United Microelectronics 주식 (NYSE: UMC)

에 대한 최신 뉴스 United Microelectronics (NYSE:UMC) 주식

United Microelectronics

Founded in 1980, United Microelectronics is the world's third-largest dedicated chip foundry, with 7% market share in 2023 after TSMC and SMIC. UMC's headquarters are in Hsinchu, Taiwan, and it operates 12 fabs in Taiwan, Mainland China, Japan and Singapore, with additional sales offices in Europe, the us, and South Korea. UMC features a diverse customer base that includes Texas Instruments, MediaTek, Qualcomm, Broadcom, Xilinx, and Realtek, supplying a wide range of products applied in communications, display, memory, automotive and more. UMC employs about 20,000 people.

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바이킹 펀드 매니지먼트(Viking Fund Management)의 최근 13F 공시를 보면, 2024년 대선을 앞두고 일부 석유 기업 주식을 매도하는 등 3분기에 어떤 회사를 사고 팔았는지 확인할 수 있다. 13F 공시를 통해 보고한 포지션은 다음과 같다.

바이킹 펀드: 3분기에 대형 석유주 매각, 테슬라 포지션 절반으로 축소, 브로드컴 추가 매입

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Citigourp Global Markets 2% Protected Notes Linked To The Djia

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Sony Group Corporation American Depositary Shares

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UBSFY

궈즈후이(Kuo Jyh-huei) 대만 경제부 장관은 도널드 트럼프 전 대통령이 반도체 산업에서 대만의 역할을 오해했다고 밝혔다. 브라질 정부는 대형 기술 기업들에 세금을 부과하는 것을 고려하고 있다. 또한 2025년 재정 목표를 달성하기 위해 다국적 기업들에 대해 15%의 글로벌 최저세를 시행할 수도 있다.

주간 소비자 기술 뉴스: 게이밍, 스마트폰, 일론 머스크, 스트리밍 플랫폼, 인공지능 등

United Microelectronics Corporation (NEW) Common Stock

United Microelectronics Corp

UMC Inc

UNITED MICR ELCTRNS ADR REP 5 ORD

A new 13F filing from Viking Fund Management reveals which companies the fund bought and sold in the third quarter, including exiting some oil companies ahead of the 2024 election.
Third Quarter Exits: Viking Fund Management sold out of eight stocks completely in the third quarter, including positions in some of the largest oil companies.
Here are the positions exited, as <a href="https://13f.info/13f/000116906924000080/compare/000116906924000006">reported </a>by 13finfo:
<ul>
<li>Marathon Oil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRO#NYSE">MRO</a>)</li>
<li>Shell PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>)</li>
<li>SM Energy Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SM#NYSE">SM</a>)</li>
<li>Southern Copper Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCCO#NYSE">SCCO</a>)</li>
<li>Sociedad Quimica y Minera (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQM#NYSE">SQM</a>)</li>
<li>Murphy USA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUSA#NYSE">MUSA</a>)</li>
<li>Sanofi SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NYSE">SNY</a>)</li>
<li>Cactus Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHD#NYSE">WHD</a>)</li>
</ul>
Third Quarter New Positions: The following were the new stocks added to the fund in the third quarter, ranked in size by the dollar value at the end of the quarter.
<ul>
<li>Kodiak Gas Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KGS#NYSE">KGS</a>)</li>
<li>EQT Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>)</li>
<li>HF Sinclair Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DINO#NYSE">DINO</a>)</li>
<li>Weatherford International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WFRD#NASDAQ">WFRD</a>)</li>
<li>NRG Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>)</li>
<li>Vertiv Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>)</li>
<li>Chart Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTLS#NYSE">GTLS</a>)</li>
<li>Vistra Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</li>
<li>United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>)</li>
<li>Eversource Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ES#NYSE">ES</a>)</li>
<li>Portland General Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POR#NYSE">POR</a>)</li>
<li>Restaurant Brands International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>)</li>
<li>Nutrien (NTR.TO – Canada)</li>
</ul>
 Big Moves: The fund made several changes to its existing positions alongside the new positions and exited positions.
Here are the biggest additions in the quarter to existing stakes:
<ul>
<li>Civitas Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIVI#NYSE">CIVI</a>): +16,900%</li>
<li>Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>): +882%</li>
<li>LyondellBassell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>): +400%</li>
<li>Rio Tinto PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RIO#NYSE">RIO</a>): +386%</li>
<li>Dow Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): +200%</li>
</ul>
Here are the biggest position cuts during the quarter to existing stakes:
<ul>
<li>Texas Pacific Land (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>): -60%</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): -50%</li>
<li>Haliburton Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>): -40%</li>
<li>ExxonMobil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>): -36%</li>
<li>Ovintiv (OVV.TO – Canada): -33%</li>
</ul>
Why It's Important: At the end of the quarter, these are the fund's largest positions ranked by dollar value and the percentage they make up of the fund:
<ul>
<li>Broadcom: $27.96 million, 4.5%</li>
<li>AbbVie Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>): $24.88 million, 4.0%</li>
<li>NextEra Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>): $22.65 million, 3.7%</li>
<li>Entergy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): $16.27 million, 2.6%</li>
<li>BlackRock Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>): $14.24 million, 2.3%</li>
</ul>
The fund added significantly to its position in Broadcom, which remains the largest holding.
The quarter saw the sale of several oil stocks, but the fund opened new positions in several energy names in the quarter.
Photo: Shutterstock

Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom

Viking Fund Management 13F Shows Added Stake In EQT Corp With 50,000 Shares; Added Stake In NRG Energy Inc With 20,000 Shares; Added Stake In Weatherford International With 21,000 Shares; Added Stake In Kodiak Gas Services With 60,000 Shares; Added Stake In Vistra Corp With 10,000 Shares; Added Stake In Nutrien Ltd With 2,000 Shares; Added Stake In UMC (United Microelectronics Corp) With 10,000 Shares

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Shares of semiconductor companies are trading lower. The sector may be moving amid continued weakness after the U.S. ordered Taiwan Semiconductor Manufacturing to halt shipments of advanced chips to Chinese customers earlier this week.

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INTC

Semiconductor stocks are trading lower possibly amid sympathy with Taiwan Semiconductor Manufacturing. Reports suggested that the US requested that the company halt shipments to China.

