Taiwan's TSMC is considering the Operation of Intel's factory in response to a request from the USA government.
TSMC is considering the operation of Intel's USA factory at the request of the Trump administration - sources.February 15, 2025 5:15 JST.
TSMC aims to fully operate Intel's USA Semiconductor factory.
Major USA semiconductor design firms are also participating in investment - avoiding ownership by a foreign company.
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest in semiconductor contract manufacturing, is considering acquiring the operating rights of a USA Intel factory at the request of high-ranking officials from the Trump administration, according to sources familiar with the matter. President Trump aims to strengthen US manufacturing and maintain USA's dominance in crucial technologies.
According to reports, during a recent meeting between the Trump administration's team and TSMC executives, ideas regarding a trade between the company and Intel were raised, with TSMC showing a positive attitude. It is unclear whether Intel will accept the trade.
The discussions are still in very early stages, and the specifics of the partnership have not yet been determined. However, the plan aims for TSMC to completely operate Intel's semiconductor factory in the USA. Those involved have stated that the discussions are confidential...

It has been revealed that Meta (formerly Facebook) will make large-scale investments in the development of humanoid (human-like) robots equipped with AI. The company is focusing on developing robots to assist with tasks in the home, and in the future, it aims to provide the foundational AI, Sensors, and Software that will be the basis for these robots to other companies.
Development of home-use robots and provision of foundational technology.
It has become clear from multiple sources that Meta is focusing on humanoid robots equipped with Artificial Intelligence (AI) as a key pillar for its next growth. According to a Bloomberg report, Meta will establish a new team within its Reality Labs division and make significant investments in the development of human-shaped robots. This team will be led by Marc Whitten, the former CEO of General Motors (GM) self-driving car division Cruise.Marc Whitten.It is said that he will lead.
Initially, there are no plans to manufacture robots under the Meta brand. However, the possibility is being considered for the future.

USA aims to own 50% of Ukraine's rare earth minerals - NBC.February 15, 2025 15:08 JST.
Secretary of the Treasury Yellen presented a proposal during talks with President Zelensky.
President Zelensky did not sign the document, responding that further consideration is needed - NBC.
NBC reported that the Trump administration aims to own 50% of Ukraine's rare earth minerals as part of a partnership agreement with the country. It was said that a proposal was presented to President Zelensky.
According to NBC, citing eight anonymous U.S. officials, U.S. Treasury Secretary Yellen, who visited Ukraine, raised the contract proposal during a meeting with President Zelensky on the 12th, presenting this proposal. It was reported that Zelensky did not sign the document and stated that it needs to be reviewed and discussed with relevant parties.
According to NBC, requests for comments were made to the Ukrainian embassy in Washington and the spokesperson for the National Security Council (NSC) at the White House, but there was no immediate response.
The Trump administration is seeking a promise from Ukraine to grant access to natural resources, including critical minerals, and to purchase U.S. Energy in exchange for military and economic assistance...

$NVIDIA (NVDA.US)$ $USD/JPY (USDJPY.FX)$ $Global X US Tech Top 20 ETF (2244.JP)$ $E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$ $Daiwa iFreeNEXT FANG+ Index (04311181.MF)$ $iFreeETF FANG+ (316A.JP)$ $Meta Platforms (META.US)$
How long will Meta's consecutive rise continue? ⏫
NVIDIA has been recovering recently, so it would be nice if it could迎える its earnings report smoothly. 📈
Although there is no impact on leveraged FANG, the advancing yen is also a concern...
Well then, have a good weekend. 💤

$Tesla (TSLA.US)$
If it falls below 349, there is a possibility of dropping to the micro Resistance levels of 348.33/347.74/346.82/346.33/345.48.
If it falls below 345, the levels will be 339/334/326.

$Howmet Aerospace (HWM.US)$ Due to Trump's statement about reducing defense spending, traditional fighter aircraft defense stocks like Lockheed and Boeing have fallen significantly, but defense system stocks like PLTR and PANW, as well as stocks involved in diverse industries, are definitely strong.Indeed, HWM's broad developments in the defense, aerospace, Energy, and commercial aviation sectors are supporting the stock price. In particular, the engine Components for the aerospace sector and Trump’s favored Natural Gas turbines are expected to lead the stock price going forward! Yesterday's strong earnings report had no movement at all, which was a bit worrying, but it's a steady type that will gradually rise later. This straight Candlestick also provides a sense of security! I believe it’s a solid product with an 80% confidence by the end of the year, so I'm adding more.