TSM241206C202500
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Taiwan Semiconductor Newsroom
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Lianyun Technology (688499.SH): Taiwan Semiconductor's supply of the company's products is stable.
On December 11, Gelonghui reported that Lingyun Technology (688499.SH) stated on the interactive platform that the Overseas chip control policies mainly focus on the manufacturing equipment and Software for advanced computing, supercomputing, and storage chips. The company's Data Storage master control chip and AIoT signal processing and transmission chips are not included in the above scope. Taiwan Semiconductor ensures stable supply of the company's products, and the company maintains good communication mechanisms with relevant wafer manufacturers within China.
U.S. stocks closed: The Dow Jones fell for four consecutive days, Chinese concept stocks plummeted over 4%, as the market focused on the CPI report.
① The Nasdaq China Golden Dragon Index fell 4.34%, as China Concept Stocks collectively declined; ② Apple is reportedly planning to equip its smartwatches with satellite communication capabilities; ③ Google A rose 5.62%, as the company launched its latest quantum chip "Willow," achieving significant technological breakthroughs; ④ Microsoft shareholders voted against the Bitcoin investment proposal.
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TSMC Sales Jump 34% in November on Strong AI Demand. Why the Stock Is Down. -- Barrons.com
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The demand for ai remains strong, and taiwan semiconductor (TSM.US) sales in November grew by 34% year-on-year.
In November, taiwan semiconductor's sales increased by 34% year-on-year, reaching 276.1 billion New Taiwan dollars.
AI chip demand drives growth! taiwan semiconductor's sales in November increased by 34% year-on-year, but dropped compared to the previous month.
Driven by the demand for ai chips, taiwan semiconductor's sales in November were 276.06 billion New Taiwan dollars, but this represents a 12.2% decline month-on-month, with ongoing concerns about the slowdown in datacenter construction.
TSMC Revenue Surges 34% in Nov, but Slows From Prior Month
TSMC November Revenue Rose 34% on Year to NT$276.06B
Tonight, Chinese concepts soared! The nasdaq Golden Dragon index surged by 10%, while fangdd network doubled directly.
Some analysis indicates that the Political Bureau meeting first mentioned stabilizing the stock and real estate markets, and the US stock market quickly rallied on china assets. The 3x Long FTSE china etf surged over 26%, the 2x Long china internet plus-related stocks rose over 22%, the 2x Long FTSE china 50 ETF increased over 17%, and the 2x Long 300etf gained nearly 15%.
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