𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗲𝗱𝗶𝗮 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 (𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟑𝟏 – 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟲, 𝟮𝟬𝟮𝟲) 𝖥𝗋𝗈𝗆 𝖨𝗇𝖽𝗂𝖺’𝗌 𝗇𝖾𝗈𝖼𝗅𝗈𝗎𝖽 𝖻𝗈𝗈𝗆 𝗍𝗈 𝖺 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝖺 𝟣𝟦-𝗒𝖾𝖺𝗋 𝗅𝗈𝗐 𝗈𝗇 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖺𝗇𝖽 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗈𝗉 𝗀𝗅𝗈𝖻𝖺𝗅 𝗆𝖾𝖽𝗂𝖺 𝗍𝗁𝗂𝗌 𝗐𝖾𝖾𝗄. 𝖳𝗁𝗂𝗌 𝗐𝖾𝖾𝗄, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍'𝗌 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌- Neil Shah (@neil_shah), MS Hwang 𝖺𝗇𝖽 𝗈𝗍𝗁𝖾𝗋𝗌, 𝖾𝖺𝗋𝗇𝖾𝖽 𝟦.𝟩𝟤𝖪 𝗆𝖾𝖽𝗂𝖺 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌, 𝟤𝟥 𝖿𝗋𝗈𝗆 𝖳𝗂𝖾𝗋 𝟣 𝗈𝗎𝗍𝗅𝖾𝗍𝗌, 𝗌𝗉𝗋𝖾𝖺𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝟩 𝗉𝗎𝖻𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 𝗅𝗂𝗄𝖾 @Bloomberg, @Reuters, @CNBCTV18News 𝖺𝗇𝖽 @CNBC, 𝗐𝗂𝗍𝗁 𝗌𝗁𝖺𝗋𝗉, 𝖽𝖺𝗍𝖺-𝖻𝖺𝖼𝗄𝖾𝖽 𝗂𝗇𝗉𝗎𝗍𝗌 𝗈𝗇 𝗌𝗈𝗆𝖾 𝗈𝖿 𝗍𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗌𝗍 𝗍𝗋𝗂𝗀𝗀𝖾𝗋𝗌 𝗂𝗇 𝗍𝖾𝖼𝗁. · 𝖤𝗇𝖾𝗋𝗀𝗒 𝗆𝖺𝗃𝗈𝗋𝗌 𝗍𝗎𝗋𝗇𝗂𝗇𝗀 𝗇𝖾𝗈𝖼𝗅𝗈𝗎𝖽 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 𝗂𝗇 𝖨𝗇𝖽𝗂𝖺 · 𝖢𝖷𝖬𝖳’𝗌 𝗋𝗂𝗌𝖾 𝖺𝗇𝖽 𝗐𝗁𝖺𝗍 𝗂𝗍 𝗆𝖾𝖺𝗇𝗌 𝖿𝗈𝗋 𝗂𝗇𝖼𝗎𝗆𝖻𝖾𝗇𝗍 𝗆𝖾𝗆𝗈𝗋𝗒 𝗅𝖾𝖺𝖽𝖾𝗋𝗌 · 𝖦𝗅𝗈𝖻𝖺𝗅 𝖯𝖢 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝗈𝗐𝗇 𝟦% 𝖸𝗈𝖸 · 𝖦𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝗈𝗐𝗇 𝟤𝟢% 𝐇𝐞𝐫𝐞’𝐬 𝐚 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤’𝐬 𝐭𝐨𝐩 𝐦𝐞𝐧𝐭𝐢𝐨𝐧𝐬: 𝗖𝗡𝗕𝗖: 𝗕𝗹𝗼𝗼𝗺𝗯𝗲𝗿𝗴: 𝗥𝗲𝘂𝘁𝗲𝗿𝘀: 𝗥𝗲𝗮𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗼𝘂𝗻𝗱𝘂𝗽: #𝖶𝖾𝖾𝗄𝗅𝗒𝖬𝖾𝖽𝗂𝖺𝖲𝗉𝗈𝗍𝗅𝗂𝗀𝗁𝗍# #𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌# #𝖬𝖾𝗆𝗈𝗋𝗒𝖬𝖺𝗋𝗄𝖾𝗍# #𝖭𝖾𝗈𝖼𝗅𝗈𝗎𝖽# #𝖠𝖨𝖨𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾# #𝖢𝖷𝖬𝖳# #𝖯𝖢𝗌# #𝖳𝖾𝗅𝖾𝖼𝗈𝗆#

𝗝𝗼𝗶𝗻 𝘂𝘀 𝗮𝘁 𝗚𝗦𝗠𝗔’𝘀 𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝗠𝗼𝗯𝗶𝗹𝗲 𝗜𝗻𝘁𝗲𝗿𝗻𝗲𝘁 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝟮𝟬𝟮𝟲 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 Mobile networks now cover most of the world’s population, yet many people living within reach of a signal still aren’t online. Our Associate Director Jan Stryjak will join GSMA to discuss the findings of the 2026 State of Mobile Internet Connectivity report, from the global usage gap to the affordability and other barriers still keeping people offline. 𝗘𝘃𝗲𝗻𝘁 𝗱𝗲𝘁𝗮𝗶𝗹𝘀: • Date: November 25, 2026 • Time: 13:00 – 14:00 GMT 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿: #MobileInternet# #DigitalInclusion# #Connectivity# #GSMA# #Webinar# #CounterpointResearch#

𝗔𝗜 𝗶𝗻 𝗩𝗶𝗱𝗲𝗼 𝗦𝘂𝗿𝘃𝗲𝗶𝗹𝗹𝗮𝗻𝗰𝗲: 𝗖𝗮𝗺𝗲𝗿𝗮, 𝗕𝗼𝘅 𝗼𝗿 𝗛𝘆𝗯𝗿𝗶𝗱? The global AI video surveillance hardware market is projected to nearly triple, from $8.9B in 2026 to $24.6B in 2030. That makes the choice of where AI processing happens both a performance decision and a budget decision. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • On-camera AI wins on latency and standalone reliability. Axis Communications (in-house ARTPEC chips), Hanwha Vision (dual-NPU Wisenet 9 SoC), Hikvision and Dahua Technology lead here. • Edge AI boxes win on retrofit economics. @MotoSolutions' Avigilon and @HanwhaVision's AIB-800 add analytics to existing, mixed-brand camera networks without replacing every camera. • Hybrid AI splits the workload. Cameras handle time-sensitive alerts, and edge devices handle cross-camera tracking and shared watchlists. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲: @HikvisionUSAinc @AxisIPVideo #VideoSurveillance# #EdgeAI# #AI# #PhysicalSecurity# #SmartCameras# #CounterpointResearch#

𝗔𝗳𝘁𝗲𝗿 𝗮 𝟮𝟬𝟮𝟲 𝗦𝘂𝗿𝗴𝗲, 𝗗𝗶𝘀𝗽𝗹𝗮𝘆 𝗘𝗾𝘂𝗶𝗽𝗺𝗲𝗻𝘁 𝗦𝗽𝗲𝗻𝗱𝗶𝗻𝗴 𝗧𝗼 𝗙𝗮𝗰𝗲 𝗮 𝗦𝘁𝗲𝗲𝗽 𝟮𝟬𝟮𝟳 𝗖𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻 Global display equipment capex is projected to fall 49% YoY in 2027 to $5.5 billion, after a 61% YoY surge in 2026. In 2027, spending on new technology development and supplementary investment will continue, but the absence of another large-scale project on the scale of BOE’s B16 Phase 2 is expected to pull total capex down sharply. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • Sunic System is forecast to become the first South Korean equipment maker to lead the display equipment market by revenue in 2027   • A roughly 3.5x YoY jump in DRAM prices in Q3 2026 is pushing smartphone OEMs to delay or scale back new display technology investments   • @SamsungDisplay and LG Display are slowing or trimming planned Gen 6 smartphone display technology investments as a result 𝗪𝗵𝗼 𝗶𝘀 𝗴𝗮𝗶𝗻𝗶𝗻𝗴 𝗴𝗿𝗼𝘂𝗻𝗱 𝗮𝘀 𝗱𝗶𝘀𝗽𝗹𝗮𝘆 𝗲𝗾𝘂𝗶𝗽𝗺𝗲𝗻𝘁 𝘀𝗽𝗲𝗻𝗱𝗶𝗻𝗴 𝘀𝗵𝗶𝗳𝘁𝘀? 𝗙𝗶𝗻𝗱 𝗼𝘂𝘁 𝗶𝗻 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 “𝗗𝗶𝘀𝗽𝗹𝗮𝘆 𝗙𝗮𝗯 𝗨𝘁𝗶𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗛𝗼𝗹𝗱𝘀 𝗙𝗶𝗿𝗺, 𝗕𝘂𝘁 𝗠𝗮𝗿𝗸𝗲𝘁 𝗗𝘆𝗻𝗮𝗺𝗶𝗰𝘀 𝗔𝗿𝗲 𝗦𝗵𝗶𝗳𝘁𝗶𝗻𝗴” 𝗵𝗲𝗿𝗲: #SunicSystem# #LGDisplay# #DisplayTechnology# #AMOLED# #OLED# #MicroOLED# #LCD# #DisplayIndustry# #DisplayCapex#

𝗔𝗿𝗺 𝗤𝟯’𝟮𝟲: 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗮𝘁 𝗛𝗶𝗴𝗵 𝗘𝗻𝗱 𝗼𝗳 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲; 𝗟𝗶𝗰𝗲𝗻𝘀𝗶𝗻𝗴 𝗮𝗻𝗱 𝗢𝘁𝗵𝗲𝗿 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗲𝘄 𝟱𝟬% 𝗬𝗼𝗬 @Arm reported Q3 revenue of $1.4 billion, at the high end of its guidance, growing 27% YoY and marking the fifth straight quarter of revenue growth above 20%, supported by continued YoY growth in both Licensing and Royalty revenues. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • License and Other Revenue grew by 50% YoY, driven by continued strong licensing agreements for Arm’s IP. Contributions from licensing agreements signed earlier also supported growth.   • Royalty revenue grew 8% YoY, driven by higher Armv9 and Arm Compute Subsystems (CSS) adoption and expanding Arm-based data center deployments, offsetting a weaker smartphone market.   • Data center and AI infrastructure emerged as Arm’s fastest-growing business, with data center royalty revenue more than doubling YoY.   • Physical AI royalty revenue grew by 50% YoY, driven by increasing adoption of Arm’s IP in automotive and robotics platforms.   • Arm’s CY Q3 2026 revenue is expected to be $1.49 billion-$1.59 billion (20%-28% YoY growth). Royalty revenues are projected to grow by a low single-digit % YoY next quarter, whereas Licensing and Other Revenues are projected to grow by 50% YoY 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗦𝗼𝗖 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗯𝘆 𝗩𝗲𝗻𝗱𝗼𝗿 𝗵𝗲𝗿𝗲: #Arm# #AIInfrastructure# #PhysicalAI# #Semiconductors# #DataCenter# #Earnings# $ARM

