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Apr 18, 2024
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— taiwan recently, will that have impact on tsmc? what they said is none of their _ impact on tsmc? what they said is none of their equipment - impact on tsmc? what they said is none of their equipment was l is none of their equipment was damaged so it doesn't affect production, moving forward, they did lose some wafers because of the earthquake but the impact on financials is minimal, they went down 50 basis points and margin but thatis basis points and margin but that is eight and after 02, there is no impact.- that is eight and after 02, there is no impact. and if we talk about — there is no impact. and if we talk about tsmc _ there is no impact. and if we talk about tsmc being - there is no impact. and if we i talk about tsmc being awarded there is no impact. and if we - talk about tsmc being awarded a huge subsidy to start producing its chips in the united states, we see a change in the company's i don't think so. certainly, i think you had seen everyone driving their feed in terms of bringing manufacturing up terms of bringing manufacturing up in the us waiting for the subsi
— taiwan recently, will that have impact on tsmc? what they said is none of their _ impact on tsmc? what they said is none of their equipment - impact on tsmc? what they said is none of their equipment was l is none of their equipment was damaged so it doesn't affect production, moving forward, they did lose some wafers because of the earthquake but the impact on financials is minimal, they went down 50 basis points and margin but thatis basis points and margin but that is eight and after 02,...
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Apr 10, 2024
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what is the ripple effects for tsmc? tim: that's good news because chips will go to tsmc and if not, amd and nvidia will double down and go back with the latest designs. this ai race, everyone will need to turn to tsmc. intel comes out with the new chip, fantastic. lizzy: yesterday we saw tsmc winning grants and loans from the u.s. government. how significant is that for the broader industry? tim: tsmc will not say no to $6.6 billion in grants. another 5 billion is a loan the government will offer. they will have to pay it back. 6.6 billion compared to 65 billion in arizona sounds like a lot of money, it is a drop in the bucket and they don't get that number automatically. they have to hit phases of contracts with the department of commerce. if they miss they will not get all the money. they are hitting a lot of targets. if they execute they could get $6 billion, not a lot compared to the massive expenditure there putting into arizona and it will be good. intel is expanding. samsung the other chipmaker is expanding, so i
what is the ripple effects for tsmc? tim: that's good news because chips will go to tsmc and if not, amd and nvidia will double down and go back with the latest designs. this ai race, everyone will need to turn to tsmc. intel comes out with the new chip, fantastic. lizzy: yesterday we saw tsmc winning grants and loans from the u.s. government. how significant is that for the broader industry? tim: tsmc will not say no to $6.6 billion in grants. another 5 billion is a loan the government will...
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Apr 3, 2024
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tsmc is up 1.8%. the impact operations from this earthquake should be manageable according to citigroup. spot assad -- spotify up 5.7%. let's look at disney, down a quarter of a percent. we are all anticipating the important shareholder meeting. the proxy battle going on for months. the deluge of ads we have been served to get out there and vote if your retail investor. peltz versus iger. who will win? ed: more from bloomberg intelligence and of just -- analysts gita. you did research earlier in the week published on the terminal that with disney pulling ahead it seems like that is the case. look at cash flow and fundamentals. why was that your thesis? >> thank you so much. what peltz has been agitating for, disney has more than delivered. peltz has been speaking and his railing cry has been on the stock price performance, poor financial performance and bob iger since he has quebec has taken control of the narrative here -- he has taken control of the narrative. the most critical is the cost cuts. we
tsmc is up 1.8%. the impact operations from this earthquake should be manageable according to citigroup. spot assad -- spotify up 5.7%. let's look at disney, down a quarter of a percent. we are all anticipating the important shareholder meeting. the proxy battle going on for months. the deluge of ads we have been served to get out there and vote if your retail investor. peltz versus iger. who will win? ed: more from bloomberg intelligence and of just -- analysts gita. you did research earlier...
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Apr 19, 2024
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tsmc scaling back its outlook. really the caution when it comes to the smartphone and pc markets remaining weak despite posting his first profit increase in a year and beating estimates in the second quarter sales guidance. that semi market growth expectation being cut. taking a look at some streaming names on the back of netflix, we saw some very robust numbers. 9.3 3 million customers, the best start of the year since 2020 for netflix, but also saying gaines will slow. shares following suit. annabelle: certainly a lot of weakness across the screen so far. still to come, we will talk about the world's biggest exercise in democracy getting underway, the indian election. it is the first of nearly one billion indian voters heading to the polls. we will have a live report later this hour. first, the imf managing director adds to voices urging china to address overcapacity issues. this is bloomberg. ♪ wealth-changing question -- are you keeping as much of your investment gains as possible? high taxes can erode return
tsmc scaling back its outlook. really the caution when it comes to the smartphone and pc markets remaining weak despite posting his first profit increase in a year and beating estimates in the second quarter sales guidance. that semi market growth expectation being cut. taking a look at some streaming names on the back of netflix, we saw some very robust numbers. 9.3 3 million customers, the best start of the year since 2020 for netflix, but also saying gaines will slow. shares following suit....
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Apr 18, 2024
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we have seen a number of awards with samsung and tsmc. this is part of the broad effort. >> we have not gotten confirmation yet of the shares moving higher. for investors, is this a sigh of relief we saw nvidia drop 4% yesterday. >> nvidia was in correction territory. you had the philadelphia chip index. the basket of stocks in the sector in correction territory that, in part, is driven by the results from asml yesterday which was not good demand for the machinery today, the narrative is starting to shift we had earnings from tsmc. the company reporting the first growth and profit and revenue after three straight quarters of decline. there are green shots in terms of the recovery. the chip sectorcycles. now tsmc reaping the benefits which is driven by the continued demand for the a.i. chips. >> you know, when it comes to the surge with chips, you are saying stocks are at the bottom. imagine the upside arjun, taiwan semi we shift to that thank you. >>> taiwan semi posting the fastest sales increase since 2022 the boom in a.i. is boosting d
we have seen a number of awards with samsung and tsmc. this is part of the broad effort. >> we have not gotten confirmation yet of the shares moving higher. for investors, is this a sigh of relief we saw nvidia drop 4% yesterday. >> nvidia was in correction territory. you had the philadelphia chip index. the basket of stocks in the sector in correction territory that, in part, is driven by the results from asml yesterday which was not good demand for the machinery today, the...
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Apr 17, 2024
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tsmc fabricates those chips for these customers. everyone thought demand would be strong, would continue strong. what we heard from asml yesterday was concerning on that front. annabelle: so what do you think then for the outlook for tsmc? earnings are coming out. ? 's about whether the ai boom could extend. what does this mean and what is the likely reaction when it comes to the share price? >> one of the key things that people want to understand is why orders from taiwan, orders from tsmc, fell for asml in particular and whether they are pulling back on its capital spending plans. it has historically invested $30 billion a year in capex. a lot of those go to machines like asml. so the consensus has been that tsmc is going to invest very heavily so we can build up additional capacity and ai in particular and other kinds of new technologies. there's this very interesting geographic expansion going on. you mention micron. chipmakers are not only investing in these machines but they are trying to do it across different countries like
tsmc fabricates those chips for these customers. everyone thought demand would be strong, would continue strong. what we heard from asml yesterday was concerning on that front. annabelle: so what do you think then for the outlook for tsmc? earnings are coming out. ? 's about whether the ai boom could extend. what does this mean and what is the likely reaction when it comes to the share price? >> one of the key things that people want to understand is why orders from taiwan, orders from...
