TTV — broadcast
20260808 143000 UTC
147 transcript segments
Google Cloud Speech-to-Text API (Chirp) + Gemini 2.5 Flash Non-Thinking
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Machine transcription. Treat it as a searchable index of what was broadcast, not a verbatim quotation record.

[00:00:45] There are no language barriers to enjoying delicious food. It's not just about chips; even a bowl of beef noodles on the dining table can symbolize cultural exchange between Taiwan and the US,
[00:00:48] fostering continuous development and opening new opportunities for more industrial cooperation.
[00:00:52] Reporter Zhuang Xinglian and Huang Bokai report from California, USA.
[00:00:56] SpaceX and Nvidia plan to launch a space AI data center next year. The AI center has also been reprinted with a value of 5.3 trillion yuan. We'll talk about it after the first report.
[00:03:18] Sunday night at
[00:03:22] 力
[00:05:50] Welcome back. SpaceX has secured an AI chip
[00:05:54] contract and plans to launch a space AI data center next year. Its stock price surged by over
[00:05:57] 3% on Wednesday, and its market value returned to
[00:06:01] 5.3 trillion US dollars, solidifying its position as the world's number one.
[00:06:05] CEO Elon Musk publicly stated that the company will exclusively use
[00:06:09] Nvidia chips to build its AI computing infrastructure.
[00:06:35] and access to compute right now in a market which is
[00:06:39] compute scarce is very competitive advantage.
[00:06:42] Elon Musk has been very bullish on as well and
[00:06:46] that's where he's trying to position uh SpaceX at this point
[00:06:49] as a cloud player. We think invidia's business is growing
[00:06:52] a really incredible rate. Investors have been so excited really
[00:06:56] year to date to invest in these areas of shortage within the data center
[00:07:00] capex um beneficiary group.
[00:07:03] Nvidia isn't one of
[00:07:04] those. The demand for important technology and products will
[00:07:38] return to the thousand-yuan mark. The red line pulled out a big one. Some related servers of AI, including today's scattered parts, also showed a clear upward trend. What we need to pay special attention to is that in the second half of the year, as the supply of these AI components continues to reach new highs, it also indicates that from the perspective of the AI industry, the current demand has not decreased significantly. In addition to being conservative recently, most large technology companies are still continuously shipping, indicating that AI investment enthusiasm is still there. For Taiwan's AI, the overall environment is still favorable. Reporter Zhang reported from Taipei that TSMC's 3-nanometer chips
[00:08:42] are expected to reach the target of 180,000 pieces as early
[00:08:46] as the fourth quarter of this year, which will boost TSMC's
[00:08:48] future performance.
[00:08:54] It is expected to usher in another wave of market trends. Taiwan, Japan, and the United States' TSMC are actively deploying 3-nanometer production capacity
[00:08:58] globally. The latest market news is that
[00:09:02] the target of 180,000 wafers
[00:09:04] is expected to be achieved as early as the fourth quarter
[00:09:08] of this year. The 3-nanometer is mainly like
[00:09:11] the original. All of
[00:09:13] them, for example, many smart phones, such as MediaTek and Qualcomm,
[00:09:16] use nanometers, because the cost-performance ratio of
[00:09:20] 3-nanometer is too good.
[00:09:24] Also,
[00:09:27] Nvidia has also
[00:09:29] entered 3-nanometer production.
[00:09:33] The entire market situation is
[00:09:36] that supply cannot meet demand.
[00:09:39] Revenue is increasing and entering the expansion stage.
[00:09:43] The market expects that this year, Taiwan will have five 2-nanometer
[00:09:46] fabs starting mass production simultaneously. The initial wafer output in the fourth quarter
[00:09:50] is expected to reach 80,000 wafers, continuously moving
[00:09:54] towards the year-end target of 100,000 wafers. However, the management also admitted
[00:09:58] that the gross profit margin will be affected in the early stages of mass production.
[00:10:01] On Monday, the semiconductor sector and memory performed strongly,
[00:10:05] but TSMC was relatively weak. Analysts pointed out that after a
[00:10:09] sharp rise in the entire stock, there was a pull back with reduced volume.
[00:10:55] Operators believe that AI is mainly based on large network data, which easily leads
[00:10:59] to overly singular results. However, it is undeniable that AI has impacted
[00:11:02] the tourism industry. Therefore, travel agencies have also transformed
[00:11:06] to face the changes
[00:11:06] in the industry.
[00:11:12] Planning an international trip used to take several weeks of research. But now,
[00:11:16] with the popularization of generative AI, you just need to enter keywords, and
[00:11:20] you'll get an immediate response, greatly reducing the threshold
[00:11:24] and cost of independent travel. This is a money-saving method.
[00:11:28] And after I arrive at the destination, I can also directly use AI
[00:11:31] to tell me how I should walk.
[00:11:34] Google Maps is integrated. It can directly help me mark on my
[00:11:37] Google Maps that you are now starting from this place and then walking
[00:11:41] in which direction. And when entering the museum, I take a picture.
[00:11:45] 。
[00:11:51] AI is like a personal tour guide, with powerful search capabilities.
[00:12:26] Even if it's your first time taking photos and checking in, you still hope to find different angles.
[00:12:30] Zhang Chunjuan, who runs the largest Chinese travel agency in Europe, pointed out
[00:12:33] the key to differentiation in the AI era. We have
[00:12:37] been doing this for so long, and we all hope to introduce
[00:12:41] the best and most special things to people.
