kabu_yamachan
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$Taiwan Semiconductor (TSM.US)$
No explanation is needed anymore; the world's strongest Semiconductor foundry TSMC has released its financial results for the fourth quarter of 2024 (October to December), so here is an explanation. This is an unquestionable financial result, and it will likely remain one of the growing semiconductor companies in the future.
■Business Contents
・The world's largest contract semiconductor manufacturing company (Foundry) *Only manufactures.
・Possesses manufacturing technology for cutting-edge processes such as 3nm and 5nm *Overwhelmingly the world's number one technology.
・Supplies Semiconductors to major high-tech companies such as NVIDIA, AMD, and Apple.
■Performance for Q4 2024 (October-December)
・Revenue: 86.8 billion Taiwan dollars (up 39% year-on-year)
・EPS: 72.3 Taiwan dollars (up 57% year-on-year)
・Gross margin: 59.0% (exceeding market Financial Estimates of 58.2%)
・Sales of high-performance Computers, including AI, increased by 19% compared to the previous quarter.
Smart Phone sales are expected to increase by 17%.
■ Outlook for 2025
Sales revenue for Q1 2025 is estimated to be NT$833.1 billion, an increase of 41% compared to the same period last year.
For the full year of 2025: expected revenue growth in the mid-20% range in US dollars.
Capital investment: 38-42 billion USD (2024 actual 29.8 billion dollars) showing a significant increase. *Overwhelming...
No explanation is needed anymore; the world's strongest Semiconductor foundry TSMC has released its financial results for the fourth quarter of 2024 (October to December), so here is an explanation. This is an unquestionable financial result, and it will likely remain one of the growing semiconductor companies in the future.
■Business Contents
・The world's largest contract semiconductor manufacturing company (Foundry) *Only manufactures.
・Possesses manufacturing technology for cutting-edge processes such as 3nm and 5nm *Overwhelmingly the world's number one technology.
・Supplies Semiconductors to major high-tech companies such as NVIDIA, AMD, and Apple.
■Performance for Q4 2024 (October-December)
・Revenue: 86.8 billion Taiwan dollars (up 39% year-on-year)
・EPS: 72.3 Taiwan dollars (up 57% year-on-year)
・Gross margin: 59.0% (exceeding market Financial Estimates of 58.2%)
・Sales of high-performance Computers, including AI, increased by 19% compared to the previous quarter.
Smart Phone sales are expected to increase by 17%.
■ Outlook for 2025
Sales revenue for Q1 2025 is estimated to be NT$833.1 billion, an increase of 41% compared to the same period last year.
For the full year of 2025: expected revenue growth in the mid-20% range in US dollars.
Capital investment: 38-42 billion USD (2024 actual 29.8 billion dollars) showing a significant increase. *Overwhelming...
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kabu_yamachan
liked
$Costco (COST.US)$
I bought groceries with my wife yesterday!
For a couple living together, that's a lot of quantity.
My Defense stock!
Praise for Koss Corp's management strategy.
In America, aren't Costco, Walmart, and Amazon the remaining ones?
Although I have declared to Buy since the beginning of the year, my Posts are few‼️
I bought groceries with my wife yesterday!
For a couple living together, that's a lot of quantity.
My Defense stock!
Praise for Koss Corp's management strategy.
In America, aren't Costco, Walmart, and Amazon the remaining ones?
Although I have declared to Buy since the beginning of the year, my Posts are few‼️
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kabu_yamachan
liked
$SoftBank Group (9984.JP)$
Both companies are investment targets of SoftBank Group (SBG), and it is speculated that there were deep discussions about TikTok during Son Masayoshi's visit to Trump last month.
While Son Masayoshi is believed to be the mastermind behind this matter, I am always impressed by the overwhelming sense of speed.
https://innovatopia.jp/ai/ai-news/46793/
Both companies are investment targets of SoftBank Group (SBG), and it is speculated that there were deep discussions about TikTok during Son Masayoshi's visit to Trump last month.
