海外科技行业2024年第63期：AI芯片需求旺盛，算力引擎持续增长

Investment Rating - The report maintains an "Overweight" rating for the overseas technology sector [2] Core Insights - Demand for advanced processes and AI remains strong, with continuous growth in computing power engines. TSMC reported a revenue of $23.5 billion in Q3 2024, a year-on-year increase of 36%, with a gross margin of 57.8%, up 3.5 percentage points from the previous year. The demand for 3nm chips is high, and the 2nm capacity is expected to exceed that of 3nm [4][8] - AI revenue is projected to account for over 10% of TSMC's total revenue in 2024. ASML's Q3 2024 revenue reached €7.47 billion, a 12% year-on-year increase, driven by strong demand for ArFi lithography machines [4][8] - OpenAI is undergoing a significant personnel restructuring, with key executives leaving and top AI talent from Microsoft joining OpenAI [4][8] - AMD launched the MI325X chip, outperforming NVIDIA's H200 chip by 40% in inference performance. AMD expects AI chip revenue to reach $4.5 billion in 2024, with the overall AI chip market projected to exceed $500 billion by 2028 [4][9] Summary by Sections Weekly Market Review - The Hang Seng Index fell by 2.11%, and the Hang Seng Tech Index dropped by 2.86% from October 13 to October 19, 2024. The Dow Jones Industrial Average rose by 0.96%, and the Nasdaq increased by 0.80% during the same period [10][13] Weekly AI Industry News - SpaceX successfully recovered its Starship for the first time during its fifth test flight, marking a significant milestone in its launch operations [24] - Game Science has entered the top ranks of Steam publishers, surpassing $1 billion in total revenue [25] - Samsung Electronics faced a significant market decline, with its market value dropping nearly 90 trillion KRW due to continuous foreign selling [26] - Boeing announced plans to lay off 17,000 employees and delay the delivery of its first 777X aircraft [27] - The scale of China's core AI industry continues to grow, with over 6 billion registered users [28]