Will the global chip supply be affected by Samsung's largest-ever strike?

On Monday, Samsung Group will face the largest strike since the company was founded half a century ago - thousands of workers at Samsung Electronics will walk out of the assembly line for a three-day strike. This unprecedented strike may damage Samsung's reputation and trigger similar activities throughout the technology industry, and may also affect the normal operation of the entire chip supply chain.

cls.cn10:43

As the AI wave continues, Taiwan Semiconductor's price increases are smoothly communicated, and major customers are competing to book advanced process production capacity.

Under the AI trend, the shortage of advanced process products is the basis for TSMC's price increase to be accepted by customers; Apple, Qualcomm, Nvidia, and AMD have all reserved TSMC's 3nm process production capacity, and customer queues have emerged, all the way to 2026; TSMC's capital expenditures on advanced process production lines continue to rise.

cls.cn09:28

Futu Morning Post | Major this week! Powell is about to "brave" Capitol Hill; Eight consecutive rises achieved! Tesla soared more than 27% this week, wiping out the year's decline.

Federal Reserve Monetary Policy Report: Inflation cools down, employment market is similar to pre-pandemic, and US stocks rise faster than profit expectations. News report: Most of Taiwan Semiconductor's customers have agreed to increase outsourcing prices in exchange for reliable supplies. Amazon CEO Bezos cashes out $0.3331 billion in stocks.

Futu News07:56

Semiconductors have started a wave of good news? Both domestic and international players have seen a significant increase in performance to recover from the industry downturn.

The wind of the semiconductor industry's recovery has already begun. Recently, many semiconductor companies at home and abroad have reported impressive company business data, with many net incomes skyrocketing in the first half of the year or the second quarter.

cls.cnJul 6 11:37

Has NVIDIA's stock price reached its peak? Analysts downgraded its rating, but are bullish on AMD and Taiwan Semiconductor.

Ferragu is bullish on the stock performance of AMD and Taiwan Semiconductor, with target prices for the two stocks of $235 and NT$1200 respectively over the next 12 months.

cls.cnJul 6 10:13

U.S. stocks closed with the expectation of interest rate cuts boosted by non-farm payrolls, with the S&P and Nasdaq hitting new highs! Tesla rose nearly 38% in eight days, while Nvidia cooled off.

In June, non-farm payroll employment in the USA fell sharply, with significant downward revisions to previous data, and the unexpected rise in unemployment rate highlighted a cooling labor market, leading the market to bet over 70% on rate cuts in September and December.

wallstreetcnJul 6 09:30