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Apr 8, 2024
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coming up, tsmc if it was to u.s. production. this is bloomberg. ever worry your whole life is spent on golf? nah. i'm going to spend my whole life on golf. sinking putts? the only thing sinking is my savings... there's the kid's braces and my parents to care for. and the timeshare we never use! i'm gonna caddy forever. wait, i'm caddying right no— with empower, i get all my financial questions answered, so i don't have to worry. i'm with empower too, so i don't worry either. please go straight ball. join 18 million americans and take control of your financial future with a real-time dashboard and real-live conversations. empower. what's next. ♪ >> chipmaker tsmc set to get a boost from the u.s. government. the company do to receive $6.6 billion in grants and as much as $5 billion in loans from the u.s. to build factories in arizona. mandeep singh of bloomberg intelligence joins me now with more details. of course this comes a few weeks after we learned the details of what intel is going to receive from the u.s. government. basically almost $12
coming up, tsmc if it was to u.s. production. this is bloomberg. ever worry your whole life is spent on golf? nah. i'm going to spend my whole life on golf. sinking putts? the only thing sinking is my savings... there's the kid's braces and my parents to care for. and the timeshare we never use! i'm gonna caddy forever. wait, i'm caddying right no— with empower, i get all my financial questions answered, so i don't have to worry. i'm with empower too, so i don't worry either. please go...
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Apr 18, 2024
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watching tsmc's results out later. this is bloomberg. ♪ you're probably not easily persuaded to switch mobile providers for your business. but what if we told you it's possible that comcast business mobile can save you up to 75% a year on your wireless bill versus the big three carriers? you can get two unlimited lines for just $30 each a month. all on the most reliable 5g mobile network—nationwide. wireless that works for you. for a limited time, ask how to save up to $830 off an eligible 5g phone when you switch to comcast business mobile. don't wait! call, click or visit an xfinity store today. david: this is my kitchen table and also my filing system. over much of the past three decades i have
watching tsmc's results out later. this is bloomberg. ♪ you're probably not easily persuaded to switch mobile providers for your business. but what if we told you it's possible that comcast business mobile can save you up to 75% a year on your wireless bill versus the big three carriers? you can get two unlimited lines for just $30 each a month. all on the most reliable 5g mobile network—nationwide. wireless that works for you. for a limited time, ask how to save up to $830 off an eligible...
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Apr 18, 2024
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micron is down and it's don't entire sector because tsmc's results are spooking investors the largest chip manufacturer in the world and said ai demand would grow over 20% of 2028 revenues but they listed a few concerns in their report first, a lower 204 outlook which doesn't include memory clips to 10% growth year over year from an over 10% growth, so just that over amount was the change management expects q2 margins to be impacted because of the earthquake in taiwan, higher electricity costs and production of inefficiencies we're seeing with the 3 nanometer production, the most mass produced at the moment the capital expenditure guide was reiterated and analysts see that not as surprising after asml maintained its top line growth other concerns that revolve around non-ai demand tsmc sees auto sales down when they previously thought they would be up, which is negative for on semi and that's why they're in the red the company said smartphone sales were recovering, great, but slowly tsmc counts apple as its biggest customer and then lastly tsmc warned around foundry weakness perceived
micron is down and it's don't entire sector because tsmc's results are spooking investors the largest chip manufacturer in the world and said ai demand would grow over 20% of 2028 revenues but they listed a few concerns in their report first, a lower 204 outlook which doesn't include memory clips to 10% growth year over year from an over 10% growth, so just that over amount was the change management expects q2 margins to be impacted because of the earthquake in taiwan, higher electricity costs...
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Apr 19, 2024
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more than half of all modern chips are assembled on capacity of local tsmc. and this is what settled down there in the late seventies, mid-eighties, maybe, when microprocessors actually appeared, when it became clear that this was the future, then tsmc itself appeared, tsmc was destroyed, into market mechanisms politics intervened, chips became a tool in the sanctions fight, the situation was aggravated by the trade war between washington and beijing, and due to the worsening relations between taiwan and the mainland of china , the sword of domocles was raised over the industry. the united states of america feels that leadership in the industry is slipping away from them literally before our eyes, the situation around taiwan, if the situation is... if they develop according to a negative scenario, then the blow to the industry will be very serious, in this regard, it is not known who will still win. the west is trying with all its might to maintain control over technology, the united states is pulling production onto its territory. washington announced a larg
more than half of all modern chips are assembled on capacity of local tsmc. and this is what settled down there in the late seventies, mid-eighties, maybe, when microprocessors actually appeared, when it became clear that this was the future, then tsmc itself appeared, tsmc was destroyed, into market mechanisms politics intervened, chips became a tool in the sanctions fight, the situation was aggravated by the trade war between washington and beijing, and due to the worsening relations between...
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Apr 18, 2024
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he lines for tsmc, it is a major story. asml dragging with softer demand for ultra violent -- violet and ai demand is lifting the company for now as smartphones look murky. four straight days of losses. futures turning around. suggesting upside for the u.s. markets, that is the narrative we have seen adjusted toward the middle of the day. modest gains of 1/10 of a percent. s&p below 5000, gains after four straight days of losses and nvidia weighed on the nasdaq. gains of 89 points, flip the board cross asset. we saw a beat for treasuries after a selloff in the last few days. yields coming down on the benchmark. an additional two basis points, 456. bloomberg dollar index look softer. reprieve in the session. intervention story in focus, bloomberg dollar is down. after a drop of 3% yesterday, u.s. inventory is back to levels we haven't seen since june. up, let's get details on fx. yen against the dollar, joint statement noting serious concerns about depreciation of major currencies. buds bring in mark cranfield on what is the
he lines for tsmc, it is a major story. asml dragging with softer demand for ultra violent -- violet and ai demand is lifting the company for now as smartphones look murky. four straight days of losses. futures turning around. suggesting upside for the u.s. markets, that is the narrative we have seen adjusted toward the middle of the day. modest gains of 1/10 of a percent. s&p below 5000, gains after four straight days of losses and nvidia weighed on the nasdaq. gains of 89 points, flip the...
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Apr 18, 2024
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tsmc up 1%. smic up almost 2%. tsmc's capital spending plans will be a key focus. that is after asml posted orders short of expectations. chip makers laid off buying equipment in the fourth quarter. rob, do those afml results give us any insight or indication what we can expect if tsmc today? >> very good question. asml has an enormous order book that stretches out multiyears. so the surprise we saw last night is that the ortds just --d were lower than expected. i don't think it has a real bearing on tsmc's quarter that will be reported later today or for rest of the year. however there is a question mark as to the sustainability and the outlook of the demand environment post this year. that is something to file away and bear in mind as the year progresses. haslinda: rob, i'm looking at the estimates for tsmc. net income estimate 214 taiwan dollars. can they beat expectations? >> yeah. as yourself and your viewers know, we know what the q1 revenue number was. it was slightly ahead of the guidance. we also had the earthquake. that seems fairly negligencable on the c
tsmc up 1%. smic up almost 2%. tsmc's capital spending plans will be a key focus. that is after asml posted orders short of expectations. chip makers laid off buying equipment in the fourth quarter. rob, do those afml results give us any insight or indication what we can expect if tsmc today? >> very good question. asml has an enormous order book that stretches out multiyears. so the surprise we saw last night is that the ortds just --d were lower than expected. i don't think it has a...
