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Taiwan Semiconductor Newsroom
After Intel's Messy Earnings Report, This Much Is Clear
Intel's Outlook Encouraging But Chipmaker Still Expected to Struggle -- Market Talk
"Treading on Air" Two major chip giants unexpectedly warming up in the AI wave, but difficult to shake the logic of chip stocks: fundamental reversal must rely on AI.
Maybank analyst stated that intel and Samsung's gap in ai is "difficult to narrow in the short term"; Allspring analyst stated that Samsung needs to make "difficult decisions".
Tech stocks in the US stock market are experiencing a strange phenomenon: exceeding expectations in performance is no longer impressive, investors want more.
1. For investors, the performance of large technology companies in the US stock market has exceeded expectations and can no longer satisfy them; 2. This week, technology companies have successively released quarterly financial reports, with most exceeding revenue and profit expectations, yet the market response has been brutal; 3. Some opinions believe that the dismal stock prices are due to overly high market expectations, while others claim it is a technical profit-taking pullback.
"Recovering lost ground" is now in sight! Intel (INTC.US) Q4 guidance exceeds expectations, market sentiment is optimistic.
Intel (INTC.US) announced its third-quarter financial report after the Thursday market close in Eastern Time. The fourth-quarter revenue guidance slightly exceeded expectations, sparking optimistic sentiment that the company is capable of regaining some market share.
US stocks closed: 'Big Seven' all defeated, S&P and Nasdaq hit the largest decline in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China Concepts Stock Index dropped 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: The possibility of super micro computer suspension or delisting is increasing.
Apple Analyst Ming-Chi Kuo Post On X, "Broadcom Currently Supplies Over 300 Million Wi-Fi+BT Chips (Hereafter Referred to as Wi-Fi Chips) per Year to Apple. However, Apple Will Rapidly Reduce Its Reliance on Broadcom. With New Products in 2H25 (E.g.,...
Election Brings One Certainty for Tech Stocks -- More Uncertainty -- Barrons.com
ai chip business faces challenges, Samsung Electronics (SSNLF.US) Q3 chip division profit falls below expectations.
Faced with the challenge of ai chips, Samsung's chip profits are disappointing.
US Stock Market Dips Amidst Chipmaker Losses, Gold Hits New Record
Shares of Chip Stocks Are Trading Lower. The Sector May Be Under Pressure After AMD and Qorvo Fell on Their Respective Earnings Reports and Outlook. Additionally, SMCI May Be Causing Sector Uncertainty After Its Independent Auditor Resigned.
AMD and Alphabet Hit Earnings Targets This Week - Now Apple, Amazon, Microsoft and Intel Get Their Shot
Market cap sharp decline of over a hundred billion US dollars, ai 'lagging behind' Samsung can't escape the 'bloody lesson'.
Samsung's stock price has dropped 32% from this year's high on July 9, with a market cap evaporating 122 billion US dollars, exceeding any chip manufacturer globally.
How big is the cost of missing the AI boom? Samsung Electronics plummeted by 32%, with a market cap evaporating by $122 billion.
①Samsung Electronics stock price has dropped by 32% from this year's high on July 9th. During this period, the company's market cap has lost 122 billion US dollars; ②The main reason for the sharp decline is that the company lost to its competitors sk hynix in the ai chip field and is unable to surpass taiwan semiconductor in the outsourced chip manufacturing field.
OpenAI's new strategy is to "blossom everywhere"! It is rumored to be planning to collaborate with Broadcom (AVGO.US) to develop AI inference chips.
According to two sources, OpenAI is collaborating with broadcom (AVGO.US) to develop a new artificial intelligence chip for AI model inference processes.
Xiao K Morning News | OpenAI collaborates with broadcom and taiwan semiconductor to build its own chips. Musk's xAI seeks $40 billion valuation financing.
Today's star morning news highlights include: ① The USA issued regulations restricting high-tech investments in China, and China responded; ② The successful launch of the Shenzhou 19 manned spacecraft; ③ The global release of the first international standard for stem cell data management; ④ The EU decided to impose a final anti-subsidy tax on Chinese electric vehicles for a period of five years; ⑤ Advanced Micro-Fabrication Equipment Inc. China's net income increased by 152.63% year-on-year in the third quarter.
AMD's fourth-quarter revenue guidance fell short of expectations, with the stock price plummeting by about 7% after hours.
Chip manufacturer AMD's stock price fell after hours, as the revenue outlook the company announced earlier was lower than analysts' expectations, indicating lower artificial intelligence sales growth than some had expected. The company said on Tuesday that it expects fourth-quarter revenue to be around $7.5 billion. Analysts' average estimate is $7.55 billion. Although AMD is currently expecting sales revenue from the so-called AI accelerators to exceed $5 billion this year, higher than the previously estimated $4.5 billion, some analysts and investors were originally expecting higher growth. AMD is catching up with nvidia in the lucrative AI computing chip market. AMD is currently from this type of product
US stocks closed: Nasdaq rose for the fourth consecutive time to a new high. The seven giants and chip stocks strengthened overall.
①Nasdaq China Golden Dragon Index fell by 1.44%; ②Google's quarterly revenue and EPS both exceeded expectations; ③Musk: It is expected that the number of robots will exceed humans by 2040; ④OpenAI reportedly plans to collaborate with Broadcom and Taiwan Semiconductor to jointly develop self-designed chips.
Top 20 in U.S. stocks turnover on October 29th: Boeing will issue additional stocks for financing 21 billion U.S. dollars.
On Tuesday, Nvidia, the top spot in the US stock market turnover, rose by 0.52% to $21.385 billion. SoftBank's Masayoshi Son recently stated that when it comes to artificial intelligence and companies like Nvidia, although some may claim that Nvidia is facing difficulties, he believes that the market has simply overestimated its value too early; in fact, he thinks Nvidia is currently undervalued. There is a significant gap between the perceived value and long-term potential of generative artificial intelligence, indicating that the current perception may reflect a bubble. In second place, Tesla fell by 1.14% to $20.724 billion in turnover. Tesla recently announced its market plans in China.
OpenAI's self-developed chip ambitions are exposed! It is reported that they have planned to collaborate with broadcom and taiwan semiconductor.
①Insiders revealed that OpenAI is collaborating with broadcom and taiwan semiconductor to develop its first "in-house" chip; ②Insiders stated that the company also plans to use nvidia chips while implementing AMD chips to meet its rapidly increasing computational power needs.