Chip stocks including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) Credo Technology Group Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>), Lattice Semiconductor Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LSCC#NASDAQ">LSCC</a>), Microchip Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>), Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), MACOM Technology Solutions Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>), Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Qorvo, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>), United Microelectronics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) are trading lower Monday in sympathy with contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Taiwan Semiconductor stock took a hit after the U.S. Department of Commerce <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/24/11/41883357/taiwan-semiconductor-stock-drops-as-us-orders-halt-on-ai-chip-sales-to-china" rel="noreferrer noopener">instructed the chipmaker</a> to cease supplying China with sophisticated chips—of 7 nanometers or more advanced designs—that support AI and graphics processing capabilities.
The U.S. move sent jitters across the sector, anticipating further actions from President-elect Donald Trump&#8217;s administration, which had previously attacked the <a target="_blank" href="https://www.benzinga.com/government/regulations/24/11/41845483/taiwan-semiconductor-us-expansion-plans-unfazed-by-trump-win-report" rel="noreferrer noopener">U.S. Chips Act and Taiwan</a>, the hometown of Taiwan Semiconductor.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/24/11/41877454/monday-com-stock-tanks-despite-q3-beat-raised-outlook" rel="noreferrer noopener">Monday.com Stock Tanks Despite Q3 Beat, Raised Outlook</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/11111544/newplot-6.png" alt="" class="wp-image-640861" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/11111544/newplot-6.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/11111544/newplot-6-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Taiwan Semiconductor is a crucial supplier to tech giants like&nbsp;Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and&nbsp;Nvidia.
The semiconductor stocks also got a hit from Edgewater Research analysts, flagging Monolithic Power Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MPWR#NASDAQ">MPWR</a>), which faced a significant setback and sent its stock plunging on Monday.
The analysts noted Monolithic&#8217;s allocation to Nvidia&#8217;s Blackwell GPUs is in jeopardy due to performance problems with its Power Management ICs.
The analysts highlighted that Japanese company Renesas and German firm Infineon have stepped in, receiving rush orders, potentially replacing Monolithic in Nvidia&#8217;s B200 and GB200 SKUs.
Edgewater expressed concern that supply chain partners perceived Monolithic&#8217;s temporary solution as a stopgap measure rather than a complete fix.
Investors can gain exposure to semiconductor stocks through VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action: At the last check on Monday, NVDA stock was trading lower by 1.67% to $145.19, INTC was down 4.16%, and ARM was down 4.07%.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/11/41844770/madison-square-garden-q1-revenue-drops-concerts-impress" target="_blank" rel="noreferrer noopener">Madison Square Garden Q1: Revenue Drops, Concerts Impress</a></li>
</ul>
Photo via Shutterstock

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iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Why Are Chip Stocks Trading Lower On Monday?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/08/24</td>
<td>$147.00</td>
<td>$95.3K</td>
<td>5.1K</td>
<td>39.3K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/08/24</td>
<td>$25.00</td>
<td>$36.3K</td>
<td>7.3K</td>
<td>19.5K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/08/24</td>
<td>$422.50</td>
<td>$32.5K</td>
<td>5.6K</td>
<td>7.4K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$250.00</td>
<td>$53.2K</td>
<td>4.6K</td>
<td>6.6K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$17.00</td>
<td>$420.6K</td>
<td>2.9K</td>
<td>4.7K</td>
</tr>
<tr>
<td>CLSK</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$15.00</td>
<td>$39.7K</td>
<td>17.2K</td>
<td>4.0K</td>
</tr>
<tr>
<td>WULF</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$10.00</td>
<td>$34.0K</td>
<td>329</td>
<td>3.7K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$35.00</td>
<td>$38.3K</td>
<td>9.1K</td>
<td>2.5K</td>
</tr>
<tr>
<td>UMC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$7.00</td>
<td>$39.5K</td>
<td>2.6K</td>
<td>2.4K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$200.00</td>
<td>$37.5K</td>
<td>10.1K</td>
<td>2.3K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a put option sweep with bearish sentiment. It expires in 1 day(s) on November 8, 2024. Parties traded 990 contract(s) at a $147.00 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $95.3K, with a price of $98.0 per contract. There were 5125 open contracts at this strike prior to today, and today 39381 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on November 8, 2024. This event was a transfer of 300 contract(s) at a $25.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $36.3K, with a price of $121.0 per contract. There were 7360 open contracts at this strike prior to today, and today 19547 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on November 8, 2024. This event was a transfer of 100 contract(s) at a $422.50 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $32.5K, with a price of $325.0 per contract. There were 5653 open contracts at this strike prior to today, and today 7465 contract(s) were bought and sold. 
• Regarding APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we observe a call option trade with bearish sentiment. It expires in 71 day(s) on January 17, 2025. Parties traded 25 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $53.2K, with a price of $2130.0 per contract. There were 4648 open contracts at this strike prior to today, and today 6624 contract(s) were bought and sold. 
• Regarding CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we observe a call option sweep with bearish sentiment. It expires in 161 day(s) on April 17, 2025. Parties traded 1717 contract(s) at a $17.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $420.6K, with a price of $245.0 per contract. There were 2917 open contracts at this strike prior to today, and today 4756 contract(s) were bought and sold. 
• Regarding CLSK (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLSK#NASDAQ">CLSK</a>), we observe a call option sweep with bullish sentiment. It expires in 8 day(s) on November 15, 2024. Parties traded 748 contract(s) at a $15.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $39.7K, with a price of $53.0 per contract. There were 17236 open contracts at this strike prior to today, and today 4049 contract(s) were bought and sold. 
• For WULF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WULF#NASDAQ">WULF</a>), we notice a call option trade that happens to be neutral, expiring in 161 day(s) on April 17, 2025. This event was a transfer of 200 contract(s) at a $10.00 strike. The total cost received by the writing party (or parties) was $34.0K, with a price of $170.0 per contract. There were 329 open contracts at this strike prior to today, and today 3725 contract(s) were bought and sold. 
• Regarding MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we observe a call option trade with bullish sentiment. It expires in 134 day(s) on March 21, 2025. Parties traded 243 contract(s) at a $35.00 strike. The total cost received by the writing party (or parties) was $38.3K, with a price of $158.0 per contract. There were 9184 open contracts at this strike prior to today, and today 2585 contract(s) were bought and sold. 
• Regarding UMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>), we observe a call option sweep with bearish sentiment. It expires in 8 day(s) on November 15, 2024. Parties traded 1314 contract(s) at a $7.00 strike. This particular call needed to be split into 52 different trades to become filled. The total cost received by the writing party (or parties) was $39.5K, with a price of $30.0 per contract. There were 2687 open contracts at this strike prior to today, and today 2424 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bullish sentiment. It expires in 225 day(s) on June 20, 2025. Parties traded 10 contract(s) at a $200.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $37.5K, with a price of $3750.0 per contract. There were 10135 open contracts at this strike prior to today, and today 2358 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

CLSK

Core Scientific, Inc. - Class A Common Stock

CORZ

MARA

SMCI

WULF

10 Information Technology Stocks With Whale Alerts In Today's Session

United Microelectronics Reported October 2024 Net Sales Growth Of 11.36% YoY

JP Morgan analyst Gokul Hariharan downgrades United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) from Overweight to Neutral.

Downgrades

Analyst Ratings

JP Morgan Downgrades United Microelectronics to Neutral

United Microelectronics shares are trading lower after the company reported worse-than-expected Q3 EPADS results.

