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Taiwan Semiconductor Newsroom
Market Chatter: Biden Preparing Trade Probe Into Legacy Chips Made in China
10 Information Technology Stocks Whale Activity In Today's Session
Express News | "Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
SA Charts: Here's How Global Semiconductors Sales Have Performed This Year
"With the Pilot Production of Intel Next-generation Panther Lake Processors Not Performing as Well as Expected, Sources From the Upstream Supply Chain Have Rumored That the CPU Giant Will Continue to Place Orders With TSMC, Which Should Benefit TSMC's...
Broadcom Ranks 8th in Global Market Cap: What's Next?
Puyin International: The AI wave of 2025 will redefine the Global Technology future.
The growth momentum of the Technology Industry in 2024 is expected to continue into 2025.
Broadcom (AVGO.US) is on fire! Driving global funds to flow towards AI ASICs single-handedly.
Broadcom, the absolute leader in the field of AI ASIC and Ethernet Switch chip, attracts Global funds to flow into the investment Sector related to AI ASIC, thanks to its strong performance and outlook.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
Top Gap Ups and Downs on Friday: AVGO, TSM, ANET and More
Express News | PHLX Semiconductor Index up 3.89%; Broadcom up 21%, crosses $1 trillion market valuation.
US stock market changes | Advanced manufacturing process will welcome another L Taiwan Semiconductor (TSM.US) pre-market rise of over 3%.
On Friday, Taiwan Semiconductor (TSM.US) rose over 3% in pre-market trading, reaching $197.34.
TSMC Says First Advanced U.S. Chip Fab 'Dang Near Back' on Schedule. Here's an Inside Look.
Top-Performing U.S. Stocks of the Year: Will the Rally Continue in 2025?
"Silicon Valley elites + billionaires" gather in Washington! How will they "influence" Trump 2.0?
The USA may be entering an era of comprehensive deregulation, spanning from Cryptos to AI, as well as Energy, the defense industry, and health technology. However, on issues like antitrust and immigration, Trump's own stance may prevail.
2024's Top Performing Sector: Tech Stocks Lead the Pack
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
U.S. stock market close: The Nasdaq has fallen from historic Top Reversal, while the Dow has declined for the sixth consecutive day.
① The Nasdaq China Golden Dragon Index rose by 0.18%, with China Concept Stocks showing mixed performance; ② Google is collaborating with Samsung to develop a headset device, with the first product expected to be launched next year; ③ Apple is reportedly set to start producing a key wireless chip currently supplied by Broadcom next year; ④ Adobe fell nearly 14%, as the company's full-year performance guidance was below expectations.
Is Broadcom about to lose a big order? It is reported that Apple will switch to self-developed Wi-Fi chips for iPhone and home products starting next year.
Media reports that Apple plans to use its self-developed chip combining Wi-Fi and Bluetooth for the new iPhone, Apple TV, and HomePod mini next year, and for iPads and Macs in 2026. One-fifth of Broadcom's fiscal year revenue comes from Apple, making it the largest supplier of Apple's Wi-Fi/Bluetooth chips. After the news broke, Broadcom's stock price hit a daily low, falling nearly 4%.
Apple is reportedly set to begin production next year of a key wireless chip currently provided by Broadcom.
Apple's ambition to use self-developed components in its devices will include a shift to using its own developed Bluetooth and Wi-Fi Connection Chips starting next year, replacing some parts currently provided by Broadcom. According to informed sources, this chip, codenamed Proxima, has been in development for several years and is now planned to begin production in 2025. Like other self-developed chips from Apple, Proxima will be produced by partner Taiwan Semiconductor. This plan is independent of Apple's highly anticipated plan to replace Qualcomm's wireless modem, but the two components will eventually work together. Informed sources said that Apple...