Nomura Securities

Headlines · 4

1. 2d
   AI Short Dramas Boom, but Creators Struggle to Profit

   A commentary by 不懂经 argues that the rapid growth of AI short dramas has coincided with thin margins for many creators. It cites industry estimates that a series may need more than 100 million Douyin views to break even, while revenue per 1,000 views reportedly fell from about 60 yuan to 15–30 yuan. The article also notes that Hongguo’s proprietary popularity metric does not disclose its calculation or weighting. It discusses Nomura Securities’ use of QuestMobile data, which put ByteDance apps at 41.8% of usage time among China’s top 50 mobile apps in August, but Douyin Group vice president Li Liang challenged that measure because it excludes long-tail apps and computer use. The profitability figures are estimates rather than independently verified results.

   虎嗅 AI · 🔥 0
2. 3d
   ByteDance-Tencent app-time share debate raises antitrust questions

   A public dispute between Qin Shuo and ByteDance vice president Li Liang centers on whether Chinese internet users’ time is shifting from Tencent to ByteDance. Nomura and QuestMobile figures cited by TMTPost put Douyin at 19.4% and WeChat at 18.8% of mobile time among the top 50 apps in July 2026, while Li Liang challenged the methodology and argued that ByteDance’s reported share does not indicate market dominance.

   钛媒体 · 🔥 0
3. 4d
   Tencent shifts AI focus toward WorkBuddy and WeChat distribution

   TMTPost reports that WorkBuddy reached 32.35 million monthly active users across multiple platforms in September, ranking first among office agents in QuestMobile data it cited. The AI assistant was integrated with Enterprise WeChat on October 14, allowing authorized access to messages, documents, meetings and cloud storage. The analysis also describes Tencent consolidating its model teams and shifting priority toward WorkBuddy, while Green Bubble short dramas grew to 89.68 million weekly active users in early October.

   钛媒体 · 🔥 0
4. 5d
   TSMC reportedly weighs 10%–20% CoWoS price increase amid AI demand

   Taiwanese media cited supply-chain sources saying TSMC is considering raising CoWoS advanced-packaging prices by 10%–20%, while other foundries and packaging firms are evaluating similar adjustments. TSMC has not confirmed the reported increase. AI accelerator demand has expanded CoWoS orders beyond GPUs to server CPUs and custom ASICs, tightening packaging and testing capacity as relevant equipment lead times reportedly lengthened from three-to-six months to six-to-eight months.

   cnBeta · 🔥 0

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