Nvidia shares moved down 1% in extended trading on Tuesday after the chipmaker reported fiscal third-quarter results that surpassed Wall Street's predictions. But the company called for a negative impact in the next quarter because of export restrictions affecting sales to organizations in China and other countries.
"We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions," Nvidia's finance chief, Colette Kress, said in a letter to shareholders.
https://www.cnbc.com/2023/11/21/nvidia-nvda-q3-earnings-report-2024.html
"We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions," Nvidia's finance chief, Colette Kress, said in a letter to shareholders.
https://www.cnbc.com/2023/11/21/nvidia-nvda-q3-earnings-report-2024.html
CNBC
Nvidia's revenue triples as AI chip boom continues
Nvidia called for accelerating revenue growth in the next quarter, even as executives warn that government limits on sales to some countries will hurt results.
- 글로벌 스마트폰 시장 27개월 연속 YoY 역성장했으나 아이폰 15의 효과로 2021년 6월 이후 처음으로 YoY 성장
- 중국에서 아이폰15가 기대 수요를 맞추지 못하고 있다는 점을 감안하더라도 애플 아이폰 출하량이 스마트폰 시장의 전체적인 추세를 이기고 있음
- 카운터포인트리서치는 2023년 10월 스마트폰 Sell-through가 +5%YoY를 기록했다고 밝힘
- 신흥 시장, 특히 중동과 아프리카에서의 성장 + 화웨이의 시장 복귀 + 인도의 축제 시즌 판매의 영향
https://finance.yahoo.com/amphtml/news/iphone-15-breaks-smartphone-markets-143850167.html
- 중국에서 아이폰15가 기대 수요를 맞추지 못하고 있다는 점을 감안하더라도 애플 아이폰 출하량이 스마트폰 시장의 전체적인 추세를 이기고 있음
- 카운터포인트리서치는 2023년 10월 스마트폰 Sell-through가 +5%YoY를 기록했다고 밝힘
- 신흥 시장, 특히 중동과 아프리카에서의 성장 + 화웨이의 시장 복귀 + 인도의 축제 시즌 판매의 영향
https://finance.yahoo.com/amphtml/news/iphone-15-breaks-smartphone-markets-143850167.html
Yahoo Finance
iPhone 15 breaks smartphone market's sales slump
After 27 consecutive months of sales sinking year over year, new research says the iPhone 15 helped the global smartphone market see its first positive growth since June 2021.
'A lot quieter' Black Friday brings out discount hunters | Reuters
https://www.reuters.com/business/retail-consumer/us-retailers-hope-draw-picky-black-friday-shoppers-stores-2023-11-24/
https://www.reuters.com/business/retail-consumer/us-retailers-hope-draw-picky-black-friday-shoppers-stores-2023-11-24/
Reuters
'A lot quieter' Black Friday brings out discount hunters
Shoppers took to stores across the world on a Black Friday that appeared subdued compared with prior years, looking for discounted electronics, clothing and household goods in the kickoff to the holiday shopping season crucial to big retailers.
Black Friday Deals: Consumers Want More Discounts on Holiday Shopping - Bloomberg
https://www.bloomberg.com/news/articles/2023-11-24/black-friday-deals-consumers-want-more-discounts-on-holiday-shopping#xj4y7vzkg
https://www.bloomberg.com/news/articles/2023-11-24/black-friday-deals-consumers-want-more-discounts-on-holiday-shopping#xj4y7vzkg
Bloomberg.com
Black Friday Finds Picky US Shoppers Waiting for Bigger Bargains
Black Friday sales show US consumers are watching their wallets and holding out for deeper discounts, which sets retailers up for a subdued holiday shopping season and potentially lackluster earnings results early next year.
Black Friday Deals: Shoppers Set Online Spending Record, Adobe Says - Bloomberg
https://www.bloomberg.com/news/articles/2023-11-25/black-friday-shoppers-set-online-spending-record-adobe-says
https://www.bloomberg.com/news/articles/2023-11-25/black-friday-shoppers-set-online-spending-record-adobe-says
Bloomberg.com
Black Friday Shoppers Set Online Spending Record, Adobe Says
Black Friday shoppers spent a record $9.8 billion online in the US, Adobe Analytics reported, offering a positive sign for retailers facing lackluster sales forecasts for the holiday season.
However, despite the ability of advanced packaging to provide greater computational power density and energy efficiency, Chen also emphasized that chiplets cannot replace transistor miniaturization process. He stated that chiplet technology simply packages several chips together to expand chip capabilities, but cannot change the quality of the chips. The industry still urgently needs to improve chip energy efficiency and computational power density.
https://www.digitimes.com/news/a20231124PD210/china-chiplet-jcet-tsmc.html
https://www.digitimes.com/news/a20231124PD210/china-chiplet-jcet-tsmc.html
DIGITIMES
TSMC and JCET expressed contrasting views on chiplet development
At the recently concluded 2023 China International Semiconductor Summit held in Shanghai, senior executives from JCET and TSMC both emphasized the role of advanced packaging, yet with contrasting conclusions.