[00:12:45] Everyone on the internet writes "boiled beef,"
[00:12:48] but now I will change it to a more
[00:12:52] accurate name. So I will write.
[00:13:14] Perhaps this way of traveling still cannot do without human planning for the time being, but travel agencies cannot escape the fact that individual tourists
[00:13:18] have indeed turned to using AI tools, or the business ecosystem of travel agencies
[00:13:22] must change and turn to planning more complex itineraries.
[00:13:55] The increased convenience of free travel has also prompted travel agencies to transform.
[00:13:58] 。
[00:14:01] This has not only become a new challenge for the tourism industry, but also a new market positioning
[00:14:05] that tourism operators must find.
[00:14:07] 。
[00:14:09] Interview and report. In August, the ETF ex-dividend season officially
[00:14:13] began, with as many as 30 Taiwan stock ETFs taking turns to go ex-dividend.
[00:14:17] Many of them have an annualized dividend yield of over 10%. After the commercial break,
[00:14:21] we will tell you all about it.
[00:15:37] Adhering to the attitude of pursuing the truth and getting to the bottom of things, demonstrating the willfulness of journalists.
[00:15:40] With a macroscopic vision and precise angles,
[00:15:44] grasp the ever-changing global dynamics. Let every important moment
[00:15:48] be seen. Stick to our positions, insist on professionalism.
[00:16:39] Spain's enclave of Ceuta in North Africa faced a major crisis due to internet rumors
[00:16:42] of a large influx of illegal immigrants.
[00:16:46] This affected the operation of nuclear power plants
[00:16:54] and waterway transportation. The economic losses in Central
[00:16:58] and Eastern Europe were beyond imagination. Please tune in to "Watch the Opportunities Together."
[00:17:02] 看 视 机
[00:17:02] 。
[00:17:37] Hi, "Film and Television Industry Season 7" every Saturday night at TTV.
[00:17:41] 。
[00:17:48] Tune in to TTV channel at 10 PM on August 8th, take a screenshot of the program
[00:17:51] and upload it to the comment section to meet the specified conditions.
[00:17:55] 。
[00:18:00] Check FB and the official program page for details.
[00:18:02] 。
[00:18:37] This month, as many as 30 Taiwan stock ETFs are taking turns to go ex-dividend,
[00:18:41] including Zhongzheng Critical Semiconductor, Guotai Taiwan Technology Leaders, and many others.
[00:18:45] 。
[00:18:48] Experts analyze that in addition to focusing on the dividend yield, attention should also be paid to the
[00:18:51] subsequent performance of ETFs and their ex-dividend momentum.
[00:18:55] Cash dividends are here, and the August ETF market
[00:18:59] is starting, with as many as 30 Taiwan stock ETFs taking turns to go ex-dividend.
[00:19:02] On August 18th, the number of ex-dividend stocks reached 20. In AI, our hardware part is dominating the global supply
[00:19:34] chain. In this wave, it includes
[00:19:37] 00403a and 38000 shares of 0098ea.
[00:20:03] The initiative comes from the research team's initiative.
[00:20:50] Market risk sentiment has also improved, such as Guotai Feicheng Semiconductor,
[00:20:53] Fuhua S&P 500 Growth, and other overseas ETFs listed
[00:20:57] in Taiwan have all seen significant rebounds in stock prices.
[00:21:01] US technology giants are releasing their financial reports one after another.
[00:21:04] With the continued strong demand for AI servers and other hardware for AI,
[00:21:08] the financial reports of technology giants have shown impressive profits, further boosting market confidence.
[00:21:12] The Nasdaq 100 index also rose
[00:21:16] simultaneously, with a cumulative rebound since its low on July 29th.
[00:21:21] We've seen a big improvement in the performance of AI stocks, the
[00:21:25] supply chain has done very well, but
[00:21:28] going forward, we think that we should look at three factors as part of the
[00:21:32] AI supply chain, one is the pricing of components,
[00:21:35] because pricing of components had gone up, whether that comes
[00:21:39] down, the second is the technology change, we are positive
[00:21:43] on the overall volume growth, we expect that the market will
[00:21:47] grow from over 700 billion dollars this year.
[00:22:20] have all shown significant gains, indicating an improvement in market risk sentiment,
[00:22:24] with funds gradually shifting from defensive themes to global
[00:22:27] technology growth stocks. I am quite optimistic about
[00:22:31] some areas that will benefit from AI investment, such as the global upstream
[00:22:35] semiconductor supply chain, such as the Japanese semiconductor industry,
[00:22:38] or US data center construction or power infrastructure,
[00:22:42] industries that will benefit from AI investment, such as
[00:22:46] Japan's Advantest or America's KLA Corporation, or
[00:26:26] changing. Spain's
[00:26:29] enclave of Ceuta in North Africa.
[00:27:28] Various restaurants and movie theaters have launched special offers, such as car license plates with an "8" in them.
[00:29:19] The World Dog Surfing Competition was held in Pacifica, California, USA.
[00:29:23] More than 20 dogs rode surfboards, braving the wind and waves.
[00:29:26] They were cute and interesting. At the end of the program, I will show you. I am Zhang Ning.
[00:29:30] Thank you for watching today's TTV.
[00:30:14] Good evening, welcome to this section of TTV, I'm Huang Ping. First, I'd like to update you on the typhoon. Affected by the periphery of Typhoon Bailu, although the rain was not heavy, the roads around Aisi Road were flooded due to seawater backflow, becoming small rivers, and even reaching 30 cm deep.
[00:30:32] 。