[Core Information] Texas Instruments’ third-quarter revenue fell 8% year-on-year and increased 9% quarter-on-quarter.

1. Texas Instruments (TI) Q3 financial report: industrial weakness, other end markets pick upTexas Instruments

• revenue: US$4.15 billion,Year-on-year - 8%，MoM + 9%
• net profit: US$1.36 billion,Year-on-year - 20%
• Gross profit margin:59.6%, year-on-year - 2.5 percentage points
• business split：
  • Analog business: $3.223 billion,Year-on-year - 4%
  • Embedded processing: $653 million,Year-on-year - 27%
• market performance：Industrial market declines month-on-month，Other end markets such as automobiles and consumer electronics all achieved growth
• cash flow:past 12 monthsOperating cash flow $6.2 billion, free cash flow $1.5 billionTexas Instruments
• Q4 Outlook: RevenueUS$3.7 billion to US$4 billionTexas Instruments

2. SEMI: Silicon wafer sales will decline slightly in 2024, but AI-driven rebound will be strong in 2025SEMI

• 2024: Global silicon wafer shipments ** expected - 2%** to 12,174 million square inches (MSI)
• 2025:** Strong rebound +10%** to 13328 MSI
• driving factors: Demand for AI, advanced processes, HBM and advanced packaging has increased, and fab capacity utilization has rebounded.SEMI
• long term outlook: Continued growth until 2027,AI and advanced packagingcore incrementSEMI
  

3. Samsung’s talent crisis: Engineers switch jobs in batches to SK Hynix and KETI

• SK hynix recruits 3 etching engineers, receivedAbout 200 Samsung engineersApply
• Korea Electronics Technology Institute (KETI): 3 research positions attracted50 Samsung Ph.D.Apply; 8 people recently hiredAll from Samsung
• background: Samsung storage performance is sluggish, HBM delivery is lagging, internal culture is rigid, and accountability pressure is high.Accelerating brain drain

4. NVIDIA invests in India: jointly building AI chips and data centers, and computing power will increase 20 times by the end of the year

• Cooperation proposal: Huang Renxun proposed to cooperate with IndiaJointly develop AI chips, leveraging local design talent
• Implementation cooperation: Jointly building an AI data center with Reliance Group and adopting next-generationBlackwell GPU
• ecological expansion: Cooperate with Infosys, Tata, etc.; launch small model in HindiNemotron-4-Mini-Hindi-4BNVIDIA NVIDIA
• Computing power planning: India will deploy NVIDIA computing power by the end of 2024Approximately 20 times more than 1 year ago

5. Renesas Electronics releases RX261/RX260 series MCU: doubled performance, greatly reduced power consumption

• Kernel：64MHz RXv3 CPU，355 CoreMark(About 2 times that of competing products at the same level)
• Power consumption：Operating current69μA/MHz(-25%), standby1μA（-87%）
• Core configuration: Up to 512KB flash memory, 128KB SRAM,8KB data flash memory(Save external EEPROM)
• Features（RX261）：Full-speed USB (no external crystal oscillator), CAN FD, waterproof touch, RSIP-E11A security engine
• Application: Home appliances, industrial automation, smart locks, electric vehicles, printers