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Apr 9, 2024
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but he did mention tsmc, u.s. listed shares gaining after the biden administration announced almost $12 billion in grants and loans to help build a chip factory in arizona. for more unless let's get to executive editor for asia technology peter elstrom. very significant. walk us through the details. peter: it is a significant award from the u.s. government. the biden administration of course has passed to be chips act were there giving money to various players in the semiconductor industry to build up what they see as a strategically important industry. tsmc is the most to tediously important of those chips companies that makes the most advanced chips. it will make the chips for companies like nvidia, the ai chips that train chatgpt and other kinds of models. it also makes the chips that go into the latest iphones. being able to land this deal with tsmc and help them land sophisticated chip plants is a split fifth -- is a sophisticated deal. the u.s. government is giving $6.6 billion in grants to tsmc and at least
but he did mention tsmc, u.s. listed shares gaining after the biden administration announced almost $12 billion in grants and loans to help build a chip factory in arizona. for more unless let's get to executive editor for asia technology peter elstrom. very significant. walk us through the details. peter: it is a significant award from the u.s. government. the biden administration of course has passed to be chips act were there giving money to various players in the semiconductor industry to...
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Apr 8, 2024
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samsung, tsmc and intel. where does this leave intel and their ability to develop a new business for them and compete against samsung and tsmc which have well-capitalized years and years of experience. >> this is a challenge for intel. we've seen a really sizable award already. they are going to be competing now to be doing this on u.s. soil. tsmc is doing this at scale in a huge way in taiwan. if they are able to bring it over to the united states and use u.s. workers and immigrants as well, that's going to challenge intel and say we are the dominant player already overseas and now we will be the dominant player in the u.s. and that makes it much more difficult for intel to get a foothold here. >> the federal government says as long as it's in our territory, it's a win. thank you very much. >>> coming up, the makings of a pullback in place. have the characteristics of the market changed? >>> plus the eclipse capturing consumers complete attention as well as some of their wallets. we will discuss when power l
samsung, tsmc and intel. where does this leave intel and their ability to develop a new business for them and compete against samsung and tsmc which have well-capitalized years and years of experience. >> this is a challenge for intel. we've seen a really sizable award already. they are going to be competing now to be doing this on u.s. soil. tsmc is doing this at scale in a huge way in taiwan. if they are able to bring it over to the united states and use u.s. workers and immigrants as...
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Apr 9, 2024
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and we start with the microchip giant taiwan semiconductor manufacturing company, or tsmc as it's also known. it has agreed to build a third factory in arizona, raising its total investment in the united states to $65 billion. the us government has committed a tenth of that figure in subsidies and a further $5 billion in possible loans to support the plans. the deal is part of an effort to boost semiconductor production in the us. the us is currently highly dependent on asia, especially taiwan, for chips. but it has been pushing to expand local supply amid increased tensions with china, citing economic and national security risks. let's cross live to our asia business hub and our correspondent there suranjana tewari. what's the backdrop to this announcement? tell us about this relationship thatis tell us about this relationship that is getting stronger and stronger. figs that is getting stronger and stronuer. �* , ., stronger. as you mentioned, sall , stronger. as you mentioned, sally. the — stronger. as you mentioned, sally. the us _ stronger. as you mentioned, sally, the us is _
and we start with the microchip giant taiwan semiconductor manufacturing company, or tsmc as it's also known. it has agreed to build a third factory in arizona, raising its total investment in the united states to $65 billion. the us government has committed a tenth of that figure in subsidies and a further $5 billion in possible loans to support the plans. the deal is part of an effort to boost semiconductor production in the us. the us is currently highly dependent on asia, especially taiwan,...
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Apr 8, 2024
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tsmc's u.s. listed shares are higher after the biden administration is awarding the company more than $6 billion in grants and five million in loans to help build factories in arizona and boost ship production so for more on this let's bring in bloomberg technologists analyst masahiro. what is the impact in the u.s.? >> good morning, we think that is good decision and so far, we had the total amount of chips act subsidies. recently, we are seeing that some portion is allocated to specific companies like tsmc. so this may accelerate capacity expansion for tsmc or may be in the u.s. region. in that case, u.s. companies that should procure some conductors more easily going forward. so probably we will hear that some more cheap factory capacity expansion in the u.s.. and also, may be if we look at u.s. companies for example qualcomm, these companies, nvidia, they will be able to procure two nanometer chips. and in this case tsmc may be targeting very much advanced technology two nanometers chips. tha
tsmc's u.s. listed shares are higher after the biden administration is awarding the company more than $6 billion in grants and five million in loans to help build factories in arizona and boost ship production so for more on this let's bring in bloomberg technologists analyst masahiro. what is the impact in the u.s.? >> good morning, we think that is good decision and so far, we had the total amount of chips act subsidies. recently, we are seeing that some portion is allocated to specific...
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Apr 8, 2024
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under the commitment, tsmc is committed to adding a third complex. jim, we're talking some 20,000 construction jobs, there's money in here for workforce training. >> this is a big one, it's the ones that we really need. i don't know, we'll have to talk about how much they really feed. we don't have enough engineers to build these. david, you know that this is the most tenuous, we'll talk with sara about it, the most tenuous situation we have, which is we could lose access to this if china moves on taiwan. >> we could. >> that's a big threat. >> certainly important component of our concern if that were to occur. >> and supply chain. >> we've said so many times when it comes to high-end chips, tsmc is the de facto place to go. i heard your comments about intel on friday. >> we'll ask her about intel. the comments that i made were really existential. >> as for tsmc and the $6.6 billion, it's going to require an enormous investment from that company. it may not still be the forefront of the technology -- >> yes tashgs's true. at that point -- but the fac
under the commitment, tsmc is committed to adding a third complex. jim, we're talking some 20,000 construction jobs, there's money in here for workforce training. >> this is a big one, it's the ones that we really need. i don't know, we'll have to talk about how much they really feed. we don't have enough engineers to build these. david, you know that this is the most tenuous, we'll talk with sara about it, the most tenuous situation we have, which is we could lose access to this if china...
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Apr 18, 2024
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again this thursday let's start with tsmc. they have been much lower giving a maintenance of that complex guidance. weakness in smartphones. this is the world's biggest contract manufacturer of semiconductors. micron is software. bloomberg reporting it's getting about $6.1 billion in grants from the u.s. government as part of the chips act. it could come as soon as next week. for that we go to bloomberg's ian king who leads our semiconductor coverage prayed let's start with tsmc, the world pays attention when tsmc gives us numbers. we learned ai is strong, high-performance, potentially smart phone is weak. what was your take away? ian: we've confirmed basically the fears and hopes everyone who's watching semiconductors right now. smart are down steeply. and what's happening to the iphone in particular on the flipside of that hbc -- hpc, high-performance computing and the very large very accent pensive tips strongly. >> pair that with the news we've had with asml and the fact chip equipment isn't so in demand. what is tsmc tryi
again this thursday let's start with tsmc. they have been much lower giving a maintenance of that complex guidance. weakness in smartphones. this is the world's biggest contract manufacturer of semiconductors. micron is software. bloomberg reporting it's getting about $6.1 billion in grants from the u.s. government as part of the chips act. it could come as soon as next week. for that we go to bloomberg's ian king who leads our semiconductor coverage prayed let's start with tsmc, the world pays...