Taiwan-based United Microelectronics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) reported a <a href="https://www.benzinga.com/pressreleases/24/10/b41620123/umc-reports-third-quarter-2024-results">third-quarter fiscal 2024</a> revenue growth of 6% year-on-year to $1.91 billion (NT$60.49 billion).
The company beat the analyst consensus estimate of $1.88 billion. 
<ul>
<li>The revenue increased by 6.5% quarter over quarter.</li>
<li>Earnings per ADS of $0.183 beat the <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">analyst consensus estimate of 17 cents</a>.</li>
<li>Revenue from 22 and 28nm was 35% of the wafer revenue, while the 40nm contribution declined to 13% of&nbsp;sales.&nbsp;</li>
<li>The gross margin declined by 210 basis points Y/Y to 33.8%. Capital expenditure spending totaled $688 million in the quarter.</li>
</ul>
Also Read: <a href="https://www.benzinga.com/news/24/10/41607481/apples-refreshes-mac-mini-smaller-form-factor-m4-chip-power-and-carbon-neutral" target="_blank" rel="noreferrer noopener">Apple Refreshes Mac Mini: Smaller Form Factor, M4 Chip Power, Carbon Neutral</a>
Q4 Outlook: The company is seeing demand stabilize across end markets and a clear downward trend in inventory levels. 
&#8220;Looking ahead, we have a number of exciting technology and collaboration projects in the pipeline as we continue to align closely with our customers' product roadmaps,&#8221; Jason Wang, co-president of UMC said. &#8220;In addition, as we hear consistently from customers, UMC's diversified manufacturing footprint is also very important in supporting their long-term strategies. Our new fab expansion in Singapore is nearing completion while our collaboration with Intel remains on track."
UMC <a href="https://www.benzinga.com/calendars/guidance" target="_blank" rel="noreferrer noopener">expects fourth-quarter</a> wafer shipments and ASP in USD to stay flat quarter-over-quarter. It also expects capacity utilization to be in the high-60% range. UMC expects a 2024 capex of $3.0 billion (<a href="https://www.benzinga.com/news/earnings/24/07/40074251/semiconductor-foundry-umc-reports-q2-earnings-beat-strong-q3-demand-expected-in-communication-and-c" target="_blank" rel="noreferrer noopener">prior $3.3 billion</a>).
United Microelectronics stock lost 11% year-to-date. At least two Wall Street firms including Morgan Stanley and Goldman Sachs <a href="https://www.benzinga.com/quote/UMC/analyst-ratings" target="_blank" rel="noreferrer noopener">downgraded rating on</a> the stock in October.
Republican candidate and Ex-President Donald Trump <a href="https://www.benzinga.com/government/24/10/41604100/trump-goes-after-taiwan-semiconductor-on-joe-rogan-podcast">criticized Taiwan for</a> allegedly harming the U.S. chip industry during an appearance on the Joe Rogan podcast. He also took aim at the CHIPS Act, promising tariffs on Taiwanese chips if he wins the presidency. Previously, he questioned the U.S. defense commitment to Taiwan, noting the lack of a formal treaty as seen with South Korea and Japan.
Price Action:&nbsp;UMC stock is up 1.08% at $7.49 premarket at the last check Wednesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41605759/paypals-solid-transaction-growth-boosts-jp-morgans-confidence-yet-q4-revenue-guidan" target="_blank" rel="noreferrer noopener">PayPal&#8217;s Solid Transaction Growth Boosts Confidence, Yet Q4 Revenue Guidance Dampens Enthusiasm: Analyst</a></li>
</ul>

Earnings

Guidance

Semiconductor Company UMC Surpasses Q3 Revenue Expectations, Eyes Growth With New Projects In Pipeline

United Microelectronics Expects Q4 Wafer Shipments And Average Selling Price To Remain Flat QoQ

Earnings Beats

Earnings Misses

United Microelectronics Q3 2024 GAAP EPADS $0.18 Misses $0.19 Estimate, Sales $1.910B Beat $1.883B Estimate

Morgan Stanley analyst Joseph Moore downgrades United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) from Overweight to Equal-Weight.

Morgan Stanley Downgrades United Microelectronics to Equal-Weight

Goldman Sachs analyst Bruce Lu downgrades United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) from Buy to Neutral and announces $7.4 price target.

Price Target

Goldman Sachs Downgrades United Microelectronics to Neutral, Announces $7.4 Price Target

A poll conducted by Taiwan&#8217;s Institute for National Defence and Security Research reveals that a majority of Taiwanese citizens believe a Chinese invasion is unlikely within the next five years. This survey involved around 1,200 participants and highlights the current sentiment in Taiwan regarding potential military threats from China.
What Happened: 61% of respondents consider an attack by China &#8220;unlikely or very unlikely&#8221; in the near future. Despite this, many Taiwanese still view China&#8217;s territorial ambitions as a significant threat, as noted by Christina Chen, a researcher at the institute, according to Reuters on Wednesday.
The poll also reveals that over 67% of Taiwanese are willing to resist if an attack occurs, though opinions are divided on the capability of Taiwan&#8217;s military to defend the island. Additionally, mixed sentiments exist about U.S. involvement in Taiwan&#8217;s defense, with 74% expecting indirect support but only 52% believing in direct military intervention. Researcher Lee Kuan-chen emphasized the need for transparency in Taiwan-U.S. security cooperation to manage public expectations effectively.
See Also: <a href="https://www.benzinga.com/markets/asia/24/10/41223117/alibaba-tencent-jd-com-and-baidu-slide-over-8-as-chinas-28b-stimulus-boost-misses-the-mark?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Alibaba, Tencent, JD.com And Baidu Slide Over 8% As China&#8217;s $28B Stimulus Boost Misses The Mark</a>
Why It Matters: The geopolitical landscape surrounding Taiwan has significant implications for the <a href="https://www.benzinga.com/government/22/10/29230444/taiwan-reasons-why-it-is-futile-for-us-and-china-to-harm-tsmc">global semiconductor industry.</a> Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) a key player in the industry, has seen its<a href="https://www.benzinga.com/government/24/10/41140484/taiwan-semiconductor-has-soared-96-but-geopolitical-risks-persist"> stock soar by 96%</a> over the past year, driven by increased demand for AI chips. The company is advancing its 2-nanometer technology, keeping it ahead of China by at least a decade, as noted by Taiwan's National Science and Technology Council.
The evolving geopolitical tensions have led Taiwanese chip firms, including Alchip Techs, to <a href="https://www.benzinga.com/markets/asia/24/02/37254196/taiwanese-chip-firms-flock-to-japan-as-china-decoupling-accelerates">expand operations in Japan</a>, reshaping the global semiconductor landscape. This move aligns with the U.S. efforts to curb China&#8217;s advancements in cutting-edge semiconductors.
<a href="https://www.benzinga.com/news/24/07/39878513/nvidia-apple-supplier-tsmc-and-other-us-listed-taiwan-stocks-trading-lower-in-pre-market-after-biden">Recent political developments</a>, such as U.S. President Joe Biden&#8217;s withdrawal from the presidential race, have impacted Taiwanese stocks, including United Microelectronics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) and ASE Technology Holding Co., Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASX#NYSE">ASX</a>), which experienced dips in the U.S. pre-market. These fluctuations underscore the sensitivity of Taiwanese companies to geopolitical shifts.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/asia/24/10/41213691/fast-and-furious-rally-pushes-chinese-stocks-to-double-s-p-500-performance-year-to-date?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">&#8216;Fast And Furious Rally&#8217; Pushes Chinese Stocks To Double S&amp;P 500 Performance Year To Date</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Image via Shutterstock

Global

General

Majority Of Taiwanese Citizens Downplay Invasion Threat From China Within Next 5 Years: Here Is How TSMC, UMC And Others Would Be Impacted

Revenues for September 2024
<table cellspacing="0">
<tbody>
<tr>
<td colspan="1" rowspan="1">
Period
</td>
<td colspan="1" rowspan="1">
2024
</td>
<td colspan="1" rowspan="1">
2023
</td>
<td colspan="1" rowspan="1">
Y/Y Change
</td>
<td colspan="1" rowspan="1">
Y/Y (%)
</td>
</tr>
<tr>
<td colspan="1" rowspan="1">
September
</td>
<td colspan="1" rowspan="1">
18,942,714
</td>
<td colspan="1" rowspan="1">
19,052,938
</td>
<td colspan="1" rowspan="1">
-110,224
</td>
<td colspan="1" rowspan="1">
-0.58%
</td>
</tr>
<tr>
<td colspan="1" rowspan="1">
Jan.-Sep.
</td>
<td colspan="1" rowspan="1">
171,916,474
</td>
<td colspan="1" rowspan="1">
167,574,722
</td>
<td colspan="1" rowspan="1">
4,341,752
</td>
<td colspan="1" rowspan="1">
2.59%
</td>
</tr>
</tbody>
</table>

United Microelectronics Reported Net Sales Decline Of 0.58% YoY In September 2024

AMAT

NXPI

Shares of semiconductor stocks are trading lower amid a possible pullback. The sector recently surged on strong earnings from Micron.

