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Columns Taiwan TSMC's top 10 customer list! The high price since listing was updated due to AI tailwind
Taiwan Semiconductor Manufacturing (TSMC) $NVIDIA(NVDA.US$、 $Advanced Micro Devices(AMD.US$、 $Qualcomm(QCOM.US$、 $Broadcom(AVGO.US$It has received orders from major chip design companies such as, and has the largest market share in the industry as a foundry that manufactures the world's most advanced chips. Since it not only has a large supply capacity, but also has a high level of chip manufacturing technology, major manufacturers around the world are forced to rely on the company.
As you can see from the graph, $Apple(AAPL.US$is TSMC's largest customer and contributes 25% of annual sales. In fact, over the years, Apple was the first to adopt the new process and has acquired a monopoly position. According to reports, TSMC is expected to mass-produce 2 nano chips from 2025, and the iPhone 17 Pro will be the first product to adopt this new process, and TSMC's annual production capacity...
As you can see from the graph, $Apple(AAPL.US$is TSMC's largest customer and contributes 25% of annual sales. In fact, over the years, Apple was the first to adopt the new process and has acquired a monopoly position. According to reports, TSMC is expected to mass-produce 2 nano chips from 2025, and the iPhone 17 Pro will be the first product to adopt this new process, and TSMC's annual production capacity...
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![Taiwan TSMC's top 10 customer list! The high price since listing was updated due to AI tailwind](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240611/ffd917f27aeef3637be53bb8f5f20f0a.png/thumb?area=105&is_public=true)
![Taiwan TSMC's top 10 customer list! The high price since listing was updated due to AI tailwind](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
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Japanese stocks are expected to continue growing this week. In the market, a sense of security has spread due to the passing of the Japan-US central bank meeting, and there are no conspicuous bad materials. While interest rates were raised for the first time in 17 years, the trend continued where the market price was strong due to purchases evaluating the transition to an inflationary economy. The fact that the exchange rate is currently swinging in the direction of yen depreciation is also likely to be positive. Also, this weekEnd of fiscal year in MarchSince the 27th is the last day with rights, it is expected that purchases made with the intention of taking dividend rights will underpin the market price. It's a situation where it's easy to get into shopping while looking ahead to the new fiscal year.
While it is easy for funds to go to value stocks such as banks and high dividends,Focus on whether TOPIX can update its all-time highIt looks like it's going to happen. Research manager Kazuhiro Sasaki of Philip Securities said, “While bank stocks etc. are easily bought due to the cancellation of negative interest rates by the Bank of Japan, expectations for stock price-net asset ratio (PBR) improvement are also strong from the viewpoint of economic normalization. The view was expressed that “the environment with TOPIX superiority is likely to continue in the future.” The Nikkei Stock Average is one step behind the high price update, but the significance of TOPIX, which has a high weight for domestic demand stocks, is not small.
As for economic indicators...
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![This week's financial results and economic calendar (3/25 to 3/29) optimistic market prices again! Is there room for further increases in US stocks and Japanese stocks?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240322/e4b82e06c8cd919d48aa98bfde41e370.png?area=105&is_public=true/thumb)
![This week's financial results and economic calendar (3/25 to 3/29) optimistic market prices again! Is there room for further increases in US stocks and Japanese stocks?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240322/1711063354474-f5ea0cfc85.png?area=105&is_public=true/thumb)
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Wage increases are only one of the necessary conditions for domestic economic recovery, and interest rate hikes by the Bank of Japan only need to confirm the rise in the domestic economy and then follow up in a timely and appropriate manner to control the inflation rate. Conversely, if interest rates are raised first, I think the Japanese economy will fall into stagflation where prices rise and both the economy and stock prices are sluggish. I pray and believe that the Bank of Japan will never make a mistake in its judgment.
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