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IBM Reaffirms Commitment to EU DORA Compliance and Cooperation

Carroll Investors Inc Reduces Holdings in AMD

TrendForce:变动 in International DRAM Spot Prices

EverSource Wealth Advisors LLC increased its TSMC holdings

IBM and Bayer 04 Leverkusen Collaborate on Innovative Solutions

TSMC Begins Construction of 1.4-Nanometer Fab at Central Taiwan Science Park

Reports suggest that after memory and graphics cards, AMD Ryzen processors may soon face price increases.

Some users report Intel IME driver is causing network failures on Windows 11

Thunderobot Technology to exhibit new products powered by Intel Core Ultra series 3 processors

Analyst comments that Jensen Huang's "AI Belt and Road" remark has little impact on TSMC

TSMC rallies late, driving Taiwan stock market to close up 185 points

AMD CEO Lisa Su Says Fears of an AI Bubble Are 'Somewhat Overblown'

Intel holds technology summit in Xi'an, showcasing breakthroughs in AI NAS

Microsoft Windows 11 update reports compatibility issues with Intel discrete graphics

TSMC Discloses Major Challenges in US Fab Construction, Needing to Write 18,000 Regulations from Scratch

A powerful 192-core Arm CPU based on 3nm process is released

BOCOM International report predicts China's AI supercycle may continue into 2026

Intel applies for a patent related to spatial reuse to enhance Wi-Fi network efficiency.

Amazon releases new generation self-developed server chip Graviton5, challenging Intel's x86 dominance

Intel partner UMC signs MOU with Polar to expand US manufacturing capabilities

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

SOXL

EverSource Wealth Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 43.7% in Q2, owning 11,445 shares worth $2.59 million. Analysts have given TSM a "Buy" rating with an average target price of $371.67. TSM reported Q3 earnings of $2.92 per share, exceeding expectations, and announced a dividend increase to $0.9678 per share.

- EverSource Wealth Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company by 43.7% in Q2, owning 11,445 shares valued at $2,592,000.  
- Other institutional investors also adjusted their holdings, with notable increases from First Command Advisory Services Inc. and Hemington Wealth Management.  
- Taiwan Semiconductor Manufacturing reported strong earnings, with a quarterly EPS of $2.92, exceeding estimates, and announced a dividend increase to $0.9678 per share.

Market Beat

Taiwan Semiconductor

Direxion Semicon Bull 3X

EverSource Wealth Advisors LLC Acquires 3,479 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

AMDL

AMD CEO Lisa Su announced the company's readiness to pay a 15% fee to resume chip shipments to China, amid ongoing trade tensions. The statement follows a new bill introduced by U.S. senators to restrict chip exports to China. AMD has licenses for MI308 chips but faces uncertainty due to export restrictions. Wall Street rates AMD stock as a Moderate Buy, with a 32% upside potential.

- At a Wired conference, AMD CEO Lisa Su announced the company has licenses to export MI308 chips to China and is willing to pay a 15% tax if shipments resume.  
- This statement comes amid ongoing trade tensions and a new bipartisan bill aimed at restricting exports of advanced chips to China, raising concerns for U.S. chipmakers.  
- Despite these challenges, AMD's stock has a Moderate Buy consensus rating, with an average price target suggesting a 32% upside potential.

Tip Ranks

GraniteShares 2x Long AMD Daily ETF

Lisa Su Says AMD Ready to Pay 15% Fee to Resume China Shipments as Uncertainty Prevails

INTC

Ålandsbanken analysts support Ericsson's decision not to acquire NEX from Intel, favoring shareholder returns over acquisitions. Intel decided to retain NEX, citing improved prospects within the company.

- Analysts at Ålandsbanken support Ericsson's choice to forgo acquiring NEX from Intel, favoring shareholder returns.  
- The bank highlighted that funds intended for the acquisition can be redirected to shareholders instead.  
- Intel has decided to retain NEX, believing it has improved prospects for success within the company after initially seeking external investors.  

marketscreener

Intel

Ålandsbanken Welcomes Ericsson's Decision Not to Acquire NEX from Intel

On December 4, Eastern Time, Intel options saw a total of 490646 contracts traded, with calls accounting for 72% and puts making up 27%.

- On December 4, Intel options trading reached 490,646 contracts, with call options at 72% and put options at 27%.  
- Significant news includes Intel outsourcing its EMIB packaging technology to Amkor, retaining its NEX unit, and speculation about supplying chips to Apple, all contributing to stock price fluctuations.  
- The most traded option was a put option expiring on December 5, 2025, with a strike price of $41, totaling 20,405 contracts.

LB Option

Trending | INTC Plummets 7% on Thursday, Some Put options Soar 784%