Controversial Chip in Huawei Phone Produced on ASML Machine https://www.bloomberg.com/news/articles/2023-10-25/controversial-chip-in-huawei-phone-was-produced-on-asml-machine
Bloomberg.com
Controversial Chip in Huawei Phone Was Produced on ASML Machine
China’s Semiconductor Manufacturing International Corp. used equipment from ASML Holding NV to manufacture an advanced processor for a Chinese smartphone that alarmed the US, according to people familiar with the matter.
Apple Plans AirPods Overhaul With New Low- and High-End Models, USB-C Headphones https://www.bloomberg.com/news/articles/2023-10-25/apple-airpods-plans-4th-generation-low-end-3rd-generation-pro-and-usb-c-max
Bloomberg.com
Apple Plans AirPods Overhaul With New Low- and High-End Models, USB-C Headphones
Apple Inc. is planning an end-to-end overhaul of its AirPods lineup, refreshing a product category that’s emerged as one of the company’s biggest sellers.
Japan Aims for $10 Billion in Subsidies for TSMC Plant, Rapidus https://www.bloomberg.com/news/articles/2023-10-25/japan-aims-for-10-billion-in-subsidies-for-tsmc-plant-rapidus
Bloomberg.com
Japan Aims for $10 Billion in Subsidies for TSMC Plant, Rapidus
Japan is aiming to secure an additional 1.49 trillion yen ($10 billion) in subsidies for two key semiconductor projects, according to a key ruling party lawmaker for chips.
Meta beats on top and bottom line as digital ad recovery pushes revenue up 23%
https://www.cnbc.com/2023/10/25/meta-earnings-q3-2023.html?__source=androidappshare
https://www.cnbc.com/2023/10/25/meta-earnings-q3-2023.html?__source=androidappshare
CNBC
Meta beats on top and bottom lines as digital ad recovery pushes revenue up 23%
Meta reported better-than-expected third-quarter results on Wednesday, but finance chief Susan Li offered cautionary comments about the ad market
IBM software sales up 8% as the company beats on top and bottom lines
https://www.cnbc.com/2023/10/25/ibm-q3-earnings-report-2023.html?__source=androidappshare
https://www.cnbc.com/2023/10/25/ibm-q3-earnings-report-2023.html?__source=androidappshare
CNBC
IBM software sales up 8% as the company beats on top and bottom lines
IBM reiterated its revenue and profit forecast for the full year, having completed its acquisition of cloud cost management software maker Apptio in August.
Kokusai Electric jumps 32% in Japan’s biggest IPO for five years
https://www.ft.com/content/1f86b544-0949-4393-a4b3-4f493d9059d2
https://www.ft.com/content/1f86b544-0949-4393-a4b3-4f493d9059d2
Ft
Kokusai Electric jumps 32% in Japan’s biggest IPO for five years
Chip equipment maker’s debut comes as country rides wave of interest from foreign investors
[DB금융투자 반도체 서승연]
금일 Meta FY3Q23 실적 컨콜 내 CapEx 코멘트 업데이트 드립니다.
- FY3Q23 Capex $68억으로 서버, 데이터센터, 네트워크 인프라 투자에 활용. 신규 데이터센터 디자인과 대금 시기로 전년 대비 감소
- 23년 Capex 가이던스는 종전 $270~300억에서 $270~290억으로 하향 조정. 그러나 24년 Capex는 non-AI 및 AI 데이터센터 서버 투자로 23년 대비 증가한 $300~350억 예상
---------
Meta FY3Q23 컨콜 발췌
Capital expenditures, including principal payments on finance leases, were $6.8 billion, driven by investments in servers, data centers and network infrastructure. Capital expenditures were below the prior year levels, primarily due to lower server and data center construction spend as we prepare to shift to our new data center design as well as payment timing.
