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Taiwan Semiconductor Newsroom
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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Top 20 turnover of US stocks on November 29th: Tesla shortens supply chain payment cycle for 2024.
On Friday, the first in trading volume among US stocks, nvidia, rose 2.15%, with a transaction of 19.475 billion USD. The German government plans to provide about 2 billion euros in new subsidies to the chip industry, with the new funding to be given to chip companies, covering 10 to 15 projects including the production of raw wafers and microchip assembly. Earlier, the south korea government announced that it would urgently invest over 14 trillion won (approximately 10 billion USD) in policy financing to respond to the uncertainties from the new US government and the increasingly fierce competition in the chip industry. The second ranked stock, tesla, rose 3.69%, with a transaction of 12.46 billion USD. Tesla's vice president.
Japan to Provide Additional $9.9B for Chips, AI Initiatives This Year: Report
The "bad news" for technology giants: Is Trump also anti-monopoly?
Reports indicate that Trump is considering appointing Slater as the head of the Justice Department's Antitrust Division, with analysts suggesting that this nomination means Trump will continue the tough enforcement stance advocated by the Biden administration.
Unusual Options Activity: D, AXP and Others Attract Market Bets, D V/OI Ratio Reaches 295.6
Market Whales and Their Recent Bets on TSM Options
10 Information Technology Stocks Whale Activity In Today's Session
Taiwan Semiconductor Ramps Up 2nm Production: Apple And AMD First In Line
Samsung Electronics Makes Leadership Changes to Memory, Foundry Units
Express News | Former Director of Taiwan Semiconductor: Moving advanced processes to the USA may lead to the US paying billions of dollars, it is only cost-effective to keep manufacturing in Taiwan.