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Taiwan Semiconductor Newsroom
The Central Economic Work Conference was held in Peking, and **** delivered an important speech.
The Central Economic Work Conference was held in Peking, where **** delivered an important speech, Li Qiang gave a summary speech, and ****, ****, Cai Qi, ****, and Li Xi attended the meeting.
Annual review | The top ten explosive stocks in the US stock market for 2024 have been released! Applovin emerges as the dark horse of the year in AI, MSTR astonishes the market with a fivefold increase for the year, and Tesla makes a comeback in the last
As of the market close on December 11, the S&P 500 Index has risen by 27% year-to-date, surpassing 6,000 points; the Nasdaq Composite Index has accumulated a rise of over 33%, reaching a milestone of 0.02 million points, exceeding market expectations.
Express News | Apple is reportedly collaborating with Broadcom to develop AI Chips, and Taiwan Semiconductor's advanced processes will welcome another L.
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
U.S. stock market close: The Nasdaq has fallen from historic Top Reversal, while the Dow has declined for the sixth consecutive day.
① The Nasdaq China Golden Dragon Index rose by 0.18%, with China Concept Stocks showing mixed performance; ② Google is collaborating with Samsung to develop a headset device, with the first product expected to be launched next year; ③ Apple is reportedly set to start producing a key wireless chip currently supplied by Broadcom next year; ④ Adobe fell nearly 14%, as the company's full-year performance guidance was below expectations.
Apple is reportedly set to begin production next year of a key wireless chip currently provided by Broadcom.
Apple's ambition to use self-developed components in its devices will include a shift to using its own developed Bluetooth and Wi-Fi Connection Chips starting next year, replacing some parts currently provided by Broadcom. According to informed sources, this chip, codenamed Proxima, has been in development for several years and is now planned to begin production in 2025. Like other self-developed chips from Apple, Proxima will be produced by partner Taiwan Semiconductor. This plan is independent of Apple's highly anticipated plan to replace Qualcomm's wireless modem, but the two components will eventually work together. Informed sources said that Apple...
Express News | Apple Inc. is about to switch to self-developed Bluetooth and Wi-Fi chips for iPhone and Smart Home.
Apple Nears Switch From Broadcom Components for IPhone, Home Wireless Chip- Bloomberg
Intel Co-CEOs Say They Remain Invested in Foundry, Not Writing off Separation
Express News | Intel executives: Taiwan Semiconductor is the benchmark expected by the industry.
Intel Exec Says TSMC Is The "Benchmark For What's Expected In The Industry"
WFE 2025 Outlook Cut Lower Due to China, Lower DRAM Demand: Jefferies
Express News | The Central Economic Work Conference states that a moderately loose MMF policy should be implemented, with timely reductions in reserve requirements and interest rates, to maintain ample liquidity.
Express News | Central Economic Work Conference: There will be a more proactive fiscal policy, increasing the fiscal deficit ratio.
Express News | Central Economic Work Conference: Implement a more proactive macro policy, expand domestic demand, promote the integration of technological innovation and industrial innovation development, and stabilize the property and stock markets.
Express News | Reports indicate that the iPhone 18 Pro will further adopt Taiwan Semiconductor's 2nm process, with chip prices increasing by as much as 70%.
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
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.
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%.