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$1.398 trillion in special bonds: Impact on Chinese stocks?
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If Taiwan Semiconductor does not export to China, it will disadvantage Chinese internet companies such as Alibaba and Baidu.

Taiwan Semiconductor will start closing the doors for producing advanced artificial intelligence chips for China from Monday.
Kathrin Hille reported from Manila, while Ryan McMorrow reported from Beijing.
Stricter rules by taiwan semiconductor may reset the ambitions of china's technology giants like alibaba and baidu, which have already invested heavily in designing semiconductors for their ai cloud, leading more and more ai chip design startups to turn to this taiwanese group for manufacturing.
Source: Financial Times
If Taiwan Semiconductor does not export to China, it will disadvantage Chinese internet companies such as Alibaba and Baidu.
If Taiwan Semiconductor does not export to China, it will disadvantage Chinese internet companies such as Alibaba and Baidu.
If Taiwan Semiconductor does not export to China, it will disadvantage Chinese internet companies such as Alibaba and Baidu.
If Taiwan Semiconductor does not export to China, it will disadvantage Chinese internet companies such as Alibaba and Baidu.
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  • TMW1986 : Not sure. I think previously Baba got develop its own chips. They know US dont allow them to buy, so not an issue.

  • Buy Monopoly Only : It doesn't matter what's unfavorable. The domestic AI market belongs to the domestic market. Foreigners simply can't reach it. Everyone will be indifferent to whether it's advantageous or not.

  • 16055153 TMW1986 : Baba designed their own chips, but Baba is unable to manufacture the chips, so Taiwan Semiconductor is responsible for production. Therefore, without Taiwan Semiconductor's involvement, Baba cannot obtain the chips, as the yield of Semiconductor Manufacturing International Corporation's processes below seven nanometers is extremely low, with high failure rates, making it practically impossible to produce anything below five nanometers.

讓 價值地緣投資 支撐 家庭成長。 使 財政軍事產業 支持 公民權錢。
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