News Exposure
[Banned] TSMC stops supplying advanced AI chips, China's high-tech development hindered
Trump was elected! Worried about TSMC's "protection fee" TSMC's 2nm is forced to go to the US earlier? Kuo Chih-hui: Not yet│Reporter Liu Fu-chi, Chang Ting-hsiang, Hua Shao-ping, Kuo Si-ehin│Taiwan News 20241107｜Sanli iNEWS
Taiwan's chip output soars 22% in 2024 on AI
TSMC 2 nano goes to the U.S. Expert: To weigh the
NXP's last quarter's financial report was poor, this quarter's financial forecast is even worse! Infineon. ST Semiconductor said that automotive demand will not recover in the short term, but NXP said that "this is related" to stable growth｜Extraordinary Financial News｜20241105
Green inflation. Once prices go up, there's no going back.
Intel's 3 Strategies for Attacking TSMC! Allies to fight for foundry business.
Chun-Mou Chang: TSMC's Toughest Challenges Ahead
Monkey Battle
ASML's Price Increase to TSMC Difficult
Phaidon GB200 will be in mass production! Chassis manufacturer Chenming Electric. Chin-Sheng's first 3 quarterly revenues hit record highs, and its stock price is soaring today.
Becoming a Rich Dad? Jen-Hsun Huang's value surges past Intel's market capitalization at NT$3.53 trillion Intel slashes AI chip shipment target, TSMC stays put.
AI development is booming! August Industrial Electricity Consumption Reaches 2-Year Peak Power Prospects for 4th Month in a Row
Honghai technology day again new dishes new car Model D fan group preview Positioned as a luxury pure electric MPV?Manuscript exposure is expected to be equipped with side sliding door
Are robots coming to your home? "Cost. Privacy. Complexity" to be overcome.
Blackwell is on schedule! Huang Renxun guarantees Q4 delivery and this straight talk is too strong but supply is limited, customers can't get it, "it's more exciting".
Trump's Political Language: Taiwan's Businesses Dare Not Bet On It
U.S. employment drags down tech stocks That index fell 5.8 percent weekly
TSMC's AZ plant yields to catch up with Nanko's mass production in the first half of next year, and is expected to reach the target.
AI industry blossoms, Taiwan industry calls for consolidation of power
Announcement of the three sub-laws on carbon tax, the proposed levy rate for 2026 and the views of relevant supporting experts
Worried about the escalation of the U.S. ban! Huawei. Baidu's wild swipe at Korean chips doubles Samsung, SK Hynix sales in H1
Never leave Zhengzhou! Foxconn spends 4.5 billion dollars to set up headquarters, mastering the low-cost supply chain of electric vehicles will be an advantage.
AMD R&D centers located in Shalun, Tainan and Yawan, Kaohsiung.
Dance to the news! Rumor has it that Huang Jen-Hsun is coming to Taiwan, and many equipment stocks are soaring. AI stocks will rise if they have the momentum, but sooner or later they will face consolidation.
TSMC's first 12-inch plant in Europe, Germany, will hold a groundbreaking ceremony on the 20th. Mr. Wei-Cheh-Chia personally led the senior management to witness the ceremony, and the related equipment supply chain is expected to welcome business opportunities.
Pfizer's end-of-month earnings report hits 3 scenarios, threatens to hit AI infrastructure
Demand has not recovered and GDP is estimated at 3.3% this year.
Demand for AI Servers Pushes Up Price Pressure, Taiwan Gross Profit May Be Under Pressure?
Intel's fall from grace: Experts call for division of foundry sector
Blackwell's design flaws delay GB200 shipment by at least 3 months Fidelity refutes "H2 on schedule" Foreign investors: TSMC to help Q4 catch up with progress
Trump's Assassination Effect: TSMC Has Several Scripts to Cope with the Situation
TSMC's new price! The highest charge of $ 1080 Apple take 2 nano first order TSMC 2 nano rumored next week trial production foreign media: Apple take the first wave of production capacity
Sony. Mitsubishi and other 8 major Japanese companies hit 5 trillion yen to invest in semiconductors Kumamoto expansion of production is expected to order TSMC ... Taiwan-Japan cooperation closer!
TSMC's stock price breaks the thousand mark, maintaining its dominant position for at least 5 years.
Data center power demand! Google announced to build a 1GW power plant in Taiwan, Microsoft.AWS is expected to follow the domestic solar energy chain is excited by the many stalls rose.