ALAB

ASML

INDI

KLAC

LRCX

Maxeon Solar Technologies, Ltd. - Ordinary Shares

MAXN

MKSI

ONTO

SITM

SMTK

Semiconductor shares are trading higher amid possible sympathy with NVIDIA. At the ABC 2024 Presidential Debate, Vice President Harris said she wants to invest in American-based technology to win the race on AI and quantum computing.

Taiwan's Economy Minister,&nbsp;Kuo Jyh-huei, expressed that former President&nbsp;Donald Trump&nbsp;misunderstood Taiwan's <a target="_blank" href="https://www.benzinga.com/news/24/09/40673345/trump-misunderstands-taiwans-role-in-chip-industry-says-economy-minister-the-president-has-a-lot-on" rel="noreferrer noopener">role in the semiconductor industry</a>.
The Brazilian government is considering taxing large tech companies. It may also implement a 15% global minimum tax on multinational corporations <a href="https://www.benzinga.com/news/24/09/40680965/brazil-considers-tax-on-big-tech-companies-to-meet-2025-fiscal-goals-after-banning-elon-musks-x-and" target="_blank" rel="noreferrer noopener">to achieve its 2025 fiscal target</a>.
Read: <a href="https://www.benzinga.com/news/24/09/40682766/while-bill-gates-elon-musk-and-sam-altman-debate-ais-impact-on-jobs-it-might-not-be-all-that-distres" target="_blank" rel="noreferrer noopener">While Bill Gates, Elon Musk, And Sam Altman Debate AI&#8217;s Impact On Jobs, It Might Not Be All That Distressing And Offer A Productivity Boost</a>
Gaming
Ubi Soft Entertainment ADR&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/UBSFY#OTC">UBSFY</a>) recent release of Star Wars Outlaws, developed by&nbsp;Massive Entertainment, has failed to deliver the <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40717689/star-wars-outlaws-sales-slump-ubisoft-shares-hit-near-10-year-low" rel="noreferrer noopener">financial boost the&nbsp;company had hoped for</a>.
Rocksteady Studios&nbsp;has reportedly laid off several employees following the disappointing performance of its latest title,&nbsp;Suicide Squad: Kill the Justice League, which cost Warner Bros. Discovery Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>) <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40698283/warner-bros-discoverys-rocksteady-studios-cuts-jobs-after-suicide-squad-flop-report" rel="noreferrer noopener">$200 million in revenues</a>.
Sony Group Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) CFO&nbsp;Hiroki Totoki&nbsp;admitted that the company, despite its impressive portfolio, lacks enough intellectual properties (IP) that <a target="_blank" href="https://www.benzinga.com/general/entertainment/24/09/40741541/sony-cfo-admits-we-dont-have-enough-ips-we-fostered-from-the-beginning-can-sony-compete-wit" rel="noreferrer noopener">it has&nbsp;&#8220;fostered from the beginning</a>.&#8221;
Read: <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40740578/differentiation-is-key-nyan-heroes-ceo-talks-unique-ip-new-playtest-features-on-epic-games-store" rel="noreferrer noopener">&#8216;Differentiation Is Key&#8217;: Nyan Heroes CEO Talks Unique IP, New Playtest Features On Epic Games Store</a>
Smartphones
Amid ongoing debates about regulating teen smartphone use,&nbsp;Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly opposing legislative efforts requiring it to <a target="_blank" href="https://www.benzinga.com/government/24/09/40674661/apple-gears-up-to-push-back-against-legislation-enforcing-age-restrictions-in-app-store-report" rel="noreferrer noopener">enforce age restrictions on apps</a>.
Read: <a target="_blank" href="https://www.benzinga.com/news/24/09/40674140/huawei-plans-to-one-up-apples-iphone-16-with-disruptive-product-launch-says-it-has-turned-science-fi" rel="noreferrer noopener">Huawei Plans To One-Up Apple&#8217;s iPhone 16 With &#8216;Disruptive&#8217; Product Launch, Says It Has &#8216;Turned Science Fiction To Reality&#8217; After 5 Years Of Research</a>
Apple could likely discontinue some of its products&nbsp;following its annual iPhone event on Sept. 9. Following the keynote, these Apple products are expected to <a target="_blank" href="https://www.benzinga.com/news/24/09/40680904/7-products-apple-will-likely-discontinue-next-week-after-iphone-16-launch" rel="noreferrer noopener">be removed from the Apple Store</a>.
Apple has reportedly decided to incorporate&nbsp;organic light-emitting diode or OLED displays&nbsp;in all&nbsp;iPhone&nbsp;models, including the <a target="_blank" href="https://www.benzinga.com/news/24/09/40699698/apple-reportedly-plans-to-switch-to-oled-for-all-iphones-starting-2025-not-just-the-top-tier-flagshi" rel="noreferrer noopener">lower-priced&nbsp;</a><a target="_blank" href="https://www.benzinga.com/news/24/09/40699698/apple-reportedly-plans-to-switch-to-oled-for-all-iphones-starting-2025-not-just-the-top-tier-flagshi" rel="noreferrer noopener">iPhone SE</a><a target="_blank" href="https://www.benzinga.com/news/24/09/40699698/apple-reportedly-plans-to-switch-to-oled-for-all-iphones-starting-2025-not-just-the-top-tier-flagshi" rel="noreferrer noopener">, from 2025</a>.
Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40713896/apples-glowtime-event-will-the-iphone-16-shine-or-fizzle" rel="noreferrer noopener">Apple&#8217;s Glowtime Event: Will The iPhone 16 Shine Or Fizzle?</a>
TV, Streaming Platform &amp; Social Media
A failed distribution agreement between&nbsp;Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) and&nbsp;pay-TV provider&nbsp;DirecTV,&nbsp;owned by&nbsp;AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) and&nbsp;TPG Capital, has led to more than <a target="_blank" href="https://www.benzinga.com/general/entertainment/24/09/40670016/disney-and-directv-fail-to-reach-deal-over-11m-subscribers-face-blackout-ahead-of-nfl-seaso" rel="noreferrer noopener">11 million&nbsp;subscribers losing access</a>.
Also Read:<a target="_blank" href="https://www.benzinga.com/general/entertainment/24/09/40670643/netflix-wants-to-keep-you-hooked-by-unleashing-the-power-of-dubbed-reality-shows-uses-south" rel="noreferrer noopener"> Netflix Wants To Keep You Hooked By Unleashing The Power Of Dubbed Reality Shows, Uses South Korea As Proving Ground</a>
South Korean law enforcement agencies&nbsp;have&nbsp;launched an investigation&nbsp;into&nbsp;the encrypted messaging platform&nbsp;Telegram for its alleged involvement in the dissemination of <a target="_blank" href="https://www.benzinga.com/news/24/09/40680081/alleged-deepfake-sex-crimes-south-korea-puts-telegram-under-the-microscope" rel="noreferrer noopener">sexually explicit deepfake content</a>.
Pavel Durov, the founder of&nbsp;Telegram, who is currently&nbsp;under investigation in France, has publicly criticized French authorities for detaining him instead o<a target="_blank" href="https://www.benzinga.com/news/24/09/40743743/telegram-founder-pavel-durov-slams-france-in-first-public-comments-since-detention-still-trying-to-u" rel="noreferrer noopener">f addressing their complaints to his company</a>.
YouTube&nbsp;has taken down the&nbsp;Tenet Media&nbsp;channel following a U.S. <a target="_blank" href="https://www.benzinga.com/news/24/09/40744282/youtube-shuts-down-tenet-media-channel-following-us-indictment-right-wing-influencers-say-victims-of" rel="noreferrer noopener">Department of Justice indictment</a>.
E-Commerce
In a significant move, Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) is reportedly gearing up to revamp its voice assistant, Alexa, using&nbsp;Anthropic's Claude AI models to replace its own AI. The new version, set for an October release, is designed to <a target="_blank" href="https://www.benzinga.com/news/24/08/40650406/amazon-leverages-anthropics-claude-ai-to-transform-alexa-before-holiday-season-report" rel="noreferrer noopener">answer complex queries more efficiently</a>.
