$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservation"button.
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“Team America” following the Taiwan/Japan alliance... Korean foundry being driven in (1)
The environment surrounding semiconductors is entering a period of transformation
Japan also built a factory, and the Taiwan/Japan alliance. and Team America
Competition in semiconductor contract manufacturing intensifies, but America supports Intel ‼️
I'm curious about how China sees it
TSMC completed the first plant in Kumamoto prefecture on the 24th, and the second plant will be completed in 2027, but Taiwanese semiconductor companies have also gone to Japan for TSMC. TSMC is constructing the US Arizona plant due to solicitation and pressure from the US government, but overseas production bases are being built at a rapid pace in Japan.