$Taiwan Semiconductor (TSM.US)$ The little prince of the night dish loses power.
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Fox River
commented on
Even if Intel wants to abandon the chip forging industry, the US government will not allow Intel not to make chips. After the general election, it will definitely benefit Internet policy.
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$Advanced Micro Devices (AMD.US)$ The graphics are like a Christmas tree.
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$NVIDIA (NVDA.US)$ According to the analysis of Taiwan Export Data Release, the July data fell, not knowing if it will affect its results, may not be as expected, at only $21 billion.
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$Advanced Micro Devices (AMD.US)$ SU Zifeng mentioned that AMD does not want to compete with companies such as microcomputers. Upon completion of the transaction, AMD will divest and sell ZT's manufacturing assets, but retaining system design capabilities, ZT CEO Frank Zhang will join AMD's data center solutions business team.
So $4.9 billion buys 1000 design engineers?
So $4.9 billion buys 1000 design engineers?
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$Intel (INTC.US)$ You have to go up and it's best to change a chef like Starbucks.
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Fox River
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The Biden administration is nearing completion of allocating $39 billion in grants under the CHIPS and Science Act, aimed at revitalizing the U.S. semiconductor industry.
However, the real challenges lie ahead.
1. The CHIPS Act, passed two years ago, is a bold attempt to bring advanced chip production back to the U.S., betting on Intel, Micron, TSMC, and Samsung.
The goal is to produce 20% of the world's most advanced processors by 2030, up fr...
However, the real challenges lie ahead.
1. The CHIPS Act, passed two years ago, is a bold attempt to bring advanced chip production back to the U.S., betting on Intel, Micron, TSMC, and Samsung.
The goal is to produce 20% of the world's most advanced processors by 2030, up fr...
![The Chips Act's Biggest Beneficiary may be...Intel!](https://ussnsimg.moomoo.com/sns_client_feed/1629598/20240814/bda4a3533b1f2f6ac9a58dc15c03fae0.png/thumb?area=999&is_public=true)
![The Chips Act's Biggest Beneficiary may be...Intel!](https://ussnsimg.moomoo.com/sns_client_feed/1629598/20240814/a6d9cb1c09fdc05ad4dcf9b8e456a9a4.jpg/thumb?area=999&is_public=true)
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$Advanced Micro Devices (AMD.US)$ 170 will fall, 200 will still fall.
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$Taiwan Semiconductor (TSM.US)$ Will the results fall again?
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