1. 1.TSMCThe revenue increased by nearly 40%, and the advanced process accounted for 69%

TSMCThe latest announcement of the third quarter of 2024Financial reportThe consolidated revenue was NT $ 759.69 billion, a year -on -year increase of 39%, and a month -on -month increase of 12.8%; net profit after tax was NT $ 325.26 billion, an increase of 54.2%year -on -year, an increase of 31.2%month -on -month.The gross profit margin was 57.8%, the operating interest rate was 47.5%, and the net interest rate after tax was 42.8%.

Based on the US dollar, the revenue in the third quarter was 23.5 billion US dollars, an increase of 36.0%year -on -year, and a month -on -month increase of 12.9%.

3 nanometer process shipment occupiesTSMCIn the third quarter, the sales of 20%, the 5 nanometer accounted for 32%, and the 7nm accounting for 17%.In general, the revenue of advanced process within 7 nanometers reached 69%of the sales amount of wafers throughout the season.

2.IntelandAMDEstablished X86 Ecological Consulting Group

Local time October 15th,IntelAnnounce andAMDEstablish a X86 ecosystem consulting team to bring together technical leaders to jointly create the future of the world's most widely used computing structure.

The consulting team aims to use a more unified instruction and architecture interface to shape the future of the X86 through a unified set of instructions and architecture interfaces, and promote the innovation of developers.This measure will enhance the compatibility, predictability and consistency of X86 products.

To achieve this goal, the group will solicit the technical opinions of the X86 hardware and software community on basic functions and characteristics.Cooperation will promote the consistency and compatibility of key X86 architecture functions and programming models, and expand to all departments, including data centers, clouds, clients, edges and embedded devices, and ultimately bring downstream benefits to customers.

Apart fromIntelandAMDIn addition, the founding members of this X86 Ecological Consulting Group also includeBroadcom, Dell, Google, Hui and Technology, HP, Lenovo,Microsoft, Oracle, Red Hat and other companies.

3.ASML in the third quarter of revenue increased by 12% year -on -year

ASMLFinancial reportIt was disclosed that the total net sales in the third quarter were 7.467 billion euros, a year -on -year increase of 12%; the gross profit margin was 50.8%, the same period last year was 51.9%; the net profit was 2.076 billion euros, an increase of 9.7%year -on -year.The new order amount is 2.6 billion euros, and the EUV budget is 1.4 billion euros.

The total net sales in the fourth quarter of ASML are between 88 and 9.2 billion euros, and the gross profit margin is between 49%and 50%; the total net sales in 2024 are about 28 billion euros, and the gross profit margin is about 50.6%.

4.COUNTERPOINT: In the second quarter, server market output value increased by 35% year -on -year

According to the Science and Technology Board Daily, recently, Counterpoint Research released a report that due to the strong demand of the AI ​​server, the global server market output value in the second quarter of 2024 reached US $ 45.422 billion, a year -on -year increase of 35%.Among them, the AI ​​server accounts for 29%of all servers, and the ultra -micro, Dell, and HP are ranked among the top three.

5.Counterpoint: Global Intelligence in the third quartercell phoneSales recovery year -on -year growth

According to fast technology, the latest data of Countpoint Research shows that global intelligence in the third quarter of 2024cell phoneSales have increased by 2%year -on -year, which is the first time since the third quarter of 2018, which has achieved year -on -year growth.SamsungContinue to lead the 19%market share,appleThe market share is 16%,MilletWith 14%of the market share, it ranks third, OPPO ranks fourth with 9%of the market share, and Vivo ranks fifth with 9%market share.

Source: counterpoint

It is worth noting that the top five brands also show strong growth momentum, especiallyHuaweiandMotorolaThe year -on -year growth rate is nearly 30%.Among them, Motorola and Google's intelligence in the third quarter of 2024cell phoneSales hit a record high.

6.MicrochipRelease 20 advanced Wi-Fichipproduct

MicrochipRecently launched 20 new Wi-Fi products to provide high-performance Wi-FiMicrocontroller(MCU), network and link controllers, as well as modules plug and play modules, aiming to simplify development and speed up the listing time to conform to AI, digital manufacturing andInternet of ThingsTimes, the demand for wireless connections for business and industrial applications.

The latest PIC32MZ-WI-Fi MCU is based onMicrochipThe 32 -bit MCU series, equipped with CAN, Ethernet, capacitive touch and ADC, also has the highest general input/output (GPIO) function in the market.

The lineup also includes the next -generation Wincs02 network controller and the Wilcs02 link controller.The update of popular WinC and Wilc solutions includes improved radio properties and enhanced security functions.The new wireless module is compatible with previous generations of pins to facilitate relocation from traditional equipment.

In order to simplify the connection of Wi-Fi to the cloud,Microchip It also expands its out -and -play product line through the new RNWF02 module.These modules use a simple ASCII command sent through the UART interface to connect the MCU to the cloud platform.