𝗤𝘂𝗮𝗹𝗰𝗼𝗺𝗺 𝗤𝟯’𝟮𝟲: 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗮𝘁 𝗛𝗶𝗴𝗵 𝗘𝗻𝗱 𝗼𝗳 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲; 𝗔𝘂𝘁𝗼𝗺𝗼𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗜𝗼𝗧 𝗢𝗳𝗳𝘀𝗲𝘁 𝗛𝗮𝗻𝗱𝘀𝗲𝘁 𝗗𝗲𝗰𝗹𝗶𝗻𝗲 @Qualcomm reported Q3 revenue of $10.4 billion, at the high end of its guidance. Handset revenue declined 26% YoY, although this was partly offset by strong growth in the Automotive and continued expansion in the IoT segment. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • Auto revenue grew by 89% YoY to reach $2 billion in Q3, marking a quarterly inflection point, whereas Qualcomm’s automotive annualized fiscal run rate reached $8 billion, $1 billion more than the guidance provided last quarter. • IoT segment revenue reached $1.9 billion, driven by growth in the industrial networking and robotics category, reflecting continued momentum in its industrial AI portfolio. • Qualcomm has partnered with @SpaceX to supply Dragonwing Cellular Infrastructure platforms for powering Starlink Mobile’s terrestrial base stations. • The handset business remained under pressure from industry-wide memory constraints impacting global smartphone demand. QCT handset revenue stood at $5.1 billion in Q3. • Data Center will be the next major growth driver for Qualcomm, with a revenue target of $5 billion for FY 2027. • Qualcomm expects Q1 FY2027 revenue of $10.4 billion–$11.2 billion (-9% to -15% YoY decline). Handset revenue is projected to decline by a mid-single-digit percentage sequentially, whereas the QCT non-handset segment will be the next growth driver for Qualcomm. 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝗤𝘂𝗮𝗹𝗰𝗼𝗺𝗺’𝘀 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆, 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗮𝘀 𝗶𝘁 𝗯𝘂𝗶𝗹𝗱𝘀 𝗮 𝗳𝘂𝗹𝗹-𝘀𝘁𝗮𝗰𝗸 𝗔𝗜 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 𝘀𝗽𝗮𝗻𝗻𝗶𝗻𝗴 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿𝘀 𝘁𝗼 𝗱𝗲𝘃𝗶𝗰𝗲𝘀: 𝗔𝗹𝘀𝗼 𝗿𝗲𝗮𝗱 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗻 𝗤𝘂𝗮𝗹𝗰𝗼𝗺𝗺’𝘀 𝗛𝗕𝗖 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗮𝗻𝗱 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗵𝗶𝗴𝗵-𝗯𝗮𝗻𝗱𝘄𝗶𝗱𝘁𝗵 𝗺𝗲𝗺𝗼𝗿𝘆 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻𝘀 𝗰𝗼𝘂𝗹𝗱 𝗵𝗲𝗹𝗽 𝗮𝗱𝗱𝗿𝗲𝘀𝘀 𝘁𝗵𝗲 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗺𝗲𝗺𝗼𝗿𝘆 𝗯𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗜 𝗲𝗿𝗮: #Qualcomm# #Earnings# #Semiconductors# #AutomotiveTechnology# #IoT# #IndustrialAI# #AIInfrastructure# #DataCenter# $QCOM

𝗚𝗹𝗼𝗯𝗮𝗹 𝗗𝗥𝗔𝗠 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝗮𝗿𝘀 $𝟮𝟬𝟬𝗕 𝗶𝗻 𝗤𝟯 𝟮𝟬𝟮𝟲; 𝗦𝗮𝗺𝘀𝘂𝗻𝗴 𝗟𝗲𝗮𝗱𝘀 𝘄𝗶𝘁𝗵 𝟯𝟴% 𝗦𝗵𝗮𝗿𝗲 𝖳𝗁𝖾 𝖠𝖨 𝖻𝗈𝗈𝗆 𝗂𝗌 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗋𝖾𝖼𝗈𝗋𝖽 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗆𝖾𝗆𝗈𝗋𝗒 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒. 𝖲𝗍𝗋𝗈𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖠𝖨 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗈𝗋𝗌 𝖺𝗇𝖽 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋𝗌, 𝖼𝗈𝗎𝗉𝗅𝖾𝖽 𝗐𝗂𝗍𝗁 𝗋𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾𝗌, 𝖽𝗋𝗈𝗏𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝖣𝖱𝖠𝖬 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗎𝗉 𝖺 𝗌𝗍𝖺𝗀𝗀𝖾𝗋𝗂𝗇𝗀 𝟥𝟨𝟫% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨. 𝖭𝖾𝗐 𝖧𝖡𝖬 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗋𝗂𝗌𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗉𝗎𝗌𝗁 𝗆𝖺𝗃𝗈𝗋 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗅𝗂𝖾𝗋𝗌 𝗍𝗈 𝗇𝖾𝗐 𝖾𝖺𝗋𝗇𝗂𝗇𝗀𝗌 𝗋𝖾𝖼𝗈𝗋𝖽𝗌 𝗇𝖾𝗑𝗍 𝗊𝗎𝖺𝗋𝗍𝖾𝗋. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • @SamsungDSGlobal 𝗋𝖾𝗍𝖺𝗂𝗇𝖾𝖽 𝗍𝗁𝖾 𝖭𝗈. 𝟣 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇 𝗐𝗂𝗍𝗁 𝖺 𝟥𝟪% 𝖣𝖱𝖠𝖬 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾. • @SKhynix 𝗀𝖺𝗂𝗇𝖾𝖽 𝗆𝗈𝗆𝖾𝗇𝗍𝗎𝗆, 𝗐𝗂𝗍𝗁 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝗈𝗏𝖾𝗋 𝟦𝟢% 𝖰𝗈𝖰, 𝗋𝖾𝖼𝗈𝗏𝖾𝗋𝗂𝗇𝗀 𝗌𝗈𝗆𝖾 𝗈𝖿 𝗂𝗍𝗌 𝗅𝗈𝗌𝗍 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾. • @MicronTech 𝖽𝖾𝗅𝗂𝗏𝖾𝗋𝖾𝖽 𝗌𝗍𝗋𝗈𝗇𝗀 𝗋𝖾𝗌𝗎𝗅𝗍𝗌, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖠𝖨 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋 𝗆𝖾𝗆𝗈𝗋𝗒, 𝖺𝗅𝗍𝗁𝗈𝗎𝗀𝗁 𝗂𝗍𝗌 𝗀𝗋𝗈𝗐𝗍𝗁 𝗍𝗋𝖺𝗂𝗅𝖾𝖽 𝖲𝖺𝗆𝗌𝗎𝗇𝗀 𝖺𝗇𝖽 𝖲𝖪 𝗁𝗒𝗇𝗂𝗑. • 𝖢𝖷𝖬𝖳'𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝗌𝗅𝗂𝗉𝗉𝖾𝖽 𝖿𝗋𝗈𝗆 𝟣𝟢% 𝗂𝗇 𝖰𝟤 𝗍𝗈 𝟫% 𝗂𝗇 𝖰𝟥, 𝗐𝗂𝗍𝗁 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖧𝖡𝖬𝟦 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗈𝗇 𝗅𝗂𝗄𝖾𝗅𝗒 𝗍𝗈 𝖺𝖽𝖽 𝖿𝗎𝗋𝗍𝗁𝖾𝗋 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾. 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗺𝗲𝗺𝗼𝗿𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗗𝗥𝗔𝗠 𝘀𝗵𝗶𝗽𝗺𝗲𝗻𝘁, 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲𝗿𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗗𝗥𝗔𝗠 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲, 𝗶𝗻𝗰𝗹𝘂𝗱𝗶𝗻𝗴 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝘁𝗿𝗲𝗻𝗱𝘀, 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲𝘀 𝗮𝗻𝗱 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗺𝗲𝗺𝗼𝗿𝘆 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆: 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗴𝗹𝗼𝗯𝗮𝗹 𝗡𝗔𝗡𝗗 𝗺𝗲𝗺𝗼𝗿𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲 𝗱𝗮𝘁𝗮 𝘁𝗼 𝘁𝗿𝗮𝗰𝗸 𝘃𝗲𝗻𝗱𝗼𝗿 𝗿𝗮𝗻𝗸𝗶𝗻𝗴𝘀, 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝘀𝗵𝗶𝗳𝘁𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗱𝘆𝗻𝗮𝗺𝗶𝗰𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗡𝗔𝗡𝗗 𝗳𝗹𝗮𝘀𝗵 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆: #DRAM# #Semiconductors# #HBM4# #Samsung# #SKhynix# #Micron# #CXMT# #DataCenters# #AI# $MU $SKHY

𝗔𝗠𝗗 𝗤𝟯 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀: 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗝𝘂𝗺𝗽𝘀 𝟰𝟱% 𝗮𝘀 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗡𝗲𝗮𝗿𝗹𝘆 𝗗𝗼𝘂𝗯𝗹𝗲𝘀 𝗼𝗻 𝗔𝗜 𝗗𝗲𝗺𝗮𝗻𝗱 @AMD reported Q3 2026 revenue of $13.4 billion, up 45% YoY and above the high end of guidance, driven by a record quarter for Data Center. However, a 40% YoY drop in Gaming and rising memory costs weighing on PC demand point to growing pressure on the client side. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • AMD is now a data center company: Data Center revenue grew 97% YoY to a record $8.5 billion, now 64% of total revenue, with operating margin rising to 34% from 25%. • Helios turns AMD into a system supplier: With MI450 launched and the first Helios racks live, AMD now offers the first credible rack-scale alternative to NVIDIA. AI revenue is expected to overtake server CPU revenue in Q4. • AMD set to out-earn Intel: Q4 guidance of ~$17 billion (up ~66% YoY) tops the $16.2 billion consensus and Intel’s ~$15.5 billion midpoint. AMD expects 80% revenue growth in 2027, even as PC units may fall by double digits. 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝘅𝟴𝟲 𝗖𝗣𝗨 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗮𝗻𝗱 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗿𝗲𝗽𝗼𝗿𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗔𝗠𝗗–𝗜𝗻𝘁𝗲𝗹 𝘀𝗲𝗿𝘃𝗲𝗿 𝗿𝗮𝗰𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝘁𝗿𝗲𝗻𝗱𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 𝗰𝗼𝗺𝗽𝘂𝘁𝗲: #AMD# #Semiconductors# #DataCenter# #AI# #AIInfrastructure# #Helios# #EPYC# $AMD

