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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)...
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    Quantum Computing-related companies are fluctuating in the market. Meta's CEO Mark Zuckerberg expressed strong doubts about the practicality of quantum technology on Joe Rogan's podcast. This statement follows Nvidia's Jensen Huang's view that it will take over 15 years for the technology to be commercialized, leading to a double-digit decline in the stock prices of IonQ, Rigetti Computing, and D-Wave Quantum.
    These companies temporarily gained appreciation through AI expansion and the announcement of the 'Willow' chip, but the lack of profitability and the harsh competitive environment are fueling concerns about long-term investments. With the possibility of commercializing the technology by 2030 being questioned, investors are cautiously monitoring the developments while focusing on competitiveness with major players and revenue growth.
    The impact of Zuckerberg's concerns on the market and its background.
    Meta CEO Mark Zuckerberg's remarks expressing concerns about the practicality of quantum computing have caused a significant ripple in the related stock market. He stated in Joe Rogan's podcast that 'at the current stage, technological advancement does not guarantee commercial success,' emphasizing its limitations.
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    sonobe commented on
    $D-Wave Quantum (QBTS.US)$
    It's quite a significant loss, but should it be pursued further...? It's troubling.
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    $SEALSQ Corp (LAES.US)$ $Rigetti Computing (RGTI.US)$
    On Thursday, March 20th, 2025, at GTC 2025, quantum stocks may take off like a rocket.
    NVIDIA GTC 2025: Quantum Day to Illuminate the Future of Quantum Computing
    NVIDIA has announced the first Quantum Day at GTC 2025 on Thursday, March 20th, celebrating and exploring the remarkable progress in quantum computing. In this new focus area, top experts gather to provide a comprehensive and balanced perspective on what to expect from quantum computing for businesses in the coming decades, and to show the path to useful quantum applications.
    To discuss the latest technology of quantum computing, NVIDIA's founder and CEO, Sea Jensen Huang, will be speaking alongside executives from industry leaders.
    Alice & Bob, Atom Computing, D-Wave...
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    It became clear that production of AMD's next-generation CPU “Ryzen 9000 Series” and Apple's processor “S9” for smartwatches has begun at TSMC's 65 billion dollar Arizona plant (Fab 21). According to a report by industry analyst Tim Culpan, production of A16 Bionic chips for the iPhone 15/15 Plus is already being carried out at the same plant, and full-scale operation has begun as a manufacturing base for the three main products using cutting-edge 4nm process technology.
    Details of production status and technology adopted
    In Phase 1A, which is the current phase of Fab 21, installation of all manufacturing equipment has been completed, and it is being used in actual semiconductor manufacturing. The current production capacity is starting at 0.01 million wafers per month, and this can be said to be progress in line with TSMC's initial plan. Additional production capacity of 0.01 million4000 sheets per month is anticipated in Phase 1B, and plans are underway to expand total monthly production to 0.02 million4000 sheets.
    The diversity of products manufactured at the same plant is remarkable...
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    $Tesla (TSLA.US)$
    Good evening meow 😸
    Looks like a large ABC pattern forming.
    Currently, there is a possibility of rising to 343/354 as long as it remains above the 321.40 low of the A wave.The upward target is almost perfectly aligned with the 347/358 resistance.
    If it breaks the 358 micro resistance and can surpass it, the first micro-level upward expansion target would be 372, according to analysis.
    The target for a larger time frame is 411.
    Well then, see you later.Goodbye
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    11/13 Tonight's Tesla financial estimates 🤔🧐
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    $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
    Good evening meow 😸
    CPI announcement tonightI wonder what will happen~
    N148.19/L30.61, L is dragging down and falling.
    But this is just the beginning.
    N surpasses 148, holds at 149.62, and once it exceeds 150, it will break through the atmosphere.
    As long as it exceeds 143.38, the rocket will keep flying.
    The current financial estimates for N are around 160-165, maybe around 164.This is just a current situation analysis.
    See you later.Goodbye
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    Financial estimates for tonight, 11/13 🧐🤔
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    Why did chip stocks fall on Monday?
    After the U.S. Department of Commerce instructed chip manufacturers to stop supplying advanced chips with AI and graphics processing capabilities of 7 nanometers or more to China, Taiwan Semiconductor's stock price took a hit.
    The U.S. actions caused concern across the sector, expecting further actions from the incoming President Donald Trump, who has been attacking both the U.S. chip law and Taiwan, the homeland of Taiwan Semiconductor, in his administration.
    Taiwan Semiconductor is an important supplier for major technology companies such as apple (NASDAQ:AAPL) and Nvidia.
    Semiconductor stocks also faced a significant setback on Monday after being hit by EdgeWater Research analysts, leading to a sharp decline in the stock price as highlighted by Monolithic Power Systems (NASDAQ: MPWR).
    Analysts pointed out that the allocation of Monolithic to Nvidia's Blackwell GPU is at risk due to performance issues with the company's power management ICs.
    Analysts highlighted the collaboration between Japanese company Renesas and...
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    $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
    Good evening~
    Tonight is about unemployment insurance.We are also awaiting the announcement of the FOMC meeting and interest rate cut.
    I drew a new line to make it easier to read and clean up the messy N chart.
    We can see Enu at 150+α, but will it launch like a rocket🚀 as it is?Is it a rocket launch by pulling back and then bouncing?
    If aiming for a new high before the financial results, analyzing to form a bigger wave (ABC pattern) than now, pulling back once to 141/139/137 before bouncing up to 150 or higher 🚀 In this case, hold at least 135.19.
    If it continues to rise without pulling back, hold at least 141.85 for continued growth and hold & break to 152.47.
    At 40, L might come into view.
    Will N continue to head towards Zone 150 like this?Will it return to Zone 130 temporarily, prepare for settlement, and then launch like a rocket🚀?
    I will watch tonight while drinking cocoa☕.When it gets cold, cocoa warms the body the best.
    Well then, see you later.Goodbye.
    ...
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    11/7 Financial estimates for tonight 🧐🤔
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    If Mr. Trump wins, U.S. stocks will be sold - Bank of America Corp follows Citi in sounding a contrarian alarm.
    November 1, 2024, 8:15 PM JST (excerpt)
    If Mr. Trump wins and the Republican Party gains a majority in both houses, inflation will accelerate.
    Market consensus expectations for a Trump victory point to further stock price increases.
    If Mr. Donald Trump wins the US presidential election and US stocks rise, investors should consider selling, advised Michael Hartnett, a strategist at Bank of America (BofA). Citi also expressed a similar view earlier this week.
    If Mr. Trump wins the presidential election and the Republican Party gains a majority in both the Senate and the House, tax cuts and immigration regulations are expected to be implemented, pointed out Hartnett in a report. This would lead to inflation and rising interest rates, creating a risk-off situation for stocks, he analyzed.
    Contrary to the views of two major Wall Street banks, the consensus in the market is that if Mr. Trump wins, the lowering of corporate taxes would benefit corporate earnings and become a tailwind for US stocks. The S&P 500 index has been rising in recent weeks...
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