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Apr 5, 2024
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in a case of invasion, there is a high probability that the tsmc would be destroyed either by tsmc or the united states. it is inconceivable that in wartime tsmc would be able to run smoothly, nor is it likely that if china successfully took over taiwan would be able to run tsmc seamlessly. i think that the economic implications of what would be the taiwan semiconductor crisis would be much larger than the economic implications of the cuban missile crisis in 1962. that was a dangerous moment in cold war i, the closest we came to world war iii. what does cuba export? cigars. some people like cigars but they are less important economically than high-end semiconductors today. this would be a cuban missile crisis with huge geopolitical risks and huge economic risks, even before a shot was fired. the news that there was a taiwan crisis would cause major economic disruption. katie: that was niall ferguson. now tonight on wall street week, we will hear from ray dalio and larry summers. that is at 6:00 p.m. eastern. ♪ so, what are you thinking? i'm thinking... (speaking to self) about our h
in a case of invasion, there is a high probability that the tsmc would be destroyed either by tsmc or the united states. it is inconceivable that in wartime tsmc would be able to run smoothly, nor is it likely that if china successfully took over taiwan would be able to run tsmc seamlessly. i think that the economic implications of what would be the taiwan semiconductor crisis would be much larger than the economic implications of the cuban missile crisis in 1962. that was a dangerous moment in...
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Apr 9, 2024
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the index rose more than 1.8% actually and 75% of gains came from tsmc. that story is tsmc. we've seen its market cap cap with south korea, widening to the most since 2003 because of excitement. the other story today was chinese stocks, for the china enterprises index, it rose more than 1.6% and was helped by the chinese online gaming stocks. so china approved 14 important online games including mega man 11. that pushed up stocks. and it pushed up tencent. some of these names distribute these titles in china. flipping the board looking at japan as he spoke to just now, helped by exporters today, nikkei and topics index and exporters of course are getting help from the week yen. everyone is on watch for the 150 two psychological level for yen intervention. we have standard chartered saying you know, japanese authorities are not going to move before the u.s. cpi reports, which brings me to the most important story, the u.s. cpi report. asia stocks are gaining ground day ahead of the u.s. cpi report on wednesday. lizzy: thank you. we are very excited for the u.s. cpi report, pl
the index rose more than 1.8% actually and 75% of gains came from tsmc. that story is tsmc. we've seen its market cap cap with south korea, widening to the most since 2003 because of excitement. the other story today was chinese stocks, for the china enterprises index, it rose more than 1.6% and was helped by the chinese online gaming stocks. so china approved 14 important online games including mega man 11. that pushed up stocks. and it pushed up tencent. some of these names distribute these...
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Apr 4, 2024
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probably named tsmc , the preliminary damage estimate is $60 million, including damaged workpieces. however, this may be only a small part of the problem. the fact is that smc, which has 12 factories in taiwan fulfilling orders from nvidia, amd, apple and qualcom, is, according to various estimates, from 80 to... 90% of all global supplies of processors for smartphones, data centers and supercomputers, that is, the most complex and technologically advanced semiconductors, and according to the analyst barclays bank, quoted by bloomberg, their production involves a continuous technological process under special conditions for several weeks. if the evacuation of personnel interrupted this process, then this could mean a noticeable delay in the shipment of the most productive and in-demand processors, however, in tsmc there is already but little turmoil officially coming from the sobiri nova studio, an action role-playing game based on the events of 1612, when kuzma minin and dmitry pozharsky led the militia , liberated moscow from polish-lithuanian troops. it’s true that you wo n’t
probably named tsmc , the preliminary damage estimate is $60 million, including damaged workpieces. however, this may be only a small part of the problem. the fact is that smc, which has 12 factories in taiwan fulfilling orders from nvidia, amd, apple and qualcom, is, according to various estimates, from 80 to... 90% of all global supplies of processors for smartphones, data centers and supercomputers, that is, the most complex and technologically advanced semiconductors, and according to the...
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Apr 4, 2024
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tsmc says employees are returning to work after the chip—maker evacuated several of its factories in the city of hsinchu in southern taiwan. the company has said there's been no damage to its critical tools. marco mezger is the co—founder of memory chip technology company neumonda and he says this time around taiwan's earthquake preparedness protected its high—tech industries. the first reports what we are seeing right now is also that there is no major damage or disruption on the production. tsmc is talking at the moment about, what, six hours�* disruption, around about $60 million damage. that was the statement what they have given yesterday, but given the fact that i think these machines are highly sensitive and they need to be checked very carefully in order to make sure that the wafers produced there are coming out in high quality. when you think about the share of advanced processed notes for the foundry business, this is more than 65% for the world's production, is basically on this island. ai servers — 100% for the usa is produced in taiwan. so i think in this regard,
tsmc says employees are returning to work after the chip—maker evacuated several of its factories in the city of hsinchu in southern taiwan. the company has said there's been no damage to its critical tools. marco mezger is the co—founder of memory chip technology company neumonda and he says this time around taiwan's earthquake preparedness protected its high—tech industries. the first reports what we are seeing right now is also that there is no major damage or disruption on the...
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Apr 18, 2024
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tsmc is seeing huge demand 16% revenue jump year on year. the first profit rise in three quarters partly driven by the continuing demand for a.i. chips. if you look at the high per performance computing division that is 46% of the total revenue up from 43% in the last quarter. up 3% year on year you see that growing for a.i. chips. we are seeing green shoots samsung, the biggest memory chipmaker expects a rebound in profit you are seeing the green shoots emerge as they reach the trough and accelerate. >> customers like nvidia and apple need the chips more and more when we look at smartphones, we see softness there in china, there is overcapacity. there are other parts of the business as well >> frank, there is softness in the market q1 is a weaker quarter for smartphones particularly after the bump in the holiday quarter in december. there is weakness there. autos are a small part of the business they are seeing a bit of strength there going forward, i think, the a.i. demand will appear or seem to appear to be driving that. of course, we ten
tsmc is seeing huge demand 16% revenue jump year on year. the first profit rise in three quarters partly driven by the continuing demand for a.i. chips. if you look at the high per performance computing division that is 46% of the total revenue up from 43% in the last quarter. up 3% year on year you see that growing for a.i. chips. we are seeing green shoots samsung, the biggest memory chipmaker expects a rebound in profit you are seeing the green shoots emerge as they reach the trough and...
