➀ CUDIMM, or Clocked Unbuffered DIMM, is designed to improve signal integrity in high-frequency DDR5 memory modules by introducing a Clock Driver (CKD). ➁ The CKD splits the clock domain into DCK (connected to the CPU) and QCK (connected to devices), similar to the RCD in RDIMM but simplified. ➂ For laptop memory modules (SODIMM), a similar approach is taken with CSODIMM, which also incorporates a CKD for enhanced clock signal management. ➃ JEDEC recommends CUDIMM for UDIMM modules above PC5-6400, and CKD solutions are available from various manufacturers, including Lanqi in China.

➀ Microchip Technology, a leading semiconductor company, has reported disruptions in certain operations due to a cyber incident. ➁ The extent of the disruption and the nature of the cyber attack are currently under investigation. ➂ The company is working closely with cybersecurity experts to mitigate the impact and restore normal operations as soon as possible.

➀ Fabrinet's Q4 2024 revenue reached $753 million, up from $656 million in the previous year. ➁ The company's GAAP net income for the quarter was $81.1 million, compared to $60.8 million last year. ➂ 800G and above rate products generated $259 million in revenue, a 54% increase year-over-year. ➃ The company expanded its share buyback program to $434.3 million. ➄ For Q1 2025, Fabrinet forecasts revenue between $760 million and $780 million.

➀ Sunny Optical reported H1 revenue of 18.86 billion yuan, up 32.1% year-on-year; net profit increased by 147.1% to 1.079 billion yuan. ➁ The company's overall gross margin improved to 17.2%, up 2.3 percentage points from the same period last year. ➂ Mobile phone-related products contributed over 13 billion yuan in revenue, accounting for 69% of total income. ➃ The company has achieved mass production of multiple high-end camera modules and lenses. ➄ Sunny Optical is expected to become a new camera module supplier for Apple in 2025, potentially doubling revenue and profit.

➀ Prof. Chen Wenxin developed the world's first industrial standard MOSFET and SOI MOSFET models, adopted by leading semiconductor companies. ➁ Led the development of stacked CFET technology, a solution for extending CMOS scaling to 2nm nodes. ➂ Focused on advancing 2D semiconductor materials and nanoscale CMOS technologies, addressing challenges in material quality and integration. ➃ Emphasized the importance of exploring unknown areas in academic research for long-term technological leadership. ➄ Co-founded and invested in over 20 tech companies, with a focus on strong teams and market-ready products.

1. The iPhone Photography Awards (IPPAWARDS) has announced its winner for 2024, showcasing exceptional photography skills using various iPhone models. 2. Grand Prize Winner Erin Brooks captured a striking black and white image of a boy at an aquarium using an iPhone 15 Pro Max. 3. Other notable winners include Paddy Chao's 'Night Sky in Lake Tekapo', which won first place in the landscape category.

1. Sonos' redesigned app has received negative feedback since its launch in May. 2. CEO Patrick Spence apologized and confirmed that re-releasing the old app would not solve the issues. 3. The company is focusing on improving the new app rather than reverting to the old version.

➀ The author recounts his accidental entry into entrepreneurship, co-founding OmniVision Technologies and later Spreadtrum Communications. ➁ Describes the challenges and innovations faced during the development of CMOS image sensors and mobile phone chips. ➂ Discusses the impact of China's market dynamics and policy support on the semiconductor industry, including the rise of 'Shanzhai' phones and the success of TD-SCDMA standard.

➀ ByteDance has deployed 40,000 multi-mode 800G OSFP optical modules by the end of July. ➁ The company is focusing on optimizing the performance of these modules to reduce failure rates. ➂ ByteDance is considering transitioning from DPO to LPO for 8x100G modules, aiming for a low-power solution by 2025-2026.

➀ Changan Automobile announces the acquisition of a 10% stake in Huawei's CarBU for 11.5 billion yuan. ➁ After the transaction, Huawei retains a 90% stake in CarBU, while Avatr Technology holds 10%. ➂ The newly established CarBU, less than a year old, has a valuation of 115 billion yuan. ➃ The deal aims to strengthen Avatr Technology's partnership with Huawei and accelerate Changan's transformation into a smart, low-carbon mobility tech company. ➄ Huawei's car business operates under three models: parts supply, Huawei Inside (HI), and Huawei's Smart Selection, with the latter being the most collaborative.