In recent developments, the U.S. Consumer Products Safety Commission (CPSC) has called for an investigation into e-commerce retailers&nbsp;Shein&nbsp;and PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>) owned&nbsp;Temu. The demand comes in light of allegations regarding the sale of &#8220;deadly baby <a target="_blank" href="https://www.benzinga.com/24/09/40701030/us-demands-probe-into-shein-and-temu-over-deadly-baby-products" rel="noreferrer noopener">and toddler products&#8221; on these platforms</a>.
Technology
In an effort to bolster supply chain resilience, Taiwan's leading chip manufacturers are set to begin domestic production of neon gas by 2025, in partnership with local steel and gas firms. Apple and NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) key chip suppliers, Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Winbond, and United Microelectronics Corporation <a href="https://www.benzinga.com/news/24/09/40686890/apple-nvidia-key-supplier-tsmc-leads-taiwanese-chip-giants-to-localize-neon-gas-production-by-2025" target="_blank" rel="noreferrer noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) are leading this initiative</a>.
Days after Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO&nbsp;Mark Zuckerberg said that the&nbsp;Joe Biden administration &#8220;pressured&#8221;&nbsp;Facebook to censor certain content on its platforms, the U.S. Department of Justice unveiled a fresh strategy <a target="_blank" href="https://www.benzinga.com/news/24/09/40700150/doj-revamps-social-media-strategy-on-combating-foreign-threats-days-after-meta-ceo-mark-zuckerberg-s" rel="noreferrer noopener">to deal with foreign threats</a>.
In a bold move to penetrate the U.S. point-of-sale (POS) payments market, PayPal Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) is integrating its debit card with&nbsp;Apple&#8216;s mobile wallet and <a target="_blank" href="https://www.benzinga.com/fintech/24/09/40731875/paypal-ventures-into-in-person-payments-with-apple-pay-integration-and-cashback-rewards" rel="noreferrer noopener">offering different cashback rewards</a>.
Elon Musk
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;and&nbsp;SpaceX&nbsp;CEO&nbsp;Elon Musk&nbsp;have threatened&nbsp;to seize Brazilian government assets&nbsp;unless property belonging to his companies&nbsp;X, <a target="_blank" href="https://www.benzinga.com/news/24/09/40679667/elon-musk-says-brazilian-government-assets-can-be-seized-after-x-spacex-property-confiscated-hope-lu" rel="noreferrer noopener">formerly&nbsp;</a><a target="_blank" href="https://www.benzinga.com/news/24/09/40679667/elon-musk-says-brazilian-government-assets-can-be-seized-after-x-spacex-property-confiscated-hope-lu" rel="noreferrer noopener">Twitter</a><a target="_blank" href="https://www.benzinga.com/news/24/09/40679667/elon-musk-says-brazilian-government-assets-can-be-seized-after-x-spacex-property-confiscated-hope-lu" rel="noreferrer noopener">&nbsp;and SpaceX, are returned</a>.
Elon Musk's satellite broadband company,&nbsp;Starlink, has decided to comply with a Brazilian&nbsp;court order to block access&nbsp;to social media platform&nbsp;X, formerly&nbsp;Twitter,&nbsp;in Brazil,&nbsp;<a target="_blank" href="https://www.benzinga.com/news/24/09/40699448/elon-musks-starlink-bows-to-brazils-top-court-blocks-access-to-x-in-the-country-we-continue-to-pursu" rel="noreferrer noopener">reversing its previous stance</a>.
Related: <a target="_blank" href="https://www.benzinga.com/news/24/09/40680467/after-x-ban-elon-musks-starlink-defies-brazilian-court-order-to-block-social-media-platform" rel="noreferrer noopener">After X Ban, Elon Musk&#8217;s Starlink Defies Brazilian Court Order To Block Social Media Platform</a>
Twitter has won an appeal against a&nbsp;California law that mandates&nbsp;social media companies to disclose their policies <a target="_blank" href="https://www.benzinga.com/news/24/09/40722358/elon-musks-x-triumphs-in-appeal-over-california-law-on-content-moderation-policies-congrats-for-defe" rel="noreferrer noopener">against disinformation and hate speech</a>.
A significant number of advertisers plan to reduce their spending on X in 2025. This decision stems from concerns about the platform's <a href="https://www.benzinga.com/news/24/09/40724275/elon-musks-x-faces-26-ad-spend-decline-by-2025-amid-steep-decline-in-brand-safety-survey-reveals" target="_blank" rel="noreferrer noopener">association with contentious content</a>.
Elon Musk announced the beta launch of the X TV app, a new venture of the social media <a href="https://www.benzinga.com/news/24/09/40681098/elon-musks-x-tv-beta-version-now-live-on-android-tv-heres-everything-you-need-to-know" target="_blank" rel="noreferrer noopener">platform </a><a href="https://www.benzinga.com/news/24/09/40681098/elon-musks-x-tv-beta-version-now-live-on-android-tv-heres-everything-you-need-to-know" target="_blank" rel="noreferrer noopener">X</a><a href="https://www.benzinga.com/news/24/09/40681098/elon-musks-x-tv-beta-version-now-live-on-android-tv-heres-everything-you-need-to-know" target="_blank" rel="noreferrer noopener">, formerly </a><a href="https://www.benzinga.com/news/24/09/40681098/elon-musks-x-tv-beta-version-now-live-on-android-tv-heres-everything-you-need-to-know" target="_blank" rel="noreferrer noopener">Twitter</a>.
Artificial Intelligence (AI)
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) has managed to&nbsp;avoid a comprehensive U.K. probe&nbsp;into its recruitment<a target="_blank" href="https://www.benzinga.com/news/24/09/40722165/microsoft-avoids-uk-antitrust-investigation-into-acquisition-of-certain-assets-from-inflection-ai" rel="noreferrer noopener"> of staff from startup&nbsp;</a><a target="_blank" href="https://www.benzinga.com/news/24/09/40722165/microsoft-avoids-uk-antitrust-investigation-into-acquisition-of-certain-assets-from-inflection-ai" rel="noreferrer noopener">Inflection AI</a>.
Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)&nbsp;is stepping up its&nbsp;U.S. expansion&nbsp;with&nbsp;a new AI-powered sourcing tool&nbsp;designed&nbsp;to simplify the <a target="_blank" href="https://www.benzinga.com/news/24/09/40744024/alibaba-boosts-us-expansion-with-new-ai-sourcing-tool-despite-festering-tensions-between-beijing-and" rel="noreferrer noopener">sourcing process&nbsp;for American buyers</a>.
OpenAI&nbsp;CEO&nbsp;Sam Altman&nbsp;reportedly plans to target the U.S. for the expansion of the&nbsp;artificial intelligence infrastructure project, which could <a target="_blank" href="https://www.benzinga.com/news/24/09/40700567/openai-ceo-sam-altmans-ai-infrastructure-plan-worth-tens-of-billions-of-dollars-to-include-investors" rel="noreferrer noopener">cost "tens of billions of dollars."</a>
Safe Superintelligence&nbsp;(SSI),&nbsp;co-founded by&nbsp;Ilya Sutskever, has raised $1 billion to develop <a target="_blank" href="https://www.benzinga.com/news/24/09/40722123/openai-co-founder-ilya-sutskevers-ai-startup-raises-1b-from-andreessen-horowitz-sequoia-as-sam-altma" rel="noreferrer noopener">advanced artificial intelligence systems</a>.
Leading online dating platforms such as&nbsp;Match Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTCH#NASDAQ">MTCH</a>), which owns&nbsp;Tinder&nbsp;and&nbsp;Hinge,&nbsp;Bumble Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BMBL#NASDAQ">BMBL</a>), and&nbsp;Grindr Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRND#NYSE">GRND</a>) are either developing&nbsp;or testing AI tools and&nbsp;chatbot assistants designed to generate conversation starters, build user profiles, <a target="_blank" href="https://www.benzinga.com/general/entertainment/24/09/40670481/struggling-to-connect-on-tinder-grindr-or-bumble-dating-apps-now-have-an-ai-wingman-for-you" rel="noreferrer noopener">and provide feedback on user interactions</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/09/40673093/y-combinators-paul-graham-recalls-when-airbnb-ceo-brian-chesky-found-success-by-imitating-this-steve" rel="noreferrer noopener">Y Combinator&#8217;s Paul Graham Recalls When Airbnb CEO Brian Chesky Found Success By Imitating This Steve Jobs Strategy In Running Apple: Elon Musk Thinks It Is &#8216;Worth Reading&#8217;</a>

