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1. Samsung's chip business records historic losses

Samsung Electronics released its fourth-quarter earnings report on Wednesday. The report showed that although memory chip prices have recently rebounded, profits for Samsung Electronics in the fourth quarter of 2023 fell 34% year-on-year, and profits for the whole year of 2023 fell a record 85%, with the chip business losing a record 80.1 billion yuan.

Commentary: Samsung needs to accelerate its pace of innovation, improve the performance and quality of its chips, and expand to more markets and customers in order to maintain its leading position in the chip industry.

2. Wedbush: Vision Pro marks Apple's true entry into AI

Dan Ives, an analyst at Wedbush Securities, a well-known investment bank in the United States, said recently that the Vision Pro, which will be officially released on Friday, will be a "historic moment" for Apple, marking the company's first true entry into the AI field. The $3,500 headset is Apple's first new product since the AirPods in 2016, and its first new computing device since the Apple Watch in 2015, marking the beginning of the company's entry into its so-called "spatial computing" field.

Commentary: Vision Pro is an important breakthrough for Apple in the AI field, demonstrating Apple's vision and strategy for future computing.

3. Microsoft releases impressive "report card" with AI support

After the closing bell on Tuesday, Eastern Time, Microsoft released its fourth-quarter earnings report for 2023, which exceeded expectations. The report showed that revenue and net income for the company both grew significantly, driven by its AI business. The company's intelligent cloud division generated $25.88 billion in revenue, exceeding analysts' expectations of $25.29 billion. The division includes Azure cloud infrastructure, SQL Server, Windows Server, Nuance, GitHub, and enterprise services.

Commentary: Microsoft's investment and deployment in the AI field has produced significant results. The company's AI strategy has not only strengthened its core competitiveness, but also created new business opportunities for it.

4. Walt Disney signs technology agreement with Pixelworks

According to foreign media reports, Walt Disney signed an agreement with Pixelworks, a well-known image display chip manufacturer, on January 30 to expand the application scope of the TrueCut Motion platform's "cinematic high frame rate" technology. This technology can be used to solve the problem of displaying motion images.

Commentary: The TrueCut Motion platform is an advanced image processing technology. This technology will help Walt Disney maintain its edge in the film and television industry.

5. Microsoft and OpenAI in talks to invest in humanoid robot company

According to foreign media reports, sources said that Microsoft and OpenAI are in talks to participate in a new round of financing for technology company Figure, with the funding potentially reaching $500 million. Figure was founded in Silicon Valley, California, in January 2022 and is dedicated to developing general-purpose humanoid robots.

Commentary: Figure is a leading humanoid robot company. If Microsoft and OpenAI invest in the company in the future, it will accelerate the development and commercialization of its technology.

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