today’s headlines
Lithography giant ASML: will continue to ship non-EUV lithography machines to China
Oct 19 (Reuters) – ASML Holding NV, a key equipment supplier to the computer chip maker, reported better-than-expected third-quarter sales and profit on Wednesday, as well as record new net bookings, Reuters reported.
ASML reported third-quarter net sales of 5.8 billion euros (approximately 41.122 billion yuan), a gross profit margin of 51.8%, and net income of 1.7 billion euros (approximately 12.053 billion yuan); quarterly net bookings in the third quarter hit a record high. A record 8.9 billion euros (about 63.101 billion yuan); sales in 2022 are expected to be about 21 billion euros (about 148.89 billion yuan).
ASML CEO Peter Wennink said there is uncertainty and the risk of recession in the market due to a range of global macroeconomic issues including inflation and consumer confidence. While we’re starting to see different demand dynamics in each segment, overall demand for our systems remains strong. This resulted in a record third quarter bookings of approximately EUR 8.9 billion, of which EUR 3.8 billion was EUV, including the High NA system.
At the same time, Wennink also revealed that the company’s preliminary assessment shows that the direct impact of the new US Export Administration Regulations on the company’s overall shipment plan in 2023 is limited. “We can continue to ship non-EUV lithography tools from Europe to China.”
Domestic information
TSMC’s 3nm process technology mass production time pushed to Q4
TSMC was supposed to start producing chips using its 3-nanometer process node last month, however, according to a new report from Seeking Alpha, TSMC’s 3-nanometer chip production has been delayed until the fourth quarter of 2022.
Samsung, on the other hand, started producing chips using the 3nm process node in June, ahead of TSMC. Even with TSMC starting production of 3-nanometer chips this month, Samsung still has a three-month lead.
However, Samsung currently produces very few 3nm chips, most likely because the company needs more time to ramp up production. Due to low production capacity, Samsung is currently only supplying 3-nanometer chips to one Chinese cryptocurrency company, and has not been able to strike deals with big tech companies like AMD or Qualcomm, which require very high-volume chips.
Taobao Double Eleven will launch multi-address combined ordering function
Recently, major e-commerce platforms have begun to prepare for the Double Eleven promotion, among which Taobao will officially open on October 24.
Taobao has also successively launched a number of new measures and new functions, such as the newly launched multi-address combined order function, which can make it more convenient to collect orders.
In the past, people could not avoid buying products for family and friends on Double Eleven, but due to the fact that they are not from the same address, they could only place orders separately, and could not enjoy the combined full discount. Now, no matter who you buy from, you can submit all orders. .
After placing an order, the issue of express logistics is also the most concerned by everyone. Every day, 10,000 users inquire about the progress of the package, including some express delivery exceptions, staying in one place for too long, and so on.
To this end, Taobao has also recently launched a logistics hosting function, which allows you to enjoy the customer service with one click. Once the package encounters an abnormal situation, the customer service will take the initiative to contact the logistics company to follow up and coordinate related matters.
At present, this function has been launched for 88VIP members, and is gradually being released to all Taobao users to ensure full coverage of Double Eleven.
In addition to orders and logistics, Tmall’s double 11 price insurance service rules have also been upgraded this year. In the past, price insurance was within 15 days after payment. This year, it has been upgraded to full price insurance within 15 days after the event ends on November 11.
Xiaopeng’s “warm marketing” is suspected of overturning and was complained: the logic does not hold at all
On October 19, He Xiaopeng, CEO of Xiaopeng Motors, shared the story of an old G3 owner who changed his car.
The main thing is that an old G3 owner in Xi’an replaced a G9, but she didn’t tell her daughter in advance. When she learned of the change, her daughter burst into tears, and then wrote a thank you letter and left it in the old car. The store staff was there. This thank you letter was discovered during the refurbishment process and circulated one after another, encouraging everyone.
The story is really touching and resonated with many netizens, but after only two hours, many big Vs and netizens came out and complained about the whole thing.
One of the most questionable points is that in 2022, there are still companies that will circulate the notes one by one, and it still takes one day, which is not logical at all. After all, it is more efficient to take a photo and send it to the group.
Some netizens believe that the note was found in Xi’an, and He Xiaopeng, who was in Guangzhou in just one day, received it, and then it spread throughout the company. The logistics efficiency is quite high.
In addition, after He Xiaopeng’s Weibo post was published, the word “hot push” appeared, and its appearance cast an unclear color on this originally touching story, but the word has now disappeared.
Some netizens concluded: The story is very good and touching. I would rather believe it to be true, but the whole thing looks more like a plan and a script. This kind of “warm marketing” is really unnecessary.
