09/27/2020 14:09, Sun | (US) TSMC News

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Summary

• 1. TSMC warns China-U.S. deleveraging will drive up costs - Reuters.com
• 2. Caught in China-U.S. trade war, Taiwan offers support to chipmakers - Reuters
• 3. Caught in China-U.S. trade war, Taiwan offers support to chipmakers - Reuters India
• 4. Breakingviews - Giant Ant frustrates Hong Kong dollar bears - Reuters
• 5. Arm Announces Neoverse V1 & N2 Infrastructure CPUs: +50% IPC, SVE Server Cores
• 6. US slaps trade restrictions on China's top chipmaker
• 7. Week 38 in review: Sony Xperia 5 II is here, new iPads and Apple Watch, LG Wing
• 8. Huawei to continue working with Intel, and Qualcomm could be next
• 9. Stock Market Crash 2.0: Where to Invest $1,000
• 10. Silicon Labs “Works With” Conference Brings New IoT Platform Capabilities To Developers
• 11. Briefly Noted for 2020-09-22
• 12. Intel - Oversold On Delay Announcements
• 13. Why Huawei Continues To Gain In The Telecom Equipment Market Despite Opposition
• 14. Intel Receives US licenses To Supply Huawei – Report
• 15. Analysts believe that a single TSMC 5nm wafer costs $17,000
• 16. AMD's Frank Azor is confident there will be no Ampere-like shortages with the RX 6000
• 17. The Sun Never Sets On Bitcoin Mining: Decentralization Continues As China Flounders
• 18. Solarium Co-Chairman Gallagher Says “Bipartisan Momentum” Behind Tech Bills - MeriTalk
• 19. Can China Become the World Leader in Semiconductors?
• 20. TSMC (TSM) Outpaces Stock Market Gains: What You Should Know
• ...

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1. TSMC warns China-U.S. deleveraging will drive up costs - Reuters.com

published : 09/23/2020 09:47
By Reuters Staff TAIPEI (Reuters) - The deleveraging of China-U.S. supply chains and protectionism on both sides of the Pacific will only drive up costs and limit the flow of ideas, the chairman of … [+1846 chars] More...

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2. Caught in China-U.S. trade war, Taiwan offers support to chipmakers - Reuters

published : 09/24/2020 05:14
By Reuters Staff TAIPEI (Reuters) - Taiwan President Tsai Ing-wen promised on Thursday to help the islands key semiconductor industry overcome difficulties and consolidate its leading position, offe… [+2153 chars] More...

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3. Caught in China-U.S. trade war, Taiwan offers support to chipmakers - Reuters India

published : 09/24/2020 05:35
By Reuters Staff TAIPEI (Reuters) - Taiwan President Tsai Ing-wen promised on Thursday to help the islands key semiconductor industry overcome difficulties and consolidate its leading position, offe… [+2113 chars] More...

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4. Breakingviews - Giant Ant frustrates Hong Kong dollar bears - Reuters

published : 09/24/2020 03:02
Alipay logo is pictured at the Shanghai office of Alipay, owned by Ant Group which is an affiliate of Chinese e-commerce giant Alibaba, following the coronavirus disease (COVID-19) outbreak, in Shang… [+2998 chars] More...

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5. Arm Announces Neoverse V1 & N2 Infrastructure CPUs: +50% IPC, SVE Server Cores

published : 09/22/2020 13:00
Arm’s ambitions for the server market has been a very long journey that’s taken years to materialise. After many doubts and false start attempts, today in 2020 nobody can deny that sever chips powere… [+8579 chars] More...

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6. US slaps trade restrictions on China's top chipmaker

published : 09/26/2020 15:27
The Department didn’t directly comment on SMIC, but told Reuters it was “constantly monitoring and assessing” possible threats to US security and foreign policy. SMIC, meanwhile, appeared to have be… [+1209 chars] More...

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7. Week 38 in review: Sony Xperia 5 II is here, new iPads and Apple Watch, LG Wing

published : 09/20/2020 16:04
This is your week's recap. There were a few of major announcements this week courtesy of Sony, Apple and LG so let's get started. Sony unveiled the Xperia 5 II, which is largely identical to the Xpe… [+3012 chars] More...

