Annual Review | The strongest sector in US stocks for 2024 has been revealed! Technology stocks are leading the way, with the "new AI superstar" Applovin skyrocketing over 700%, and NVIDIA rising over 170% at one point becoming the top company by Market C
The three major U.S. stock indices have repeatedly set historical highs this year, with the Dow Jones Industrial Average once breaking the 45,000-point barrier, and the Nasdaq continually approaching the 20,000-point mark. Even more exciting is that the S&P 500 Index has successfully stood above 6,000 points, marking the 57th closing high of the year.
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
Semiconductor design and manufacturing will merge again: Why are Taiwan Semiconductor and Samsung discussing DTCO at ICCAD 2024, which is in"focus"?
① Wei Shaojun from the China Semiconductors Industry Association stated that technology is the foundation for chip design companies to survive. A complete set of processes and methods suitable for their products needs to be established in design methodology, and DTCO points out the direction for industry development; ② Taiwan Semiconductor and Samsung have already had notable collaborative cases in the DTCO program, and the industry believes that the key to DTCO lies in addressing the issues of chip performance and mass production yield, effectively enhancing the production process.
NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.
Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called
The NASDAQ broke through 0.02 million points for the first time, Tesla led a group of tech giants to a new high, and Bitcoin climbed to 0.1 million dollars
The Dow and Apple fell, the Nasdaq rose nearly 2%, Tesla and Google rose nearly 6%, with Meta, Amazon, and Netflix all reaching new highs. Nvidia rose more than 3%, and Broadcom rose nearly 7%. At one point, ultra-microcomputers fell more than 8%. The decline narrowed, and Fanduo turned up more than 11%. The US CPI for November is betting on cutting interest rates next week. Interest rate cuts may be suspended in January next year. US dollar and US bond yields will rebound in V shape, and spot gold will be the highest in five weeks. The yen dived below 152, and the offshore renminbi once fell more than 300 points to 7.29 yuan. After the Bank of Canada cut interest rates sharply, Canadian dollar and Canadian bond yields turned up, and oil prices rose by about 2%.
Taiwan Semiconductor Options Spot-On: On December 11th, 243.59K Contracts Were Traded, With 1.72 Million Open Interest
On December 11th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 243.59K options for the day, of which put options accounted for 8.82% of the total
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Express News | Apple is likely to collaborate with Broadcom to develop AI Server chips using Taiwan Semiconductor's advanced process.
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Lianyun Technology (688499.SH): Taiwan Semiconductor's supply of the company's products is stable.
On December 11, Gelonghui reported that Lingyun Technology (688499.SH) stated on the interactive platform that the Overseas chip control policies mainly focus on the manufacturing equipment and Software for advanced computing, supercomputing, and storage chips. The company's Data Storage master control chip and AIoT signal processing and transmission chips are not included in the above scope. Taiwan Semiconductor ensures stable supply of the company's products, and the company maintains good communication mechanisms with relevant wafer manufacturers within China.
Express News | The Taiwan Affairs Office responded to the USA's request for Taiwan Semiconductor's advanced processes to move to the USA.
Express News | Former Japanese politician AKIRA AMARI stated that relying solely on Taiwan Semiconductor for high-end chips is the greatest risk.
Taiwan Semiconductor To Go Ex-Dividend On December 12th, 2024 With 0.61559 USD Dividend Per Share
December 10th (Eastern Time) - $Taiwan Semiconductor(TSM.US)$ is trading ex-dividend on December 12th, 2024.Shareholders of record on December 12th, 2024 will receive 0.61559 USD dividend per share
Express News | CITIC SEC: The performance cycle of the US stock Internet Plus-Related Sector is expected to continue in 2025.
Futu Morning Report | Focus on tonight's CPI report! It may become a key factor affecting next week's interest rate decision; Google surged more than 5%! Its quantum chip drove all Concept stocks to soar, with RGTI rising over 45%.
How much computing power does the agent need? Barclays: over 70% of total computing demand, with expenditures amounting to 300 billion; stock prices surged nearly 18%! Reports suggest that USA pharmacy giant Walgreens is in talks with private equity firms for a sale; Bitcoin briefly fell below 95,000 USD! Microsoft Shareholders voted against the Bitcoin investment proposal, stating that returns cannot be guaranteed.
Taiwan Semiconductor Options Spot-On: On December 10th, 139K Contracts Were Traded, With 1.7 Million Open Interest
On December 10th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 139K options for the day, of which put options accounted for 46.2% of the total
Express News | The three major US stock indices ended the day lower, with the Dow Jones down 0.35%, the Nasdaq down 0.25%, and the S&P 500 Index down 0.30%. Chinese concept stocks fell collectively, with the 3x Long FTSE China ETF down nearly 13% and the Nasdaq Golden D
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Chips Mostly Lower as Investors Await Key Results From Broadcom