SF Holding: The company’s supply chain and international business revenue increased by 320.42% year-on-year
According to news on October 19, SF Holding Co., Ltd. today released a briefing on the operation of express logistics business in September 2022. The operating income of express logistics business in September was 15.394 billion yuan, a year-on-year increase of 2.45%; the operating income of supply chain and international business was 7.433 billion yuan. Yuan, a year-on-year increase of 320.42%.
In September 2022, the total revenue of express logistics business, supply chain and international business was 22.827 billion yuan, a year-on-year increase of 35.92%.
SF Holding stated that the company’s total revenue from express logistics business, supply chain and international business in September 2022 was 22.827 billion yuan, a year-on-year increase of 35.92%. There are two main reasons:
First, the express logistics business continued to maintain steady growth, with the business volume increasing by 8.73% year-on-year;
Second, due to the merger of related business income of Kerry Logistics, the company’s supply chain and international business income increased by 320.42% year-on-year.
Announcement of global mobile phone share in the third quarter: Xiaomi becomes the first in China
News on October 19th, today, market research agency Canalys released the global smartphone report for the third quarter of 2022.
The report pointed out that in the third quarter of this year, the global smartphone market suffered three consecutive quarters of declines, down 9% year-on-year, making it the worst quarter since 2014.
Specifically, the top three manufacturers on the list are Samsung, Apple, and Xiaomi, with global market shares of 22%, 18%, and 14%, respectively.
Among them, Xiaomi became the first domestic mobile phone brand, OPPO and vivo ranked fourth and fifth on the list with 10% and 9%.
Weilai Europe’s “rent-only, not-sell” model was complained, and the president responded that he would consider selling it
On October 19th, NIO announced that it will enter the four countries of Germany, the Netherlands, Denmark and Sweden with a “subscription model”, providing three models of ET7, EL7 (ES7) and ET5, and the vehicle subscription period is from 1 month to 60. Monthly, Weilai originally planned to only rent and not sell in the early stage of entering the market.
According to The Paper, on October 18, in response to the suggestion by netizens that Weilai Automobile should give up “only renting but not selling” and provide a “buyout” option in Europe, Qin Lihong, president of Weilai Automobile, responded in the user app, saying, “ Consider selling.”
Yu Minhong actively prepares for Tmall Double 11 New Oriental response: there is a long-term plan
Tmall Double 11 is coming, and New Oriental founder Yu Minhong is actively preparing lessons for Double 11. On the evening of October 31, Yu Minhong will appear in the Taobao live broadcast room of the “New Oriental Xuncheng Education Franchise Store”, and no more information has been disclosed so far. However, New Oriental said that making education live broadcasts on Taobao is a long-term plan with clear goals.
China’s Sky Eye FAST discovers the structure of the largest atomic gas in the universe
According to media reports, recently, an international team led by researcher Xu Cong of the National Astronomical Observatory of the Chinese Academy of Sciences used the Chinese Sky Eye FAST to conduct imaging observations of the hydrogen atomic gas in the famous dense galaxy group “Stephen’s Quintet” and the surrounding sky, and found a A giant atomic gas system with a scale of about 2 million light-years, 20 times larger than our own Milky Way. It is understood that this is the largest atomic gas system ever detected in the universe. The result was published in the international academic journal “Nature” on October 19, 2022, Beijing time.
FAST’s latest discovery reveals the existence of large-scale, low-density atomic gas structures in the outer space far from the center of the cluster. The formation of these gas structures is likely related to the history of intergalactic interactions in the early formation of the “Stephen’s Quintet”, which has existed for about a billion years.
China’s first cell-based influenza vaccine starts clinical study
On October 19th, according to China Biotechnology Co., Ltd., on October 19th, the phase I clinical launch meeting of the quadrivalent influenza virus split vaccine (MDCK cells) developed by the Wuhan Institute of Biological Products of Sinopharm Group was held in Zou, Shandong. City starts.
According to reports, this clinical study is a single-center, blinded, positive vaccine and placebo-controlled Phase I clinical trial to evaluate the safety of quadrivalent influenza virus split vaccine (MDCK cells) inoculated in people aged 3 and over. It is the first clinical trial in my country. A cell-cultured influenza vaccine is of great significance.
International information
Star Chain Airlines will push the most expensive “service” in history: 180,000 a month, now accepting reservations
Beijing time on October 19th, the US space exploration technology company (SpaceX) said on the evening of the 19th local time that with the official launch of the “Starlink Aviation” service next year, the company’s satellite Internet service Starlink will be launched in Available on select aircraft. Users need to pay between $12,500 (about 90,000 yuan) to $25,000 (about 180,000 yuan) in air network fees per month.
