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Taiwan Semiconductor Newsroom
Will 2025 no longer be the era of the magnificent 7? Bank of America is bullish on this type of stocks...
①The chief strategist of Bank of America predicts that cyclical stocks (such as csi commodity equity index, construction, and infrastructure) will rise strongly, as investors will flow into the "old economy" sector; ②She believes that the USA economy is ready for a new spending cycle, and expects the s&p 500 index to rise to 6666 points next year.
Three leadership changes in six years, what can save intel? Can Su Zifeng save it?
intel has changed its CEO again, which was unexpected but somehow anticipated. Over the past six years, they have replaced their CEO three times, yet the situation has worsened, with the crisis deepening. What can save this iconic chip giant from Silicon Valley? Perhaps they need to find their own Suzy. Give the veteran a decent chance. On Sunday, US Pacific Time, the intel board of directors suddenly announced the retirement of CEO Pat Gelsinger; the 63-year-old Gelsinger resigned from the CEO position and left the intel board of directors, effective immediately. intel's CFO David
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
Why 2025 Will Be The Year of AI Agents
Intel Stuck Between Foundry and Hard Place as It Searches for New CEO
Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
Former intel CEO Gelsinger will receive a severance payment of 12 million dollars.
Documents submitted by intel to the usa Securities and Exchange Commission (SEC) today show that the recently departed company CEO Pat Gelsinger will receive approximately 12 million dollars in severance pay. The document indicates that Gelsinger will receive 18 months of base salary, totaling roughly 1.9 million dollars, after leaving. Additionally, he will receive 1.5 times the target bonus of 3.4 million dollars, payable over 18 months. Furthermore, as CEO, Gelsinger will also receive an annual bonus for 11 months. In summary, this will bring his total severance compensation to approximately 12 million dollars.
China Moves to Tighten Curbs on U.S.-Bound Exports of Materials With Chipmaking Applications
China Bans Export of Materials Key to Making Chips. How These Stocks Reacted
Looking back at 2024: Why did the rising trend of US stocks shock Wall Street?
①The US stock market has shown strong performance this year, with the s&p 500 index rising by about 27% year-to-date, expected to achieve the best performance in many years, far exceeding Wall Street's expectations at the beginning of the year. ②So, what are the factors that the US stock market relies on to achieve such a strong increase?
Shanghai Sinyang Semiconductor Materials (300236.SZ): Copper sulfate products have officially continued to be supplied to Taiwan Semiconductor.
On December 3, Gelonghui reported that shanghai sinyang semiconductor materials (300236.SZ) stated on the investor interaction platform that the company's copper sulfate products have been officially and continuously supplied to taiwan semiconductor.
Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
Nasdaq, S&P hit new highs, French stock and bond yields fluctuate and rise, Euro once fell more than 1%, Dollar rose.
On the first trading day of December, Cyber Monday shopping amounts will break records, with the Nasdaq and Chinese concept stocks rising about 1%, and the chip index leading with a 2.6% increase, while the Dow fell from its peak. Tesla soared over 4% during the day, intel rose nearly 6% before turning negative, super micro computer surged nearly 29%, and Xpeng autos climbed over 5%, but Li Auto dropped nearly 4%. The French government faces a vote of no confidence, causing French stocks to briefly fall over 1%, and the spread between French and German government bond yields approached the widest in twelve years. US henry hub natural gas fell over 4%, the indian rupee hit a new low, and the offshore yuan dropped over 400 points, falling below 7.29 yuan.
On December 2, the top 20 trades on the U.S. stock market: Apple reached a historic high, regaining the title of the largest company by global market cap.
On Monday, Tesla topped the US stock market turnover with a 3.46% increase, trading at $26.717 billion. Tesla recently announced the latest version of its autonomous driving software, FSD V13.2. Based on the update details and test videos, the new version has seen multiple evolutions, including support for 36Hz video input processing, an advanced new AI4 architecture, the system's ability to understand more complex road conditions, identify closed sections and detour, improve efficiency in handling obstacles, and optimize issues like steering wheel shaking. It is worth mentioning that FSD now supports door-to-door autonomous driving capabilities. brokerage
December Starts With a Mixed Market | Live Stock
Challenge nvidia (NVDA.US)! Bezos and Samsung are heavily investing in the new ai chip heavyweight, Tenstorrent.
Bezos has teamed up with Samsung to invest 0.7 billion dollars in Tenstorrent.
Youyan Silicon: In the second half of the year, the prices of semiconductor wafers are relatively stable. The acquisition symbol DGT includes suppliers such as Taiwan Semiconductor and Micron | Directly covering the earnings conference.
Chairman Fang Yongyi of Youyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate was full in the first three quarters, with a high production-sales rate. It will quickly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Youyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. unsponsored ADR, taiwan semiconductor, micron, and other companies. The acquisition can effectively reduce the cost and risk of end customer certification, accelerating the certification process.
Hong Kong stocks are moving abnormally | Apple supplier stocks continue to rise. It is reported that Apple has ordered M5 chips from taiwan semiconductor, and AI edge applications are accelerating.
Apple concept stocks continue to rise. As of the time of publication, BYD Electronics (00285) rose by 9.7% to HK$37.9; Cowell (01415) rose by 6.36% to HK$26.75; Q Tech (01478) rose by 5.87% to HK$6.31; AAC Tech (02018) rose by 4.86% to HK$36.75; Sunny Optical (02382) rose by 3.18% to HK$64.95.
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