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A deputy German economy minister, Udo Philipp, is visiting Taiwan this week for discussions with officials and executives, including a visit to Taiwan Semiconductor Manufacturing Co. He will participate in the Taiwan-Germany Joint Business Council meeting, focusing on semiconductor sector cooperation.
NVIDIA Corporation, a leader in programmable graphics processors, generates 77.8% of its sales from IT and networking solutions, including data center platforms and AI infrastructure, while graphics processors account for 22.2%. The company’s revenue is primarily derived from data storage (78%) and gaming (17.1%), with significant geographical sales in the USA (44.3%), Taiwan (22%), and China (16.9%).
NVIDIA Corporation, a leader in programmable graphics processors, generates 77.8% of its net sales from computing and networking solutions, including data center platforms and AI infrastructure. The remaining 22.2% comes from graphics processors for PCs and gaming. Geographically, 44.3% of sales are in the U.S., followed by Taiwan (22%) and China (16.9%).
Taiwan's reliance on American arms supplies is set to increase under the new government, potentially leading to costly billion-dollar orders to gain favor with Trump. With other countries hesitant to sell weapons to Taiwan due to fears of Chinese repercussions, the U.S. remains its primary source for military support.
Sridhar Vembu, CEO of Zoho, criticized rival Freshworks for laying off 660 employees despite having over a billion dollars in the bank, arguing that companies should prioritize their workforce for long-term success. He highlighted the importance of taking care of employees, contrasting successful firms like Nvidia and AMD with Intel's focus on Wall Street, and questioned the current state of capitalism in the U.S. Vembu emphasized that true capitalism involves caring for one's people, urging against adopting a flawed financial system.
Ainos, Inc. has filed complaints with NASDAQ and the SEC regarding unusual trading patterns in its stock, expressing concern over large sell orders that may violate regulations. The company, specializing in AI-based healthcare solutions, faces significant financial challenges, including a 97.73% revenue drop and a market cap of $3.85 million. Ainos is also at risk of delisting from NASDAQ due to its share price falling below the minimum requirement, with a grace period until January 13, 2025, to regain compliance.
TSMC reported a 29.2% increase in sales for October, marking the slowest growth since February amid concerns over the sustainability of AI chip demand. Monthly sales reached NT$314.2 billion ($9.8 billion), following a period of over 30% growth from March to September. Analysts project a 36.1% sales increase for the quarter ending in December.
UBS has rated Infineon Technologies AG a 'Buy' with a target price of 42 euros. As a leading semiconductor manufacturer, Infineon's diverse product range serves various sectors, with 50.5% of sales from the automotive industry and significant contributions from power and sensor systems, industrial power control, and networked secure systems. Geographically, the company generates substantial revenue from China, Europe, and the USA.
iSentek's IST8505 magnetic sensor utilizes tunneling magnetoresistance (TMR) technology to enhance power efficiency in wearable medical devices like continuous glucose monitoring systems. With ultra-low power consumption and a latch function for energy conservation during transport, it ensures devices maintain operational longevity. As the wearable medical device market grows, the IST8505 addresses the demand for reliable, energy-efficient components, improving user experience and device performance.
Apple Inc. focuses on designing, manufacturing, and marketing computer hardware and music media, with telephony products, primarily the iPhone, accounting for 52.3% of sales. Other segments include peripherals (10.4%), computers (7.7%), music media (7.4%), and various services (22.2%). Geographically, sales are led by the Americas (42.4%), followed by Europe-India-Middle East-Africa (24.7%) and China-Hong Kong-Taiwan (18.9%).

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