Consumer Tech News (Sep 1-Sep 7): Elon Musk Launches Beta Version Of X TV, Alibaba Launches AI To Help American Buyers & More

United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>, TWSE: 2303)))) ("UMC"), today reported unaudited net sales for the month of August 2024.
Revenues for August 2024
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Period</td>
<td colspan="1" rowspan="1">2024</td>
<td colspan="1" rowspan="1">2023</td>
<td colspan="1" rowspan="1">Y/Y Change</td>
<td colspan="1" rowspan="1">Y/Y (%)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">August</td>
<td colspan="1" rowspan="1">20,645,494</td>
<td colspan="1" rowspan="1">18,952,011</td>
<td colspan="1" rowspan="1">1,693,483</td>
<td colspan="1" rowspan="1">8.94%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Jan.-Aug.</td>
<td colspan="1" rowspan="1">152,973,760</td>
<td colspan="1" rowspan="1">148,521,784</td>
<td colspan="1" rowspan="1">4,451,976</td>
<td colspan="1" rowspan="1">3.00%</td>
</tr>
</tbody>
</table>
</figure>
 &nbsp;

United Microelectronics Corp Reported Net Sales Growth Of 8.94% YoY In August 2024

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바이킹 펀드 매니지먼트(Viking Fund Management)의 최근 13F 공시를 보면, 2024년 대선을 앞두고 일부 석유 기업 주식을 매도하는 등 3분기에 어떤 회사를 사고 팔았는지 확인할 수 있다. 13F 공시를 통해 보고한 포지션은 다음과 같다.
우선, 바이킹펀드매니지먼트는 3분기에 일부 대형 석유 회사의 포지션을 포함하여 8개 종목을 완전히 매각했다.
<h3>3분기 매도 종목:</h3>
&#8211; 마라톤 오일 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRO#NYSE">MRO</a>) 
&#8211; 쉘 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>) 
&#8211; SM 에너지 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SM#NYSE">SM</a>) 
&#8211; 서던 코퍼 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCCO#NYSE">SCCO</a>) 
&#8211; 소시에다드 퀴미카 미네라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQM#NYSE">SQM</a>) 
&#8211; 머피 USA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUSA#NYSE">MUSA</a>) 
&#8211; 사노피 SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NYSE">SNY</a>) 
&#8211; 캑터스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHD#NYSE">WHD</a>)
다음은 3분기에 펀드에 추가된 신규 주식이다. 분기 말 기준으로 달러 가치에 따라 크기별로 정렬되었다.
<h3>3분기 신규 매수 종목:</h3>
&#8211; 코디악 가스 서비스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KGS#NYSE">KGS</a>) 
&#8211; EQT 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>) 
&#8211; HF 싱클레어 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DINO#NYSE">DINO</a>) 
&#8211; 웨더포드 인터네셔널 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WFRD#NASDAQ">WFRD</a>) 
&#8211; NRG 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) 
&#8211; 버티브 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) 
&#8211; 차트 인더스트리즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTLS#NYSE">GTLS</a>) 
&#8211; 비스타 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) 
&#8211; 유나이티드 마이크로엘릭트로닉스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) 
&#8211; 에버소스 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ES#NYSE">ES</a>) 
&#8211; 포트랜드 제너럴 일렉트릭 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POR#NYSE">POR</a>) 
&#8211; 레스토랑 브랜즈 인터내셔널 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>) 
&#8211; 뉴트리엔 (NTR.TO – Canada)
주요 변화: 바이킹펀드는 기존 포지션에 대한 여러 가지 변화를 보였고, 새로운 포지션을 개시하기도 했다.
다음은 분기 중 기존 보유 주식 중 추가 매수 규모가 가장 큰 종목이다.
&#8211; 키비타스 리소시스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIVI#NYSE">CIVI</a>): +16,900% 
&#8211; 브로드컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>): +882% 
&#8211; 라이온델바젤 인더스트리즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>): +400% 
&#8211; 리오 틴토 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RIO#NYSE">RIO</a>): +386% 
&#8211; 다우 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): +200%
다음은 분기 중 기존 보유 주식 중 매도 규모가 가장 큰 종목이다.
&#8211; 텍사스 퍼시픽 랜드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>): -60% 
&#8211; 테슬라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): -50% 
&#8211; 할리버튼 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>): -40% 
&#8211; 엑슨모빌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>): -36% 
&#8211; 오빈티브 (OVV.TO – Canada): -33%
왜 중요한가: 다음은 분기 말 기준으로 바이킹펀드에서 가장 큰 포지션을 달러 가치와 펀드에서 차지하는 비율로 순위를 매긴 것이다.
&#8211; 브로드컴: 2,796만 달러, 4.5% 
&#8211; 애브비 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>): 2,488만 달러, 4.0% 
&#8211; 넥스테라 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>): 2,265만 달러, 3.7% 
&#8211; 엔터지 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): 1,627만 달러, 2.6% 
&#8211; 블랙록(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>): 1,424만 달러, 2.3%
바이킹펀드는 브로드컴에 대한 포지션을 크게 늘렸으며, 여전히 가장 큰 보유 종목이다. 또한 분기 동안 여러 석유주가 매각되었지만, 에너지 관련 새로운 포지션들이 열리기도 했다.
사진 출처: Shutterstock
이 기사도 읽어보세요: <a href="_wp_link_placeholder" data-wplink-edit="true">13F 공시: 넬슨 펠츠가 이끄는 트리안펀드매니지먼트의 대선 전 포트폴리오 리밸런싱</a>
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궈즈후이(Kuo Jyh-huei) 대만 경제부 장관은 도널드 트럼프 전 대통령이 <a href="https://www.benzinga.com/news/24/09/40673345/trump-misunderstands-taiwans-role-in-chip-industry-says-economy-minister-the-president-has-a-lot-on" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">반도체 산업에서 대만의 역할</a>을 오해했다고 밝혔다.
브라질 정부는 대형 기술 기업들에 세금을 부과하는 것을 고려하고 있다. 또한 <a href="https://www.benzinga.com/news/24/09/40680965/brazil-considers-tax-on-big-tech-companies-to-meet-2025-fiscal-goals-after-banning-elon-musks-x-and" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2025년 재정 목표를 달성하기 위해</a> 다국적 기업들에 대해 15%의 글로벌 최저세를 시행할 수도 있다.
