💡 TSMC discontinues supply to Chinese chipmaker Sophgo: How geopolitics affects the semiconductor industry
Taiwan Semiconductor Manufacturing Company $TSM, a global leader in chip manufacturing, has suspended its cooperation with Chinese firm Sophgo after its chip was discovered in Huawei' s artificial intelligence processor . Huawei is banned from using advanced technology... Read more
It's not good, and since I have that $ASML in my portfolio, the geopolitical decisions scare me sometimes, but hopefully it won't be that big of a deal.
An incredible performance by $TSM. Revenues in 2024 will reach $83 billion, up from $8 billion in 2004. But do you think the current pace is sustainable? For the next couple of years I guess it's clear, but what's next? Is anyone keeping TSM here for the long term?
Great company, so far I only have $ASML and $NVDA from this industry. TSM is pretty high right now and we'll mostly see how the US election goes as it may affect a lot of things too.
Hello, investors! What do you think about $TSMstock ? Anyone here thinking of buying before earnings? Results are expected to be very strong and the company is expected to announce some plans for factories in Europe in the coming months, which could be a nice growth catalyst. Earnings may already be priced into the stock, but given the growing demand for chips and possible EU... Read more
As earnings season gets underway there will be a lot to watch, last week $JPMBank kicked it off nicely by presenting beautiful results above analyst expectations. Let's see what the banks show us this week and they will also be joined by two tech giants along with the world's largest streaming platform. Here I bring you my... Read more
Next week will be very interesting in terms of company results. I will be most interested in the results of $BAC and $ASML, as I have these stocks in my portfolio. But I will also be interested in the results of $TSM, $UNH and $NFLX.
Which companies will you be most interested in next week?
Taiwan Semiconductor Manufacturing's $TSMsales rose 45% in July, accelerating the pace of growth from the June quarter and boosting hopes for continued strong demand for artificial intelligence chips from companies such as Nvidia Corp.
Are you investing in $TSM or are the risks associated with China the big bogeyman?
Semiconductors are an essential part of our modern life. They power not only our computers, but also our cars, smartphones, and even smart fridges and washing machines. Shares of semiconductor companies are seeing phenomenal growth. 📈
With the spread of artificial intelligence (AI) semiconductors have become even more important. Here are seven... Read more
Here is a summary of the interesting events that await us in the week ahead.
Monday:Fed Chairman Powell's speech 🗣️Jerome Powell will speak about the current state of the economy and USmonetary policy . His words may influence markets around the world.
Tuesday: US Retail Sales 🛒 The retail sales report will provide insight into consumer spending... Read more
Advanced Micro Devices $AMD is a global manufacturer of semiconductor components, primarily focused on the development of high-performance processors and graphics cards. In recent years, the company has gained significant market share with its high-end products such as theRyzen series of processors and Radeon graphics cards . In this way ,... Read more
I appreciate that it says how Intel is just trying to narrow the gap with TSM. 18A is supposed to be comparable to N3P and Intel will have nothing to respond to N2 planned for 2025. Betting on INTC now is a pretty risky choice in my opinion, that's why I prefer to stick to the current cutting edge, which is hardly something everyone will run away from just because someone else builds fabs and recruits a team of marketers. The idea that competitors in the form of AMD or NVIDIA will manufacture at INTC is hard to believe, in the same way Apple will find it hard to think about handing over their know how to someone who makes their own chips.
So what I've been watching the last couple of years, TSMC despite being the leader is still growing revenues and profits nicely because they have a lot of pricing power due to their manufacturing technology. Intel adopted EUV pretty late, probably will have much worse yields than TSM and probably Samsung, i.e. smaller margins (+large CAPEX). Shareholders are looking at a paltry dividend that just won't get to the original values and capital appreciation is also very uncertain.
🌟 Onsemi's big investment in the Czech Republic: a game changer for the semiconductor industry!
US chip manufacturing giant Onsemiconductor $ON has announced a historic investment of up to $2 billion in a Czech semiconductor manufacturing plant. This project represents the largest single foreign direct investment in our country and is a significant step towards strengthening Eu... Read more
Personally I see good future for $TSM . It's a great company, already got about 50% profit on the shares I own. I am however a little worried about the situation with China invading Taiwan as they declared doing so before 2030. This could have a big negatice impact on the company. Taking this into consideration I am still holding some shares and if we have a little ''sale'' on shares, I will consider buying more!
🚀 Arm Holdings is heading for a revolution with AI chips! 🧠
According to information from Nikkei Asia we have a revolutionary new product on the horizon from the company Arm Holdingswhich is going to launch AI chips in the year 2025! 🌟 This British company, part of the SoftBankis heading into the world of artificial intelligence and plans to launch its first products in 2025.... Read more
Great news! Definitely good to follow this company. Now it's about not being too late in 2025. Or it like probably never will be, but that's how AI is already being addressed a lot and I believe it will be somewhere else again in a year. Anyway Arm is on my watchlist. 😊
The Biden administration is trying to give the chip industry a boost, not only with grants to factories, but also by turning semiconductor research into an attractive and interesting field for Americans. The law The Chips and Science Act of the 2022 allocates $11 billionto USA maintain its leadership in research and development. The goal is to create new electronic components... Read more
It's not good, and since I have that $ASML in my portfolio, the geopolitical decisions scare me sometimes, but hopefully it won't be that big of a deal.