𝗙𝗿𝗼𝗺 𝗚𝗣𝗨 𝗖𝗹𝘂𝘀𝘁𝗲𝗿𝘀 𝘁𝗼 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝗶𝗲𝘀: 𝗪𝗵𝗮𝘁'𝘀 𝗥𝗲𝗮𝗹𝗹𝘆 𝗛𝗼𝗹𝗱𝗶𝗻𝗴 𝗕𝗮𝗰𝗸 𝗔𝗜 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲? 𝖠𝗌 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾𝗌 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾 𝗍𝗁𝖾𝗂𝗋 𝖠𝖨 𝖺𝗆𝖻𝗂𝗍𝗂𝗈𝗇𝗌, 𝗌𝖾𝖼𝗎𝗋𝗂𝗇𝗀 𝖦𝖯𝖴𝗌 𝗂𝗌 𝗃𝗎𝗌𝗍 𝗈𝗇𝖾 𝗉𝗂𝖾𝖼𝖾 𝗈𝖿 𝗍𝗁𝖾 𝗉𝗎𝗓𝗓𝗅𝖾. 𝖳𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗋 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝖾 𝗅𝗂𝖾𝗌 𝗂𝗇 𝖻𝗎𝗂𝗅𝖽𝗂𝗇𝗀 𝗍𝗁𝖾 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗇𝖾𝖾𝖽𝖾𝖽 𝗍𝗈 𝗉𝗈𝗐𝖾𝗋, 𝖼𝗈𝗈𝗅, 𝖼𝗈𝗇𝗇𝖾𝖼𝗍 𝖺𝗇𝖽 𝗌𝖼𝖺𝗅𝖾 𝖠𝖨 𝗐𝗈𝗋𝗄𝗅𝗈𝖺𝖽𝗌. 𝖠𝗍 𝗍𝗁𝖾 𝖩𝖺𝗉𝖺𝗇 𝖢𝗅𝗈𝗎𝖽 & 𝖣𝖺𝗍𝖺𝖼𝖾𝗇𝗍𝖾𝗋 𝖢𝗈𝗇𝗏𝖾𝗇𝗍𝗂𝗈𝗇 𝟤𝟢𝟤𝟨, 𝗈𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋 Marc Einstein (@MarcEinsteinAI) 𝗐𝗂𝗅𝗅 𝗍𝖺𝗄𝖾 𝗍𝗁𝖾 𝗌𝗍𝖺𝗀𝖾 𝗍𝗈 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗍𝗁𝖾 𝖿𝗂𝗏𝖾 𝖼𝗋𝗂𝗍𝗂𝖼𝖺𝗅 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖻𝗈𝗍𝗍𝗅𝖾𝗇𝖾𝖼𝗄𝗌 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾𝗌 𝗈𝖿𝗍𝖾𝗇 𝗎𝗇𝖽𝖾𝗋𝖾𝗌𝗍𝗂𝗆𝖺𝗍𝖾: • 𝖯𝗈𝗐𝖾𝗋 𝖺𝗏𝖺𝗂𝗅𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝖺𝗇𝖽 𝗌𝗂𝗍𝖾 𝗋𝖾𝖺𝖽𝗂𝗇𝖾𝗌𝗌 • 𝖱𝖺𝖼𝗄 𝖽𝖾𝗌𝗂𝗀𝗇 𝖺𝗇𝖽 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝖼𝗈𝗈𝗅𝗂𝗇𝗀 • 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋 𝖺𝗇𝖽 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗅𝗒 • 𝖧𝗂𝗀𝗁-𝗌𝗉𝖾𝖾𝖽 𝗂𝗇𝗍𝖾𝗋𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗌 • 𝖢𝖺𝗉𝗂𝗍𝖺𝗅 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍 𝖨𝗇 𝗁𝗂𝗌 𝗌𝖾𝗌𝗌𝗂𝗈𝗇, "𝗙𝗿𝗼𝗺 𝗚𝗣𝗨 𝗖𝗹𝘂𝘀𝘁𝗲𝗿 𝘁𝗼 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝘆: 𝗧𝗵𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗕𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸𝘀 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲𝘀 𝗨𝗻𝗱𝗲𝗿𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲," 𝖬𝖺𝗋𝖼 𝗐𝗂𝗅𝗅 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗐𝗁𝗒 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗉𝗁𝖺𝗌𝖾 𝗈𝖿 𝖠𝖨 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇 𝖽𝖾𝗆𝖺𝗇𝖽𝗌 𝖺 𝗆𝗎𝖼𝗁 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒. 𝗗𝗮𝘁𝗲: 𝖭𝗈𝗏𝖾𝗆𝖻𝖾𝗋 𝟣𝟥, 𝟤𝟢𝟤𝟨 𝗣𝗹𝗮𝗰𝗲: 𝖧𝗂𝗅𝗍𝗈𝗇 𝖳𝗈𝗄𝗒𝗈, 𝖳𝗈𝗄𝗒𝗈, 𝖩𝖺𝗉𝖺𝗇 𝖯𝗅𝖺𝗇𝗇𝗂𝗇𝗀 𝗍𝗈 𝖺𝗍𝗍𝖾𝗇𝖽? 𝖢𝗈𝗇𝗇𝖾𝖼𝗍 𝗐𝗂𝗍𝗁 𝖬𝖺𝗋𝖼 𝖺𝗍 𝗍𝗁𝖾 𝖾𝗏𝖾𝗇𝗍 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝖾𝗏𝗈𝗅𝗏𝗂𝗇𝗀 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾 𝖺𝗇𝖽 𝗐𝗁𝖺𝗍 𝗂𝗍 𝗍𝖺𝗄𝖾𝗌 𝗍𝗈 𝗌𝖼𝖺𝗅𝖾 𝖠𝖨 𝖿𝖺𝖼𝗍𝗈𝗋𝗂𝖾𝗌. 𝗚𝗲𝘁 𝗶𝗻 𝘁𝗼𝘂𝗰𝗵 𝘄𝗶𝘁𝗵 𝘂𝘀 𝗮𝘁: info@counterpointresearch.com 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗲𝘃𝗲𝗻𝘁 𝗵𝗲𝗿𝗲:  𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝘁𝗵𝗲 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 𝗖𝗣𝗨 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 𝗶𝘀 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗮𝗺𝗶𝗱 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗱𝗲𝗺𝗮𝗻𝗱: #AIInfrastructure# #DataCenters# #CloudComputing# #AIFactories# #Semiconductors# #AI#

𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘀 𝗗𝗲𝘀𝗽𝗶𝘁𝗲 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁 𝗦𝗹𝘂𝗺𝗽; 𝗔𝗽𝗽𝗹𝗲 𝗛𝗶𝘁𝘀 𝗥𝗲𝗰𝗼𝗿𝗱 𝗤𝟯 𝗛𝗶𝗴𝗵 𝖦𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝖾𝗐 𝟥% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨 𝗍𝗈 $𝟣𝟣𝟦 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖺𝗌 𝗋𝗂𝗌𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝗉𝗋𝖾𝗆𝗂𝗎𝗆𝗂𝗓𝖺𝗍𝗂𝗈𝗇 𝗈𝖿𝖿𝗌𝖾𝗍 𝖺 𝟣𝟫% 𝖸𝗈𝖸 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗂𝗇 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌. 𝖳𝗁𝖾 𝖺𝗏𝖾𝗋𝖺𝗀𝖾 𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾 (𝖠𝖲𝖯) 𝗌𝗎𝗋𝗀𝖾𝖽 𝟤𝟩% 𝖸𝗈𝖸 𝗍𝗈 𝖺 𝗋𝖾𝖼𝗈𝗋𝖽 $𝟦𝟦𝟤, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝖺 𝗁𝗂𝗀𝗁𝖾𝗋 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝗂𝗈𝗇 𝖿𝗋𝗈𝗆 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝗆𝖾𝗆𝗈𝗋𝗒-𝖽𝗋𝗂𝗏𝖾𝗇 𝗉𝗋𝗂𝖼𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝖮𝖤𝖬𝗌. 𝗞𝗲𝘆 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • @Apple 𝗋𝖾𝖼𝗈𝗋𝖽𝖾𝖽 𝗂𝗍𝗌 𝗁𝗂𝗀𝗁𝖾𝗌𝗍-𝖾𝗏𝖾𝗋 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖿𝗈𝗋 𝖺 𝗍𝗁𝗂𝗋𝖽 𝖼𝖺𝗅𝖾𝗇𝖽𝖺𝗋 𝗊𝗎𝖺𝗋𝗍𝖾𝗋, 𝖼𝖺𝗉𝗍𝗎𝗋𝗂𝗇𝗀 𝖺 𝗋𝖾𝖼𝗈𝗋𝖽 𝟧𝟢% 𝗌𝗁𝖺𝗋𝖾 𝗈𝖿 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨. • @Samsung 𝗋𝖺𝗇𝗄𝖾𝖽 𝗌𝖾𝖼𝗈𝗇𝖽 𝗐𝗂𝗍𝗁 𝖺 𝟣𝟫% 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗌𝗁𝖺𝗋𝖾, 𝗐𝗂𝗍𝗁 𝗋𝖾𝗏𝖾𝗇𝗎𝖾𝗌 𝗎𝗉 𝟣𝟦% 𝖸𝗈𝖸, 𝗐𝗁𝗂𝗅𝖾 𝗋𝖾𝗍𝖺𝗂𝗇𝗂𝗇𝗀 𝗂𝗍𝗌 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇 𝖺𝗌 𝗍𝗁𝖾 𝗅𝖺𝗋𝗀𝖾𝗌𝗍 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖻𝗋𝖺𝗇𝖽 𝖻𝗒 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗐𝗂𝗍𝗁 𝖺 𝟤𝟤% 𝗌𝗁𝖺𝗋𝖾. • @Xiaomi’𝗌 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗋𝖾𝗆𝖺𝗂𝗇𝖾𝖽 𝖿𝗅𝖺𝗍 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝖠𝖲𝖯 𝗀𝗋𝖾𝗐 𝖻𝗒 𝖽𝗈𝗎𝖻𝗅𝖾 𝖽𝗂𝗀𝗂𝗍𝗌, 𝗈𝖿𝖿𝗌𝖾𝗍𝗍𝗂𝗇𝗀 𝗍𝗁𝖾 𝗏𝗈𝗅𝗎𝗆𝖾 𝖼𝗈𝗇𝗍𝗋𝖺𝖼𝗍𝗂𝗈𝗇. • @oppo 𝖺𝗇𝖽 @Vivo_GLOBAL’𝗌 𝗋𝖾𝗏𝖾𝗇𝗎𝖾𝗌 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟤𝟨% 𝖺𝗇𝖽 𝟤𝟤% 𝖸𝗈𝖸, 𝗋𝖾𝗌𝗉𝖾𝖼𝗍𝗂𝗏𝖾𝗅𝗒, 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨, 𝖺𝗌 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝗌 𝗈𝗎𝗍𝗐𝖾𝗂𝗀𝗁𝖾𝖽 𝖠𝖲𝖯 𝗀𝗋𝗈𝗐𝗍𝗁. 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗼𝗻 𝘄𝗵𝗮𝘁'𝘀 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝗱𝗲𝘀𝗽𝗶𝘁𝗲 𝗱𝗲𝗰𝗹𝗶𝗻𝗶𝗻𝗴 𝘀𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗵𝗲𝗿𝗲: 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 𝗵𝗲𝗿𝗲: #SmartphoneMarket# #Apple# #Samsung# #SmartphoneRevenue# #SmartphoneShipments#

