This is going to hurt the US far more than it will China. The US has very little capacity to produce legacy chips at a realistic price. It is a mass-market product that is quickly being dominated by China, which supplies the global electronics industry. The US can't undo this without causing a great deal of harm to itself and its consumers. Nobody in their right mind will invest tens of billions in legacy chip manufacturing in new loca...
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$Broadcom (AVGO.US)$stock surged 11.2% this Monday, following a 24.4% leap on last Friday's trading, marking its largest single-day percentage gain in history. According to Dow Jones Market Data, Friday's rally added $206 billion to its market value, which is the sixth-largest one-day gain for a U.S. company. Broadcom is having its 'Nvidia moment'. It has become the third semiconductor company in the world, after$NVIDIA (NVDA.US)$and$Taiwan Semiconductor (TSM.US)$, to su...
$Taiwan Semiconductor (TSM.US)$ I've been wanting to buy this stock for a while. Is there still a chance it will drop to 1XX? Or is now a good time to get in?
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In 2024, there were 3 major types of events that caused the stock price to drop. 1 is the restrictions of certain types of chips that can be exported to China 2. the earthquake in Taiwan. 3 when the market thought that sentiment of AI related stocks is too hyped up and profits are increasing at a slower pace. I think 1 is still possible under Trump's administration, I hope 2 will not occur again and 3 is also still possible.
Taiwan Semiconductor Stock Forum
The US has very little capacity to produce legacy chips at a realistic price. It is a mass-market product that is quickly being dominated by China, which supplies the global electronics industry. The US can't undo this without causing a great deal of harm to itself and its consumers.
Nobody in their right mind will invest tens of billions in legacy chip manufacturing in new loca...
The biggest question is how much more it will cut rates next year - keep an eye on the projections for where Fed see the fed funds rate in 2025.
Fed Chair Jerome Powell will also answer questions in his press conference following the meeting - watch this too.
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I've been wanting to buy this stock for a while. Is there still a chance it will drop to 1XX? Or is now a good time to get in?
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