Media & Entertainment

US chip production accelerated by uncertainty in China: TSMC is fast-tracking plans to ramp up to 4-nanometer chips and will build an additional fab in Arizona. The tech gap between the US and China widens.

On today's episode, we discuss a mixture of new store formats, whether there are too many ads on Amazon, how consumers keep spending in the face of inflation, the battle for the TV ratings crown, whether you can guarantee delivery, the number of books that have ever been published, and more. Tune in to the discussion with our analysts Suzy Davidkhanian, Blake Droesch, and Paul Verna.

Underage users are both an asset and huge risk for platforms: TikTok and games like Fortnite are thriving thanks to their young users, but controversy could make advertisers wary.

Next year, connected TV (CTV) ads will move from conception to creative to production faster. That’s according to Michael Hopkins, vice president of go to market at MNTN, who spoke this week on our “Behind the Numbers: The Daily” podcast.

Netflix’s “Glass Onion” gives insights into its priorities: Is the company sacrificing short-term box-office revenues in the process?

The wealthiest person vs. the most valuable company: Elon Musk is attacking Apple for ceasing advertising and threatening to pull Twitter from its App Store, setting up a monumental clash he can’t possibly win.

Microsoft’s Activision Blizzard takeover might need a reset: If the FTC sues to block the merger, the deal could miss its July deadline. The video game giant should prepare for the worst.

Regulators enforce influencer marketing standards: Google and iHeartMedia face a lawsuit for radio ads in which hosts lied about using the Pixel 4 phone.

China’s protest flashpoint: Citizens are taking to the streets in the most significant protest against the Communist Party’s tightening grip since the Tiananmen crisis. Geopolitical strife could shut down the world’s factory.

Disney wins and loses at holiday box office: Animated film “Strange World” disappoints in debut as “Wakanda Forever” rides high.

A fading internet giant meets a fading ad format: Yahoo acquired a 25% stake in programmatic ad firm Taboola in a harbinger of bigger deals on the horizon.

Worldwide, head-worn augmented reality (AR) revenues will hit $35.06 billion in 2026, up from $3.78 billion this year, according to ARtillery Intelligence. These revenues include spending on everything from devices to content.

A turnaround for the metaverse: The first half of 2022 was marked by high-profile Web3 brand partnerships, but a series of failures have softened interest.

Changing channels: Advertisers adjust their approach to TV as linear viewership falls and video-on-demand takes different forms.

Snapchat, Disney lean into AR tech to promote ‘Avatar’ film: Custom lens employs machine learning to make users resemble movie’s characters.

Mobile duopoly under scrutiny: Apple and Google own the platforms, mobile devices, operating systems, app stores, and browsers. UK regulators are preparing to enact more stringent regulations.

Sports betting has an inextricable brand safety risk: A recent New York Times report unveiled the industry’s murky rise to prominence, drawing further brand safety concerns.

As Twitter Gaming goes silent, other platforms may benefit: Game producers and players look to other channels amid Twitter disarray.