𝗠𝗮𝗿𝘃𝗲𝗹𝗹 𝗕𝘂𝘆𝘀 𝗟𝘂𝗺𝗲𝗻𝘁𝘂𝗺 𝘁𝗼 𝗖𝗹𝗶𝗺𝗯 𝘁𝗵𝗲 𝗔𝗜 𝗟𝗮𝘀𝗲𝗿 𝗪𝗮𝗹𝗹: 𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 $𝟭𝟭𝟱 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗲𝗮𝗹 𝗠𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗢𝗽𝘁𝗶𝗰𝘀 𝗩𝗮𝗹𝘂𝗲 𝗖𝗵𝗮𝗶𝗻 𝖬𝖺𝗋𝗏𝖾𝗅𝗅 𝗂𝗌 𝖻𝗎𝗒𝗂𝗇𝗀 𝖫𝗎𝗆𝖾𝗇𝗍𝗎𝗆 𝖿𝗈𝗋 𝖺𝗇 𝗂𝗆𝗉𝗅𝗂𝖾𝖽 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾 𝗏𝖺𝗅𝗎𝖾 𝗈𝖿 $𝟣𝟣𝟧 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖺𝗅𝗅 𝗂𝗇 𝗌𝗍𝗈𝖼𝗄. 𝖨𝗍 𝗂𝗌 𝗍𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗌𝗍 𝖻𝖾𝗍 𝗒𝖾𝗍 𝗍𝗁𝖺𝗍 𝗐𝗁𝗈𝖾𝗏𝖾𝗋 𝗈𝗐𝗇𝗌 𝗍𝗁𝖾 𝗅𝖺𝗌𝖾𝗋 𝗐𝗂𝗅𝗅 𝗅𝗂𝗄𝖾𝗅𝗒 𝖼𝗈𝗇𝗍𝗋𝗈𝗅 𝖠𝖨 𝗈𝗉𝗍𝗂𝖼𝗌. 𝖳𝗁𝖾 𝖽𝖾𝖺𝗅 𝗂𝗌 𝖺𝗎𝖽𝖺𝖼𝗂𝗈𝗎𝗌 𝗈𝗇 𝖻𝗈𝗍𝗁 𝖿𝗋𝗈𝗇𝗍𝗌. 𝖳𝗁𝖾 𝖿𝗂𝗇𝖺𝗇𝖼𝗂𝖺𝗅𝗌 𝖺𝗋𝖾 𝖺𝗀𝗀𝗋𝖾𝗌𝗌𝗂𝗏𝖾, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒 𝗂𝗌 𝗌𝗈𝗎𝗇𝖽. 𝖬𝖺𝗋𝗏𝖾𝗅𝗅 𝗁𝖺𝗌 𝖺𝗅𝗐𝖺𝗒𝗌 𝗐𝖺𝗇𝗍𝖾𝖽 𝗍𝗈 𝖻𝖾 𝖡𝗋𝗈𝖺𝖽𝖼𝗈𝗆. 𝖶𝗂𝗍𝗁 𝖫𝗎𝗆𝖾𝗇𝗍𝗎𝗆 𝗂𝗍 𝗀𝖾𝗍𝗌 𝗍𝗁𝖾𝗋𝖾, 𝖺𝗇𝖽 𝗍𝗁𝖾𝗇 𝗌𝗈𝗆𝖾. 𝗤𝘂𝗶𝗰𝗸 𝗧𝗮𝗸𝗲: • 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗁𝖺𝗌 𝗁𝗂𝗍 𝖺 𝖫𝖺𝗌𝖾𝗋 𝖶𝖺𝗅𝗅, 𝖺𝗇𝖽 𝗂𝗍 𝗂𝗌 𝖺 𝗌𝗎𝗉𝗉𝗅𝗒-𝗌𝗂𝖽𝖾 𝗐𝖺𝗅𝗅. • 𝖤𝗏𝖾𝗋𝗒 𝗈𝗉𝗍𝗂𝖼𝖺𝗅 𝗅𝗂𝗇𝗄 𝗇𝖾𝖾𝖽𝗌 𝖺 𝗅𝖺𝗌𝖾𝗋, 𝗐𝗁𝖺𝗍𝖾𝗏𝖾𝗋 𝗍𝗁𝖾 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾. • 𝖬𝖺𝗋𝗏𝖾𝗅𝗅 𝗂𝗌 𝖻𝗎𝗒𝗂𝗇𝗀 𝗍𝗁𝖾 𝗈𝗇𝖾 𝗉𝖺𝗋𝗍 𝗈𝖿 𝗍𝗁𝖾 𝗈𝗉𝗍𝗂𝖼𝖺𝗅 𝗌𝗍𝖺𝖼𝗄 𝗍𝗁𝖺𝗍 𝗈𝗎𝗍𝗅𝖺𝗌𝗍𝗌 𝖾𝗏𝖾𝗋𝗒 𝖽𝖾𝗌𝗂𝗀𝗇 𝗌𝗁𝗂𝖿𝗍, 𝗉𝗅𝗎𝗌 𝗍𝗁𝖾 𝖿𝖺𝖻𝗌 𝗍𝗁𝖺𝗍 𝗆𝖺𝗄𝖾 𝗂𝗍. 𝗪𝗵𝘆 𝗶𝘀 𝗠𝗮𝗿𝘃𝗲𝗹𝗹 𝗯𝗲𝘁𝘁𝗶𝗻𝗴 𝗯𝗶𝗴 𝗼𝗻 𝗹𝗮𝘀𝗲𝗿𝘀? 𝗥𝗲𝗮𝗱 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗯𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 𝗱𝗲𝗮𝗹 𝗮𝗻𝗱 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲: 𝗥𝗲𝗮𝗱 𝗠𝗼𝗿𝗲 𝗼𝗻 𝗠𝗮𝗿𝘃𝗲𝗹𝗹’𝘀 𝗔𝗜 𝗮𝗺𝗯𝗶𝘁𝗶𝗼𝗻𝘀: 𝗛𝗼𝘄 𝗠𝗮𝗿𝘃𝗲𝗹𝗹 𝗶𝘀 𝗮𝗱𝘃𝗮𝗻𝗰𝗶𝗻𝗴 𝘀𝗶𝗹𝗶𝗰𝗼𝗻 𝗽𝗵𝗼𝘁𝗼𝗻𝗶𝗰𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗶𝘁𝘀 𝗣𝗼𝗹𝗮𝗿𝗶𝘁𝗼𝗻 𝗺𝗼𝘃𝗲: 𝗪𝗵𝘆 𝗡𝗩𝗜𝗗𝗜𝗔’𝘀 $𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝗹𝗹𝗶𝗮𝗻𝗰𝗲 𝘄𝗶𝘁𝗵 𝗠𝗮𝗿𝘃𝗲𝗹𝗹 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺: #Marvell# #Lumentum# #CoPackagedOptics# #OpticalInterconnects# #DataCenterInfrastructure# #AI# $MRVL

𝗟𝗲𝘁’𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗮𝘁 𝗔𝗠𝗗 𝗶𝗻 𝗗𝗲𝗽𝘁𝗵 𝟮𝟬𝟮𝟲 AI is reshaping data center compute, and demand for the processors that power it is accelerating fast. What does the next era of compute look like for hyperscalers, enterprises and the broader server ecosystem? Our Associate Directors, Brady Wang (@BradyWang10) and David Naranjo (@DSCCDave), will be on-site at @AMD in Depth: EPYC Leadership in the AI Era to connect with industry leaders and discuss the trends shaping AI infrastructure and server CPUs. 𝗗𝗮𝘁𝗲: November 4–5, 2026 𝗣𝗹𝗮𝗰𝗲: Las Vegas, NV Connect with our team to discuss the future of AI compute. Email info@counterpointresearch.com to schedule a meeting. #AMDInDepth# #AMD# #EPYC# #AI# #DataCenter# #AIInfrastructure# #ServerCPU# $AMD

