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TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble
760 Views12 Sep 2024 18:23
CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead. Signs of progress for Match, Shopify and Bumble.
What is covered in the Full Insight:
- Introduction
- EV Demand and CATL Production Cuts
- AI Computing: AMD vs. Nvidia
- Samsung vs. TSMC: Semiconductor Issues
- Telco Sector Overview
SUMMARY
(Sign Up to Access)Full Insight
(Paid Plans Only, 10-minute read)
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