TSM260116C350000.US

TSMC’s 1.4nm fab construction in central Taiwan is ahead of schedule despite the summer heat, and the first will be done by April, 2027, media report. The 1st phase of piling work is already done and construction of the central utility plant (CUP) and office buildings has already begun. Contracts for the first 2 of four fabs have been awarded to Dacin Construction and Fu Tsu Construction. Media cite Central Taiwan Science Park Director-General Maw-Shin Hsu for the information. $Taiwan Semiconductor(TSM.US) #semiconductors

Source: Dan Nystedt

TSMC’s operation in Kumamoto, Japan is recovering and will need some time to recalibrate equipment after the 7.1-magnitude earthquake, tripping safety systems and halting production, media report. TSMC said the fab structure, water supply, power and safety systems are all normal, and detailed inspections continue. Construction of the 2nd fab has resumed.

Source: Dan Nystedt

TSMC evacuated all fab workers at its Japan subsidiary in Kumamoto after a 7.1-magnitude earthquake struck the prefecture, media report, adding all are safe and accounted for. Employees returned to the fab after its structural integrity was confirmed and began inspecting lines and assessing damage. Nearby construction has stopped due to expected aftershocks. Taiwan officials say investments in the area remain so far unaffected. $Taiwan Semiconductor(TSM.US) #Kumamoto #semiconductors

Source: Dan Nystedt

Sold some $BRK.B to raise some cash💰

Bought more $Taiwan Semiconductor(TSM.US) $Tesla(TSLA.US) long calls

Not investment advice!

TSMC’s hometown in Japan is building the ‘Kumamoto Science Park’ and has already inked an MOU to work with Taiwan’s Hsinchu Science Park to cooperate in semiconductors, startup development, industrial exchange, supply chain resilience and more, media report, adding Taiwan’s Industrial Technology Research Institute (ITRI) also signed an MOU to work with the science park to strengthen industrial, academic and research kinks between Taiwan and Japan. $Taiwan Semiconductor(TSM.US) #semiconductors #SciencePark #Kumamoto

Source: Dan Nystedt

MediaTek and Qualcomm are both raising prices on smartphone chips in the 3rd quarter due to rising costs across the supply chain – including wafers, packaging materials, services, etc. – caused by the AI data center build out, media report, with MediaTek price increases already in place and Qualcomm’s due Sep. 1.

Source: Dan Nystedt

BofA: United Microelectronics

The AI bubble might soon be popping:

$Taiwan Semiconductor(TSM.US)

Sellers took control today as tech sentiment turned cautious after recent highs. This looks more like profit-taking than a shift in institutional confidence.

Demand for advanced foundry capacity remains unmatched. Most major AI hardware players still rely on TSMC, reinforcing its long-term competitive edge.

I’m staying quiet through the weakness and focusing on the bigger picture. Short-term volatility rarely changes the value of essential infrastructure.

@Captain's Treasure

$NVIDIA(NVDA.US)

Nvidia looks tired at these levels. For the past two weeks, she has been consolidating in a tight channel undecided where to go. AMD looks much stronger consolidating at around the ATH levels. AVGO looks similar to Nvidia as well as TSM.

And Tech is looking for a direction as well. It looks like it wants to bottom. The bounce will be telling to see if it will make rally to new high.

@Captain's Treasure

📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Bernstein Reaffirms Bullish View on Memory Chipmakers After Major AI Partnerships - $NVIDIA(NVDA.US) $SK Hynix(SKHY.US) $Micron Tech(MU.US) $Sandisk(SNDK.US) $Western Digital(WDC.US) $Seagate Tech(STX.US)

Taiwan’s semiconductor industry will account for 24.34% of Taiwan’s total power consumption in 2030, up from 17.71% this year, media report, citing state-run Taipower. That means 80 billion kWh by 2030, from 52 billion kWh this year. By 2035, the semiconductor industry’s power use will hit 110 billion kWh, or 30.38% of Taiwan’s electricity. TSMC, the biggest chip maker in Taiwan, operates 19 advanced fabs and packaging plants in Taiwan now, with 13 more under construction across Taiwan. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Micron Tech(MU.US) $Advanced Semiconductor Engineering(ASX.US) #semiconductors

Source: Dan Nystedt

Nvidia’s first 'Made in USA' GB300 AI chips have rolled off the line at TSMC Arizona, media report, noting CoWoS advanced packaging will be the final step to fully localizing the GB300. The 4nm chip is also known as Grace Blackwell Ultra. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $Amkor Tech(AMKR.US) #semiconductors #Arizona

Source: Dan Nystedt

TSMC’s first 2nm fab hit a production milestone of 20,000 wafers-per-month (wpm), the best among 5 fabs ramping 2nm capacity in Taiwan, media report, citing unnamed industry sources. Fab 20 in Hsinchu sits by TSMC’s main R&D fab, giving it a prime position in the rollout of new process technologies. Analysts are optimistic the strong 2nm ramp up along with a diverse group of customers, from AI accelerators and smartphone chips, to CPUs and GPUs. $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $AMD(AMD.US) $Qualcomm(QCOM.US) #Mediatek

Source: Dan Nystedt

Nomura Research: TSMC CoWoS

Morgan Stanley: Soitec

Last night I have predicted 4 shares will goes up after a few weeks sliding down already, but my guess only 1 was UP but not this stock. That shows me how volatile and yet unpredictable the markets is facing right now in midst of more

Chaos than not.

SO invest wisely and tighten up your seat belt while 👀 at the screen. For me I can only quickly go bed as they are so boring for weeks instead of wasting more time doing either the wrong things or unpredictable things for now.

Later I need to continue to look out 3 other stocks just a glance will do this time.

Lol😅😹😅😹

AMD’s new Venice processor and Instinct MI455X GPU are both in production at TSMC on 2nm, media report, adding AMD plans to have TSMC Arizona produce Venice as well (when fab ready). Both chips will use CoWoS-L advanced packaging.

Source: Dan Nystedt

Tesla’s first 2nm chip by TSMC to be made in Arizona, the AI6.5 chip, media report:

Source: Dan Nystedt