TSM241206C202500
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Taiwan Semiconductor Newsroom
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.
The US non-farm kicks off December trade, will the US stock market's 'feast' continue to party?
On Friday, the US Bureau of Labor Statistics will release the employment report for November. The latest data on job vacancies, private sector wage growth, as well as data on service and manufacturing activities, will also be released throughout this week.
Can the US Share Market Keep Delivering? Spotlight on the 'Magnificent Seven'
Express News | Foreign media reports that the iPhone 17 series will introduce innovations, with the iPhone 17 Pro series featuring a brand new A19 Pro chip.
taiwan semiconductor founder revealed: 11 years ago, Huang Renxun was invited to be the company's CEO.
① TSMC founder Morris Chang revealed in the second volume of his autobiography that he invited nvidia CEO Jensen Huang to become TSMC's CEO twice in 2013, but the invitations were politely declined. ② Chang stated that Huang was one of the ideal candidates at the time due to his personality, professional background, and knowledge of semiconductors. ③ Huang mentioned that he already had a job, and Chang appreciated his honesty, leading both companies to maintain a strong partnership.
Top 20 by transaction volume | Tesla rose nearly 4%, with this year's supply chain payment cycle shortened; microstrategy slightly fell, with a peak increase of over 7% during the session.
On Friday, the stock market saw nvidia leading in trading volume, closing up 2.15% with a transaction of 19.599 billion USD. Tesla ranked second, closing up 3.69% with a transaction of 12.652 billion USD. Microstrategy ranked third, closing down 0.35% with a transaction of 8.784 billion USD.
US stocks closed | The three major indices rose together, the Dow and S&P continued to hit historical highs; most large technology stocks rose, nvidia rose more than 2%, Tesla soared more than 38% in the month, the best performance in nearly two years
US stocks posted weekly gains of over 1%, with the Dow rising by 7.5% in November and the S&P up 5.7%, both achieving the best performance of the year. The Nasdaq accumulated an increase of over 6%, small-cap indices rose by nearly 11%, the chip index rose by 1.5% on Friday but declined monthly, and Tesla saw a monthly increase of over 38%, its best performance in nearly two years.
Taiwan Semiconductor Options Spot-On: On November 29th, 116.35K Contracts Were Traded, With 1.68 Million Open Interest
On November 29th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 116.35K options for the day, of which put options accounted for 36.82% of the total
Express News | All three major U.S. stock indices closed higher, with the Dow up 0.43%, the Nasdaq rising 0.83%, and the s&p 500 index increasing by 0.57%. Chip stocks generally rose, with nvidia and asml holding both gaining over 2%, and taiwan semiconductor and intel
Express News | The US stock market's semiconductor sector rose during trading, with nvidia, taiwan semiconductor, qualcomm, and Arm Holdings rising over 2%, and broadcom, AMD, and intel rising over 1%.
Japan to Provide Additional $9.9B for Chips, AI Initiatives This Year: Report
Japan will allocate nearly 10 billion dollars again to support the semiconductor industry by increasing investments in chip production and AI.
Japan will allocate an additional 1.5 trillion yen (9.9 billion US dollars) to promote its semiconductor and ai business, including funding for the chip foundry Rapidus.
Big news has just emerged in the chip field! Germany is providing "huge" subsidies to the chip industry, while amazon is "challenging" nvidia.
To challenge nvidia's monopoly in the ai chip field, technology giant amazon is accelerating the development of a new ai chip Trainium2, which has four times the performance and three times the memory capacity compared to the previous generation, and has significant advantages in energy efficiency and cost.