We are also sharing a preliminary outlook for 2024 expenses, CapEx and our tax rate. We expect full year 2024 total expenses to be in the range of $94 billion to $99 billion. We continue to expect a few factors to be drivers of total expense growth in 2024. First, we expect higher infrastructure-related costs next year. Given our increased capital investments in recent years, we expect depreciation expenses in 2024 to increase by a larger amount than in 2023. We also expect to incur higher operating costs from running a larger infrastructure footprint. Second, we anticipate growth in payroll expenses as we work down our current hiring underrun and add incremental talent to support priority areas in 2024, which we expect will continue to shift our workforce composition toward higher-cost technical roles. Finally, for Reality Labs, we expect operating losses to increase meaningfully year-over-year due to our ongoing product development efforts in AR/VR and our investments to further scale our ecosystem.
Turning now to the CapEx outlook. We expect 2023 capital expenditures to be in the range of $27 billion to $29 billion, updated from our prior estimate of $27 billion to $30 billion. We anticipate our full year 2024 capital expenditures will be in the range of $30 billion to $35 billion, with growth driven by investments in servers, including both non-AI and AI hardware and in data centers as we ramp up construction on sites with the new data center architecture we announced late last year.
금일 Meta FY3Q23 실적 컨콜 내 CapEx 코멘트 업데이트 드립니다.
- FY3Q23 Capex $68억으로 서버, 데이터센터, 네트워크 인프라 투자에 활용. 신규 데이터센터 디자인과 대금 시기로 전년 대비 감소
- 23년 Capex 가이던스는 종전 $270~300억에서 $270~290억으로 하향 조정. 그러나 24년 Capex는 non-AI 및 AI 데이터센터 서버 투자로 23년 대비 증가한 $300~350억 예상
---------
Meta FY3Q23 컨콜 발췌
Capital expenditures, including principal payments on finance leases, were $6.8 billion, driven by investments in servers, data centers and network infrastructure. Capital expenditures were below the prior year levels, primarily due to lower server and data center construction spend as we prepare to shift to our new data center design as well as payment timing.
We are also sharing a preliminary outlook for 2024 expenses, CapEx and our tax rate. We expect full year 2024 total expenses to be in the range of $94 billion to $99 billion. We continue to expect a few factors to be drivers of total expense growth in 2024. First, we expect higher infrastructure-related costs next year. Given our increased capital investments in recent years, we expect depreciation expenses in 2024 to increase by a larger amount than in 2023. We also expect to incur higher operating costs from running a larger infrastructure footprint. Second, we anticipate growth in payroll expenses as we work down our current hiring underrun and add incremental talent to support priority areas in 2024, which we expect will continue to shift our workforce composition toward higher-cost technical roles. Finally, for Reality Labs, we expect operating losses to increase meaningfully year-over-year due to our ongoing product development efforts in AR/VR and our investments to further scale our ecosystem.
Turning now to the CapEx outlook. We expect 2023 capital expenditures to be in the range of $27 billion to $29 billion, updated from our prior estimate of $27 billion to $30 billion. We anticipate our full year 2024 capital expenditures will be in the range of $30 billion to $35 billion, with growth driven by investments in servers, including both non-AI and AI hardware and in data centers as we ramp up construction on sites with the new data center architecture we announced late last year.
[DB금융투자 반도체 서승연]
SK하이닉스 3Q23 실적 공시 안내드립니다.
■ 매출 9.1조원 (컨센서스 8.1조원)
- DRAM b/g 약+20%, ASP 약+10% QoQ
- NAND b/g +한자릿수 중반%, ASP -한자릿수% QoQ
■ 영업손실 1.8조원 (컨센서스 1.7조원)
- DRAM 수익성 2개 분기 만에 흑전
- 매출 증가 및 일부 재평손 충당금 환입
■ 지배순손실 2.2조원 (컨센서스 1.5조원)
공시 링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20231026800028
SK하이닉스 3Q23 실적 공시 안내드립니다.
■ 매출 9.1조원 (컨센서스 8.1조원)
- DRAM b/g 약+20%, ASP 약+10% QoQ
- NAND b/g +한자릿수 중반%, ASP -한자릿수% QoQ
■ 영업손실 1.8조원 (컨센서스 1.7조원)
- DRAM 수익성 2개 분기 만에 흑전
- 매출 증가 및 일부 재평손 충당금 환입
■ 지배순손실 2.2조원 (컨센서스 1.5조원)
공시 링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20231026800028