Google Cloud Speech-to-Text API (Chirp) + Gemini 2.5 Flash Non-Thinking. Treat it as a searchable index of what was broadcast, not a quotation record.
00:00:45There 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,
00:00:48fostering continuous development and opening new opportunities for more industrial cooperation.
00:00:52Reporter Zhuang Xinglian and Huang Bokai report from California, USA.
00:00:56SpaceX 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.
00:03:18Sunday night at
00:03:22力
00:05:50Welcome back. SpaceX has secured an AI chip
00:05:54contract and plans to launch a space AI data center next year. Its stock price surged by over
00:05:573% on Wednesday, and its market value returned to
00:06:015.3 trillion US dollars, solidifying its position as the world's number one.
00:06:05CEO Elon Musk publicly stated that the company will exclusively use
00:06:09Nvidia chips to build its AI computing infrastructure.
00:06:35and access to compute right now in a market which is
00:06:39compute scarce is very competitive advantage.
00:06:42Elon Musk has been very bullish on as well and
00:06:46that's where he's trying to position uh SpaceX at this point
00:06:49as a cloud player. We think invidia's business is growing
00:06:52a really incredible rate. Investors have been so excited really
00:06:56year to date to invest in these areas of shortage within the data center
00:07:00capex um beneficiary group.
00:07:03Nvidia isn't one of
00:07:04those. The demand for important technology and products will
00:07:38return 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
00:08:42are expected to reach the target of 180,000 pieces as early
00:08:46as the fourth quarter of this year, which will boost TSMC's
00:08:48future performance.
00:08:54It is expected to usher in another wave of market trends. Taiwan, Japan, and the United States' TSMC are actively deploying 3-nanometer production capacity
00:08:58globally. The latest market news is that
00:09:02the target of 180,000 wafers
00:09:04is expected to be achieved as early as the fourth quarter
00:09:08of this year. The 3-nanometer is mainly like
00:09:11the original. All of
00:09:13them, for example, many smart phones, such as MediaTek and Qualcomm,
00:09:16use nanometers, because the cost-performance ratio of
00:09:203-nanometer is too good.
00:09:24Also,
00:09:27Nvidia has also
00:09:29entered 3-nanometer production.
00:09:33The entire market situation is
00:09:36that supply cannot meet demand.
00:09:39Revenue is increasing and entering the expansion stage.
00:09:43The market expects that this year, Taiwan will have five 2-nanometer
00:09:46fabs starting mass production simultaneously. The initial wafer output in the fourth quarter
00:09:50is expected to reach 80,000 wafers, continuously moving
00:09:54towards the year-end target of 100,000 wafers. However, the management also admitted
00:09:58that the gross profit margin will be affected in the early stages of mass production.
00:10:01On Monday, the semiconductor sector and memory performed strongly,
00:10:05but TSMC was relatively weak. Analysts pointed out that after a
00:10:09sharp rise in the entire stock, there was a pull back with reduced volume.
00:10:55Operators believe that AI is mainly based on large network data, which easily leads
00:10:59to overly singular results. However, it is undeniable that AI has impacted
00:11:02the tourism industry. Therefore, travel agencies have also transformed
00:11:06to face the changes
00:11:06in the industry.
00:11:12Planning an international trip used to take several weeks of research. But now,
00:11:16with the popularization of generative AI, you just need to enter keywords, and
00:11:20you'll get an immediate response, greatly reducing the threshold
00:11:24and cost of independent travel. This is a money-saving method.
00:11:28And after I arrive at the destination, I can also directly use AI
00:11:31to tell me how I should walk.
00:11:34Google Maps is integrated. It can directly help me mark on my
00:11:37Google Maps that you are now starting from this place and then walking
00:11:41in which direction. And when entering the museum, I take a picture.
00:11:45。
00:11:51AI is like a personal tour guide, with powerful search capabilities.
00:12:26Even if it's your first time taking photos and checking in, you still hope to find different angles.
00:12:30Zhang Chunjuan, who runs the largest Chinese travel agency in Europe, pointed out
00:12:33the key to differentiation in the AI era. We have
00:12:37been doing this for so long, and we all hope to introduce
00:12:41the best and most special things to people.
00:12:45Everyone on the internet writes "boiled beef,"
00:12:48but now I will change it to a more
00:12:52accurate name. So I will write.
00:13:14Perhaps this way of traveling still cannot do without human planning for the time being, but travel agencies cannot escape the fact that individual tourists
00:13:18have indeed turned to using AI tools, or the business ecosystem of travel agencies
00:13:22must change and turn to planning more complex itineraries.
