Express News | taiwan semiconductor's US fab is expected to start mass production of 4nm process in early 2025.
Biden is accelerating the reshoring of chip manufacturing before leaving office. Subsidies for Taiwan Semiconductor (TSM.US) and GlobalFoundries (GFS.US) are about to be implemented.
US officials are expected to announce an agreement in the coming weeks; the Biden team is racing against time to complete the subsidy distribution of the "Chip Act".
What Trump's 2024 Election Win Means for Top Asian Companies Like TSMC
Will the chip industry face more challenges with Trump's election?
Since the elected president Donald Trump took office, the USA has been using trade restrictions and sanctions to contain china's technological progress. Now that Trump has returned to the White House, the semiconductor war between USA and china may escalate further.
Taiwan Semiconductor CoWoS packaging capacity is in short supply, the advanced packaging industry continues to be highly prosperous.
taiwan semiconductor has obtained nvidia's consent to raise prices next year, with the price of the 3nm process possibly increasing by up to 5%, and the CoWoS packaging price increasing by about 10% to 20%. citic sec believes that advanced packaging technology has become an important path in the "post-Moore era" and surpassing Moore. Focus on manufacturers and packaging and testing companies investing in advanced packaging technology, as well as supply chain related equipment vendors.
With the arrival of the Trump 2.0 era, what big changes will the technology industry in the USA face?
①Without a doubt, Musk will be the biggest beneficiary; ②With the heads of the SEC and FTC being 'fired', the cryptos industry, technology giants such as Apple, are expected to see a bullish trend; ③Google will be an exception.
Trump sparks a rally in the US dollar! US stocks and bitcoin hit new highs, with the Dow rising 1500 points, small cap stocks surging, while US bonds and metals plummet.
Dow rises to the best level in two years, small cap index rises nearly 6%, banking stocks rise over 10%, oil, steel, and crypto stocks surge, European and American solar stocks all collapse, Trump media technology rises by almost 35% before closing up by about 6%, Tesla rises by nearly 15% to a two-year high, Qualcomm rises by 10% after the bell. Chinese concept stocks narrow their declines, NIO Inc and Zeekr drop over 5%. 10-year US Treasury yield rises the most by 20 basis points nearing 4.48%, reaching a four-month high along with a 1.7% rise breaking 105 in the USD index, Bitcoin rises by 9% nearing $0.076 million, offshore RMB drops by a thousand points to below 7.20, a three-month low, Euro and Yen once fell by 2%. Gold drops over 3%, London copper drops over 4%.
Express News | taiwan semiconductor and GeXin have completed negotiations regarding funding related to the USA chip act.
Taiwan Semiconductor Options Spot-On: On November 6th, 208.33K Contracts Were Traded, With 1.61 Million Open Interest
On November 6th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 208.33K options for the day, of which put options accounted for 40.95% of the total
Express News | Many growth tech stocks in the U.S. stock market rose, with nvidia and amazon hitting historic highs intraday.
Express News | What impact will Trump's official announcement of victory have on the semiconductor industry?
[Real-time Tracking of the Election] Trump officially wins the usa election.
On November 5th, USA will hold the 60th presidential election, the current vice president Harris and former president Trump will officially compete. Finance Associated Press will track and report the latest developments of this election, so please stay tuned.
Express News | South Korea's Minister of Trade stated that Taiwan Semiconductor's factory in Japan may boost sales for South Korean component suppliers.
Express News | Nvidia has agreed to Taiwan Semiconductor's price increase for 3nm and CoWoS.
Express News | sk hynix's new generation CXL chip may be manufactured by taiwan semiconductor
Witness the milestone moment of ai! nvidia (NVDA.US) surpasses apple in market cap, reclaiming the title of "Stock Market King".
Nvidia rides the wave of artificial intelligence to surpass Apple, once again becoming the company with the highest market cap globally; in 2024, artificial intelligence remains a major focus for companies worldwide.
Taiwan Semiconductor Options Spot-On: On November 5th, 101.55K Contracts Were Traded, With 1.59 Million Open Interest
On November 5th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 101.55K options for the day, of which put options accounted for 40.31% of the total
10 Information Technology Stocks Whale Activity In Today's Session
US stocks anomaly | CoWoS packaging may increase by 10% to 20%. taiwan semiconductor (TSM.US) rose nearly 3%.
On November 5th, the stock price of Taiwan Semiconductor (TSM.US) fluctuated and rose, up 2.79% to $196.90 as of press time.
Taiwan Semiconductor (TSM.US) warns: electricity prices at **** plants will climb to the highest in the global market, dragging down the gross margin.
Taiwan Semiconductor expects electrical utilities costs in Taiwan, china to be higher than in other regions globally.