Taiwan Semiconductor CoWoS packaging capacity is in short supply, the advanced packaging industry continues to be highly prosperous.
taiwan semiconductor has obtained nvidia's consent to raise prices next year, with the price of the 3nm process possibly increasing by up to 5%, and the CoWoS packaging price increasing by about 10% to 20%. citic sec believes that advanced packaging technology has become an important path in the "post-Moore era" and surpassing Moore. Focus on manufacturers and packaging and testing companies investing in advanced packaging technology, as well as supply chain related equipment vendors.
Will the chip industry face more challenges with Trump's election?
Since the elected president Donald Trump took office, the USA has been using trade restrictions and sanctions to contain china's technological progress. Now that Trump has returned to the White House, the semiconductor war between USA and china may escalate further.
Express News | taiwan semiconductor's US fab is expected to start mass production of 4nm process in early 2025.
One of the big winners of the AI boom, Arm (ARM.US), saw a sharp 23% increase in royalties, but performance expectations did not bring any surprises.
Overall chip demand may be dampened by smart phone, Arm predicts lukewarm, with the middle of the sales outlook range lower than expected; after announcing performance, the company's stock price fell in after-hours trading.
With the arrival of the Trump 2.0 era, what big changes will the technology industry in the USA face?
①Without a doubt, Musk will be the biggest beneficiary; ②With the heads of the SEC and FTC being 'fired', the cryptos industry, technology giants such as Apple, are expected to see a bullish trend; ③Google will be an exception.
Trump sparks a rally in the US dollar! US stocks and bitcoin hit new highs, with the Dow rising 1500 points, small cap stocks surging, while US bonds and metals plummet.
Dow rises to the best level in two years, small cap index rises nearly 6%, banking stocks rise over 10%, oil, steel, and crypto stocks surge, European and American solar stocks all collapse, Trump media technology rises by almost 35% before closing up by about 6%, Tesla rises by nearly 15% to a two-year high, Qualcomm rises by 10% after the bell. Chinese concept stocks narrow their declines, NIO Inc and Zeekr drop over 5%. 10-year US Treasury yield rises the most by 20 basis points nearing 4.48%, reaching a four-month high along with a 1.7% rise breaking 105 in the USD index, Bitcoin rises by 9% nearing $0.076 million, offshore RMB drops by a thousand points to below 7.20, a three-month low, Euro and Yen once fell by 2%. Gold drops over 3%, London copper drops over 4%.