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Apr 3, 2024
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there keeping an eye on tsmc, the chipmaker. it has evacuated some employees and some operations have been installed as a preventive measure. at least 26 buildings have collapsed and tsunami warnings now downgraded along china as well as the taiwan coast. were also getting a response from micron, saying it is evaluating operations in taiwan after that quake. joining us is robert lee. perhaps it is too early to talk about supply chain reductions, what is your initial reaction? >> that's right, the obvious first concern is for the local population. somewhat fortuitously, the earthquake has happened around 20 kilometers south of a beautiful tourist destination on the east coast. the majority of the population of taiwan lives on the opposite coast, on the west. so that should mitigate some potential fallout from this. in terms of the supply chain and tsmc, most is on the west coast of the country so it is somewhat geographically different from the epicenter of the quake itself, that will mitigate potential fallout from the event. ea
there keeping an eye on tsmc, the chipmaker. it has evacuated some employees and some operations have been installed as a preventive measure. at least 26 buildings have collapsed and tsunami warnings now downgraded along china as well as the taiwan coast. were also getting a response from micron, saying it is evaluating operations in taiwan after that quake. joining us is robert lee. perhaps it is too early to talk about supply chain reductions, what is your initial reaction? >> that's...
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Apr 8, 2024
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the world's biggest chipmaker, taiwan semiconductor manufacturing company, tsmc, has agreed to build a third factory in arizona, raising its total investment in the united states from $40 billion to $65 billion. tsmc will receive $6.6 billion in subsidies from the us government under the chips and science act, and the company could receive another $5 billion in loans. those are the top business stories this hour. we will see you soon. goodbye. the latest sport news. we're starting with football and liverpool's managerjurgen klopp has warned manchester united that they'll get beaten by arsenal next month if they play like they did against his side. the match at old trafford ended 2—all after liverpool snatched a late equaliser, which keeps them in the title race, behind leaders arsenal on goal difference. if they are still around that will be great. arsenal is a good football team, however. if they feel like today, arsenal wouldn't that game, i am 100% sure. i am sorry to say that, but this is a matter of fact. lam very i am very disappointed that you drop seven_ i am very disappoin
the world's biggest chipmaker, taiwan semiconductor manufacturing company, tsmc, has agreed to build a third factory in arizona, raising its total investment in the united states from $40 billion to $65 billion. tsmc will receive $6.6 billion in subsidies from the us government under the chips and science act, and the company could receive another $5 billion in loans. those are the top business stories this hour. we will see you soon. goodbye. the latest sport news. we're starting with football...
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Apr 10, 2024
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is tsmc riding the ai wave. this is the world's biggest contract manufacturer semiconductors. >> let's dig into tsmc. we are pleased to welcome ian king. it was a surprise but we perhaps were anticipating a real strengthening of tsmc's business because of ai. >> all roads lead to taiwan right now and if you go to build anything whether it's nvidia, accelerators who are doing better in servers than intel. there also getting into broadcom and networking. and you are paying for that most expensive stuff. >> there are some specific names that are interesting. a story you've been writing. they are bringing in next gen and tia chip. they want to deploy for their own training and influence purposes preyed what you make of it? >> this is them joining that long list or lengthening list of these companies saying i can do this better in terms of what i can do. that's the problem isn't it. they do not want to be paying massive premiums they are paying to nvidia. when it comes to general-purpose processor like this one perha
is tsmc riding the ai wave. this is the world's biggest contract manufacturer semiconductors. >> let's dig into tsmc. we are pleased to welcome ian king. it was a surprise but we perhaps were anticipating a real strengthening of tsmc's business because of ai. >> all roads lead to taiwan right now and if you go to build anything whether it's nvidia, accelerators who are doing better in servers than intel. there also getting into broadcom and networking. and you are paying for that...
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Apr 8, 2024
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is that there are guardrails on this money which prevents tsmc and other companies that receive that money from investing in their china —based facilities, so that's the real objection from china to this type of investment. us treasury secretary janet yellen has wrapped up four days of meetings in china with a warning: the us will not accept new industries being decimated by chinese imports. during a press conference, yellen said us presidentjoe biden would not allow a repeat of the "china shock" of the early 2000s, when a flood of chinese imports destroyed around 2—million american manufacturing jobs. when the global market is flooded by artificially cheap chinese products,the viability of american and otherforeign firms is put into question. and we've seen this story before. over a decade ago, massive prc government support led to below—cost chinese steel that flooded the global market and decimated industries across the world and in the united states. i've made clear that president biden and i will not accept that let's turn now to the ongoing territorial dispute in the sout
is that there are guardrails on this money which prevents tsmc and other companies that receive that money from investing in their china —based facilities, so that's the real objection from china to this type of investment. us treasury secretary janet yellen has wrapped up four days of meetings in china with a warning: the us will not accept new industries being decimated by chinese imports. during a press conference, yellen said us presidentjoe biden would not allow a repeat of the...
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Apr 8, 2024
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tsmc will receive $6.6 billion in subsidies from the us government under the chips and science act. let's speak to our new york business correspondent, erin delmore. how does this work? what details do we know? it sorta feels at odds in some respects, doesn't it? with what we're hearing about the threat of china and then a big chinese company investing in the us. just explain this. ~ , ., investing in the us. just explain this. ~ ., this. well, the way that janet yellen would _ this. well, the way that janet yellen would probably - this. well, the way that janet| yellen would probably explain this. well, the way that janet i yellen would probably explain it this. well, the way that janet - yellen would probably explain it is that they are trying to make this production and this technology over to the united states and the overarching goal here is to build up the us semiconductor industry and to try to reclaim some us dominance here so yes, it is idiosyncratic, it is a foreign company but what they would say is that this money, this up would say is that this money, this up to 65 bill
tsmc will receive $6.6 billion in subsidies from the us government under the chips and science act. let's speak to our new york business correspondent, erin delmore. how does this work? what details do we know? it sorta feels at odds in some respects, doesn't it? with what we're hearing about the threat of china and then a big chinese company investing in the us. just explain this. ~ , ., investing in the us. just explain this. ~ ., this. well, the way that janet yellen would _ this. well, the...
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Apr 8, 2024
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awards tsmc $11.6 billion in grants and loans in order to boost a mystic semiconductor manufacturing. what the move means for u.s. chip productions. and jpmorgan ceo likens artificial intelligence to the invention of the steam engine. we will discuss his views on how the technology is changing the world and his force. and lou checks already back at elon musk -- blue checks are back at elon musk's x. details on that and so much more. we focus on the public markets as we look towards cpi print wednesday, all eyes focusing on what the bond market is doing. yields up three basis points. the highest levels for the entirety of this year. but it is not pulling back on any sort of risk-taking in the equity market so far. the nasdaq still pushing up, so keep and i on key names -- keep an eye on key names. bitcoin still charging to new highs. 71,756, so back near those all-time highs. tesla, best performer on the nasdaq 100, up 5%. this is a beaten up stock, worst performer on the s&p 500 so far this year, trying to shift the narrative, move from deliveries being weak and cheaper models and ins
awards tsmc $11.6 billion in grants and loans in order to boost a mystic semiconductor manufacturing. what the move means for u.s. chip productions. and jpmorgan ceo likens artificial intelligence to the invention of the steam engine. we will discuss his views on how the technology is changing the world and his force. and lou checks already back at elon musk -- blue checks are back at elon musk's x. details on that and so much more. we focus on the public markets as we look towards cpi print...
