U.S. stock market anomaly | taiwan semiconductor (TSM.US) fell more than 3%. The founder warned that "semiconductors free trade is dead" and the company faces challenges.
On Monday, taiwan semiconductor (TSM.US) quickly weakened at the opening, as of press time, dropped more than 3%, to $197.32.
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Intense game! When the 'most sensitive U.S. stocks in history' meet 'Mag 7 financial reports'
Bank of America Merrill Lynch pointed out that 2024 has become one of the most volatile years for US stocks in over two decades, especially after financial reports are released, this volatility is particularly evident. In the current period of intensive financial report releases, investors should pay more attention to individual stock performance.
Attention! The technology giants of the US stock market are about to release their financial reports, with heavyweight data such as PCE and non-farm payrolls expected to make a significant impact.
①On the eve of the US presidential election on November 5, the US stock market will experience a "high-energy" week; ②First, 5 of the "Seven Giants" will release heavyweight financial reports this week, followed by heavyweight economic data - the US PCE index and non-farm employment report will both be released.
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sk hynix's financial report faced a 'slap in the face'! Daiwa admits underestimating short-term prospects, still maintains a 'shareholding' rating.
morgan stanley analyst raised the target price of sk hynix by 8% to 0.13 million Korean won, still maintaining a "shareholding" rating.
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditures of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. JP Morgan believes that AMD seems to have cut its CoWoS orders at Taiwan Semiconductor in 2025, but this portion of capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditures on cloud computing are accelerating year-on-year due to investments in GPU equipment, and may peak in the first half of 2025.
Highest 0.03 million US dollars! taiwan semiconductor rumored to raise prices again, major breakthrough in yield in US factories.
Showcasing advanced process 'dominance' again.
US stocks are too concentrated! Below the 50% red line, asset management institutions can only sell technology stocks.
This year, the U.S. stock market is unusually concentrated, with nvidia, apple, and other technology stocks accounting for about half of the index's increase. Funds such as Fidelity and Pimco were forced to sell technology stocks to comply with regulatory requirements to keep the proportion of weighted stocks in the investment portfolio below 50%.
Ausdia Joins TSMC Open Innovation Platform (OIP) EDA Alliance
Yield rate exceeds that of factories in china and taiwan, taiwan semiconductor's Arizona factory is progressing better than expected.
According to reports, taiwan semiconductor's yield in the Arizona plant has exceeded its counterparts in china taiwan by about 4 percentage points. Wei Zhejia expressed confidence in the Arizona plant and expects mass production to begin in early 2025.
A historic moment for "chip manufacturing returning to the USA"! taiwan semiconductor (TSM.US) factory in the USA unexpectedly surpasses Taiwan in yield.
Arizona's chip yield is even 4 percentage points higher than Taiwan's factories, starting trial production of chips earlier this year.
Here's How Much $100 Invested In Taiwan Semiconductor 10 Years Ago Would Be Worth Today
Express News | 'TSMC's Price Rise For 5/4/3nm Process Manufacturing Will Go Above The Previously Predicted 4%, Depending On Customers, Products, And Production Capacity. Quotes For 2nm Process Manufacturing, Set To Commence In Q4 Of 2025, Are Also Accessible To...
The demand for electric cars is slowing down, Wolfspeed (WOLF.US) abandons its plan to build a chip factory in Germany.
Due to the slowdown in demand for electric autos, Wolfspeed (WOLF.US) has abandoned its plan to establish a semiconductor factory in Endorf, Germany.
Thanks to taiwan semiconductor, nvidia has good news!
①Huang Renxun stated that with the help of Taiwan Semiconductor, the latest Blackwell ai chip design flaw of Nvidia has been fixed, which previously affected production; ②He said, "Our Blackwell has a design flaw. It is functional, and the design flaw leads to very low yield. This is 100% Nvidia's fault."