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Apple also finds Taiwan Semiconductor's 2-nanometer too expensive? The 2-nanometer iPhone may be delayed until 2026.
① The yield of Taiwan Semiconductor's 2nm wafers is about 60%, with the production cost per wafer reaching 0.03 million USD. ② This allows Apple to continue using 3nm process chips for another year, giving Taiwan Semiconductor time to improve yields, expand capacity, and enhance pricing. ③ Samsung Electronics is making all-out efforts to increase the yield of the 2nm process and is encouraging existing customers such as Japan's PFN to conduct tests in order to compete in the 2nm process market.
The top ten global business events of 2024: Musk's bold gamble, Broadcom's rise, and the significant debut of Google's quantum computing chip Willow.
The AI frenzy continues, NVIDIA's Market Cap has surpassed Microsoft for the first time in history, becoming the number one in the Global market; SpaceX's "chopsticks holding a rocket" suggests that humanity may not be far from landing on Mars; Google's quantum computing chip Willow is set to debut at the end of the year. Could today's quantum computing be like AI was ten years ago?
The disruptive market truth: the U.S. Treasury yield curve is steep, but in reality, it is the "exclusive Bullish" of the seven tech giants in U.S. stocks.
The flattening of the yield curve may indicate a continued pullback of the seven major Technology giants in the US stock market.
Bullish news is here! The central bank and the securities regulatory commission jointly announced that the second swap convenience will be operated starting today, with an expected operation amount of no less than 50 billion yuan.
It is understood that 20 securities and Fund companies participated in the first operation, and the second operation will add more securities and Fund companies as well as five leading Insurance Institutions, with an expected second operation volume of no less than 50 billion yuan.
From quantum computing to the industrial Metaverse: What technological wave will 2025 bring?
In 2025, which innovative technologies will disrupt the game rules of traditional Industries? Behind the technological revolution, who will become the biggest winner? Click to see the top Technology trends and market opportunities >>
Shares of Semiconductor Stocks Are Trading Lower After Experiencing Strong Gains in 2024.