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Taiwan Semiconductor Newsroom
Looking back at 2024: Why did the rising trend of US stocks shock Wall Street?
①The US stock market has shown strong performance this year, with the s&p 500 index rising by about 27% year-to-date, expected to achieve the best performance in many years, far exceeding Wall Street's expectations at the beginning of the year. ②So, what are the factors that the US stock market relies on to achieve such a strong increase?
Express News | China Communications Enterprise Association: To ensure the security and stability of the information communication industry chain and supply chain, caution should be exercised in purchasing American chips.
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
Express News | The China Semiconductor Industry Association: USA chip products are no longer safe and reliable; relevant industries in China will have to be cautious in procuring American chips.
Express News | The China Association of Automobile Manufacturers: To ensure the security and stability of the automotive industry chain and supply chain, it is recommended that Chinese auto companies be cautious in purchasing chips from the USA.
Express News | The china internet association calls on domestic enterprises to proactively take countermeasures and carefully choose to purchase usa semiconductors.
Intel (INTC.US) CEO steps down, restructuring and trade opportunities reopen.
The sudden departure of intel CEO Pat Gelsinger provides a new opportunity for the struggling company to consider potential trade options, including some proposals that Pat Gelsinger rejected during his tenure leading the chip manufacturer.
Shanghai sinyang semiconductor materials (300236.SZ): Copper sulfate products have officially begun continuous supply to Taiwan semiconductor.
Gelonghui December 3rd | Shanghai Sinyang Semiconductor Materials (300236.SZ) stated on the investor interactive platform that the company's copper sulfate products have officially started to supply Taiwan Semiconductor.
Top economists: Next year, the "big hot" in the US stock market will change! Is the high-return gold period over?
Wharton School professors said, "Perhaps this time, we will see the hot stocks that have performed exceptionally well in the past two years relatively weak."
Amazon founder invests in Jim Keller, targeting nvidia.
Recently, Tenstorrent, led by industry renowned figure Jim Keller as CEO, announced the completion of a $0.693 billion Series D financing round led by Samsung Securities and AFW Partners. Following this round of financing, the valuation of this AI chip startup is approximately $2.6 billion.
Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
Taiwan Semiconductor Options Spot-On: On December 2nd, 189.03K Contracts Were Traded, With 1.72 Million Open Interest
On December 2nd ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 189.03K options for the day, of which put options accounted for 40.75% of the total
Express News | U.S. semiconductor stocks rose, with taiwan semiconductor and marvell technology up over 4%, intel up nearly 4%, broadcom and AMD up nearly 3%, and nvidia up over 1%.
Express News | Youyan Silicone: actively conducting due diligence and investigation work related to mergers and acquisitions.
Express News | Chinese concept stocks in pre-market trading are mixed, with Xiaopeng Motors rising by over 3%, exceeding 30,000 units in monthly deliveries for the first time; NIO dropping by over 4%, jd.com rising by over 1%, and taiwan semiconductor all rising by over
Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.
In the Asian stock market, Taiwan's stock market surged by 2.4%, outperforming with taiwan semiconductor rising nearly 4%. The Nikkei index climbed over 200 points in the afternoon, and Indonesia's CPI slightly exceeded expectations.
In November, china's official manufacturing purchasing managers' index (PMI) rose to 50.3, an increase of 0.2 points month-on-month, marking three consecutive months of growth and reaching a seven-month high; additionally, the Caixin china manufacturing purchasing managers' index (PMI) announced this morning (December 2) rose to 51.5, surpassing market expectations of only rising to 50.6, and has been in the expansion range for two consecutive months. Major stock markets in the Asia-Pacific region rose this morning, but the gains were moderate, with Taiwan's stock market rising over 2%, outperforming the region. The recent positive manufacturing data from the mainland boosted the A-shares in the mainland, with the Shanghai Composite Index rising 33 points or 1% in the morning session, approaching a high of 3,360.
Youyan Silicon: In the second half of the year, the prices of semiconductor wafers have been relatively stable, and the acquisition symbol DGT is a supplier for taiwan semiconductor, micron, etc.｜Direct coverage of the earnings conference.
Chairman Fang Yongyi of Yoyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate is full in the first three quarters, with a high production-sales rate, and will rapidly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Yoyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. Unsponsored ADR, Taiwan Semiconductor, Micron, etc., and the acquisition can effectively reduce the cost and risk of end customers' certification, accelerating the certification progress.
Express News | Yoyou Research Silicon: Overseas target DGT, a supplier to Taiwan Semiconductor and Micron, is currently undergoing due diligence work.
Hong Kong stocks are fluctuating | Apple supplier stocks continue to rise. It is reported that Apple has ordered M5 chips from taiwan semiconductor. AI edge applications are accelerating.
Apple supplier concept stocks continue to rise. As of the time of writing, BYD Electronics (00285) is up 9.7%, at 37.9 Hong Kong dollars; Cowell (01415) is up 6.36%, at 26.75 Hong Kong dollars; Q Tech (01478) is up 5.87%, at 6.31 Hong Kong dollars; AAC Tech (02018) is up 4.86%, at 36.75 Hong Kong dollars; Sunny Optical (02382) is up 3.18%, at 64.95 Hong Kong dollars.