2025 High Conviction: AI Chip Spend Slows
AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...
499 Views
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...
220 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...
247 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...
258 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,...
315 Views