SK Hynix is set to receive nearly 1 billion US dollars in funding from the "Chip Act" and plans to build a factory in Indiana.
SK Hynix stated that it has signed a preliminary agreement with the US Department of Commerce to obtain up to 0.45 billion US dollars in direct financing and potentially 0.5 billion US dollars in loans to help establish a semiconductor packaging production base in Indiana.
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
Susquehanna Maintains Positive on Taiwan Semiconductor, Maintains $250 Price Target
Taiwan Semiconductor (TSM.US) is expected to increase its 5/3nm process quote by 3% to 8% in 2025.
According to reports, Taiwan Semiconductor is set to increase its manufacturing quotes for 5nm and 3nm chips in 2025. The company, a global leader in chip manufacturing, has reportedly informed its clients of an expected price hike between 3% to 8%, according to sources familiar with the matter.
TSMC Stock Correction Overdone Amid Reports of Nvidia Delays- Citi
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.
On August 5th, Google lost in an antitrust lawsuit, ranking in the top 20 of US stock trading volume.
On Monday, Nvidia, which ranked first in the trading volume of U.S. stocks, fell by 6.36%, with a turnover of 54.05 billion U.S. dollars. Reports on Monday indicated that the company has postponed the release of its new AI chip. Due to design flaws, the artificial intelligence chip that Nvidia is about to release will be delayed for three months or more, which could affect the value of hundreds of billions of dollars worth of chips ordered by customers such as Meta, Google, and Microsoft. Last week, brokerage Elliott Management warned investors that large-cap technology stocks represented by Nvidia are in the 'bubble category'. The institution stated whether large technology companies will continue to order chips at a high volume.
Express News | Shares of Stocks in the Broader Tech Sector Are Trading Lower as Stocks Sell off Amid Concerns Over the US Economy
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JPMorgan detailed the "Nvidia chip issue": What is the problem? How long is the delay? What is the impact on Taiwan Semiconductor?
JPMorgan believes that the increase in GB200 production capacity will slow down in the second half of 2024, but is expected to expand significantly in 2025. Although there will be production challenges in the early stages, it is expected that the Blackwell-related GPU shipment volume will still reach about 4.5 million units in 2025. It is expected that Taiwan Semiconductor's revenue will remain relatively stable.
Big stock market crash! Can you buy low in the US stock market?
Enter into a declining trade.
Intel Stock's Nearly 30% Plunge Marks a Shift for Chips. What It Means for AMD, Qualcomm, and TSMC
10 Information Technology Stocks With Whale Alerts In Today's Session
Heard on the Street: Intel Makes the Wrong Kind of History -- WSJ
Trending Industry Today: Intel Leads Losses In Featured Semiconductor Stocks
Intel's Plunge Marks a Shift for Chip Stocks. What It Means for AMD, Qualcomm and TSMC. -- Barrons.com