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2024-12-14 10:12:43

Apple or cooperated with Broadcom to develop AI server chips using TSMC's advanced process. According to The Information, Apple's cooperation with Broadcom this time is not complete design and production outsourcing in the traditional sense, but some key "chiplet" are provided by Broadcom. Core is a design method that modularizes the functions of the processor. Apple can combine multiple cores into a complete chip. This method not only simplifies the manufacturing process, but also effectively protects Apple's overall design secrets, even if the partners can't fully understand the chip architecture. It is reported that this processor code-named "Baltra" will be produced by TSMC in N3P process. N3P is an advanced manufacturing technology released by TSMC in April 2024, and it is expected to be applied to the processor of iPhone 17 Pro for the first time. This process technology has higher performance and energy efficiency advantages, and will provide strong support for AI servers.A school in Germany was attacked by irritant gas, which injured 40 people. On December 11th, local time, a school in northern Munich, Germany was attacked by irritant gas, which injured 40 people, most of whom were students. About a dozen children and teenagers with eyes and respiratory tract irritation were rushed to a nearby hospital for treatment. The police are currently looking for the perpetrators. (CCTV)Zelensky, President of Ukraine: NATO membership should cover the whole Ukraine, but the entry criteria can be applied only to the territory controlled by the Ukrainian government at first, and then gradually expanded.


Spanish Foreign Minister: There are several red lines on the Syrian issue that must be put on the table immediately. The future of Syria must be peaceful. Human rights and the rights of ethnic minorities in Syria must be respected. We must act quickly.Mackler M, Governor of the Bank of Canada: It is expected that the boost of interest rate cuts to business investment will lag behind, and the Bank of Canada will consider further interest rate cuts in the future.When Trump came to power, ESG investors were disheartened. UBS Wealth Management believed that the concerns were exaggerated. UBS Global Wealth Management Department said that Trump's return to the White House was unlikely to weaken the reasons for ESG investment. Strategists including Amantia Muhedini said in customer reports that although traditional ESG stocks such as solar energy and wind energy were suddenly sold off after Trump won the election on November 5, the long-term demand for continuous investment in areas from renewable infrastructure to electrification will remain strong. "Aside from politics and geopolitics, the economic prospects of renewable energy, electrification and infrastructure are still attractive, and long-term demand is visible ... The fear of Trump's re-election may be exaggerated, and we have seen the value of specific market segments."


Mackler M, Governor of the Bank of Canada: (Regarding the potential tariff policy) We can't make policies based on what may happen. If the (US) tariffs are implemented as promised, it will cause serious damage to the Canadian economy.WTI crude oil increased to 2% in the day and is now reported at 69.55 USD/barrel; Brent crude oil is now up 1.67%.Mackler M, Governor of the Bank of Canada: It is expected that the boost of interest rate cuts to business investment will lag behind, and the Bank of Canada will consider further interest rate cuts in the future.

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