While Son Masayoshi is believed to be the mastermind behind this matter, I am always impressed by the overwhelming sense of speed.
https://innovatopia.jp/ai/ai-news/46793/
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kabu_yamachan
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Apple, Google remove TikTok from stores as the app halts service in the USA.(Apple and Google remove TikTok from stores in response to the suspension of TikTok's service in the USA)
TikTok, service suspended in the USA, suggesting a 90-day extension by President Trump.January 19, 2025 2:29 PM GMT+9 (excerpt)
On the evening of the 18th, ByteDance's China-based video posting app "TikTok" stopped its service in the USA. The TikTok app disappeared from Apple and Google's Game Hardware Application Store.
If ByteDance, the parent company of the Chinese company, does not sell TikTok's US business, a new law mandating the suspension of services in the USA with 170 million users will take effect on the 19th.
President-elect Trump, who will take office on the 20th, revealed on the 18th his intention to extend the deadline for selling TikTok's US business after taking office to 90 days.
Regarding NBC, the 90-day extension is likely to be implemented due to its appropriateness. Once decided, it will likely be announced on the 20th.
TikTok, service suspended in the USA, suggesting a 90-day extension by President Trump.January 19, 2025 2:29 PM GMT+9 (excerpt)
On the evening of the 18th, ByteDance's China-based video posting app "TikTok" stopped its service in the USA. The TikTok app disappeared from Apple and Google's Game Hardware Application Store.
If ByteDance, the parent company of the Chinese company, does not sell TikTok's US business, a new law mandating the suspension of services in the USA with 170 million users will take effect on the 19th.
President-elect Trump, who will take office on the 20th, revealed on the 18th his intention to extend the deadline for selling TikTok's US business after taking office to 90 days.
Regarding NBC, the 90-day extension is likely to be implemented due to its appropriateness. Once decided, it will likely be announced on the 20th.
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kabu_yamachan
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After the discussion the other day, bit by bit, the number of followers increased by about 200, so I feel like having another discussion. Feel free to make comments.
This time, I bought a lot of AVGO at the end of last year, so I will expose my thoughts on the relationship between ASIC as a processing unit, NVDA's GPU, INTC's CPU, and also a bit about QPU.
To make it easy to imagine, I will compare these three entities to modes of transportation. In terms of energy costs like Electrical Utilities, and their complementary relationship, the CPU is like walking, suitable for flexible processes like moving on various surfaces or going to the nearest station, but it is costly for the same or simple tasks. ASIC is like Railroads, it requires costs to lay down dedicated tracks, but cost is low for performing the same tasks. GPU is like bicycles, lower cost and able to cover the same distance easily compared to walking, but it has lower versatility as a method for rough terrains compared to the CPU.
1. CPU (Walks・High versatility, High cost)
CPUs have high versatility and can handle various processes...
This time, I bought a lot of AVGO at the end of last year, so I will expose my thoughts on the relationship between ASIC as a processing unit, NVDA's GPU, INTC's CPU, and also a bit about QPU.
To make it easy to imagine, I will compare these three entities to modes of transportation. In terms of energy costs like Electrical Utilities, and their complementary relationship, the CPU is like walking, suitable for flexible processes like moving on various surfaces or going to the nearest station, but it is costly for the same or simple tasks. ASIC is like Railroads, it requires costs to lay down dedicated tracks, but cost is low for performing the same tasks. GPU is like bicycles, lower cost and able to cover the same distance easily compared to walking, but it has lower versatility as a method for rough terrains compared to the CPU.
1. CPU (Walks・High versatility, High cost)
CPUs have high versatility and can handle various processes...
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kabu_yamachan
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$Bitcoin (BTC.CC)$
Touching the bull's eye at the b support of the 105200 wave.![]()
It is necessary to break 105999 and hold above it.![]()
If wave C is not invalidated, there is a high possibility of a drop to 101650/100630/99170.![]()
![]()
Touching the bull's eye at the b support of the 105200 wave.
It is necessary to break 105999 and hold above it.
If wave C is not invalidated, there is a high possibility of a drop to 101650/100630/99170.
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kabu_yamachan
liked
$NVIDIA (NVDA.US)$
Tesla: Tesla, which produces approximately 2 million automobiles annually, is the only company that equips its vehicles with self-driving technology.
