News Exposure
Is AI on the verge of surpassing humans? Intel Violently Assembles 1,152 Loihi 2 Chips to Create Hala Point, the World's Largest Neuromimetic System
The biggest change in 50 years! Hung Hai began "rotating CEO system" to become the first case in Taiwan Geopolitical test Liu Yangwei: fear of impact on the second half of the boom
TSMC's U.S. Plant Costs More Than 1x Higher, 2 Strategies to Protect 53% Gross Profit｜Lin Wei-Zhi｜Financial Expert Analysis
Phaidon Graphics Goes from Top Spec to Entry Level ASUS. Gigabyte. ASUS, Gigabyte, and MSI are expected to benefit! Demand for AI servers is not a concern, graphics card makers say "the key is..."
Apple's Golden Mark Losing Color? Inventory of operational challenges and opportunities for growth｜William Lam｜Financial Expert Analysis
Rising Industrial Electricity Prices + ESG Demand Pushes Companies to Purchase Green Power! TSMC, the only 25% mega-family, is prepared for the increase, emphasizing that its long-term financial goals will remain unchanged.
Apple's Golden Mark Losing Color? Inventory of operational challenges and opportunities for growth｜William Lam｜Financial Expert Analysis
Quanta's last year's profit soared to a new high! Stocks hit new wave highs during trading...AI server contribution increases in Q2! Citi upgrades target price Citi raises price target｜Exceptional Financial News｜20240318
Tesla's fault? Fisker is rumored to file for bankruptcy｜Financial News｜20240314
Unexpected! China's export growth in the first two months of 7.1% far better than expected ASML chokes to move overseas! Holland's "Beethoven Plan"｜Exceptional Financial News｜20240307
The software engineer is no longer a golden rice bowl｜Ten Points of Difference 20240229
Hung Hai's 50th dinner party with Kuo Taiming. Cook on the same stage? Liu Yangwei: The movie will be on the same screen. The dinner venue is heavily guarded, with celebrity bodyguard "Bao" in attendance. All ten clients are here! Apple. Fidelity. NXP shows determination to support Hon Hai｜[Taiwan News] 20240220｜Sanli iNEWS
Cisco Announces Global Layoffs of 51 TP3T Employees at a Cost of 22.4 Billion Taiwan Dollars to Expand Reorganization for AI Field Annual Revenue Target Revised Downward by 41 TP3T｜Exceptional Financial News｜20240215
Catching up with TSMC! 2nm is Samsung's last chance for a come-from-behind win? ｜Weiji Hayashi｜Financial Expert Analysis
Delta to invest more: Thai PM: 15.7 billion in next 4 years｜Chinese News 20240206
Electricity tariffs rumored to rise 25% Wang Meihua: help TEPCO to get subsidies｜20240205 PBS Evening News
Welcome to the AI PC Era! Global Laptop Shipments Estimated to Increase 3.6%｜Ten Points of Difference20240130
China Expands Mature Manufacturing Processes Price War Begins UMC and MPEG will be the first to be hit.
TSMC? AI Leader Worries About Being Kidnapped by Chips｜Extraordinary Financial News｜20240123
Pfizer H20 cuts performance. No change in price...Tencent. Ali cost increase not to buy! Huawei picks up a bargain｜Extraordinary Financial News｜20240108
TSMC's 1/18th entity law after 4 years of hiatus, domestic and foreign investors send warmth to the price of $700 to see the taillights of the car! TSMC's Q3 foundry market share is 59%, Samsung's is 13%｜Exceptional Financial News｜20240102
Prada Releases Specialized Graphics Cards! The biggest winner in next year's AI server chip competition is "him"? ｜Extraordinary Financial News｜20231228
PC market finally picks up... Taiwan's battery module makers encountered red chain low price to grab orders! The Battery Module CKI is optimistic that the economy is still on the upswing and will expand into non-IT areas in response｜Non Financial News｜20231225
Trade war spreads! Two subsidiaries of Hon Hai are on the U.S. "Unverified List"｜# Mirror News
Chinese Companies Meander...Malaysia Becomes High-End Chip Assembly Town! U.S. to target TSMC's advanced packaging next? ｜Exceptional Financial News｜20231218
TSMC. Why is Sun Microsystems' Rush into Silicon Photonics so Important to the Industry? ｜Weiji Lin｜Financial Expert Analysis
U.S. Policy Hairpin? Secretary of Commerce Raimondo changed his statement: Pfizer can sell chips to China in a limited way because many AI chips are used for commercial purposes｜Extraordinary Financial News｜20231212
Electric Vehicle. Low-orbit satellite frenzy brings celebration to PCB stock price, supply chain inventory back to healthy, optimistic about next year's operation｜Extraordinary Financial News｜20231204
Trying to shake up TSMC! Samsung is rumored to spend $250 billion on EUV Beware of Red Alert! Mature process explosion on the verge of supply-demand imbalance...｜Extraordinary Financial News｜20231116
