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Taiwan Semiconductor Newsroom
Will 2025 no longer be the era of the magnificent 7? Bank of America is bullish on this type of stocks...
①The chief strategist of Bank of America predicts that cyclical stocks (such as csi commodity equity index, construction, and infrastructure) will rise strongly, as investors will flow into the "old economy" sector; ②She believes that the USA economy is ready for a new spending cycle, and expects the s&p 500 index to rise to 6666 points next year.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
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.
Taiwan Semiconductor Options Spot-On: On December 3rd, 257.11K Contracts Were Traded, With 1.66 Million Open Interest
On December 3rd ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 257.11K options for the day, of which put options accounted for 14.59% of the total
Unusual Options Activity: QCOM, TSM and Others Attract Market Bets, QCOM V/OI Ratio Reaches 184.8
EST Dec 3rd Closing Delivery - In the last three hours of trading, 8 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.
Intel Stuck Between Foundry and Hard Place as It Searches for New CEO
Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
Former intel CEO Gelsinger will receive a severance payment of 12 million dollars.
Intel submitted a document to the Securities and Exchange Commission (SEC) today, showing that the recently departed former CEO of the company, Pat Gelsinger, will receive approximately $12 million in severance pay. The document indicates that after Gelsinger's departure, he will receive 18 months of base salary, totaling about $1.9 million. Additionally, he will also receive 1.5 times the target bonus of $3.4 million, paid over 18 months. Furthermore, as CEO, Gelsinger will receive 11 months of annual bonus. In summary, these will bring his total severance package to around $12 million. Compared to before.
After the CEO stepped down, will intel's next step be a split? taiwan semiconductor responded with a significant increase.
Gelsinger's departure signifies the collapse of intel's foundry global strategy. Now, the most favorable option for the next CEO may be to spin off the foundry business and fully embrace taiwan semiconductor, just like its competitor AMD.
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.
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