Jensen: Imagine how much my $5 billion business would grow if self-driving technology was installed in 0.1 billion automobiles annually.
Tesla: Tesla, which produces approximately 2 million automobiles annually, is the only company that equips its vehicles with self-driving technology.
Jensen: Imagine how much my $5 billion business would grow if self-driving technology was installed in 0.1 billion automobiles annually.
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kabu_yamachan
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New information about AMD's next-generation CPU architecture, Zen 6, has been revealed. According to reliable sources, the company plans to adopt Taiwan TSMC's latest 3nm process (N3E) and increase the maximum core count per single CCD to 32 cores, double the current number.
Significant advancements in process technology with Zen 6.
TSMC's N3E process will be used for manufacturing Zen 6 CCDs. This process achieves a 20% performance improvement, 30% power efficiency enhancement, and 60% logic density improvement compared to the current 5nm process. Particularly noteworthy is the high level of integration achieved through the use of EUV double patterning technology.
Compared to the current Zen 5 chiplets, significant improvements in logic density and power efficiency can be expected with N4P. This evolution has made the ambitious goal of implementing 32 cores in a single CCD a realistic possibility.
In Zen 6, not only the CCD, which is the heart of the processor, but also the I/O die (IOD) will undergo significant advancements. The manufacturing process is transitioning from the current 6nm process to the 4nm process (N4C)...
Significant advancements in process technology with Zen 6.
TSMC's N3E process will be used for manufacturing Zen 6 CCDs. This process achieves a 20% performance improvement, 30% power efficiency enhancement, and 60% logic density improvement compared to the current 5nm process. Particularly noteworthy is the high level of integration achieved through the use of EUV double patterning technology.
Compared to the current Zen 5 chiplets, significant improvements in logic density and power efficiency can be expected with N4P. This evolution has made the ambitious goal of implementing 32 cores in a single CCD a realistic possibility.
In Zen 6, not only the CCD, which is the heart of the processor, but also the I/O die (IOD) will undergo significant advancements. The manufacturing process is transitioning from the current 6nm process to the 4nm process (N4C)...
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kabu_yamachan
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After five intense weeks of battle,The global USA stock papertrade contest has ended 🎉 We sincerely thank everyone for their participation and enthusiastic challenge!Congratulations to all the winners!
Congratulations to all the winners!
●Those who have achieved a top 3 position worldwide,have the opportunity to have their names displayed on the screen of NASDAQ in New York.There is a special opportunity!
●Those who rank in the top 50 in Japan,will be directly awarded by Mr. Yutaka Matsushige.You will have the opportunity. The secretariat will contact you soon with details.
●In addition,Real seminar with Testa-san and Emin-san.To those who have applied, we will inform you of the specific schedule, so stay tuned!
[Highlight of the USA Stock Demo Trading Contest]
1. Over 0.15 million users have participated! Investors from 7 regions around the world have gathered.In Japan, over 54% of participants have achieved positive returns.Congratulations 👍.
2. The world's top user achieved an astonishing 557% return in 5 weeks! 2ndplace.（519%）And 3rd place（479%）continues in a close competition, with a high level of competition unfolding...
Congratulations to all the winners!
●Those who have achieved a top 3 position worldwide,have the opportunity to have their names displayed on the screen of NASDAQ in New York.There is a special opportunity!
●Those who rank in the top 50 in Japan,will be directly awarded by Mr. Yutaka Matsushige.You will have the opportunity. The secretariat will contact you soon with details.
●In addition,Real seminar with Testa-san and Emin-san.To those who have applied, we will inform you of the specific schedule, so stay tuned!
[Highlight of the USA Stock Demo Trading Contest]
1. Over 0.15 million users have participated! Investors from 7 regions around the world have gathered.In Japan, over 54% of participants have achieved positive returns.Congratulations 👍.
2. The world's top user achieved an astonishing 557% return in 5 weeks! 2ndplace.（519%）And 3rd place（479%）continues in a close competition, with a high level of competition unfolding...
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