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TSMC Stock Correction Overdone Amid Reports of Nvidia Delays- Citi
Express News | "TSMC Has Informed Clients Of A 3-8% Price Increase For Its 5nm And 3nm Process Manufacturing In 2025, According To Sources At IC Design Houses" - DigiTimes Alert
The 'Black Monday of 1987' is happening again: Reversal of group trading, liquidity shock, what happened next?
The Federal Reserve emergency lowered interest rates by 50 basis points and implemented quantitative easing to inject liquidity to "rescue the market". In the end, the 1987 major crash gradually subsided, and the risk did not spread to a larger range, but the danger lies in the possibility that the crash may self-reinforce and evolve into a tightening of crediting.
Nvidia (NVDA.US)'s highly anticipated Blackwell had a poor start, but Wall Street is calling for a 'buy' on the dip.
The acceleration of product release speed has increased pressure. The company hopes to expand its advantage in the field of ai computing.
TSMC Named Top Pick at Morgan Stanley After Record Selloff
Unfazed by the record-breaking fall, Morgan Stanley listed Taiwan Semiconductor as its preferred stock, stating that the valuation is attractive after the sell-off.
Morgan Stanley analyst is bullish on Taiwan Semiconductor's quality and defensiveness, stating that rising prices and continued strength in AI capital expenditures are key catalysts for the stock. On Monday, Taiwan Semiconductor's stock price fell nearly 10% in Taiwan, and its US stock price fell nearly 11% in early trading, but fell nearly 1.3% and rose nearly 2% after hours.