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8. Huawei to continue working with Intel, and Qualcomm could be next

published : 09/24/2020 03:39
It seems that Huawei may finally be getting a break from the US. The company has been deeply affected by the US – China trade war and the ongoing pandemic, but new rumors suggest that things can star… [+2489 chars] More...

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9. Stock Market Crash 2.0: Where to Invest $1,000

published : 09/23/2020 11:07
As of Sept. 21, the major indices have been on their third consecutive week of losses, with the tech-heavy Nasdaq 100 down nearly 13% from its peak. There are many reasons for this sudden correction,… [+4690 chars] More...

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10. Silicon Labs “Works With” Conference Brings New IoT Platform Capabilities To Developers

published : 09/21/2020 20:08
Silicon Labs CEO Tyson Tuttle presents at Works With developer conference Patrick Moorhead Silicon Labs stock has been on a tear lately. Since the end of March, it has been up 44%. If you are not … [+12961 chars] More...

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11. Briefly Noted for 2020-09-22

published : 09/22/2020 15:54
FOLD https://readfold.com/ William Baumol (1990): Entrepreneurship: Productive, Unproductive, & Destructive https://delong.typepad.com/baumol-1990-entrepreneurship.pdf Wikipedia: French Conques… [+11035 chars] More...

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12. Intel - Oversold On Delay Announcements

published : 09/25/2020 14:56
Editor's note: Seeking Alpha is proud to welcome Rasmus Jakobsson as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contribut… [+19857 chars] More...

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13. Why Huawei Continues To Gain In The Telecom Equipment Market Despite Opposition

published : 09/25/2020 22:29
It's no secret that the U.S. government is trying to persuade everyone not to turn to Huawei as their supplier of telecom equipment. Based on this, some have decided to go long companies that compete… [+9467 chars] More...

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14. Intel Receives US licenses To Supply Huawei – Report

published : 09/22/2020 12:02
Is it time for the bears to break out the champagne glasses? Not so fast, says Goldman Sachs. Volatility has ruled the Street for the last few weeks, leading some to conclude that those with a more p… [+10753 chars] More...

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15. Analysts believe that a single TSMC 5nm wafer costs $17,000

published : 09/20/2020 16:33
In brief: CSET (The Center for Security and Emerging Technologies) has published a new report, titled AI chips: What they are and why they matter, in which they calculate the sales price of silicon w… [+2942 chars] More...

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16. AMD's Frank Azor is confident there will be no Ampere-like shortages with the RX 6000

published : 09/25/2020 18:08
The big picture: AMD is expected to reveal more information about its upcoming Radeon RX 6000 series graphics cards at a presentation scheduled for October 28. With any luck, Nvidia's supply of RTX 3… [+1328 chars] More...

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17. The Sun Never Sets On Bitcoin Mining: Decentralization Continues As China Flounders

published : 09/22/2020 17:27
Bitcoin miners have successfully survived the 2020 Halving and COVID-19, and the network is now seeing some of its highest hash rates ever as these operations power up new equipment and reach new lev… [+7531 chars] More...

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18. Solarium Co-Chairman Gallagher Says “Bipartisan Momentum” Behind Tech Bills - MeriTalk

published : 09/21/2020 14:14
A key Congressman on the House Armed Services Committee spoke in support of three technology bills Friday, expressing optimism with the bipartisan and bicameral legislation as the legislative calenda… [+3359 chars] More...

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19. Can China Become the World Leader in Semiconductors?

published : 09/25/2020 13:09
Advertisement Over the past two decades, China has risen to prominence in the semiconductor industry in the areas of assembly, testing, and packaging of electronics, but it presently lags in the des… [+13619 chars] More...

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20. TSMC (TSM) Outpaces Stock Market Gains: What You Should Know

published : 09/24/2020 21:45
TSMC (TSM) closed at $78.38 in the latest trading session, marking a +0.59% move from the prior day. The stock outpaced the S&P 500's daily gain of 0.3%. At the same time, the Dow added 0.2%, and… [+3014 chars] More...