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DigiTimes Reported Earlier, TSMC Adjusts Chip-on-Wafer-on-Substrate (CoWoS) Capacity Plans Amid Trump 2.0 Uncertainty
Express News | Taiwan Semiconductor: No announcement has been made regarding the capital expenditure plan for 2025.
TSMC's American Fabs Could Dilute Its Margin Long Term -- Market Talk
Express News | Barclays: Raised taiwan semiconductor target price from 215 dollars to 240 dollars.
Are good days coming? American technology companies are looking forward to Trump 2.0, which will be crucial in reducing regulations.
①With Trump winning the election, many American technology company executives feel excited because Trump's victory means that the United States' fiscal spending is expected to increase, trade regulations will be relaxed, which is crucial for technology enterprises; ②Although Trump's anti-monopoly agenda is still uncertain, people seem to be increasingly optimistic that compared to Biden, he will take a less interventionist approach towards giant monopolies.
After the AI craze of "empty steps" led to a sharp drop in stock prices, Samsung's $7 billion buyback helped the stock price rebound significantly.
Samsung's stock price soared due to a $7 billion share buyback plan, after the company missed the ai frenzy due to slow progress in HBM development; jpmorgan stated that management is actively taking steps to support the stock price.