Huang Jen-Hsun comes to Taiwan again for automotive industry, Fidelity joins hands with Hung Hai｜Lin Wei-Zhi｜Financial Expert Analysis
Intel Kissinger Comes to Taiwan to Solidify AI Ecosystem｜Consolidating Taiwan's Advantages TSMC and Sun Micron Accelerate Silicon Photonics｜OpenAI Developer Conference Launches Customized ChatGPT｜Taiwanese Drama Entering the International World Wenshuyi Institute Collaborates with Korean Entertainment Giant │20231107(2)│New Tang Dynasty Asia-Pacific Radio
TSMC's 2024 Capital Expenditures Revised Downward? Observe when the terminal market will pick up｜William Lin｜Financial Expert Analysis
When will PCB return to high growth? The "3 major themes" to protect the body is not afraid? Wah Tong ate two large orders rose nearly 6% investment letter to buy over the top of the list "increased more than 10,000 sheets"｜Extraordinary Financial News｜20230918
Swording China? Pfizer AI chips rumored to be banned in the Middle East... Wistron drops for a reason: Middle East AI ban! Huawei and other Chinese companies to help build a future city in Saudi Arabia｜Chen Feijuan｜[None of my business PART2] 20230831｜SANLI iNEWS
Semiconductor downturn at the end of the week! Experts predict a recovery and rebound in 2024｜William Lin｜Financial Expert Analysis 20230804
TSMC Kumamoto Plant 2: Japanese government expected to subsidize 1/3 of the plant｜Deng Zhenzhong will discuss with the U.S. on the agenda of Taiwan-U.S. trade negotiations｜U.S. bond ratings downgraded, global stock markets back in gear｜Why are room temperature superconductors so popular? │New Tang Dynasty Financial News│20230803(Thu)│New Tang Dynasty Asia Pacific Radio
Transtar to manipulate the lens lamination...Apple's headwear device business opportunities rolling? Hung Hai's electric vehicle supply chain is in place! Hung Hwa advances to Hangzhou｜Exceptional Financial News｜20230605
Hon Hai to set up a wafer fab in India to analyze the semiconductor layout strategy｜Lin Weizhi｜Financial Expert Analysis 20230530
iPhone15 stocked 90 million units, TSMC's 3nm order is the main force. Top-quality AI chip sells too well, Fidelity chases orders from TSMC for tens of thousands of pieces｜Extraordinary Financial News｜20230515
Shenzhen Satellite TV｜The Treasury is running out of money and the U.S. may default on its debt for the first time in history 20230517
Taipower's power purchase ratio is increasing, and privately-owned power plants will become a key player in Taiwan's power generation 20230419
Bill Gates' most powerful tech...What's so great about "ChatGPT"! AI Concept Stocks: Fidelity's Big Winner? 30%｜Exceptional Financial News｜20230202
The "national security considerations" intend to restrict the U.S. companies to invest in China! Obstruction of military and technology development...U.S. pulls allies to "cut off all supplies" to China｜Exceptional Financial News｜20230210
China Border Closed! More Convenient for Components to be Sent to Vietnam, Accelerating NB Supply Chain's "Delinking" from China? ｜Ten Points of Difference20230216@TVBSNEWS01
Dell.HPE downgraded ODM motherboard production...Research study 3 degrees downward revision of shipment growth left 1.31%｜Extraordinary Financial News｜20230302
TSMC's stock price rises to NT$650 TSMC's "faster-than-expected recovery in fundamentals" raises target price to NT$650, Netcom buyers flock to Yoden's soaring halt. WiseChip soared 7%｜Exceptional Financial News｜20230306
Samsung has gone from not cutting production to planning to cut production! The industry called "the most critical moment to save memory", stimulating the memory stock price to rise｜Exceptional Financial News｜20230331
Following Huawei's Hesi model! OPPO's "Tetsuku" chip is ready for mass production, adopting TSMC's 4nm chip, and will be unveiled in the first half of next year at the earliest｜Exceptional Financial News｜20230411
TSMC cuts EUV equipment order by 40%? Ashmore shares plummeted more than 4% TSMC silence period no comment｜Extraordinary Financial News｜20230418
Wistron consolidates production lines! Wistron's Taizhou plant to shut down on the 26th Hung Hai joins hands with a major customer! Wistron sells part of its land in Weizhou Park to Microsoft for the construction of a new data center｜Extraordinary Financial News｜20230421
"MCU price bottoming out again...Taiwan factory expects short-term "sacrifice offer" to resist｜Exceptional Financial News｜20230425
Supermicro's quarterly financial results are not bright! Su Zifeng said the second half of the year will be better and the PC server business has bottomed out in the first quarter｜Fantastic Financial News｜20230503
