include document generation from notes, emoji and image creation from text, and summarization of notifications; 3. The iPhone 16 Pro Max features the largest display in the iPhone series, with a 6.9-inch screen and enhanced durability.

1. The Apple Watch Series 10 features a larger screen and a lighter body; 2. It includes a wide-view-angle OLED display that is 30% larger than the previous model, with improved brightness and a new always-on feature; 3. The device also introduces a water depth/temperature sensor, sleep apnea detection, and other AI-driven features.

➀ The Maharashtra government has approved a Rs 83,947 crore semiconductor manufacturing project in Panvel, Raigad district, marking a significant step in India's efforts to become a global semiconductor hub. ➁ The project is a joint venture between Israel's Tower Semiconductor and India's Adani Group. ➂ It is expected to be India's second chip manufacturing facility and the sixth plant involved in silicon chip production or testing across the country.

1. AMD has released a new preview driver, version 24.20.11.01, with improvements to the AMD Fluid Motion Frames 2 (AFMF 2) technology for smoother gameplay and enhanced FPS. 2. The driver includes optimizations for Warhammer 40,000: Space Marine 2 and fixes for several bugs. 3. AFMF 2 is compatible with Radeon 700M/800M integrated graphics and Radeon RX 6000/7000 series, and requires a variable refresh rate display for optimal performance.

➀ Samsung has announced the mass production of the thinnest LPDDR5X modules in the industry, with a thickness of approximately 0.65 millimeters; ➁ The new packaging is 0.06 millimeters thinner than the standard LPDDR5X, improving thermal resistance by 21.2%; ➂ The thinner LPDDR5X封装 enhances internal airflow in smartphones, improving thermal management and battery life.

1. TSUKUMO, under the Yamada Denki brand, has released two new models of creator-focused PCs equipped with the latest Ryzen 9000 series processors. 2. The new models feature improved performance over the previous generation, with enhancements in branch prediction accuracy and latency. 3. The PCs come with ASUS TUF GAMING B650-PLUS WIFI motherboards, 32GB of memory, 1TB M.2 NVMe SSDs (PCIe 4.0 compatible), GeForce RTX 4070 Ti SUPER graphics cards, 850W 80PLUS Gold power supplies, and Windows 11 Home. Prices start at 329,800 yen for the Ryzen 7 9700X model and 399,800 yen for the Ryzen 9 9950X model.

1. REDMAGIC Nova Gaming Tablet series features Snapdragon 8 Gen 3 Leading Edition, LPDDR5X memory, and UFS 4.0 storage, achieving a high Antutu benchmark score; 2. The tablet incorporates an advanced cooling system, PAD Cooling System ICE 2.0, with a 20,000rpm fan, 3D heat pipe, and extensive heat dissipation materials; 3. It boasts a 2.8K, 144Hz display, a 10,100mAh battery with 120W fast charging, and a suite of software features and accessories for enhanced gaming experience.

1. Acer announced new gaming notebooks with detachable game controllers and other innovative features; 2. The new notebooks are equipped with the latest Intel Core Ultra series 2 processors, offering up to 29 hours of battery life; 3. Acer also introduced a portable gaming console, the Nitro Blaze 7, and a concept gaming notebook, Project DualPlay, showcasing the company's commitment to innovation in gaming technology.

➀ Nvidia has accelerated its acquisition strategy, buying one AI and data center-related company per month over the past four months. ➁ Key acquisitions include Run:ai, Deci, Shoreline, and Brev.dev, enhancing Nvidia's technical capabilities in these areas. ➂ Nvidia's acquisitions are part of a broader trend over the past five years, with 13 successful acquisitions since the 69 billion dollar Mellanox deal. ➃ The company focuses on end-to-end solutions, acquiring firms in communication network technology, object storage software, and data center management software to enhance its B2B offerings. ➄ Nvidia aims to become a platform-type enterprise by expanding into model miniaturization, deep learning development platforms, metaverse, and autonomous driving through acquisitions.

➀ Researchers at the University of Padova are developing low-cost underwater communication modems and transducers, aiming to make water acoustic communication more accessible. ➁ The SubSeaPulse modem, priced at a tenth of the market rate, is built on a Raspberry Pi base with additional sound card hardware and a front end. ➂ The team is also working on a cost-effective transducer, reducing the price from over $2000 to around $400, using a modified device typically used for listening to marine mammals.