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Apr 10, 2024
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. >>> tsmc shares are up almost 1.5% after they surged manufacture than a third after the sale in march, adding up to 1 195, $21 billion. >>> google is setting out the details of its new center called actionion. it will enable it to compete with firms like nvidia. >>> intel is announcing its new gaudi chip. the hardware will be available to customers in q3. >>> well, nvidia shares are recouping some losses the premarket trade after slipping in negative territory, a drop of 10% or more, thissin on the bacf the positives of tsmc and their rivals. >>> investments into ai could be crowding out non-ai. some could still see some growth again this year. . joining us to discuss it more is david choi. david, good of you to join us. i'd like to ask you a quick question on nvidia. the correction we've seen, is this a much needed breather or the start of something bigger? >> hi, mandy. good to be here. well, you're talking about the stock price. in the next year we expect it to be pretty strong? >> why? >> there's back orders, way oversupply, and that's going to continue. we've heard from customers
. >>> tsmc shares are up almost 1.5% after they surged manufacture than a third after the sale in march, adding up to 1 195, $21 billion. >>> google is setting out the details of its new center called actionion. it will enable it to compete with firms like nvidia. >>> intel is announcing its new gaudi chip. the hardware will be available to customers in q3. >>> well, nvidia shares are recouping some losses the premarket trade after slipping in negative...
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Apr 2, 2024
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. >> that's what distinguishes tsmc -- >> tsmc, yes. >> tsmc from a lot of the others. they don't design their own chips. >> no. >> they make for others. >> which is why it's so important for intel to actually separate the two businesses and say, you know, we have a distinction wall between our chip design business which will not only benefit us but design chips for other company and manufacturing business -- >> which could manufacture for them and others. >> that's the case now. microsoft at the last foundry day announce that i had would be building some chips there. we think it's the in-house chips microsoft has been working and building on. intel would be one of the beneficiaries. the problem is how many other customers are going to sign on with intel. so they can actually be the second largest foundry in the world by 2030. >> let's not forget intel is an american company. that's why this is so important because the existing foundries that are out there, they're located in asia. so, there's so much skepts schism about this whole plan when pat gelsinger came back and
. >> that's what distinguishes tsmc -- >> tsmc, yes. >> tsmc from a lot of the others. they don't design their own chips. >> no. >> they make for others. >> which is why it's so important for intel to actually separate the two businesses and say, you know, we have a distinction wall between our chip design business which will not only benefit us but design chips for other company and manufacturing business -- >> which could manufacture for them and...
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Apr 10, 2024
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with demand higher, that is tsmc, it's great for vietnam, great for china. data exports are improving. the only issue is red hot data is fueling inflation and that is not good for financial conditions because higher rates for the u.s. puts a lot of pressure on low yielders in asia. if you look at inflation, markets are pricing and acceleration. there is deceleration, but components of ism's are showing different direction. prices are accelerating and services are lower. looking ahead, this will be a driver for emerging markets asia because the fx side does not like it as much as equities. there is a bifurcation. equities like growth, ems do not want it. we want inflation to slow so that the fed has inflation as a point to cut and right now we do not have that. annabelle: how is that move likely to impact the thinking of those central banks and currencies that are sensitive? trinh: the thai baht is the worst asian currency. the yen is worse, but why is that the case? the thai baht is low yielding. on top of that, the prime minister's putting a lot of pressure
with demand higher, that is tsmc, it's great for vietnam, great for china. data exports are improving. the only issue is red hot data is fueling inflation and that is not good for financial conditions because higher rates for the u.s. puts a lot of pressure on low yielders in asia. if you look at inflation, markets are pricing and acceleration. there is deceleration, but components of ism's are showing different direction. prices are accelerating and services are lower. looking ahead, this will...
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Apr 3, 2024
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tsmc is contribute into that, down 1%. that is not a huge move even as chip stocks around the world lowered today following intel numbers that disappointed yesterday. i want to point to the nikkei, off again today, another 0.6%. this macro story on a weaker yen playing into that. it is unchanged now but bank of america is out with a note saying it could be 1.60 per dollar before the fed cuts rates. there is no point of the bank of japan getting involved in this because that is what everybody is waiting for, the fed rate cut cycle to begin. until then, forget about moving control of the yen. the intel story is having an impact on chip stocks, not just the earthquake and the aftermath. we are saying the tech heavy index in south korea down 1% off the back of the intel news. then you have china continuing to selloff as we head into two days of holiday. hong kong traits on friday but mainland china does not trade thursday or friday. and the main index, down 1%. you are seeing currency trouble. the off store offshore yuan trade
tsmc is contribute into that, down 1%. that is not a huge move even as chip stocks around the world lowered today following intel numbers that disappointed yesterday. i want to point to the nikkei, off again today, another 0.6%. this macro story on a weaker yen playing into that. it is unchanged now but bank of america is out with a note saying it could be 1.60 per dollar before the fed cuts rates. there is no point of the bank of japan getting involved in this because that is what everybody is...
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Apr 4, 2024
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tsmc resuming production after deadly earthquake force it to shop -- stop ship making momentarily. sk hynix higher by almost 4%. samsung up by about 1% as we speak. taiwan was hit by's largest -- earthquake in 25 years yesterday. initial inspection of the site showed things were normal but small tools were damage. iron ore coming down by 1.7%. copper is extending its gains and hitting a 14 month high with the man rising and supply getting squeezed. in terms of the s&p, currently up by 4%. ftse futures pointing to a higher open, up .6%. gold rose as much as 2230 initially. overall gains for (aidyl) hi, i'm aidyl, and i lost 90 pounds on golo. i struggled with weight loss and weight gain my entire life. with all the yo-yo dieting i did in the past, i would lose 20, 30, 50 pounds just to gain them over and over again. thanks to golo, i've been able to steadily go down the sizes in my closet and keep the weight off. for the first time in forever, i feel in control. (announcer) change your life at golo.com. that's golo.com. not all caitlin clarks are the same. caitlin clark. city planne
tsmc resuming production after deadly earthquake force it to shop -- stop ship making momentarily. sk hynix higher by almost 4%. samsung up by about 1% as we speak. taiwan was hit by's largest -- earthquake in 25 years yesterday. initial inspection of the site showed things were normal but small tools were damage. iron ore coming down by 1.7%. copper is extending its gains and hitting a 14 month high with the man rising and supply getting squeezed. in terms of the s&p, currently up by 4%....
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Apr 4, 2024
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paul: tsmc wasn't the only chip maker, of course, to suspend operations. what's at stake here in an event like this and do we amendment any supply disruption as a result? >> i think that, you know, taiwan is an epicenter for the world's chip making. it is an incredibly important part of economy, both locally and globally. not only tsmc which i think is the first name you think of there but as you rightly mention, so many producers around the world have offices in their supply chain in taiwan. so it is a large affect. taiwan does have a location near a major fault so you see in addition to that as far as the gio concerns around taiwan and china. you're seeing the u.s. pushing for companies to diversify over the last years. that is happening but some of those operations globally may take quite some time into the manner of years before those are really sort of ramped up. so right now taiwan is the center of this sort of thing. as i say, a bit of a muted reaction. you are seeing positive signs from companies being able to restart. when i look at other indicato
paul: tsmc wasn't the only chip maker, of course, to suspend operations. what's at stake here in an event like this and do we amendment any supply disruption as a result? >> i think that, you know, taiwan is an epicenter for the world's chip making. it is an incredibly important part of economy, both locally and globally. not only tsmc which i think is the first name you think of there but as you rightly mention, so many producers around the world have offices in their supply chain in...