게이밍
유비 소프트 엔터테인먼트 ADR(OTC:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/ubsfy" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for UBSFY" data-google-interstitial="false">UBSFY</a>)은 최근 매시브 엔터테인먼트(Massive Entertainment)에서 개발한 스타워즈 아웃로(Star Wars Outlaws)를 출시했지만 회사가 기대했던 <a href="https://www.benzinga.com/general/gaming/24/09/40717689/star-wars-outlaws-sales-slump-ubisoft-shares-hit-near-10-year-low" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">재정적 성과</a>를 달성하지 못했다.
록스테디 스튜디오(Rocksteady Studios)는 최신 타이틀인 수어사이드 스쿼드: 킬 더 저스티스 리그(Suicide Squad: Kill the Justice League)의 실망스러운 성과로 인해 여러 직원들을 해고한 것으로 알려졌으며, 워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)는 <a href="https://www.benzinga.com/general/gaming/24/09/40698283/warner-bros-discoverys-rocksteady-studios-cuts-jobs-after-suicide-squad-flop-report" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2억 달러의 매출</a> 손실을 안겼다.
소니 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>)의 CFO인 토토키 히로키는 인상적인 포트폴리오에도 불구하고 <a href="https://www.benzinga.com/general/entertainment/24/09/40741541/sony-cfo-admits-we-dont-have-enough-ips-we-fostered-from-the-beginning-can-sony-compete-wit" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">회사가 &#8216;처음부터 육성&#8217;한</a> 지적 재산(IP)이 충분하지 않다고 인정했다.
<div class="ticker-wrapper">
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<div class="relative w-fit">
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스마트폰
청소년 스마트폰 사용 규제에 대한 논의가 진행 중인 가운데 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)은 <a href="https://www.benzinga.com/government/24/09/40674661/apple-gears-up-to-push-back-against-legislation-enforcing-age-restrictions-in-app-store-report" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">앱에 연령 제한을 시행</a>하도록 요구하는 입법 노력에 반대하고 있는 것으로 알려졌다.
Read: <a href="https://www.benzinga.com/news/24/09/40674140/huawei-plans-to-one-up-apples-iphone-16-with-disruptive-product-launch-says-it-has-turned-science-fi" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">화웨이, &#8216;파격적인&#8217; 제품으로 애플 아이폰 16 출시를 방해 계획, 5년간의 연구 끝에 &#8216;공상과학 소설을 현실로 바꾸었다&#8217;고 주장</a>
애플은 9월 9일 연례 아이폰 이벤트 이후 일부 제품을 중단할 가능성이 높다. 기조연설 이후 이러한 애플 제품은 <a href="https://www.benzinga.com/news/24/09/40680904/7-products-apple-will-likely-discontinue-next-week-after-iphone-16-launch" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">애플 소토어에서 제거</a>될 것으로 예상된다.
애플은 <a href="https://www.benzinga.com/news/24/09/40699698/apple-reportedly-plans-to-switch-to-oled-for-all-iphones-starting-2025-not-just-the-top-tier-flagshi" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2025년부터 저가형 아이폰 SE</a>를 포함한 모든 아이폰 모델에 유기발광다이오드 또는 OLED 디스플레이를 탑재하기로 결정한 것으로 알려졌다.
TV, 스트리밍 플랫폼 &amp; 소셜 미디어
월트 디즈니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)와 AT&amp;T(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) 및 TPG 캐피털이 소유한 유료 TV 제공업체인 다이렉TV(DirecTV) 간의 배포 계약 실패로 인해 <a href="https://www.benzinga.com/general/entertainment/24/09/40670016/disney-and-directv-fail-to-reach-deal-over-11m-subscribers-face-blackout-ahead-of-nfl-seaso" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">1,100만 명 이상의 가입자가 액세스</a>할 수 없게 되었다.
한국 법 집행 기관은 암호화된 메시징 플랫폼 텔레그램이 <a href="https://www.benzinga.com/news/24/09/40680081/alleged-deepfake-sex-crimes-south-korea-puts-telegram-under-the-microscope" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">성적으로 노골적인 딥페이크 콘텐츠</a> 유포에 연루된 혐의로 조사에 착수했다.
현재 프랑스에서 조사를 받고 있는 텔레그램의 창립자 파벨 두로프(Pavel Durov)는 <a href="https://www.benzinga.com/news/24/09/40743743/telegram-founder-pavel-durov-slams-france-in-first-public-comments-since-detention-still-trying-to-u" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">불만 사항을 회사에 전달</a>하지 않고 자신을 구금한 프랑스 당국을 공개적으로 비난했다.
유튜브는 미국 <a href="https://www.benzinga.com/news/24/09/40744282/youtube-shuts-down-tenet-media-channel-following-us-indictment-right-wing-influencers-say-victims-of" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">법무부</a>의 기소에 따라 테넷 미디어(Tenet Media) 채널을 폐쇄했다.
전자상거래
아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)은 자체 AI를 대체하기 위해 앤트로픽(Anthropic)의 클로드(Claude) AI 모델을 사용하여 음성 비서인 알렉사(Alexa)를 개편할 준비를 하고 있는 것으로 알려졌다. 10월 출시 예정인 새 버전은 복잡한 쿼리에 <a href="https://www.benzinga.com/news/24/08/40650406/amazon-leverages-anthropics-claude-ai-to-transform-alexa-before-holiday-season-report" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">더 효율적으로 응답</a>하도록 설계되었다.
최근 진행 상황에 따라 미국 소비자 제품 안전 위원회(CPSC)는 전자 상거래 소매업체인 쉬인(Shein)과 PDD 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>)가 소유한 테무(Temu)에 대한 조사를 요청했다. 이러한 요구는 <a href="https://www.benzinga.com/24/09/40701030/us-demands-probe-into-shein-and-temu-over-deadly-baby-products" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">이들 플랫폼에서 &#8216;치명적인 영유아용 제품&#8217;</a> 판매와 관련된 주장에 따른 것이다.
테크놀로지