𝗔𝗹𝗽𝗵𝗮𝗯𝗲𝘁 𝗤𝟯 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀: 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘀 𝟮𝟱% 𝗮𝘀 𝗚𝗼𝗼𝗴𝗹𝗲 𝗖𝗹𝗼𝘂𝗱 𝗦𝘂𝗿𝗴𝗲𝘀 𝟭𝟬𝟯% 𝗼𝗻 𝗔𝗜 𝗗𝗲𝗺𝗮𝗻𝗱 𝖠𝗅𝗉𝗁𝖺𝖻𝖾𝗍 𝗋𝖾𝗉𝗈𝗋𝗍𝖾𝖽 𝖰𝟥 𝟤𝟢𝟤𝟨 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝖿 $𝟣𝟤𝟩.𝟨 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗎𝗉 𝟤𝟧% 𝖸𝗈𝖸, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝖺𝖼𝗋𝗈𝗌𝗌 @Google 𝖲𝖾𝗋𝗏𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 @googlecloud. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗆𝗈𝖽𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝖲𝖾𝖺𝗋𝖼𝗁 𝖺𝖽𝗏𝖾𝗋𝗍𝗂𝗌𝗂𝗇𝗀 𝗀𝗋𝗈𝗐𝗍𝗁 𝖺𝗇𝖽 𝗌𝗁𝖺𝗋𝗉𝗅𝗒 𝗋𝗂𝗌𝗂𝗇𝗀 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍𝗌 𝗋𝖺𝗂𝗌𝖾 𝗊𝗎𝖾𝗌𝗍𝗂𝗈𝗇𝗌 𝖺𝖻𝗈𝗎𝗍 𝗍𝗁𝖾 𝗋𝖾𝗍𝗎𝗋𝗇𝗌 𝗈𝗇 𝗂𝗍𝗌 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖼𝖺𝗉𝖾𝗑. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖦𝗈𝗈𝗀𝗅𝖾 𝖢𝗅𝗈𝗎𝖽 𝖾𝗆𝖾𝗋𝗀𝖾𝗌 𝖺𝗌 𝗍𝗁𝖾 𝗀𝗋𝗈𝗐𝗍𝗁 𝖾𝗇𝗀𝗂𝗇𝖾: 𝖱𝖾𝗏𝖾𝗇𝗎𝖾 𝗌𝗎𝗋𝗀𝖾𝖽 𝟣𝟢𝟥% 𝖸𝗈𝖸 𝗍𝗈 $𝟥𝟢.𝟩 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾, 𝗌𝗈𝗅𝗎𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝖼𝗈𝗋𝖾 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌. 𝖨𝗍𝗌 𝖻𝖺𝖼𝗄𝗅𝗈𝗀 𝗋𝖾𝖺𝖼𝗁𝖾𝖽 $𝟧𝟨𝟣 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗁𝗂𝗀𝗁𝗅𝗂𝗀𝗁𝗍𝗂𝗇𝗀 𝗋𝗈𝖻𝗎𝗌𝗍 𝖽𝖾𝗆𝖺𝗇𝖽.   • 𝖳𝖯𝖴𝗌, 𝖺 𝖻𝗂𝗀𝗀𝖾𝗋 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗂𝖼 𝗉𝗋𝗂𝗈𝗋𝗂𝗍𝗒: 𝖦𝗈𝗈𝗀𝗅𝖾 𝗂𝗌 𝖾𝗑𝗉𝖺𝗇𝖽𝗂𝗇𝗀 𝖳𝖯𝖴 𝗌𝖺𝗅𝖾𝗌 𝖻𝖾𝗒𝗈𝗇𝖽 𝗂𝗍𝗌 𝗈𝗐𝗇 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆, 𝗐𝗂𝗍𝗁 𝗇𝖾𝖺𝗋𝗅𝗒 𝟣𝟢𝟢 𝖾𝗑𝗍𝖾𝗋𝗇𝖺𝗅 𝖼𝗎𝗌𝗍𝗈𝗆𝖾𝗋𝗌, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝖠𝗇𝗍𝗁𝗋𝗈𝗉𝗂𝖼. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗆𝖾𝖺𝗇𝗂𝗇𝗀𝖿𝗎𝗅 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝗂𝗈𝗇𝗌 𝖿𝗋𝗈𝗆 𝖳𝖯𝖴 𝗌𝖺𝗅𝖾𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗉𝗋𝗂𝗆𝖺𝗋𝗂𝗅𝗒 𝗂𝗇 𝟤𝟢𝟤𝟩.   • 𝖠𝖨 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍𝗌 𝖽𝗋𝗂𝗏𝖾 𝖼𝖺𝗉𝖾𝗑 𝗁𝗂𝗀𝗁𝖾𝗋: 𝖰𝟥 𝖼𝖺𝗉𝖾𝗑 𝗌𝗎𝗋𝗀𝖾𝖽 𝟣𝟣𝟦% 𝖸𝗈𝖸 𝗍𝗈 $𝟧𝟣.𝟦 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖾𝗑𝖼𝖾𝖾𝖽𝗂𝗇𝗀 𝗈𝗉𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝖼𝖺𝗌𝗁 𝖿𝗅𝗈𝗐 𝗈𝖿 $𝟦𝟤.𝟥 𝖻𝗂𝗅𝗅𝗂𝗈𝗇. 𝖥𝖸𝟤𝟢𝟤𝟨 𝖼𝖺𝗉𝖾𝗑 𝗀𝗎𝗂𝖽𝖺𝗇𝖼𝖾 𝗋𝖾𝗆𝖺𝗂𝗇𝗌 𝖺𝗍 $𝟣𝟫𝟧–𝟤𝟢𝟧 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗐𝗂𝗍𝗁 𝗌𝗉𝖾𝗇𝖽𝗂𝗇𝗀 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝗂𝗌𝖾 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍𝗅𝗒 𝗂𝗇 𝟤𝟢𝟤𝟩. 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗔𝗜 𝟯𝟲𝟬 𝗣𝘂𝗹𝘀𝗲 𝗿𝗲𝗽𝗼𝗿𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁𝘀, 𝗲𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗔𝗜 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲. 𝗛𝗼𝘄 𝗶𝘀 𝗚𝗼𝗼𝗴𝗹𝗲 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗿𝗮𝗽𝗶𝗱𝗹𝘆 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗔𝗜 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲? 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝗳𝘂𝗹 𝘁𝗮𝗸𝗲: “𝗚𝗼𝗼𝗴𝗹𝗲’𝘀 𝗔𝗜 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗶𝘀 𝗶𝗻 𝗶𝘁𝘀 𝗼𝘄𝗻 ‘𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗟𝗼𝗼𝗽” - #Alphabet# #Google# #AlphabetEarnings# #GoogleCloud# #AI# #AIInfrastructure# #TPU# #DataCenters# #CloudComputing# #BigTech# $GOOG

𝗜𝗻𝘁𝗲𝗹 𝗤𝟯 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀: 𝗔𝗜 𝗮𝗻𝗱 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗗𝗲𝗺𝗮𝗻𝗱 𝗗𝗿𝗶𝘃𝗲 𝟮𝟭% 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 @intel 𝗋𝖾𝗉𝗈𝗋𝗍𝖾𝖽 𝖰𝟥 𝟤𝟢𝟤𝟨 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝖿 $𝟣𝟨.𝟧 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗎𝗉 𝟤𝟣% 𝖸𝗈𝖸, 𝗐𝗂𝗍𝗁 𝖣𝖺𝗍𝖺 𝖢𝖾𝗇𝗍𝖾𝗋 & 𝖠𝖨 𝖽𝖾𝗅𝗂𝗏𝖾𝗋𝗂𝗇𝗀 𝗂𝗍𝗌 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗌𝗍 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝟣𝟧 𝗒𝖾𝖺𝗋𝗌. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾𝗌, 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍𝗌 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝖾𝗋 𝖯𝖢 𝖽𝖾𝗆𝖺𝗇𝖽 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾 𝗍𝗈 𝗌𝗁𝖺𝗉𝖾 𝗍𝗁𝖾 𝖼𝗈𝗆𝗉𝖺𝗇𝗒'𝗌 𝗇𝖾𝖺𝗋-𝗍𝖾𝗋𝗆 𝗈𝗎𝗍𝗅𝗈𝗈𝗄. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 & 𝗔𝗜 𝗹𝗲𝗮𝗱𝘀 𝗴𝗿𝗼𝘄𝘁𝗵: 𝖱𝖾𝗏𝖾𝗇𝗎𝖾 𝗌𝗎𝗋𝗀𝖾𝖽 𝟩𝟪% 𝖸𝗈𝖸 𝗍𝗈 $𝟩.𝟥 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝗌𝖾𝗋𝗏𝖾𝗋 𝖢𝖯𝖴 𝖽𝖾𝗆𝖺𝗇𝖽, 𝗐𝗂𝗍𝗁 𝖦𝗋𝖺𝗇𝗂𝗍𝖾 𝖱𝖺𝗉𝗂𝖽𝗌 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝖺𝗌 𝖨𝗇𝗍𝖾𝗅'𝗌 𝗅𝖺𝗋𝗀𝖾𝗌𝗍 𝗌𝖾𝗋𝗏𝖾𝗋 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝖿𝖺𝗆𝗂𝗅𝗒. • 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗴𝗮𝗶𝗻𝘀 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺: 𝖨𝗇𝗍𝖾𝗅 𝖥𝗈𝗎𝗇𝖽𝗋𝗒 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝖾𝗐 𝟧𝟪% 𝖸𝗈𝖸 𝗍𝗈 $𝟨.𝟩 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗁𝗂𝗀𝗁𝖾𝗋 𝖨𝗇𝗍𝖾𝗅 𝟥 𝖺𝗇𝖽 𝟣𝟪𝖠 𝗏𝗈𝗅𝗎𝗆𝖾𝗌. 𝖨𝗆𝗉𝗋𝗈𝗏𝗂𝗇𝗀 𝗒𝗂𝖾𝗅𝖽𝗌 𝖺𝗇𝖽 𝗅𝗈𝗐𝖾𝗋 𝗐𝖺𝖿𝖾𝗋 𝖼𝗈𝗌𝗍𝗌 𝗌𝗂𝗀𝗇𝖺𝗅 𝗉𝗋𝗈𝗀𝗋𝖾𝗌𝗌. • 𝗖𝗹𝗶𝗲𝗻𝘁 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 𝗳𝗮𝗰𝗲𝘀 𝗵𝗲𝗮𝗱𝘄𝗶𝗻𝗱𝘀: 𝖱𝖾𝗏𝖾𝗇𝗎𝖾 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟧% 𝖸𝗈𝖸 𝗍𝗈 $𝟪.𝟣 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝖺𝗌 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾𝗌 𝖺𝗇𝖽 𝖼𝖺𝗎𝗍𝗂𝗈𝗎𝗌 𝖨𝖳 𝗌𝗉𝖾𝗇𝖽𝗂𝗇𝗀 𝗐𝖾𝗂𝗀𝗁𝖾𝖽 𝗈𝗇 𝖯𝖢 𝖽𝖾𝗆𝖺𝗇𝖽, 𝖽𝖾𝗌𝗉𝗂𝗍𝖾 𝟥𝟧% 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝖠𝖨 𝖯𝖢 𝗋𝖾𝗏𝖾𝗇𝗎𝖾. 𝗪𝗮𝗻𝘁 𝗱𝗲𝗲𝗽𝗲𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻𝘁𝗼 𝗳𝗼𝘂𝗻𝗱𝗿𝘆 𝗿𝗼𝗮𝗱𝗺𝗮𝗽 𝗮𝗻𝗱 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗽𝗿𝗼𝗴𝗿𝗲𝘀𝘀? 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗥𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: 𝗚𝗲𝘁 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲 𝗱𝗮𝘁𝗮 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗳𝗼𝘂𝗻𝗱𝗿𝘆 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗶𝗻 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗣𝘂𝗿𝗲 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗮𝗿𝗲: 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗱𝗮𝘁𝗮 𝗽𝗮𝗴𝗲. #Intel# #IntelEarnings# #Semiconductors# #AI# #DataCenter# #IntelFoundry# #ChipManufacturing# #ArtificialIntelligence# $INTC

