$NIO-SW (09866.HK)$ The news of Taiwan Semiconductor cutting off supply is quite serious. Currently, manufacturers using Taiwan Semiconductor's manufacturing services for 7nm/5nm chip designs include Alibaba's Pingtouge, Baidu Kunlun Core (part of the second generation is produced by Samsung), Tianshu Zhixin, Suiyuan Technology, Muxi, Nanfang Black Sesame Group AI, Yunbao AI, Nio Inc, Xiaopeng, etc., involving models such as Alibaba's Yitian 710 (5nm), Baidu Kunlun Core 3rd Gen P800, Nio Inc's Shenji NX9031 (5nm), and other products.
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$XPENG-W (09868.HK)$ The news of taiwan semiconductor's supply disruption is quite serious. Currently, chip designers using taiwan semiconductor's manufacturing services for 7nm/5nm chips include Ali Pingtouge, Baidu Kunlunxin (part of the second generation is manufactured by Samsung), Tianni Zhixin, Suiyuan Technology, Muxi, Nanfang Black Sesame Group, Yunbao Technology, Nio Inc, Xiaopeng, etc. The models involved include Ali's Yitian 710 (5nm), Baidu Kunlunxin 3rd generation P800, Nio Inc Shenji NX9031 (5nm), and other products.
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$Taiwan Semiconductor (TSM.US)$ Let’s discuss everyone’s opinions: Can TSMC’s stock reach $300 next year? Impossible/Likely/Certainly/???
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$Taiwan Semiconductor (TSM.US)$
Taiwan Semiconductor expects fourth quarter revenue to be between $26.1 billion and $26.9 billion, with an estimated $24.94 billion; Taiwan Semiconductor expects fourth quarter gross margin to be 57% to 59%, with an estimated 54.7%; Capital expenditures for 2024 are expected to be slightly higher than $30 billion; In US dollars, sales for this year are expected to increase by nearly 30%.
Taiwan Semiconductor expects fourth quarter revenue to be between $26.1 billion and $26.9 billion, with an estimated $24.94 billion; Taiwan Semiconductor expects fourth quarter gross margin to be 57% to 59%, with an estimated 54.7%; Capital expenditures for 2024 are expected to be slightly higher than $30 billion; In US dollars, sales for this year are expected to increase by nearly 30%.
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$Taiwan Semiconductor (TSM.US)$ TSMC Third Quarter 2024 Earnings Conference will be held on Thursday, October 17, 2024, at 14:00 Taiwan time/ 2:00 Eastern Time
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$XPeng (XPEV.US)$ Will today be Big A's stage 🐷
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$XPeng (XPEV.US)$ $NIO Inc (NIO.US)$ What happens after the stock surges and overheats in a short period?
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$NIO-SW (09866.HK)$ Chinese government start to buyover and control this company.
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