00:13:55The increased convenience of free travel has also prompted travel agencies to transform.
00:13:58。
00:14:01This has not only become a new challenge for the tourism industry, but also a new market positioning
00:14:05that tourism operators must find.
00:14:07。
00:14:09Interview and report. In August, the ETF ex-dividend season officially
00:14:13began, with as many as 30 Taiwan stock ETFs taking turns to go ex-dividend.
00:14:17Many of them have an annualized dividend yield of over 10%. After the commercial break,
00:14:21we will tell you all about it.
00:15:37Adhering to the attitude of pursuing the truth and getting to the bottom of things, demonstrating the willfulness of journalists.
00:15:40With a macroscopic vision and precise angles,
00:15:44grasp the ever-changing global dynamics. Let every important moment
00:15:48be seen. Stick to our positions, insist on professionalism.
00:16:39Spain's enclave of Ceuta in North Africa faced a major crisis due to internet rumors
00:16:42of a large influx of illegal immigrants.
00:16:46This affected the operation of nuclear power plants
00:16:54and waterway transportation. The economic losses in Central
00:16:58and Eastern Europe were beyond imagination. Please tune in to "Watch the Opportunities Together."
00:17:02看 视 机
00:17:02。
00:17:37Hi, "Film and Television Industry Season 7" every Saturday night at TTV.
00:17:41。
00:17:48Tune in to TTV channel at 10 PM on August 8th, take a screenshot of the program
00:17:51and upload it to the comment section to meet the specified conditions.
00:17:55。
00:18:00Check FB and the official program page for details.
00:18:02。
00:18:37This month, as many as 30 Taiwan stock ETFs are taking turns to go ex-dividend,
00:18:41including Zhongzheng Critical Semiconductor, Guotai Taiwan Technology Leaders, and many others.
00:18:45。
00:18:48Experts analyze that in addition to focusing on the dividend yield, attention should also be paid to the
00:18:51subsequent performance of ETFs and their ex-dividend momentum.
00:18:55Cash dividends are here, and the August ETF market
00:18:59is starting, with as many as 30 Taiwan stock ETFs taking turns to go ex-dividend.
00:19:02On August 18th, the number of ex-dividend stocks reached 20. In AI, our hardware part is dominating the global supply
00:19:34chain. In this wave, it includes
00:19:3700403a and 38000 shares of 0098ea.
00:20:03The initiative comes from the research team's initiative.
00:20:50Market risk sentiment has also improved, such as Guotai Feicheng Semiconductor,
00:20:53Fuhua S&P 500 Growth, and other overseas ETFs listed
00:20:57in Taiwan have all seen significant rebounds in stock prices.
00:21:01US technology giants are releasing their financial reports one after another.
00:21:04With the continued strong demand for AI servers and other hardware for AI,
00:21:08the financial reports of technology giants have shown impressive profits, further boosting market confidence.
00:21:12The Nasdaq 100 index also rose
00:21:16simultaneously, with a cumulative rebound since its low on July 29th.
00:21:21We've seen a big improvement in the performance of AI stocks, the
00:21:25supply chain has done very well, but
00:21:28going forward, we think that we should look at three factors as part of the
00:21:32AI supply chain, one is the pricing of components,
00:21:35because pricing of components had gone up, whether that comes
00:21:39down, the second is the technology change, we are positive
00:21:43on the overall volume growth, we expect that the market will
00:21:47grow from over 700 billion dollars this year.
00:22:20have all shown significant gains, indicating an improvement in market risk sentiment,
00:22:24with funds gradually shifting from defensive themes to global
00:22:27technology growth stocks. I am quite optimistic about
00:22:31some areas that will benefit from AI investment, such as the global upstream
00:22:35semiconductor supply chain, such as the Japanese semiconductor industry,
00:22:38or US data center construction or power infrastructure,
00:22:42industries that will benefit from AI investment, such as
00:22:46Japan's Advantest or America's KLA Corporation, or
00:26:26changing. Spain's
00:26:29enclave of Ceuta in North Africa.
00:27:28Various restaurants and movie theaters have launched special offers, such as car license plates with an "8" in them.
00:29:19The World Dog Surfing Competition was held in Pacifica, California, USA.
00:29:23More than 20 dogs rode surfboards, braving the wind and waves.
00:29:26They were cute and interesting. At the end of the program, I will show you. I am Zhang Ning.
00:29:30Thank you for watching today's TTV.
00:30:14Good 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。