TSM Taiwan Semiconductor
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Taiwan Semiconductor News
Express News | Former Director Liu Deqin of Taiwan Semiconductor plans to establish an industrial think tank in the usa.
Express News | Taiwan Semiconductor's Kaohsiung Fab 3 is expected to obtain a construction permit in January next year.
U.S. stocks closed higher with all three major indices rising. The Dow, S&P, and Russell 2000 all hit record highs, while nvidia fell more than 4% against the market; bitcoin fell below $93,000, while microstrategy dropped more than 4%.
Funds continue to flow out of the technology sector, rotating into cyclical stocks. The Dow rose more than 400 points, while the Russell small cap stocks rose by 2.5% at one point. The S&P hit a new intraday high before narrowing its gains. Nvidia dropped over 4% to a three-week low, Tesla fell by nearly 4%, Nio dropped by 3.6%, but Alibaba rose by nearly 3%.
Nvidia's Strong Earnings to Benefit TSMC as AI Demand Continues to Soar
U.S. stock morning market | Most growth tech stocks are up, intel up nearly 3%; super micro computer rebounds 16%, stock price has doubled from the low point; cryptos stocks plummet, Hut 8 down over 7%, MSTR down 5%
Berkshire Hathaway-B rose by 1%, Buffett converted his 1600 shares of Berkshire Hathaway Class A stock into 2.4 million Class B shares; AMD rose by 2%, reportedly interested in entering the mobile chip sector.
Intel seeks survival by "dividing the land"! Will sell two large industrial park properties in the usa.
① Intel plans to sell its plant in Folsom, California, and land in Hillsboro, Oregon, to adjust its global real estate strategy and save costs; ② Intel continues to face financial pressure, with a loss of 17 billion USD last quarter, and coupled with diminishing hopes of obtaining subsidies from the usa government, this has forced the company to consider self-rescue actions.
Huang Renxun discusses the current situation of AI: It will still take several years to achieve 'highly reliable.'
Jensen Huang believes that we are still "years away" from a highly trustworthy AI system. The entire industry is also rethinking how to train models more effectively with limited data and resources.
US stocks closed | All three major indices rose for the entire week! The Dow Jones hit a new closing high, Tesla rose nearly 4%; cryptos concept stocks all rose, MSTR increased by over 6%.
Funds flowed out of technology stocks and into economically sensitive cyclical stocks. The Nasdaq fluctuated between gains and losses, dragged down by over 3% drop in Nvidia and 1.7% drop in Google Class A. The Dow Jones rose by about 1%, small caps rose by 1.8%, and Chinese concept stocks fell by 1.4%. The S&P 500 and Nasdaq accumulated gains of 1.7% for the week, the Dow rose by about 2%, Tesla rose nearly 10% for the week, and Super Micro Computer soared by over 78%, its best week ever. MicroStrategy, known as a 'Bitcoin whale', rebounded by 6% on Friday. Economic weakness pushed the Euro to a two-year low, while the US Dollar rose for the third consecutive week to a two-year high. Offshore Renminbi fell by over 200 points for the week to nearly a four-month low. US oil had its best two-month gain with a 6.5% increase for the week, gold rose by over 1% to surpass $2700, marking its best week in over a year with a 5.7% increase.
Fed's Bowman Says Regulators Shouldn't Rush to Contain AI
TSMC (TSM) Stock Falls Amid Market Uptick: What Investors Need to Know
Taiwan Semiconductor Options Spot-On: On November 22nd, 116.22K Contracts Were Traded, With 1.62 Million Open Interest
On November 22nd ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 116.22K options for the day, of which put options accounted for 38.48% of the total
Unusual Options Activity: BNS, XP and Others Attract Market Bets, BNS V/OI Ratio Reaches 166.7
EST Nov 22nd Morning Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.
NXP Initiated at Overweight as It Remains on Track for $16B Revenue: WF
U.S. stock market update | taiwan semiconductor rises over 1% in pre-market as institutions expect CoWoS capacity to double by 2025.
November 22nd, Guolonghui｜taiwan semiconductor (TSM.US) rose 1.1% in pre-market trading to $193.35. In terms of news, the latest Trendforce report indicates that the increasing demand for customized chips and packaging area due to AI applications is driving the CoWoS demand for 2025. Observing the important development trends in the CoWoS market next year, nvidia will increase its share of taiwan semiconductor's CoWoS demand to nearly 60%, leading to taiwan semiconductor's monthly CoWoS production capacity almost doubling by the end of the year, reaching 0.075 million to 0.08 million pieces. (Guolonghui)
Express News | Trendforce: Taiwan Semiconductor's CoWoS capacity is expected to double by 2025.
Huang Renxun dispels Blackwell's supply and demand concerns, nvidia (NVDA.US) stock price hits new high again.
Blackwell Accelerator chip product line has been fully put into production; after the revenue outlook fell short of the highest expectations leading to a stock price decline, the stock price finally rose on Thursday and hit a new high.
US stocks closed | The three major indexes rose together, with the Dow rising by more than 1%, nvidia shaking after the performance and closing up; bitcoin broke through 0.099 million US dollars to hit a new high again, microstrategy fell by more than 16%
Trump trade rises, with cycles related to the economy and small-cap stocks leading the way. The Dow rose 1%, the Nasdaq turned higher in the late session, Google Class A fell the most by 7%, nvidia initially rose nearly 5% to hit a new high before falling 3.6%, ultimately closing higher, Snowflake surged over 32% for its best performance since going public.
Taiwan Semiconductor Options Spot-On: On November 21st, 142.15K Contracts Were Traded, With 1.61 Million Open Interest
On November 21st ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 142.15K options for the day, of which put options accounted for 35.84% of the total
"In Order To Meet The Substantial Demand For AI Servers In 2025, TSMC Will More Than Double Its Production Capacity For CoWoS Packaging. Nvidia Will Consume Up To 60% Of The Capacity, While AMD And ASIC Developers Are Catching Up, According To...
Nvidia's Results Reinforce Continued AI Growth for Taiwan Semiconductor
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