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Taiwan Semiconductor Newsroom
Taiwan Semiconductor's 2-nanometer manufacturing process technology details have been released, with a 15% performance increase and a 30% reduction in power consumption.
On December 17, at the IEEE International Electronic Devices Meeting (IEDM) held in San Francisco, the Global foundry giant Taiwan Semiconductor revealed more details about its highly anticipated 2-nanometer (N2) process technology. It was introduced that compared to the previous generation process, the N2 process improves performance by 15%, reduces power consumption by up to 30%, and significantly enhances energy efficiency. Additionally, thanks to the application of Gate-All-Around (GAA) nanosheet transistors and N2 NanoFlex technology, transistor density has increased by 1.15 times. The N2 NanoFlex technology allows manufacturers to operate in the smallest area.
Broadcom is迎来了 its "NVIDIA moment".
Before joining the "trillion dollar club", Broadcom's Market Cap had already reached around 800 billion USD. The rise of such a large AI Chip stock has made Wall Street think of NVIDIA.
ASICs are booming, and Technology giants are competing for the 3-nanometer project! Morgan Stanley: Taiwan Semiconductor will participate in all production, and World Semiconductor has even greater potential for growth.
Morgan Stanley believes that the ASIC market size is expected to reach $30 billion by 2027. Currently, several key 3nm projects are nearing finalization. Analysts expect that the tape-out of Heshin Electronics' 3nm project in early 2025 will serve as a strong catalyst for the stock price, helping to alleviate investors' concerns over competition from Marvell in the 3nm project.
U.S. stock market closing | The three major indexes had mixed results, with the Nasdaq increasing over 1% to reach a new high, while the Dow Jones fell for the eighth consecutive day; Broadcom surged over 11%, and Tesla rose over 6%, both reaching histori
The Dow Jones Industrial Average has recorded its longest losing streak since 2018; NVIDIA fell over 1%, marking its third consecutive decline; MicroStrategy, which was added to the Nasdaq 100 index, surged over 7% intraday before reversing to a loss, and Super Micro Computer, which was removed from the index, closed down over 8%. Chinese concept stocks fell over 2%.
Taiwan Semiconductor Options Spot-On: On December 16th, 105.1K Contracts Were Traded, With 1.75 Million Open Interest
On December 16th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 105.1K options for the day, of which put options accounted for 32.46% of the total
Market Chatter: Biden Preparing Trade Probe Into Legacy Chips Made in China
10 Information Technology Stocks Whale Activity In Today's Session
"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
Broadcom rises over 8% again, with a cumulative increase of over 35% in two days! Which company will become the next member of the "trillion Market Cap club"?
After Broadcom's market cap exceeded one trillion dollars, there are currently nine companies in the "trillion-dollar market cap club" in the U.S. stock market, namely Apple, Microsoft, NVIDIA, Amazon, Google, Meta, Tesla, Broadcom, and Taiwan Semiconductor.
SA Charts: Here's How Global Semiconductors Sales Have Performed This Year
Morgan Stanley's in-depth analysis of the Industry Chain for ASICs: Who are the big winners?
Morgan Stanley believes that although NVIDIA's GPUs have a clear performance advantage, the initial cost of ASICs is lower, making them particularly suitable for budget-constrained Cloud Computing Service providers. Broadcom, Semiconductor Manufacturing International Corporation, and Socionext are viewed as Bullish. Cadence Design Systems, Taiwan Semiconductor, and their supply chain partners will benefit from the rapid growth in ASIC design and manufacturing.
"With the Pilot Production of Intel Next-generation Panther Lake Processors Not Performing as Well as Expected, Sources From the Upstream Supply Chain Have Rumored That the CPU Giant Will Continue to Place Orders With TSMC, Which Should Benefit TSMC's...
Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.
From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.
Puyin International: The AI wave of 2025 will redefine the Global Technology future.
The growth momentum of the Technology Industry in 2024 is expected to continue into 2025.
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
Institutions: A "new approach" to evaluating the valuation of the US stock market.
Source: CICC Insights Authors: Liu Gang, Wang Zilin Last week, the Nasdaq Index first broke through the 0.02 million point barrier. Although concerns about high valuations and potential economic stagnation following Trump's inauguration remain, the U.S. stock market has continued to rally after the Fed's interest rate cut in September and especially after the November elections, with the three major indices repeatedly reaching new highs. Despite these concerns not reversing the upward trend of U.S. stocks, they have indeed increased alongside the market reaching new heights. So, at the current position, how high is the valuation of U.S. stocks? How high of a valuation level can the current growth and liquidity environment support? How should the valuation issue of U.S. stocks be viewed? In this regard, we take a longitudinal perspective.
2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.
Top 20 by transaction amount | Tesla's stock price has reached a historic high, with a cumulative increase of nearly 80% since the election; Broadcom surged 24% after earnings, with a Market Cap surpassing 1 trillion USD.
On Friday, the first in U.S. stock trading volume was Tesla, which rose 4.34%, reaching a historical high price, with a trading volume of 38.132 billion USD; the second was NVIDIA, which fell 2.25%, with a trading volume of 31.251 billion USD; the third was Broadcom, which rose 24.43%, with a trading volume of 26.607 billion USD, and its Market Cap surpassed 1 trillion USD.