Finance · 05/07/2025

Goldman Sachs predicts the Federal Reserve will hold rates steady in May but may cut rates in July due to tariff impacts. The Fed's threshold for rate cuts is high, requiring clear evidence of economic slowdown. The impact of tariffs on the job market could be crucial. Investors should pay close attention to summer economic data and adjust their investment strategies accordingly.

Finance · 08/13/2025

The 'normal pressure fuel tank' incident involving BYD resurfaced at the 2025 Chongqing Auto Forum. Geely Auto's Vice President Yang Xueliang publicly supported Great Wall Motor, criticizing regulatory oversight. GAC Aion's Xiao Yong subsequently joined in. The three parties collectively put pressure on BYD, escalating the event. This controversy reflects the intense competition in the new energy vehicle market and the importance of technological compliance. The incident highlights the need for stricter regulations and fair competition within the rapidly evolving automotive industry.

Finance · 04/10/2025

US CPI unexpectedly slowed down in March, with core CPI also declining. Price drops in energy and used cars were the main drivers. The market anticipates a potential interest rate cut by the Federal Reserve. Attention now turns to the upcoming PCE data for further insights into inflation trends and the Fed's future policy decisions.

Finance · 03/04/2025

Former US President Trump warned of a disaster if China invades Taiwan. In response to potential risks, TSMC announced an additional $100 billion investment in the US to expand its chip manufacturing operations, bringing the total investment to $165 billion. This move aims to boost domestic chip production in the US and reduce reliance on Asian supply chains. However, geopolitical risks remain a crucial factor influencing the semiconductor industry. The increased investment reflects a strategic shift amid growing concerns about regional stability and the vulnerability of the global chip supply.

Finance · 01/09/2025

SEMI forecasts 18 new wafer fabs will begin construction globally in 2025, with North America and Japan leading the way. This expansion is fueled by policy support, localization efforts, and growing demand from AI and HPC, driving global wafer capacity growth, particularly in advanced process technologies. Expansion in Mainland China is expected to slow down due to previous large-scale construction. The global semiconductor industry is poised for broader development prospects. This surge in capacity aims to address increasing demand and secure supply chains.

Finance · 02/17/2025

The US is pushing for cooperation between TSMC and Intel to strengthen its domestic semiconductor industry. Potential collaboration models include equity investment, joint ventures, or business divisions, but face challenges in technology integration, market competition, and geopolitical factors. TSMC needs to carefully weigh its options and develop a comprehensive strategy to maintain a favorable position in the global chip war. This collaboration could reshape the semiconductor landscape, but its success hinges on navigating complex technological and political hurdles.

Finance · 04/02/2025

TSMC has committed to investing tens of billions of US dollars in expanding production in the United States, aiming to alleviate pressure from the US government. However, investors have reacted tepidly to this strategy. While this move will increase US-based production capacity, it represents only a small portion of the company's total revenue and may impact profitability. TSMC faces numerous challenges in its US expansion, including equipment, labor shortages, and geopolitical risks. In the long run, overseas expansion is a necessary choice for TSMC to overcome domestic resource constraints.

Finance · 08/13/2025

This article delves into the latest trends in the 8-inch wafer market. While VIS faces short-term performance pressure, its annual revenue still reaches the second highest in history. Hangzhou Gaoren Semiconductor achieves breakthroughs in Gallium Oxide. Furthermore, Pomega plans to invest in an 8-inch wafer fab, driving a strategic transformation. Overall, the 8-inch wafer market presents both opportunities and challenges, making its future development worthy of anticipation. The market shows resilience and potential for growth despite current economic headwinds and evolving technological landscapes.

Finance · 05/20/2025

COMPUTEX's positive impact failed to sustain Taiwan stocks, leading to high-level consolidation. Capital rotation is accelerating, with large investors adopting a 'pump and dump' strategy. Investors should monitor capital flows, avoid chasing highs and selling lows, and focus on fundamentally sound stocks with improving technical indicators. By seizing rotation opportunities and carefully selecting stocks, investors can achieve stable profits in a volatile market.

Finance · 06/03/2025

Samsung Electronics has hired former TSMC executive Margaret Han to lead its North American foundry business, aiming to reverse losses and improve market share. The article analyzes the challenges Samsung's foundry business faces, including issues with technology yield and market share, as well as the difficulties of its "Shell-First" strategy. It explores whether Samsung can successfully turn the tables and become a more competitive player in the wafer fabrication market against industry leaders like TSMC.

Finance · 06/03/2025

TSMC Chairman Wei Zhejia stated at the shareholders' meeting that despite the uncertainty brought by tariff policies, the company has not seen changes in customer behavior and maintains its full-year revenue growth target of nearly 25%. TSMC will focus on technology, manufacturing, and customer trust, deeply cultivate the AI field, and continue to invest to support customer growth and reward shareholders. This demonstrates the company's strategic focus and confidence in development amidst global economic challenges.

Finance · 05/27/2025

TSMC announced plans to establish a European chip design center in Munich, Germany, by the third quarter of 2025. The center aims to support European customers in designing high-performance, low-power chips, focusing on automotive, industrial, AI, and IoT applications. This initiative complements TSMC's ESMC wafer fab being built in Dresden, creating synergy and contributing to the growth of the European semiconductor industry. The design center will provide crucial design support and accelerate innovation within the European market.

Finance · 05/22/2025

This article analyzes the signals indicating the end of the Taiwan stock market's short squeeze rally and the counter-trend rise of CoWoS concept stocks. Analyst Chen Chih-Lin provides investment strategies for investors to achieve stable gains in a volatile market by interpreting shareholding changes and market trends. He emphasizes the importance of carefully selecting individual stocks, monitoring shareholding dynamics, controlling position sizes, and strategically buying on dips. The analysis aims to provide a framework for navigating market fluctuations and identifying potential investment opportunities within the CoWoS sector.

Finance · 06/10/2025

SMIC's sale of its stake in SMIC Ningbo aims to focus on advanced manufacturing processes below 14nm, enhancing its high-end chip manufacturing capabilities. The acquisition by Goke Micro expands its RF front-end manufacturing capabilities. This reflects a trend of industry integration in China's semiconductor sector. By specializing and integrating resources, the industry seeks to overcome bottlenecks in advanced chip manufacturing and achieve industrial upgrading. This strategic move underscores the ongoing efforts to bolster China's semiconductor independence and competitiveness in the global market.

Finance · 05/23/2025

BYD surpassed Tesla in European pure electric vehicle sales for the first time in April, signaling a potential shift in the European EV market landscape. Tesla's sales decline may be attributed to slow new model launches, supply chain issues, and the rise of competitors. BYD's success stems from its technological advantages and market strategies. This milestone highlights the increasing competition in the European electric vehicle sector and BYD's growing influence as a key player challenging Tesla's dominance.