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗲𝗱𝗶𝗮 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 (𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟤𝟦 – 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟥𝟢, 𝟮𝟬𝟮𝟲) 𝖳𝗁𝗂𝗌 𝗐𝖾𝖾𝗄, 𝗆𝖾𝗆𝗈𝗋𝗒 𝗆𝖺𝖽𝖾 𝗍𝗁𝖾 𝗁𝖾𝖺𝖽𝗅𝗂𝗇𝖾𝗌, 𝗋𝗂𝗀𝗁𝗍 𝖿𝗋𝗈𝗆 𝖲𝖪 𝖧𝗒𝗇𝗂𝗑’𝗌 (@SKhynix) 𝗋𝖾𝖼𝗈𝗋𝖽-𝖻𝗋𝖾𝖺𝗄𝗂𝗇𝗀 𝗉𝗋𝗈𝖿𝗂𝗍, 𝖢𝖷𝖬𝖳 𝗉𝗎𝗌𝗁𝗂𝗇𝗀 𝗂𝗇𝗍𝗈 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝖠𝖨 𝗆𝖾𝗆𝗈𝗋𝗒, @Samsung's 𝗌𝗁𝖺𝗋𝖾𝗁𝗈𝗅𝖽𝖾𝗋-𝗋𝖾𝗍𝗎𝗋𝗇 𝗅𝖾𝗍𝖽𝗈𝗐𝗇 𝗍𝗈 @intel's 𝗌𝗁𝖺𝗋𝗉 𝖿𝖺𝗅𝗅 𝗈𝗇 𝗐𝖾𝖺𝗄 𝗀𝗎𝗂𝖽𝖺𝗇𝖼𝖾. 𝖳𝗁𝖾 𝗉𝖺𝗌𝗍 𝗐𝖾𝖾𝗄 𝗂𝗇 𝗍𝖾𝖼𝗁 𝗐𝖺𝗌 𝗌𝗁𝖺𝗉𝖾𝖽 𝖻𝗒 𝗈𝗇𝖾 𝖿𝗈𝗋𝖼𝖾 𝗍𝗁𝖺𝗍 𝗂𝗌, 𝖠𝖨 𝖽𝖾𝗆𝖺𝗇𝖽 𝗋𝖾𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝖼𝗁𝗂𝗉 𝗅𝖺𝗇𝖽𝗌𝖼𝖺𝗉𝖾. 𝖮𝗎𝗋 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗌𝗁𝖺𝗉𝖾𝖽 𝗅𝖾𝖺𝖽𝗂𝗇𝗀 𝗏𝗈𝗂𝖼𝖾𝗌 𝗐𝗂𝗍𝗁 𝗈𝗏𝖾𝗋 𝟥𝖪 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌, 𝟣𝟩 𝗈𝖿 𝗐𝗁𝗂𝖼𝗁 𝗐𝖾𝗋𝖾 𝖳𝗂𝖾𝗋 𝟣 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝟨 𝗉𝗎𝖻𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 𝗅𝗂𝗄𝖾 @Bloomberg, @DowJones, @CNBC, @FT 𝖺𝗇𝖽 @Reuters. 𝖬𝖲 𝖧𝗐𝖺𝗇𝗀 𝖺𝗇𝖽 @neil_shah 𝗌𝗁𝖺𝗋𝖾𝖽 𝗌𝗁𝖺𝗋𝗉 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝗈𝗇- • 𝖠𝖨-𝖽𝗋𝗂𝗏𝖾𝗇 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝗉𝗎𝗌𝗁𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝖾𝖼𝗈𝗇𝗈𝗆𝗂𝖼𝗌 𝗍𝗈 𝗅𝖾𝗏𝖾𝗅𝗌 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗁𝖺𝗌 𝗇𝖾𝗏𝖾𝗋 𝗌𝖾𝖾𝗇 • 𝖳𝗁𝖾 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝖾 𝗈𝖿 𝗇𝖺𝗏𝗂𝗀𝖺𝗍𝗂𝗇𝗀 𝖺 𝗆𝖺𝗋𝗄𝖾𝗍 𝗐𝗂𝗍𝗁 𝗌𝗄𝗒-𝗁𝗂𝗀𝗁 𝖾𝗑𝗉𝖾𝖼𝗍𝖺𝗍𝗂𝗈𝗇𝗌 • 𝖨𝗇𝖽𝗂𝖺’𝗌 𝖾𝗇𝖾𝗋𝗀𝗒 𝖼𝗈𝗆𝗉𝖺𝗇𝗂𝖾𝗌 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗇𝖾𝗈𝖼𝗅𝗈𝗎𝖽𝗌 𝗂𝗇 𝗍𝗁𝖾 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗋𝖺𝖼𝖾 𝐇𝐞𝐫𝐞’𝐬 𝐚 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤’𝐬 𝐭𝐨𝐩 𝐦𝐞𝐧𝐭𝐢𝐨𝐧𝐬: 𝗕𝗹𝗼𝗼𝗺𝗯𝗲𝗿𝗴 𝗥𝗲𝘂𝘁𝗲𝗿𝘀 𝗗𝗼𝘄 𝗝𝗼𝗻𝗲𝘀 𝗡𝗲𝘄𝘀𝘄𝗶𝗿𝗲𝘀 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗧𝗶𝗺𝗲𝘀 𝗖𝗡𝗕𝗖 𝗥𝗲𝗮𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗼𝘂𝗻𝗱𝘂𝗽: #𝖶𝖾𝖾𝗄𝗅𝗒𝖬𝖾𝖽𝗂𝖺𝖲𝗉𝗈𝗍𝗅𝗂𝗀𝗁𝗍# #𝖬𝖾𝗆𝗈𝗋𝗒𝖬𝖺𝗋𝗄𝖾𝗍# #𝖭𝖠𝖭𝖣# #𝖯𝗁𝗒𝗌𝗂𝖼𝖺𝗅𝖠𝖨# #𝖣𝖱𝖠𝖬# #𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌#

𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸 𝗤𝟯’𝟮𝟲: 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗲𝘄 𝟭𝟭% 𝗬𝗼𝗬, 𝗘𝘅𝗰𝗲𝗲𝗱𝗲𝗱 𝗛𝗶𝗴𝗵 𝗘𝗻𝗱 𝗼𝗳 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲; 𝗦𝗺𝗮𝗿𝘁 𝗘𝗱𝗴𝗲 𝗢𝗳𝗳𝘀𝗲𝘁 𝗠𝗼𝗯𝗶𝗹𝗲 𝗣𝗵𝗼𝗻𝗲 𝗗𝗲𝗰𝗹𝗶𝗻𝗲 @MediaTek'𝗌 𝖰𝟥 𝟤𝟢𝟤𝟨 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖾𝗑𝖼𝖾𝖾𝖽𝖾𝖽 𝗍𝗁𝖾 𝗁𝗂𝗀𝗁 𝖾𝗇𝖽 𝗈𝖿 𝗂𝗍𝗌 𝗀𝗎𝗂𝖽𝖺𝗇𝖼𝖾, 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝖴𝖲$𝟧.𝟥 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗎𝗉 𝟣𝟣% 𝖸𝗈𝖸. 𝖬𝗈𝖻𝗂𝗅𝖾 𝖯𝗁𝗈𝗇𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟤𝟥% 𝖸𝗈𝖸, 𝖺𝗅𝗍𝗁𝗈𝗎𝗀𝗁 𝗍𝗁𝗂𝗌 𝗐𝖺𝗌 𝗉𝖺𝗋𝗍𝗅𝗒 𝗈𝖿𝖿𝗌𝖾𝗍 𝖻𝗒 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝗍𝗁𝖾 𝖲𝗆𝖺𝗋𝗍 𝖤𝖽𝗀𝖾 𝗌𝖾𝗀𝗆𝖾𝗇𝗍. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 • 𝖪𝖾𝗒 𝗀𝗋𝗈𝗐𝗍𝗁 𝖽𝗋𝗂𝗏𝖾𝗋𝗌 𝖽𝗎𝗋𝗂𝗇𝗀 𝗍𝗁𝖾 𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝗂𝗇𝖼𝗅𝗎𝖽𝖾𝖽 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗌𝗍𝗋𝖾𝗇𝗀𝗍𝗁 𝗂𝗇 𝖲𝗆𝖺𝗋𝗍 𝖤𝖽𝗀𝖾 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗋𝖺𝗆𝗉-𝗎𝗉 𝗈𝖿 𝖠𝖲𝖨𝖢 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗈𝗇, 𝗐𝗁𝗂𝖼𝗁 𝗉𝖺𝗋𝗍𝗅𝗒 𝗈𝖿𝖿𝗌𝖾𝗍 𝗐𝖾𝖺𝗄𝗇𝖾𝗌𝗌 𝗂𝗇 𝖬𝗈𝖻𝗂𝗅𝖾 𝖯𝗁𝗈𝗇𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖺𝗆𝗂𝖽 𝗋𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝖾𝗋 𝖽𝖾𝗆𝖺𝗇𝖽. • 𝖲𝗆𝖺𝗋𝗍 𝖤𝖽𝗀𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝖾𝗐 𝟧𝟥% 𝖸𝗈𝖸, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗏𝗈𝗅𝗎𝗆𝖾 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗈𝗇 𝖺𝖼𝗋𝗈𝗌𝗌 𝟧𝖦 𝗆𝗈𝖽𝖾𝗆𝗌, 𝖠𝖨 𝖯𝖢𝗌, 𝗍𝖺𝖻𝗅𝖾𝗍𝗌 𝖺𝗇𝖽 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾, 𝖺𝗅𝗈𝗇𝗀𝗌𝗂𝖽𝖾 𝗁𝗂𝗀𝗁𝖾𝗋 𝖳𝖵 𝖲𝗈𝖢 𝗋𝖾𝗏𝖾𝗇𝗎𝖾. • 𝖬𝗈𝖻𝗂𝗅𝖾 𝖯𝗁𝗈𝗇𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟤𝟥% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥, 𝗂𝗆𝗉𝖺𝖼𝗍𝖾𝖽 𝖻𝗒 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍𝗌, 𝗁𝗂𝗀𝗁𝖾𝗋 𝖽𝖾𝗏𝗂𝖼𝖾 𝖼𝗈𝗌𝗍𝗌 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝖾𝗋 𝖾𝗇𝖽-𝗆𝖺𝗋𝗄𝖾𝗍 𝖽𝖾𝗆𝖺𝗇𝖽, 𝗉𝖺𝗋𝗍𝗂𝖼𝗎𝗅𝖺𝗋𝗅𝗒 𝗂𝗇 𝗍𝗁𝖾 𝗆𝗂𝖽- 𝖺𝗇𝖽 𝗅𝗈𝗐-𝖾𝗇𝖽 𝗌𝖾𝗀𝗆𝖾𝗇𝗍𝗌. • 𝖯𝗈𝗐𝖾𝗋 𝖨𝖢 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝖾𝖽 𝟧% 𝗈𝖿 𝗍𝗈𝗍𝖺𝗅 𝗋𝖾𝗏𝖾𝗇𝗎𝖾, 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝟣𝟪% 𝖸𝗈𝖸, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗆𝖺𝗋𝗄𝖾𝗍-𝗌𝗁𝖺𝗋𝖾 𝗀𝖺𝗂𝗇𝗌 𝗂𝗇 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝗋𝖾-𝗋𝖾𝗅𝖺𝗍𝖾𝖽 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌. • 𝖠𝖨 𝖠𝖲𝖨𝖢 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗌𝗍𝖺𝗋𝗍𝖾𝖽 𝗂𝗇 𝖲𝖾𝗉𝗍𝖾𝗆𝖻𝖾𝗋, 𝗐𝗂𝗍𝗁 𝗌𝗍𝗋𝗈𝗇𝗀 𝖼𝗎𝗌𝗍𝗈𝗆𝖾𝗋 𝖽𝖾𝗆𝖺𝗇𝖽 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝗂𝗇𝗀 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝖿 𝖴𝖲$𝟤.𝟧 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖰𝟦 𝟤𝟢𝟤𝟨.   • 𝖰𝟦 𝟤𝟢𝟤𝟨 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖻𝖾 𝗂𝗇 𝗍𝗁𝖾 𝗋𝖺𝗇𝗀𝖾 𝗈𝖿 𝖴𝖲$𝟨.𝟨–𝟨.𝟫 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗋𝖾𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝗂𝗇𝗀 𝟥𝟩–𝟦𝟥% 𝖸𝗈𝖸 𝗀𝗋𝗈𝗐𝗍𝗁, 𝗉𝗋𝗂𝗆𝖺𝗋𝗂𝗅𝗒 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗋𝖾𝖼𝗈𝗀𝗇𝗂𝗍𝗂𝗈𝗇 𝖿𝗋𝗈𝗆 𝗍𝗁𝖾 𝖠𝖲𝖨𝖢 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝖺𝗇𝖽 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗀𝗋𝗈𝗐𝗍𝗁 𝗆𝗈𝗆𝖾𝗇𝗍𝗎𝗆 𝗂𝗇 𝗍𝗁𝖾 𝖲𝗆𝖺𝗋𝗍 𝖤𝖽𝗀𝖾 𝗌𝖾𝗀𝗆𝖾𝗇𝗍. 𝗥𝗲𝗹𝗮𝘁𝗲𝗱 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸 𝗗𝗶𝗺𝗲𝗻𝘀𝗶𝘁𝘆 𝟵𝟲𝟬𝟬 𝗣𝗿𝗼: 𝗠𝗼𝘃𝗶𝗻𝗴 𝘁𝗼 𝟮𝗻𝗺 𝘄𝗶𝘁𝗵 𝗮 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: 𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸 𝘁𝗼 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗲 𝟭 𝗶𝗻 𝟰 𝗔𝗜 𝗔𝗦𝗜𝗖 𝗦𝗲𝗿𝘃𝗲𝗿 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗶𝗻 𝟮𝟬𝟮𝟴: 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸’𝘀 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 #MediaTek# #Earnings# #Semiconductors# #SmartEdge# #AIASIC# #ASIC# #EdgeAI# #MobileSoC#

