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Taiwan Semiconductor Newsroom
Will the chip factory brought in by Biden be 'sabotaged' by Trump? The US manufacturing industry is very worried.
①Whether it's Biden, Harris, or Trump, they are all eager to see the reshoring of the manufacturing industry in the usa; ②However, under the same goal, the two parties seem to be taking vastly different paths; ③Behind this significant difference, many industry professionals in the usa are worried that the wave of factory construction sparked by subsidies during the Biden administration may come to a halt abruptly after Trump takes office...
How much electricity does AI consume? Technology stocks have a small nuclear reactor in every pair of hands.
Although there are currently no specific numbers indicating the demand for AI in electrical utilities, the market's recognition of the power consumption of AI servers is highly logical, such as the most widely discussed restarting of nuclear power plants or increasing the construction of nuclear power plants.
Emerging markets assets rise as traders reduce bets on Trump's re-election.
Emerging market assets rose, investors limited their bets on Donald Trump winning the US presidential election, despite his and another candidate's neck-and-neck momentum. The currencies of Mexico, South Africa, and Eastern Europe rose against the US dollar on the eve of the US election, which could reshape global trade and investment flows in the coming years. As of 10 AM London time, the MSCI Emerging Markets Forex Index rose by 0.2%, heading towards its largest two-week gain. A weekend poll showed Kamala Harris leading Trump in Iowa, a state where he has won in previous elections. Bets on Trump's victory supported the US dollar, as markets anticipate tariffs and.
US stock market outlook | Market suddenly reduces "Trump trade"! Polls show the outcome is unpredictable; Nvidia's pre-market rise nearly 2%, will replace Intel in the Dow Jones Industrial Average.
In pre-market trading on Monday, the three major futures indices showed mixed movements; popular China concept stocks generally rose in pre-market trading, with xpeng up nearly 6%; tesla's electric vehicle delivery volume in China in October decreased by 5.3% year-on-year and a significant 23% month-on-month drop.
AI GPU demand is too strong, nvidia urges sk hynix to prepare HBM4 six months in advance.
Choi Tae-won, the chairman of SK Group, one of South Korea's large conglomerates, stated in an interview on Monday that Nvidia CEO Jensen Huang had previously requested SK Hynix, the storage chip manufacturing giant under SK Group, to release its next generation of HBM - HBM4 six months ahead of schedule.
Demand is booming! Hwang Ren Xun requests sk hynix to supply HBM4 chips 6 months in advance.
Intensifying competition
Taiwan Semiconductor USA Plant 1 held a completion ceremony in early December.
According to Taiwan's Economic Daily News, Taiwan Semiconductor has finalized the completion ceremony of its first wafer fab in Arizona, usa in early December.
Capital Macro: If Harris wins, the stock market will continue to benefit from the bubble driven by ai.
November 4th, Guolonghui｜Macroeconomic expressed that if Harris is elected as the president of the usa, her policies are expected to largely follow in Biden's footsteps.
Express News | Taiwan Semiconductor considers raising prices for 3nm process and advanced CoWoS packaging.
Due to the bottleneck in computing power, OpenAI has temporarily postponed the release of GPT-5, seeking breakthroughs in collaborative chip development.
OpenAI's CEO Sam Altman revealed that due to limitations in computing power, the company is unable to launch new products at the expected rate.
Chip giants: some are happy, some are worried.
Some semiconductor manufacturers have emerged from the cold winter last year and are taking big steps forward, while some manufacturers, due to severe freezing, can only take small steps forward. Some manufacturers have even fallen into a 'false spring' situation, a sign also reflected in their financial reports.
Republican House Speaker threatens to repeal the "Chip Act", triggering backlash, while the Democratic Party takes advantage of the situation to launch further attacks.
①When asked if the Republican Party would seek to repeal the 'Chip Bill' if they win the election, Johnson replied, 'I expect we are likely to do so'; ②The next day, Harris told the media, 'Let's figure out why he (Johnson) retracted his statement. Because it is unpopular, and their agenda is also unpopular.'
OpenAI CEO Says the Company Is Being Held Back by Lack of Compute Capacity
Some Fear Factory Boom Could Suffer Under Trump -- WSJ
nvidia will replace intel in the Dow Jones Industrial Average, highlighting the increasing prosperity of AI.
Standard & Poor's Dow Jones Indices announced on Friday local time that nvidia will replace intel next week and join the Dow Jones Industrial Average index.
Taiwan Semiconductor Options Spot-On: On November 1st, 151.75K Contracts Were Traded, With 1.66 Million Open Interest
On November 1st ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 151.75K options for the day, of which put options accounted for 39.29% of the total
Intel's Outlook Encouraging But Chipmaker Still Expected to Struggle -- Market Talk
"Treading on Air" Two major chip giants unexpectedly warming up in the AI wave, but difficult to shake the logic of chip stocks: fundamental reversal must rely on AI.
Maybank analyst stated that intel and Samsung's gap in ai is "difficult to narrow in the short term"; Allspring analyst stated that Samsung needs to make "difficult decisions".
Technology stocks' pullback is nothing to panic about! The downturn can be a good opportunity to "buy the dip".
Investors have many reasons to turn to the technology stocks they once favored, but they may regret it.
Express News | Taiwan Semiconductor is expected to receive the first batch of the world's most advanced high numerical aperture extreme ultraviolet lithography machines from ASML by the end of this year.