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Apr 2, 2024
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. >> the one i would buy is tsmc in taiwan. i think, of course, the chinese will likely get their hands on tsmc. they already benefit to some degree on the products from tsmc , but that is the one i would bet on. >> so you would not be picking up any chinese stocks? >> not at this stage. haslinda: all right, thanks to our mliv executive editor, mark cudmore. mark mobius sticking around. bear with us. still to come, goldman sachs shares their outlook on india's financial sector. it appears that strong growth is over, at least in the near term. this is bloomberg. ♪ starting a business is never easy, but starting it 8 months pregnant... that's a different story. with the chase ink card, we got up and running in no time. earn unlimited 1.5% cash back on every purchase with the chase ink business unlimited card. make more of what's yours. haslinda: welcome back to "bloomberg markets: asia." markets expecting the fed to wait until september for its first rate cut on the back of that strong i sent back to be pivot data. traders also
. >> the one i would buy is tsmc in taiwan. i think, of course, the chinese will likely get their hands on tsmc. they already benefit to some degree on the products from tsmc , but that is the one i would bet on. >> so you would not be picking up any chinese stocks? >> not at this stage. haslinda: all right, thanks to our mliv executive editor, mark cudmore. mark mobius sticking around. bear with us. still to come, goldman sachs shares their outlook on india's financial...
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Apr 10, 2024
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then we had numbers from tsmc, quarterly revenue exploding higher. the main chipmaker to nvidia, to apple come a 60% rise in march quarter sales. is there anything to worry about in that space in the stock market? dan: if we think more broadly about the outlook for earnings in tech, if you take the nasdaq and talk about how much forward earnings have gone up over the last year, big chunk of that is magnificent seven, a lot of it is semiconductors. to some degree irrespective of what happens around semiconductors you want to see earnings momentum in the other parts of the market, other parts of the value market. lisa: what are you doing around that? are you reducing some of your exposure to some of those tech high flyers and moving into other areas like commodities and cyclicals? dan: we like tech. we are neutral on the u.s.. it is a matter where you see the best relative opportunity. we are more interested in china impact. we all know about the valuation story. are we at the bottom in terms of the earnings downgrades we have seen? if that is starting
then we had numbers from tsmc, quarterly revenue exploding higher. the main chipmaker to nvidia, to apple come a 60% rise in march quarter sales. is there anything to worry about in that space in the stock market? dan: if we think more broadly about the outlook for earnings in tech, if you take the nasdaq and talk about how much forward earnings have gone up over the last year, big chunk of that is magnificent seven, a lot of it is semiconductors. to some degree irrespective of what happens...
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Apr 3, 2024
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the of actuation of some staff from production lines at tsmc. we've also seen that tsunami warning being issued after we saw buildings being shaken in taipei, the capital of taiwan, just after 8:00 local time this morning. waves reaching one to three meters above the tied level along china and the coast of taiwan according to the pacific tsunami warning center. we will be continuing to watch in terms of what else we are seeing. the taiwan quake is the strongest we've seen in 25 years according to the seismology official. ♪ he created an etf that inspired the world to invest differently. it still does. what can you do with spy. this is the sound of the season's favorite gift, right now, omaha steaks is offering the perfect gift package that includes four of our famous fork tender filet mignons for air chilled boneless chicken breast burgers, franks sides and desserts, all for just 99.99. that's 62% off. order now to include four more burgers free. you can even deliver the surprise right to their inbox today. this exclusive tv offers our best of
the of actuation of some staff from production lines at tsmc. we've also seen that tsunami warning being issued after we saw buildings being shaken in taipei, the capital of taiwan, just after 8:00 local time this morning. waves reaching one to three meters above the tied level along china and the coast of taiwan according to the pacific tsunami warning center. we will be continuing to watch in terms of what else we are seeing. the taiwan quake is the strongest we've seen in 25 years according...
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Apr 9, 2024
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our top story today: tsmc is expanding its plans to invest in the united states. the taiwanese chip—making giant will build a third factory in arizona. in exchange, the commerce department is awarding tsmc with $6.6 billion in subsidies. the taiwanese chip—making giant first announced plans to expand into america back in 2020. however its production timelines have been delayed, partly because of uncertainty about when it would receive funds under the us chips act. paul triolo from the albright stonebridge group consultancy says the us is making huge strides to bring chip production onshore. it is a huge step forward. i think one official characterised it as the biggest foreign direct investment in greenfield's facility in advanced semiconductors in us history. so it's a big step on the way to the us trying to onshore some percentage of global capacity in advanced semiconductors. right now, the percentage is zero, so the goals that the commerce department has set up for these investments is to reach about 20% of global capacity for advanced semiconductors by 20
our top story today: tsmc is expanding its plans to invest in the united states. the taiwanese chip—making giant will build a third factory in arizona. in exchange, the commerce department is awarding tsmc with $6.6 billion in subsidies. the taiwanese chip—making giant first announced plans to expand into america back in 2020. however its production timelines have been delayed, partly because of uncertainty about when it would receive funds under the us chips act. paul triolo from the...
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Apr 23, 2024
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higher expectations and some week outlook from tsmc and it is obvious that if ai is the focus, it is on ai. if you zoom out it looks like calls are becoming something domestic oriented which offers relative value, so if you look at india, these are markets which offer high financials. the index has 60% rate of financials which tend to do better when the regime is higher for longer. in that context we have seen outperformance. lookout month to date performance of stocks. you then mx ap in the markets we mentioned. india and the markets have outperformed. margin is not high, they are still outperforming. haslinda: thanks the question whether the gains are sustainable. thank you for the update. joining us now is daniel, deputy cio and global head of research. good to have you with us. we talked about earnings out of the u.s., do you think that is an inflection point? do it is not good enough. daniel: trend remains strong, backed by growth metrics. there is a difference between earnings and what markets are expecting. expectations are bullish, one of the reasons we see consolidation desp
higher expectations and some week outlook from tsmc and it is obvious that if ai is the focus, it is on ai. if you zoom out it looks like calls are becoming something domestic oriented which offers relative value, so if you look at india, these are markets which offer high financials. the index has 60% rate of financials which tend to do better when the regime is higher for longer. in that context we have seen outperformance. lookout month to date performance of stocks. you then mx ap in the...
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Apr 3, 2024
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they go to tsmc to manufacture their latest 2, 3 nanometer chips. that just tells you that despite investing so much they are still relying on tsmc. jon: you could write a book on this and books have been written about this. if you wanted to pick the worst places to build these things, that's where they are. we will get into why they are there another day. how long does it take to build replacements for them and not just the physical plant but to attract the talent as well? mandeep: i think it requires a lot of training. some of what intel is pitching to all the governments is we are not only setting of fabs but training people. that training would require a few months or years, for that matter, to train people in terms of how to use this equipment. so clearly i think tsmc and samsung, the other fab makers, are also opening these plants. they have plans to do manufacturing in the u.s. but they will run into the same sort of issues. at the end of the day, you need to train people, and that requires time. there's no immediate capex you can use to trai
they go to tsmc to manufacture their latest 2, 3 nanometer chips. that just tells you that despite investing so much they are still relying on tsmc. jon: you could write a book on this and books have been written about this. if you wanted to pick the worst places to build these things, that's where they are. we will get into why they are there another day. how long does it take to build replacements for them and not just the physical plant but to attract the talent as well? mandeep: i think it...