𝗟𝗲𝘁'𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗮𝘁 𝗠𝗩𝗡𝗢 𝗡𝗮𝘁𝗶𝗼𝗻 𝗘𝘂𝗿𝗼𝗽𝗲 𝟮𝟬𝟮𝟲 𝖳𝗁𝖾 𝖾𝗏𝗈𝗅𝗎𝗍𝗂𝗈𝗇 𝗈𝖿 𝖾𝖲𝖨𝖬 𝗂𝗌 𝖼𝗋𝖾𝖺𝗍𝗂𝗇𝗀 𝗇𝖾𝗐 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝖿𝗈𝗋 𝖬𝖵𝖭𝖮𝗌 𝗂𝗇 𝖨𝗈𝖳 𝖺𝗇𝖽 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒. 𝖡𝗎𝗍 𝗁𝗈𝗐 𝖼𝖺𝗇 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗍𝗋𝖺𝗇𝗌𝗅𝖺𝗍𝖾 𝗍𝗁𝖾 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝖲𝖦𝖯.𝟥𝟤 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽 𝗂𝗇𝗍𝗈 𝗋𝖾𝖺𝗅-𝗐𝗈𝗋𝗅𝖽 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌 𝖺𝗇𝖽 𝗇𝖾𝗐 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌? 𝖩𝗈𝗂𝗇 𝗈𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, Mohit Agrawal (@MohitOpinion), 𝖺𝗍 MVNO Nation 𝖤𝗎𝗋𝗈𝗉𝖾 𝟤𝟢𝟤𝟨, 𝗐𝗁𝖾𝗋𝖾 𝗁𝖾 𝗐𝗂𝗅𝗅 𝗌𝗉𝖾𝖺𝗄 𝗈𝗇 “𝗡𝗲𝘄 𝗲𝗦𝗜𝗠 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗳𝗼𝗿 𝗜𝗼𝗧 – 𝗛𝗼𝘄 𝗖𝗮𝗻 𝗠𝗩𝗡𝗢𝘀 𝗦𝗲𝗶𝘇𝗲 𝘁𝗵𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆?” 𝖧𝖾 𝗐𝗂𝗅𝗅 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝖲𝖦𝖯.𝟥𝟤 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇, 𝖾𝖺𝗋𝗅𝗒 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝗍𝗁𝗂𝗌 𝗇𝖾𝗐 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽 𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝗌 𝖿𝗈𝗋 𝖬𝖵𝖭𝖮𝗌. 𝗗𝗮𝘁𝗲: 𝖭𝗈𝗏𝖾𝗆𝖻𝖾𝗋 𝟦, 𝟤𝟢𝟤𝟨 𝗧𝗶𝗺𝗲: 𝟫:𝟣𝟧 – 𝟫:𝟥𝟢 𝖠𝖬 𝗣𝗹𝗮𝗰𝗲: 𝖧𝗈𝗍𝖾𝗅 𝖬𝖾𝗅𝗂á 𝖵𝗂𝗅𝗅𝖺𝗂𝗍𝖺𝗇𝖺, 𝖠𝗅𝗂𝖼𝖺𝗇𝗍𝖾, 𝖲𝗉𝖺𝗂𝗇 𝖫𝖾𝗍'𝗌 𝖼𝗈𝗇𝗇𝖾𝖼𝗍 𝖺𝗇𝖽 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝖨𝗈𝖳 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒! 𝖤𝗆𝖺𝗂𝗅 𝗂𝗇𝖿𝗈@𝖼𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁.𝖼𝗈𝗆 𝗍𝗈 𝗌𝖼𝗁𝖾𝖽𝗎𝗅𝖾 𝖺 𝗆𝖾𝖾𝗍𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝖬𝗈𝗁𝗂𝗍. 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗲𝗦𝗜𝗠 𝗼𝗿𝗰𝗵𝗲𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗮𝗻𝗱 𝘂𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗻𝗲𝘄 𝗴𝗿𝗼𝘄𝘁𝗵 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: #MVNONationEurope# #MVNO# #eSIM# #SGP32# #IoT# #EnterpriseConnectivity# #MobileConnectivity#

𝗗𝗮𝘃𝗶𝗱 𝗡𝗮𝗿𝗮𝗻𝗷𝗼 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲’𝘀 𝗢𝗟𝗘𝗗 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗮𝗻𝗱 𝗜𝘁𝘀 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗜𝗺𝗽𝗮𝗰𝘁 𝖮𝗎𝗋 𝖠𝗌𝗌𝗈𝖼𝗂𝖺𝗍𝖾 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, 𝖣𝖺𝗏𝗂𝖽 𝖭𝖺𝗋𝖺𝗇𝗃𝗈 (@DSCCDave), 𝗐𝖺𝗌 𝗊𝗎𝗈𝗍𝖾𝖽 𝖻𝗒 @thenationalnews 𝗂𝗇 𝖺𝗇 𝖺𝗋𝗍𝗂𝖼𝗅𝖾 𝖻𝗒 𝖢𝗈𝖽𝗒 𝖢𝗈𝗆𝖻𝗌 (@CodyCombsNEWS) 𝗈𝗇 @Apple’𝗌 𝗇𝖾𝗐 𝗍𝗈𝗎𝖼𝗁𝗌𝖼𝗋𝖾𝖾𝗇 𝖬𝖺𝖼𝖡𝗈𝗈𝗄 𝖯𝗋𝗈𝗌 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗉𝗈𝗍𝖾𝗇𝗍𝗂𝖺𝗅 𝗂𝗆𝗉𝖺𝖼𝗍 𝗈𝖿 𝗂𝗍𝗌 𝖮𝖫𝖤𝖣 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇. “@ASUS, @Lenovo, @HP, 𝖺𝗇𝖽 @Dell 𝗁𝖺𝗏𝖾 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝗁𝖾𝗅𝗉𝖾𝖽 𝖻𝗋𝗂𝗇𝗀 𝖮𝖫𝖤𝖣 𝗌𝖼𝗋𝖾𝖾𝗇𝗌 𝗍𝗈 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝗇𝗈𝗍𝖾𝖻𝗈𝗈𝗄𝗌, 𝖻𝗎𝗍 𝖠𝗉𝗉𝗅𝖾’𝗌 𝖾𝗇𝗍𝗋𝗒 𝖼𝗈𝗎𝗅𝖽 𝖻𝖾 𝖺 𝗍𝗎𝗋𝗇𝗂𝗇𝗀 𝗉𝗈𝗂𝗇𝗍,” 𝗁𝖾 𝗌𝖺𝗂𝖽. 𝖡𝖾𝗒𝗈𝗇𝖽 𝗍𝗁𝖾 𝖽𝗂𝗌𝗉𝗅𝖺𝗒 𝗎𝗉𝗀𝗋𝖺𝖽𝖾, 𝗍𝖺𝗇𝖽𝖾𝗆 𝖮𝖫𝖤𝖣 𝗍𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒, 𝗍𝗈𝗎𝖼𝗁𝗌𝖼𝗋𝖾𝖾𝗇 𝖿𝗎𝗇𝖼𝗍𝗂𝗈𝗇𝖺𝗅𝗂𝗍𝗒, 𝗂𝗆𝗉𝗋𝗈𝗏𝖾𝖽 𝖻𝗋𝗂𝗀𝗁𝗍𝗇𝖾𝗌𝗌 𝖺𝗇𝖽 𝖼𝗈𝗇𝗍𝗋𝖺𝗌𝗍, 𝖺𝗇𝖽 𝖺 𝗍𝗁𝗂𝗇𝗇𝖾𝗋, 𝗅𝗂𝗀𝗁𝗍𝖾𝗋 𝖽𝖾𝗌𝗂𝗀𝗇 𝖼𝗈𝗎𝗅𝖽 𝗁𝖾𝗅𝗉 𝖠𝗉𝗉𝗅𝖾 𝖽𝗂𝖿𝖿𝖾𝗋𝖾𝗇𝗍𝗂𝖺𝗍𝖾 𝗂𝗍𝗌 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝗇𝗈𝗍𝖾𝖻𝗈𝗈𝗄𝗌 𝖺𝗇𝖽 𝗌𝗎𝗉𝗉𝗈𝗋𝗍 𝗁𝗂𝗀𝗁𝖾𝗋 𝖺𝗏𝖾𝗋𝖺𝗀𝖾 𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗆𝗂𝖽 𝗋𝗂𝗌𝗂𝗇𝗀 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍 𝖼𝗈𝗌𝗍𝗌. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲 𝗵𝗲𝗿𝗲: 𝗪𝗵𝗮𝘁’𝘀 𝗻𝗲𝘅𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗢𝗟𝗘𝗗 𝗽𝗮𝗻𝗲𝗹 𝗺𝗮𝗿𝗸𝗲𝘁? 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 𝘁𝗼 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝘁𝗵𝗲 𝗸𝗲𝘆 𝘁𝗿𝗲𝗻𝗱𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘀𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀, 𝗿𝗲𝘃𝗲𝗻𝘂𝗲𝘀, 𝗮𝗻𝗱 𝗴𝗿𝗼𝘄𝘁𝗵 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: #Apple# #MacBookPro# #OLED# #DisplayTechnology ##AppleEvent#

