$Taiwan Semiconductor (TSM.US)$
Reportedly, Taiwan Semiconductor announced at its Europe Innovation Platform (OIP) Forum that the N2P IP is ready, and all customers can design 2nm chips based on Taiwan Semiconductor's 2nm process.
It is reported that Taiwan Semiconductor is preparing to begin mass production of the N2 process by the end of 2025, while the A16 process is planned to begin mass production by the end of 2026.
According to the planning of taiwan semiconductor, from the end of 2025 to the end of 2026, N2P, N2X, and A16 processes will successively arrive. Technically, the above processes have similarities, including the use of GAA transistor architecture, high-performance metal-insulator-metal (SHPMIM) capacitors, and so on.
The A16 process will also integrate taiwan semiconductor's Super Power Rail technology, which is the backside power supply technology. This can release more layout space on the front side, enhance logic density and efficiency, suitable for high-performance computing (HPC) products with complex signals and dense power networks.

TSMC will start closing the doors to advanced AI chip production for China from Monday.
Kathrin Hille reported from Manila, Ryan McMorrow reported from Peking.
$Taiwan Semiconductor (TSM.US)$
$Alibaba (BABA.US)$ $Baidu (BIDU.US)$
$Direxion Daily CSI China Internet Index Bull 2x Shares ETF (CWEB.US)$
Taiwan Semiconductor's stricter rules may reset the ambitions of Chinese technology giants such as Alibaba and Baidu, who have already invested heavily in AI cloud design for semiconductors and more and more AI chip design startups turning to this Taiwanese group for manufacturing.
Source: Financial Times
MSN

$Taiwan Semiconductor (TSM.US)$ $NVIDIA (NVDA.US)$
nvidia agrees to taiwan semiconductor's price increase: 3nm up 5%, CoWoS up 20%
Caizhong Community 2024-11-06 11:06

$Taiwan Semiconductor (TSM.US)$
Bloomberg
Taiwan Semiconductor's cooperation with Huawei is a lesson, not a failure.
The United States has high demands on Taiwanese chip manufacturers. Further export restrictions are not the solution.

$Taiwan Semiconductor (TSM.US)$ $Huawei Hongmong (LIST0795.SH)$
The United States has imposed sanctions on the Chinese semiconductor industry. However, it was recently discovered that Huawei devices contain Taiwan Semiconductor chips, potentially violating U.S. regulations. After discovering the anomaly, Taiwan Semiconductor proactively stopped shipments. An industry insider in the semiconductor sector revealed that the alleged 'white gloves' for Huawei this time belonged to a Chinese design company, which prepaid hundreds of millions of dollars in full, likely to be all confiscated by Taiwan Semiconductor.
Recently, foreign media reported that Huawei's latest AI processor, the 'Ascend 910B,' contains Taiwan Semiconductor chips, while Huawei has been a target of U.S. sanctions since August 2020. Taiwan Semiconductor also stated that the company is committed to complying with all applicable regulations, including export controls, and has not shipped to Huawei since mid-September 2020. The company is actively communicating with the U.S. Department of Commerce.
Huawei reportedly ordered white gloves, with rumors of Taiwan Semiconductor confiscating billions of dollars - Mirror Weekly Mirror Media
The latest report from the Financial Times (FT) of the United Kingdom quotes insiders as saying that Taiwan Semiconductor Manufacturing Co. (Taiwan Semiconductor) harbored doubts after receiving an order from a customer to produce a chip similar to Huawei Kirin 910B. At the same time, they informed this customer and the U.S. Department of Commerce that the investigation by the U.S. Department of Commerce is "related" to Taiwan Semiconductor, but Taiwan Semiconductor is not the subject of the investigation. The Department of Commerce and Taiwan Semiconductor have indeed "discussed" cases where companies attempted to evade export controls, but there is no evidence of Taiwan Semiconductor intentionally violating regulations.

$Taiwan Semiconductor (TSM.US)$
TSMC Prepares for Anti-Monopoly and Tariff Barriers, Wafer Manufacturing 2.0 Becomes Market Focus
authorship Atkinson, Kentucky | Posted on Jul 19, 2024 6:00 | Categories Corporate Governance , semiconductors , Wafer
The announcement of Q2's 2024 second-quarter financial statement, Q3 outlook, full-year revenue forecast, capital expenditure targets, advanced process and advanced packaging layout and development, geopolitical issues, and more, was no surprise. The corporate entity focuses on the new announcement of “Wafer Manufacturing 2.0” by the new Chairman, Wei Zhijia. TSMC hopes to reduce the risk of global antitrust investigations with Wafer Manufacturing 2.0 and prepare for the inevitable tariff hurdles for Trump's possible return to the White House, according to market commentary.
TSMC announced revenue of NT$673.51 billion for the second quarter of 2024, net profit after tax of approximately $247.85 billion, and EPS of $9.56 per share. Revenue increased 40.1% compared to the same period in 2023, and net income after tax and EPS per share increased 36.3%. The third quarter was measured in dollars, with revenue falling from $22.4 billion to $23.2 billion, up 7.5% from the second quarter, and a gross margin of 53...

$USD (USDindex.FX)$
Despite promoting de-dollarization, the organizers of the summit still recommend participants to carry US dollars and euros.
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Russian President Vladimir Putin is hosting an important summit with over 20 world leaders, trying to persuade them to abandon the US dollar.
De-dollarization is one of Putin's top priorities because using the local currency for trade means Russia, which faces harsh sanctions, will not be subject to the Western-dominated global financial order based on the US dollar.
However, getting rid of the US dollar is not easy. The organizers of the BRICS summit recommend foreign participants to carry cash, especially US dollars and euros, to attend the summit held in the Russian city of Kazan.
According to the guidelines on the summit website, most Russian banks only accept US dollars or euros (Moscow considers them "toxic currencies") for exchanging rubles.
https://www.businessinsider.com/dedollarization-russia-brics-summit-foreign-attendees-cash-usd-euros-putin-2024-10