Fidelity Shareholders' Meeting Focuses on Self-driving and Intelligent Manufacturing
Taiwan's PC shipments beat expectations in the first quarter May's annual growth of 7% is expected to end Q2's 7 consecutive quarters of negative growth, Taiwan's PC shipments in the first quarter also beat expectations! H2 is expected to grow 2~3% year-on-year.
TSMC's Chiayi Plant 1 Suspected to Have Excavated Ruins of Cultural Relics Suspected to Have Suspended Work
Cloud 4 customers! Inventec Receives Order for Meta GB200 May Revenue! Compal's revenue decreased by 7%, Quanta's revenue increased back to $100 billion.
U.S. Blocking China's AI Arithmetic Development Is Singapore a Breach in the Blockade?
Lai inaugurated to develop the space industry. Scholars: the relevant development funds need to be strengthened.
Race for the Space Industry Taiwan's Next Invisible Champion
Apple's COO Williams is here? Apple's CEO Williams is rumored to be visiting TSMC for its self-developed AI chips! WWDC again reveal surprise? The media: may announce "it"!
AI orders swept up! TSMC's CoWoS demand upgraded, production capacity to increase by 150% to 300,000 wafers this year.
China's NB market share reshuffle, Lenovo's "patriotic" support to become a winner? Huawei builds China's semiconductor core ecosystem by replacing x86 with RISC-V?
Following TSMC! Sun Microsystems rumored to spend tens of billions of dollars in Kumamoto to build an advanced packaging plant to start production in 2027. Taiwan-Japan Semiconductor Supply Chain Emerges
Is AI on the verge of surpassing humans? Intel Violently Assembles 1,152 Loihi 2 Chips to Create Hala Point, the World's Largest Neuromimetic System
The biggest change in 50 years! Hung Hai began "rotating CEO system" to become the first case in Taiwan Geopolitical test Liu Yangwei: fear of impact on the second half of the boom
TSMC's U.S. Plant Costs More Than 1x Higher, 2 Strategies to Protect 53% Gross Profit｜Lin Wei-Zhi｜Financial Expert Analysis
Phaidon Graphics Goes from Top Spec to Entry Level ASUS. Gigabyte. ASUS, Gigabyte, and MSI are expected to benefit! Demand for AI servers is not a concern, graphics card makers say "the key is..."
Apple's Golden Mark Losing Color? Inventory of operational challenges and opportunities for growth｜William Lam｜Financial Expert Analysis
Rising Industrial Electricity Prices + ESG Demand Pushes Companies to Purchase Green Power! TSMC, the only 25% mega-family, is prepared for the increase, emphasizing that its long-term financial goals will remain unchanged.
Apple's Golden Mark Losing Color? Inventory of operational challenges and opportunities for growth｜William Lam｜Financial Expert Analysis
Quanta's last year's profit soared to a new high! Stocks hit new wave highs during trading...AI server contribution increases in Q2! Citi upgrades target price Citi raises price target｜Exceptional Financial News｜20240318
Tesla's fault? Fisker is rumored to file for bankruptcy｜Financial News｜20240314
Unexpected! China's export growth in the first two months of 7.1% far better than expected ASML chokes to move overseas! Holland's "Beethoven Plan"｜Exceptional Financial News｜20240307
The software engineer is no longer a golden rice bowl｜Ten Points of Difference 20240229
Hung Hai's 50th dinner party with Kuo Taiming. Cook on the same stage? Liu Yangwei: The movie will be on the same screen. The dinner venue is heavily guarded, with celebrity bodyguard "Bao" in attendance. All ten clients are here! Apple. Fidelity. NXP shows determination to support Hon Hai｜[Taiwan News] 20240220｜Sanli iNEWS
Cisco Announces Global Layoffs of 51 TP3T Employees at a Cost of 22.4 Billion Taiwan Dollars to Expand Reorganization for AI Field Annual Revenue Target Revised Downward by 41 TP3T｜Exceptional Financial News｜20240215
Catching up with TSMC! 2nm is Samsung's last chance for a come-from-behind win? ｜Weiji Hayashi｜Financial Expert Analysis
Delta to invest more: Thai PM: 15.7 billion in next 4 years｜Chinese News 20240206
Electricity tariffs rumored to rise 25% Wang Meihua: help TEPCO to get subsidies｜20240205 PBS Evening News