𝗔𝘀𝘀𝗲𝘁 𝗧𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗲𝘁 𝘁𝗼 𝗙𝗹𝗶𝗽 𝗯𝘆 𝟮𝟬𝟯𝟮 𝗮𝘀 𝗡𝗼𝗻-𝗩𝗲𝗵𝗶𝗰𝗹𝗲 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗢𝘃𝗲𝗿𝘁𝗮𝗸𝗲 𝗩𝗲𝗵𝗶𝗰𝗹𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿𝘀 𝖥𝗈𝗋 𝗒𝖾𝖺𝗋𝗌, 𝗍𝗁𝖾 𝖺𝗌𝗌𝖾𝗍 𝗍𝗋𝖺𝖼𝗄𝗂𝗇𝗀 𝗌𝗍𝗈𝗋𝗒 𝗐𝖺𝗌 𝖺𝗅𝗅 𝖺𝖻𝗈𝗎𝗍 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌, 𝖻𝗎𝗍 𝗍𝗁𝖺𝗍 𝗌𝗍𝗈𝗋𝗒 𝗂𝗌 𝖼𝗁𝖺𝗇𝗀𝗂𝗇𝗀 𝖿𝖺𝗌𝗍𝖾𝗋 𝗍𝗁𝖺𝗇 𝗆𝖺𝗇𝗒 𝗆𝖺𝗒 𝗋𝖾𝖺𝗅𝗂𝗌𝖾. 𝖳𝗁𝖾 𝗇𝖾𝗑𝗍 𝗐𝖺𝗏𝖾 𝗈𝖿 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗌 𝗌𝗁𝗂𝖿𝗍𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝗍𝗋𝖺𝖼𝗄𝗂𝗇𝗀 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌 𝗍𝗈 𝗍𝗋𝖺𝖼𝗄𝗂𝗇𝗀 𝗂𝗇𝖽𝗂𝗏𝗂𝖽𝗎𝖺𝗅 𝖺𝗌𝗌𝖾𝗍𝗌, 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗂𝖺𝗅 𝖾𝗊𝗎𝗂𝗉𝗆𝖾𝗇𝗍, 𝖺𝗇𝖽 𝗂𝗇𝗏𝖾𝗇𝗍𝗈𝗋𝗒. 𝖢𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒, 𝖼𝗅𝗈𝗎𝖽 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌, 𝖺𝗇𝖽 𝖠𝖨-𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾 𝗐𝗂𝗅𝗅 𝗉𝗅𝖺𝗒 𝖺 𝖼𝗋𝗎𝖼𝗂𝖺𝗅 𝗋𝗈𝗅𝖾 𝗂𝗇 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗍𝗁𝗂𝗌 𝗍𝗋𝖺𝗇𝗌𝖿𝗈𝗋𝗆𝖺𝗍𝗂𝗈𝗇. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝖦𝗅𝗈𝖻𝖺𝗅 𝖺𝗌𝗌𝖾𝗍 𝗍𝗋𝖺𝖼𝗄𝗂𝗇𝗀 𝖽𝖾𝗏𝗂𝖼𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖺𝗋𝖾 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗀𝗋𝗈𝗐 𝖺𝗍 𝖺 𝟩% 𝖢𝖠𝖦𝖱 𝖿𝗋𝗈𝗆 𝟤𝟢𝟤𝟧 𝗍𝗈 𝟤𝟢𝟥𝟤. • 𝖵𝖾𝗁𝗂𝖼𝗅𝖾 𝗍𝗋𝖺𝖼𝗄𝖾𝗋𝗌 𝗋𝖾𝗆𝖺𝗂𝗇 𝗍𝗁𝖾 𝗅𝖺𝗋𝗀𝖾𝗌𝗍 𝖺𝗉𝗉𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇, 𝖻𝗎𝗍 𝗂𝗍 𝗂𝗌 𝗐𝗂𝗍𝗇𝖾𝗌𝗌𝗂𝗇𝗀 𝖿𝗅𝖺𝗍 𝗀𝗋𝗈𝗐𝗍𝗁 𝖽𝗎𝖾 𝗍𝗈 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝖾𝗆𝖻𝖾𝖽𝖽𝖾𝖽 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒 𝗂𝗇 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌. • 𝖨𝗇𝖽𝗎𝗌𝗍𝗋𝗂𝖺𝗅 𝗌𝗆𝖺𝗋𝗍 𝗅𝖺𝖻𝖾𝗅𝗌 𝖺𝗋𝖾 𝗍𝗁𝖾 𝖿𝖺𝗌𝗍𝖾𝗌𝗍-𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖺𝗉𝗉𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝗂𝗍𝖾𝗆-𝗅𝖾𝗏𝖾𝗅 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗁𝖺𝗂𝗇 𝗏𝗂𝗌𝗂𝖻𝗂𝗅𝗂𝗍𝗒 𝗂𝗇 𝗅𝗈𝗀𝗂𝗌𝗍𝗂𝖼𝗌. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗮𝗻𝗱 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗵𝗲 𝗚𝗹𝗼𝗯𝗮𝗹 𝗔𝘀𝘀𝗲𝘁 𝗧𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝗗𝗲𝘃𝗶𝗰𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 & 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁: #IoT# #AssetTracking# #SupplyChain# #Logistics# #IndustrialIoT# #DigitalTransformation# #SmartLogistics# #CounterpointResearch# @Tractive @teltonika @Xiaomi @Samsara

𝗟𝗮𝘁𝗲𝘀𝘁 𝗥𝗲𝗽𝗼𝗿𝘁: 𝗚𝗹𝗼𝗯𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 𝗶𝗻 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶𝘀 𝟮𝟬𝟮𝟲 - 𝗧𝗵𝗲 𝗗𝗲𝗳𝗶𝗻𝗶𝘁𝗶𝘃𝗲 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗣𝗹𝗮𝘆𝗲𝗿𝘀 𝗦𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗔𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 𝗠𝗼𝗯𝗶𝗹𝗶𝘁𝘆 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝗡𝗲𝘅𝘁 𝗗𝗲𝗰𝗮𝗱𝗲 𝖱𝗈𝖻𝗈𝗍𝖺𝗑𝗂𝗌 𝖺𝗋𝖾 𝗌𝖾𝗍 𝗍𝗈 𝗋𝖾𝗌𝗁𝖺𝗉𝖾 𝗍𝗁𝖾 𝗎𝗋𝖻𝖺𝗇 𝗆𝗈𝖻𝗂𝗅𝗂𝗍𝗒 𝗆𝖺𝗋𝗄𝖾𝗍, 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖿𝗋𝗈𝗆 𝗉𝗂𝗅𝗈𝗍 𝗉𝗋𝗈𝗀𝗋𝖺𝗆𝗌 𝗍𝗈 𝗅𝖺𝗋𝗀𝖾-𝗌𝖼𝖺𝗅𝖾 𝖼𝗈𝗆𝗆𝖾𝗋𝖼𝗂𝖺𝗅 𝖿𝗅𝖾𝖾𝗍𝗌 𝗐𝗂𝗍𝗁 𝖺 𝗆𝖺𝗋𝗄𝖾𝗍 𝗏𝖺𝗅𝗎𝖾 𝖿𝗈𝗋 𝗌𝖾𝗋𝗏𝗂𝖼𝖾𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝖾𝖺𝖼𝗁 $𝟣𝟨𝟪 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖺𝗇𝖽 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝖿𝗅𝖾𝖾𝗍𝗌 𝖺𝗋𝖾 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗀𝗋𝗈𝗐 𝗍𝗈 𝟥.𝟨 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝖻𝗒 𝟤𝟢𝟥𝟧. 𝖴𝖲-𝖻𝖺𝗌𝖾𝖽 @Waymo 𝖺𝗇𝖽 @Tesla, 𝖺𝗇𝖽 𝖢𝗁𝗂𝗇𝖺’𝗌 @Baidu_Inc's 𝖠𝗉𝗈𝗅𝗅𝗈 𝖦𝗈, @WeRide_ai 𝖺𝗇𝖽 @PonyAI_tech 𝖺𝗋𝖾 𝗉𝗈𝗂𝗌𝖾𝖽 𝗍𝗈 𝖻𝖾 𝖿𝗋𝗈𝗇𝗍𝗋𝗎𝗇𝗇𝖾𝗋𝗌. 𝖢𝗎𝗋𝗋𝖾𝗇𝗍 𝗋𝗂𝖽𝖾𝗌𝗁𝖺𝗋𝖾 𝖺𝗇𝖽 𝗋𝗂𝖽𝖾 𝗁𝖺𝗂𝗅𝗂𝗇𝗀 𝖿𝗂𝗋𝗆𝗌 𝗅𝗂𝗄𝖾 @Uber, @lyft, 𝖡𝗈𝗅𝗍 𝖺𝗇𝖽 𝖦𝗋𝖺𝖻 𝖺𝗋𝖾 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝗍𝗁𝖾 𝖿𝗈𝗋𝗀𝗂𝗇𝗀 𝗈𝖿 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌𝗁𝗂𝗉𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗁𝖾 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋 𝗌𝗉𝖾𝖼𝗍𝗋𝗎𝗆 𝗢𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗿𝗲𝗽𝗼𝗿𝘁 𝗼𝗳𝗳𝗲𝗿𝘀 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀, 𝗶𝗻𝗰𝗹𝘂𝗱𝗶𝗻𝗴:   • 𝖦𝗅𝗈𝖻𝖺𝗅 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗆𝖺𝗋𝗄𝖾𝗍 𝖽𝗋𝗂𝗏𝖾𝗋𝗌 𝖺𝗇𝖽 𝖼𝗁𝖺𝗅𝗅𝖾𝗇𝗀𝖾𝗌   • 𝖱𝖾𝗀𝗎𝗅𝖺𝗍𝗈𝗋𝗒 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝗆𝖺𝗃𝗈𝗋 𝗋𝖾𝗀𝗂𝗈𝗇𝗌   • 𝖯𝗋𝗈𝖿𝗂𝗅𝖾𝗌 𝗈𝖿 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 𝖼𝗈𝗏𝖾𝗋𝗂𝗇𝗀 – 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒, 𝖿𝗎𝗇𝖽𝗂𝗇𝗀 & 𝗂𝗇𝗏𝖾𝗌𝗍𝗈𝗋𝗌, 𝗆𝗂𝗅𝖾𝗌𝗍𝗈𝗇𝖾𝗌 𝖺𝗇𝖽 𝗉𝖺𝗋𝗍𝗇𝖾𝗋𝗌𝗁𝗂𝗉 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆   • 𝖳𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒 𝗈𝖿 𝖾𝖺𝖼𝗁 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋 𝖼𝗈𝗏𝖾𝗋𝗂𝗇𝗀 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌, 𝖼𝗈𝗆𝗉𝗎𝗍𝖾, 𝗌𝖾𝗇𝗌𝗈𝗋𝗌, 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾, 𝗌𝗂𝗆𝗎𝗅𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖼𝗅𝗈𝗎𝖽 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾   • 𝖦𝗅𝗈𝖻𝖺𝗅 𝖿𝗅𝖾𝖾𝗍 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌, 𝖿𝗅𝖾𝖾𝗍 𝖺𝗇𝖽 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝟤𝟢𝟥𝟧   • 𝖢𝗈𝗆𝗉𝖺𝗋𝖺𝗍𝗂𝗏𝖾 𝖺𝗇𝖺𝗅𝗒𝗌𝗂𝗌 𝗈𝖿 𝗅𝖾𝖺𝖽𝗂𝗇𝗀 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝖼𝗈𝗆𝗉𝖺𝗇𝗂𝖾𝗌, 𝖺𝗇𝖽 𝗆𝗈𝗋𝖾 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝘁𝗵𝗲 “𝗚𝗹𝗼𝗯𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 𝗶𝗻 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶𝘀 – 𝟮𝟬𝟮𝟲” 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: #Robotaxi# #AutonomousVehicles# #UrbanMobility# #SelfDriving# @zoox @May_Mobility $TSLA $AMZN $GOOG