1. Nvidia announces over 600 RTX supported games and applications at Gamescom; 2. GeForce Now reaches a milestone of over 2000 games available for cloud streaming; 3. Upcoming games like Black Myth Wukong and Final Fantasy 16 will be available on GeForce Now on day-one.

➀ The global automotive semiconductor market is expected to exceed $88 billion by 2027, driven by the demand for HPC chips, GPUs, radar chips, and laser sensors. ➁ Advanced driving assistance systems (ADAS), electric vehicles (EV), and internet of vehicles (IoV) are key drivers for this growth. ➂ Leading semiconductor companies like Infineon, NXP, STMicroelectronics, Texas Instruments, and Renesas are investing heavily in next-generation microcontrollers, SoCs, and high-resolution radar solutions.

➀ HuaGong Technology's connectivity business is aggressively expanding into overseas markets, with a focus on optical module technology leadership. ➁ The company's revenue reached 5.2 billion yuan, a 3.51% increase, with a net profit of 625 million yuan, up 7.4%. ➂ The company has successfully developed 800G LPO and 1.6T optical modules, which are leading in the industry and have received significant attention from top overseas clients.

➀ Shaanxi Optoelectronic Pilot Institute Technology Co., Ltd. announced the completion of hundreds of millions in Series B funding, jointly invested by Xi'an Finance Urban Renewal Fund, Xike Holdings, and Photon Strong Chain Fund, aiming to upgrade the Advanced Photonic Device Engineering Innovation Platform. ➁ The institute has also signed a long-term loan agreement with the National Development Bank of China Shaanxi Branch for 5 billion yuan to accelerate platform upgrades. ➂ The funding will support the addition of high-reliability automotive-grade laser chip equipment and the development of silicon photonics technology, enhancing R&D and pilot production capabilities.

➀ Caltech researchers have developed a tunable metasurface that can convert a single light pulse into multiple beams, each directed in different directions. ➁ This nanostructured material can reconfigure itself millions of times per second, enabling applications in optical data transmission, Li-Fi, and LIDAR. ➂ The metasurface eliminates the need for traditional lenses and mirrors, offering unprecedented freedom in controlling light with potential applications in communication, imaging, sensing, and medicine.

➀ The introduction of SMA (Shape Memory Alloy) motors has significantly reduced the size of camera modules in smartphones, making them thinner and more compact. ➁ SMA motors offer stronger load capacity, smaller size, and higher stability compared to traditional motors, making them ideal for high-end smartphone cameras. ➂ The technology has been adopted by major brands like Huawei, Xiaomi, and OPPO, indicating a shift towards SMA motors in the smartphone industry.

1. PayPal has potential for significant stock appreciation through share buybacks and multiple expansions. 2. Positive aspects include a strong brand, growing free cash flow, and aggressive share repurchases. 3. Concerns involve declining capital efficiency, increasing competition, and margin pressures.

➀ The U.S. and Soviet Union raced to acquire German technology after WWII, with the U.S. successfully relocating key personnel from Zeiss to West Germany. ➁ The Cold War intensified with both sides viewing each other as threats, leading to technological espionage and development. ➂ The U.S. leveraged acquired German technology to advance its semiconductor industry, while the Soviet Union relied on espionage and replication. ➃ The Soviet Union's chip industry struggled due to lack of innovation, reliance on military contracts, and inability to compete in the global market. ➄ The U.S. maintained a significant lead in chip technology, influencing military capabilities and global market dynamics. ➅ The fall of the Soviet Union marked the end of its chip industry, with Russia inheriting a weakened semiconductor sector.

➀ 'Black Myth: WuKong' tops Steam sales globally ahead of its official launch. ➁ The game has dominated the charts in 12 countries including the USA and Singapore. ➂ Founder Feng Ji, an alumni of Huazhong University of Science and Technology, led the development from a small startup to a 3A game studio. ➃ The game has received widespread acclaim, with a Metacritic score of 82 and a perfect 10 from IGN China. ➄ Tencent has invested in Game Science with a 'three no' commitment: no interference, no主导, and no寻求发行运营.

➀ GPU and graphics performance issues; ➁ Storage performance is satisfactory; ➂ Networking capabilities are robust; ➃ HDMI and audio output are functional; ➄ USB ports and Type-C functionality are confirmed; ➅ Power consumption is measured; ➆ Overall, the board is suitable for headless systems but needs improvements for desktop use.