Pfizer H20 cuts performance. No change in price...Tencent. Ali cost increase not to buy! Huawei picks up a bargain｜Extraordinary Financial News｜20240108
TSMC's 1/18th entity law after 4 years of hiatus, domestic and foreign investors send warmth to the price of $700 to see the taillights of the car! TSMC's Q3 foundry market share is 59%, Samsung's is 13%｜Exceptional Financial News｜20240102
Prada Releases Specialized Graphics Cards! The biggest winner in next year's AI server chip competition is "him"? ｜Extraordinary Financial News｜20231228
PC market finally picks up... Taiwan's battery module makers encountered red chain low price to grab orders! The Battery Module CKI is optimistic that the economy is still on the upswing and will expand into non-IT areas in response｜Non Financial News｜20231225
Trade war spreads! Two subsidiaries of Hon Hai are on the U.S. "Unverified List"｜# Mirror News
Chinese Companies Meander...Malaysia Becomes High-End Chip Assembly Town! U.S. to target TSMC's advanced packaging next? ｜Exceptional Financial News｜20231218
TSMC. Why is Sun Microsystems' Rush into Silicon Photonics so Important to the Industry? ｜Weiji Lin｜Financial Expert Analysis
U.S. Policy Hairpin? Secretary of Commerce Raimondo changed his statement: Pfizer can sell chips to China in a limited way because many AI chips are used for commercial purposes｜Extraordinary Financial News｜20231212
Trying to shake up TSMC! Samsung is rumored to spend $250 billion on EUV Beware of Red Alert! Mature process explosion on the verge of supply-demand imbalance...｜Extraordinary Financial News｜20231116
Huang Jen-Hsun comes to Taiwan again for automotive industry, Fidelity joins hands with Hung Hai｜Lin Wei-Zhi｜Financial Expert Analysis
Intel Kissinger Comes to Taiwan to Solidify AI Ecosystem｜Consolidating Taiwan's Advantages TSMC and Sun Micron Accelerate Silicon Photonics｜OpenAI Developer Conference Launches Customized ChatGPT｜Taiwanese Drama Entering the International World Wenshuyi Institute Collaborates with Korean Entertainment Giant │20231107(2)│New Tang Dynasty Asia-Pacific Radio
TSMC's 2024 Capital Expenditures Revised Downward? Observe when the terminal market will pick up｜William Lin｜Financial Expert Analysis
When will PCB return to high growth? The "3 major themes" to protect the body is not afraid? Wah Tong ate two large orders rose nearly 6% investment letter to buy over the top of the list "increased more than 10,000 sheets"｜Extraordinary Financial News｜20230918
Swording China? Pfizer AI chips rumored to be banned in the Middle East... Wistron drops for a reason: Middle East AI ban! Huawei and other Chinese companies to help build a future city in Saudi Arabia｜Chen Feijuan｜[None of my business PART2] 20230831｜SANLI iNEWS
Semiconductor downturn at the end of the week! Experts predict a recovery and rebound in 2024｜William Lin｜Financial Expert Analysis 20230804
TSMC Kumamoto Plant 2: Japanese government expected to subsidize 1/3 of the plant｜Deng Zhenzhong will discuss with the U.S. on the agenda of Taiwan-U.S. trade negotiations｜U.S. bond ratings downgraded, global stock markets back in gear｜Why are room temperature superconductors so popular? │New Tang Dynasty Financial News│20230803(Thu)│New Tang Dynasty Asia Pacific Radio
Transtar to manipulate the lens lamination...Apple's headwear device business opportunities rolling? Hung Hai's electric vehicle supply chain is in place! Hung Hwa advances to Hangzhou｜Exceptional Financial News｜20230605
Hon Hai to set up a wafer fab in India to analyze the semiconductor layout strategy｜Lin Weizhi｜Financial Expert Analysis 20230530
iPhone15 stocked 90 million units, TSMC's 3nm order is the main force. Top-quality AI chip sells too well, Fidelity chases orders from TSMC for tens of thousands of pieces｜Extraordinary Financial News｜20230515
Shenzhen Satellite TV｜The Treasury is running out of money and the U.S. may default on its debt for the first time in history 20230517
China Border Closed! More Convenient for Components to be Sent to Vietnam, Accelerating NB Supply Chain's "Delinking" from China? ｜Ten Points of Difference20230216@TVBSNEWS01