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Apr 4, 2024
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tsmc is talking at the moment about, what, six hours' disruption, around about $60 million damage.
tsmc is talking at the moment about, what, six hours' disruption, around about $60 million damage.
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Apr 9, 2024
04/24
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our top story today: tsmc is expanding its plans to invest in the united states. the taiwanese chip—making giant will build a third factory in arizona. in exchange, the commerce department is awarding tsmc with $6.6 billion in subsidies. the taiwanese chip—making giant first announced plans to expand into america back in 2020. however its production timelines have been delayed, partly because of uncertainty about when it would receive funds under the us chips act. paul triolo from the albright stonebridge group consultancy says the us is making huge strides to bring chip production onshore. it is a huge step forward. i think one official characterised it as the biggest foreign direct investment in greenfield's facility in advanced semiconductors in us history. so it's a big step on the way to the us trying to onshore some percentage of global capacity in advanced semiconductors. right now, the percentage is zero, so the goals that the commerce department has set up for these investments is to reach about 20% of global capacity for advanced semiconductors by 20
our top story today: tsmc is expanding its plans to invest in the united states. the taiwanese chip—making giant will build a third factory in arizona. in exchange, the commerce department is awarding tsmc with $6.6 billion in subsidies. the taiwanese chip—making giant first announced plans to expand into america back in 2020. however its production timelines have been delayed, partly because of uncertainty about when it would receive funds under the us chips act. paul triolo from the...
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Apr 3, 2024
04/24
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already ready, considering that adjustments in the past, when there was an earthquake in taiwan, the tsmc plant took 3 to 5 months to resume work. on the islands of yaaya moyakinawa, where wave heights can reach 3 m, just as it has already happened on yunagun and shigaki in the coastal southeastern regions of china, just in case , train traffic in the yendza river delta area was stopped, special services are conducting preventive safety checks of bridges, in practice, after all, delay there will be thousands of scots who have their own opinions about people who have changed their sex. about what punishment the law provides for those who do not agree to name their ex-men. women and why the writer juanna rowling has already asked to be arrested in a report by our own uk correspondent alexander khabarov. since the hate crime and anti-social behavior act came into force , police. this law is the most ridiculous, authoritarian, totalitarian regime that has ever been introduced in our country. this is the form control, dictatorship. there is no possible reason to accept this. convicted of posse
already ready, considering that adjustments in the past, when there was an earthquake in taiwan, the tsmc plant took 3 to 5 months to resume work. on the islands of yaaya moyakinawa, where wave heights can reach 3 m, just as it has already happened on yunagun and shigaki in the coastal southeastern regions of china, just in case , train traffic in the yendza river delta area was stopped, special services are conducting preventive safety checks of bridges, in practice, after all, delay there...
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Apr 28, 2024
04/24
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if tsmc's electricity were disrupted or shut down, it takes them a very long time. it's not like you flip a switch. it takes a very long time. the workforce is very highly trained and that is not a workforce china has right now. a lot would depend on how the taiwanese, you know, whether they would resist, whether they would fight back, whether people would leave, etc., so it is a hypothetical that is a really hard, good question but i'm going to cite the scenario and say we should never allow ourselves to be in that position because it would be too damaging to the world. however it turned out, we have got to make sure that we prevent that from happening. >> that outcome would be terrible not just because of the global semiconductor manufacturing that it would lead to other things, probably including, perhaps japan going nuclear, south korea going nuclear. it would cause a huge disruption to global order. >> in summary, the strategy is deterrence. thanks for joining us. i will hand it back. >> thank you so much. you got us off to a tremendously strong start this morn
if tsmc's electricity were disrupted or shut down, it takes them a very long time. it's not like you flip a switch. it takes a very long time. the workforce is very highly trained and that is not a workforce china has right now. a lot would depend on how the taiwanese, you know, whether they would resist, whether they would fight back, whether people would leave, etc., so it is a hypothetical that is a really hard, good question but i'm going to cite the scenario and say we should never allow...
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Apr 4, 2024
04/24
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tsmc is talking at the moment about, what, six hours'
tsmc is talking at the moment about, what, six hours'
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Apr 8, 2024
04/24
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we're watching tsmc and chip related names. 60% of local procurement by 2030 was what tsmc told the prime minister they expect. by 2030 according to the ceo. qantas is a big one and we had a move to address anchor from the customer base. qantas soothing angry flyers. they will be offered on all international and domestic routes. the ceo trying to appease passengers who have struggled to maintain loyalty. we are watching other names as well. report of a southwest plane making an emergency landing after a boeing engine cover came off. the plaintiff returned to denver on sunday with no injuries but the report was the cover came off during takeoff. watching airlines in asia. take a look at the roundup of the stories you needed to get your day going, you can find that on your terminal or on mobile. you can customize settings to just get the news that you care about. this is bloomberg. ♪ ♪ haidi: janet yellen says relations between washington and beijing are more stable. they will meet with the pboc governor today. on sunday she sat down with the chinese premier. janet: as the world's two l
we're watching tsmc and chip related names. 60% of local procurement by 2030 was what tsmc told the prime minister they expect. by 2030 according to the ceo. qantas is a big one and we had a move to address anchor from the customer base. qantas soothing angry flyers. they will be offered on all international and domestic routes. the ceo trying to appease passengers who have struggled to maintain loyalty. we are watching other names as well. report of a southwest plane making an emergency...
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Apr 16, 2024
04/24
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us chipmaking giant intel and taiwanese rival tsmc have also been awarded grants in recent weeks. samsung has overtaken apple as the world's top smartphone maker, according to research firm idc. the iphone maker saw a10% decline in shipments of the popular device in the january to march quarter. it comes as apple boss tim cook arrived in vietnam for a two—day visit. he is expected to meet suppliers, content creators and students in the key manufacturing hub. shares in trump media — donald trump's company which runs the social media platform truth social — have fallen by 18%. it comes as mr trump arrived at a manhattan court on the first day of a landmark criminal trial against him. the bbc�*s michelle fleury has more from new york. the company behind the truth social platform has told financial regulators that it plans to issue another 21.5 million new shares linked to warrants. these are contracts that give investors the right to buy or sell a stock at a specific price within a certain time frame. but the sale can also devalue a stock if there isn't enough demand to absor
us chipmaking giant intel and taiwanese rival tsmc have also been awarded grants in recent weeks. samsung has overtaken apple as the world's top smartphone maker, according to research firm idc. the iphone maker saw a10% decline in shipments of the popular device in the january to march quarter. it comes as apple boss tim cook arrived in vietnam for a two—day visit. he is expected to meet suppliers, content creators and students in the key manufacturing hub. shares in trump media — donald...