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taiwan semiconductor's CoWoS packaging capacity is in short supply, and the advanced packaging industry remains highly prosperous.
taiwan semiconductor has obtained nvidia's consent to increase prices next year, with the possibility of a maximum 5% price increase for the 3nm process and a price increase of approximately 10% to 20% for CoWoS packaging. citic sec believes that advanced packaging technology has become an important path beyond the 'post-Moore era' and 'Moore's Law'. Focus on manufacturers and assembly and testing companies deploying advanced packaging technology, as well as supply chain related equipment manufacturers.
With the arrival of the Trump 2.0 era, what big changes will the technology industry in the USA face?
①Without a doubt, Musk will be the biggest beneficiary; ②With the heads of the SEC and FTC being 'fired', the cryptos industry, technology giants such as Apple, are expected to see a bullish trend; ③Google will be an exception.
Overnight news: US stocks closed higher, Biden congratulates Trump on winning, Musk's net worth increased by $20.9 billion, Wall Street cuts bets on the Fed cutting rates.
For more global financial news, please visit 24/7 real-time financial news market closing: after the election, the US stocks reached a historic high, with the Dow rising over 1500 points. The top 20 US stocks traded on November 6: Tesla surged by about 15%, Musk's net worth skyrocketed by 20.9 billion US dollars. On Wednesday, most popular China concept stocks dropped, with Taiwan Semiconductor down 1.3% and Nio Inc. down 5.3%. US WTI crude oil slightly declined on Wednesday, investors are concerned about the election's impact, while spot gold fell by 3.1% to below 2660 US dollars. Major European stock indexes closed mostly lower, with the German DAX30 index falling by 1.09%. The spokesperson for the Ministry of Foreign Affairs commented on the US presidential election results.
What the Trump Win Means for the Mega-cap Tech Giants, According to This High-profile Analyst
Express News | U.S.-Listed Shares of Chinese Firms Drop Premarket on Worries Over Growing U.S.-China Trade Tensions Under Trump Presidency
Witness the milestone moment of ai! nvidia (NVDA.US) surpasses apple in market cap, reclaiming the title of "Stock Market King".
Nvidia rides the wave of artificial intelligence to surpass Apple, once again becoming the company with the highest market cap globally; in 2024, artificial intelligence remains a major focus for companies worldwide.
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