공급망 탄력성을 강화하기 위해 대만의 주요 칩 제조업체들은 현지 철강 및 가스 회사와 협력하여 2025년까지 네온 가스 국내 생산을 시작할 예정이다. 애플과 엔비디아(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/nvda" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for NVDA">NVDA</a>)의 주요 칩 공급업체인 대만 반도체 제조(TSMC)(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/tsm" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for TSM">TSM</a>), 윈본드(Winbond) 및 유나이티드 마이크로일렉트로닉스 코퍼레이션(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/umc" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for UMC">UMC</a>)이 <a href="https://www.benzinga.com/news/24/09/40686890/apple-nvidia-key-supplier-tsmc-leads-taiwanese-chip-giants-to-localize-neon-gas-production-by-2025" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">이 이니셔티브를 주도</a>하고 있다.
메타 플랫폼스(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/meta" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for META">META</a>)의 CEO인 마크 저커버그가 조 바이든 행정부가 페이스북에 자사 플랫폼의 특정 콘텐츠를 검열하도록 &#8216;압력&#8217;을 가했다고 말한 지 며칠 후, 미국 법무부는 <a href="https://www.benzinga.com/news/24/09/40700150/doj-revamps-social-media-strategy-on-combating-foreign-threats-days-after-meta-ceo-mark-zuckerberg-s" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">외국의 위협에 대처하기 위한</a> 새로운 전략을 공개했다.
페이팔 홀딩스(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/pypl" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for PYPL">PYPL</a>)는 미국 POS(Point-of-Sale) 결제 시장에 진출하기 위한 과감한 조치로 직불카드를 애플의 모바일 지갑과 통합하고 <a href="https://www.benzinga.com/fintech/24/09/40731875/paypal-ventures-into-in-person-payments-with-apple-pay-integration-and-cashback-rewards" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">다양한 캐시백 보상을 제공</a>하고 있다.
일론 머스크
테슬라(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/tsla" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for TSLA">TSLA</a>)와 스페이스X의 CEO인 일론 머스크는 자신의 회사인 X(<a href="https://www.benzinga.com/news/24/09/40679667/elon-musk-says-brazilian-government-assets-can-be-seized-after-x-spacex-property-confiscated-hope-lu" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">이전에는 트위터 및 스페이스X</a>)에 속한 재산을 반환하지 않는 한 브라질 정부 자산을 압수하겠다고 위협했다.
머스크의 위성 광대역 회사인 스타링크(Starlink)는 <a href="https://www.benzinga.com/news/24/09/40699448/elon-musks-starlink-bows-to-brazils-top-court-blocks-access-to-x-in-the-country-we-continue-to-pursu" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">이전 입장을 뒤집고</a> 브라질에서 소셜 미디어 플랫폼 X에 대한 액세스를 차단하라는 브라질 법원 명령을 따르기로 결정했다.
트위터가 소셜 미디어 회사들에 <a href="https://www.benzinga.com/news/24/09/40722358/elon-musks-x-triumphs-in-appeal-over-california-law-on-content-moderation-policies-congrats-for-defe" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">허위 정보 및 증오심 표현</a>에 대한 정책을 공개하도록 의무화한 캘리포니아주 법률에 대한 항소에서 승리했다.
상당수의 광고주들이 2025년에 X에 대한 지출을 줄일 계획이다. 이러한 결정은 플랫폼과 논쟁의 여지가 있는 <a href="https://www.benzinga.com/news/24/09/40724275/elon-musks-x-faces-26-ad-spend-decline-by-2025-amid-steep-decline-in-brand-safety-survey-reveals" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">콘텐츠의 연관성</a>에 대한 우려에서 비롯되었다.
머스크는 이전에 트위터였던 소셜 미디어 <a href="https://www.benzinga.com/news/24/09/40681098/elon-musks-x-tv-beta-version-now-live-on-android-tv-heres-everything-you-need-to-know" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">플랫폼 X</a>의 새로운 벤처인 X TV 앱의 베타 출시를 발표했다.
인공 지능 (AI)
마이크로소프트(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/msft" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for MSFT">MSFT</a>)는 <a href="https://www.benzinga.com/news/24/09/40722165/microsoft-avoids-uk-antitrust-investigation-into-acquisition-of-certain-assets-from-inflection-ai" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">스타트업 인플렉션(Inflection) AI의 직원</a> 채용에 대한 영국의 포괄적인 조사를 피했다.
알리바바 그룹(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/baba" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for BABA">BABA</a>)은 <a href="https://www.benzinga.com/news/24/09/40744024/alibaba-boosts-us-expansion-with-new-ai-sourcing-tool-despite-festering-tensions-between-beijing-and" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">미국 구매자들을 위한 소싱 프로세스</a>를 단순화하도록 설계된 새로운 AI 기반 소싱 도구를 통해 미국 확장을 강화하고 있다.
오픈AI의 CEO인 샘 올트먼은 <a href="https://www.benzinga.com/news/24/09/40700567/openai-ceo-sam-altmans-ai-infrastructure-plan-worth-tens-of-billions-of-dollars-to-include-investors" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">&#8216;수백억 달러&#8217;의 비용</a>이 소요될 수 있는 인공지능 인프라 프로젝트 확장을 위해 미국을 목표로 삼을 계획인 것으로 알려졌다.
일리야 서츠케버(Ilya Sutskever)가 공동 창립한 세이프 슈퍼인텔리전스(SSI)는 <a href="https://www.benzinga.com/news/24/09/40722123/openai-co-founder-ilya-sutskevers-ai-startup-raises-1b-from-andreessen-horowitz-sequoia-as-sam-altma" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">고급 인공 지능 시스템</a>을 개발하기 위해 10억 달러를 모금했다.
틴더(Tinder) 및 힌지(Hinge)를 소유한 매치 그룹(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/mtch" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for MTCH">MTCH</a>), 범블(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/bmbl" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for BMBL">BMBL</a>), 그라인더(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/grnd" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for GRND">GRND</a>)와 같은 선도적인 온라인 데이트 플랫폼들은 대화 시작 요소를 생성하고, 사용자 프로필을 구축하고, <a href="https://www.benzinga.com/general/entertainment/24/09/40670481/struggling-to-connect-on-tinder-grindr-or-bumble-dating-apps-now-have-an-ai-wingman-for-you" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">사용자 상호 작용에 대한 피드백을 제공</a>하도록 설계된 AI 도구 및 챗봇 도우미를 개발하거나 테스트하고 있다.
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