Taiwan Semiconductor Mfg Co (TSM) - Tuesday, Aug 13, 2024
TSMC is at an inflection point in its growth story, with management showing willingness to exert pricing power and extract more value from the AI...
218 Views
[Blue Lotus Daily]:981 HK/1347 HK/TSMC US/9660 HK/XPEV US/1810 HK/ZTO US/BABA US/Macro News Updated
US halts sales of 7nm processors to China; Xpeng P7+ pre-orders surpass 30,000, challenging Xiaomi SU7; Xiaomi 15 series sales exceed 1mn units...
245 Views
CX Daily: Trump 2.0 Means Reboot of Aggressive Tariff Policy Toward China
As the 78-year-old Republican prepares to lead a deeply divided nation, all eyes are on the critical decisions shaping his second-term...
255 Views
Tech Supply Chain Tracker (12-Nov-2024): US stops TSMC supply to China; Samsung, SMIC may step in.
US blocks TSMC from supplying chips to China, Samsung and SMIC could step in; Tessolve acquires German IC design house, ASE expands to Mexico,...
310 Views
If Trump Doesn't Launch Trade War in His First Year, Is There Still a Need to Stimulate?
Trump's MAGA agenda hinges on cutting imports and lowering cost of living, which can then fund his campaign on immigration and foreign trade....
271 Views