SpaceX claims that Starlink can provide speeds of up to 350Mbps per plane, giving all passengers simultaneous access to streaming-enabled internet. Network latency on the plane is also expected to be as low as 20 milliseconds, allowing passengers to game online and make video calls, the company said.
Starlink is now taking pre-orders, with deliveries expected to begin in mid-2023. The service works by attaching a Starlink antenna to the top of the jet, allowing the plane to receive high-speed satellite broadband as it flies anywhere in the world.
Tesla’s Q3 revenue misses expectations, shares fall 3%
On October 20, Beijing time, Tesla released its third-quarter earnings report today. Despite record revenue, it missed Wall Street’s expectations as the company delivered lower-than-expected vehicles and spending on new factories and new battery production squeezed profit margins.
Sla’s third-quarter revenue of $21.45 billion, though a record, missed analysts’ average estimate of $21.96 billion. Tesla didn’t set a year-end delivery target in its earnings report or announced an expected share buyback plan, disappointing some investors in the quarter. Tesla shares fell 3% in after-hours trading.
Tesla CEO Elon Musk is expected to appear on a conference call with analysts to answer questions about whether the company will stick to its goal of increasing shipments by 50 percent this year. Some analysts have questioned whether market demand is softening.
Arm Announces Restructuring into Four Business Lines
On October 19th, Arm announced that it will reorganize and adjust the Internet of Things (IoT) business into a separate business line. After splitting the automotive and IoT businesses, Arm will have four business lines, the other two being the client business and the infrastructure business.
IT House learned that after the termination of the acquisition transaction with Nvidia, SoftBank Group has begun to promote the listing and financing of its semiconductor intellectual property provider Arm, and their management has also been adjusted. Replacement, now it’s time to make adjustments to the internals.
Rene Hass, ARM’s chief executive, said, “We have made great strides in both the automotive and IoT markets, and until now we have all come together as one group. It is the right time to separate the two divisions because They’re all large, independent businesses now, so going forward, we’ll have four separate lines of business: automotive, client (consumer technology), infrastructure and IoT.”
Oracle announces partnership with Nvidia to help enterprise users get AI training
October 19, Oracle announced Tuesday that it plans to deploy tens of thousands of Nvidia’s top-of-the-line A100 and H100 computing GPUs in its Oracle Cloud Infrastructure (OCI). The A100 and H100 GPUs will be offered to Oracle’s cloud customers for their AI workloads powered by Nvidia’s AI software, and the exact terms of the deal are still being kept under wraps.
The new collaboration between Nvidia and Oracle will give all enterprise customers access to AI training, computer vision, data processing, deep learning inference and simulation, and they won’t have to invest huge sums of money to deploy their data centers with Nvidia’s expensive compute GPUs. Oracle has already provided OCI customers with access to HPC instances and will now provide them with a variety of AI capabilities.
Global OLED TV shipments face recession for the first time in 2022, with an estimated annual decrease of 3.8%
On October 19th, according to a TrendForce survey, global TV shipments in the third quarter of 2022 reached 51.39 million units, a quarterly increase of 12.4% and a year-on-year decrease of 2.1%, the lowest record since 2014. .
As the world continues to suffer from a high inflation environment, the budget for consumer products is seriously crowded out, which indirectly inhibits the willingness to purchase TV products. Entering the fourth quarter, the brand launched a large-scale promotion in order to sprint this year’s shipments. It is expected that the TV shipments in the fourth quarter will increase by 10.8% quarter-on-quarter to 56.96 million units, but it is still down 3.5% compared with the same period last year, which is the same period of the previous year. Shipments hit a new low. Under the influence of factors such as the Russian-Ukrainian conflict, high inflation, and interest rate hikes, it is estimated that global TV shipments in 2022 will only be 202 million units, a year-on-year decrease of 3.8%, the lowest year of shipments in the past decade.
TrendForce further pointed out that in 2023, due to loose supply and demand, the price of TV panels is unlikely to rise sharply, but it will help brands reduce cost pressures and be more flexible in the operation of large-scale promotions.
Samsung announces partnership with TikTok to launch new music platform StemDrop
On October 19, Samsung and TikTok announced a new partnership to democratize music production, allowing TikTok users around the world to showcase their talents and create music with famous artists.
The two companies have now teamed up to launch a new international music discovery platform called StemDrop, which they describe as “the next evolution in music collaboration”.
StemDrop will officially launch on TikTok on October 26th. According to reports, Samsung and TikTok have established cooperation with Syco Entertainment, Universal Music Group and Republic Records.
Leifeng.com
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