Episodios

  • TSMC: Driving AI Innovation Amid Global Challenges and Political Pressures

    TSMC: Driving AI Innovation Amid Global Challenges and Political Pressures
    Jul 25 2024
    TSMC's Latest Results Show Its Role as an AI Innovator
    Despite high costs and criticism from former President Trump, TSMC remains steadfast and on track with global chip mass production. The company's latest results underscore its position not just as a beneficiary of the AI boom, but as a key creator in the field.
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    8 m
  • Global Tensions and Economic Ripples: Trump's Taiwan Ultimatum & Weak China Demand Impact Taiwan's Exports

    Global Tensions and Economic Ripples: Trump's Taiwan Ultimatum & Weak China Demand Impact Taiwan's Exports
    Jul 24 2024
    President Trump has stated that the U.S. will not intervene if China invades Taiwan unless Taiwan compensates for American protection. Concurrently, Taiwan's June export orders have fallen short of expectations, with a notable decline in demand from China.
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    8 m
  • Tech Turmoil: Chip Stocks Plunge Amid China Trade Woes and Trump’s Taiwan Remarks, TSMC Takes a Hit

    Tech Turmoil: Chip Stocks Plunge Amid China Trade Woes and Trump’s Taiwan Remarks, TSMC Takes a Hit
    Jul 21 2024
    Chip stocks shed $480 billion in market value amid concerns over China trade relations and comments from former President Trump regarding Taiwan. Despite raising its 2024 revenue forecast, TSMC shares declined nearly 2%.
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    7 m
  • Chip Wars: ASML's Rollercoaster and a $480 Billion Shakeup Over China Trade Fears

    Chip Wars: ASML's Rollercoaster and a $480 Billion Shakeup Over China Trade Fears
    Jul 19 2024
    Chip stocks have experienced a significant decline, losing $480 billion in value due to concerns over U.S.-China trade relations and recent comments by former President Trump regarding Taiwan. Although ASML's stock saw a 49% increase in 2024, it faced downward pressure amid fears of potential Chinese export restrictions.
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    7 m
  • TSMC's Earnings Insights & Future Tech: What the iPhone 18 Pro Means for 2nm Processors

    TSMC's Earnings Insights & Future Tech: What the iPhone 18 Pro Means for 2nm Processors
    Jul 18 2024
    Title: TSMC Reports Earnings This Week: What to Expect

    Description: Taiwan Semiconductor Manufacturing Company (TSMC) is set to release its earnings report this week. Investors and tech enthusiasts are eager to hear updates, particularly regarding the company's future innovations. Notably, the highly anticipated 2nm processor is projected to debut with the iPhone 18 Pro, offering a glimpse into the future of semiconductor technology.
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    7 m
  • iPhones Lose Ground: Apple's Market Share Struggles Amidst TSMC's AI Chip Boom

    iPhones Lose Ground: Apple's Market Share Struggles Amidst TSMC's AI Chip Boom
    Jul 17 2024
    Global iPhone shipments are on the rise, but Apple is facing increasing competition from Chinese rivals in market share. Meanwhile, TSMC is expected to see a 30% increase in second-quarter profits due to a surge in demand for AI chips.
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    7 m
  • Market Insights and Industry Breakthroughs: JEDEC's HBM4 Advancements and Weekly Predictions

    Market Insights and Industry Breakthroughs: JEDEC's HBM4 Advancements and Weekly Predictions
    Jul 16 2024
    Upcoming Market Forecast and HBM4 Spec Finalization by JEDEC

    This week, anticipate market updates and significant advancements as JEDEC nears the finalization of the HBM4 memory specification. The new specs promise up to 32 Gb densities in 16-Hi TSV stacks and speeds of 6.4 Gbps, indicating notable improvements in memory performance and capacity.
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    6 m