$Arm Holdings(ARM.US$ envy those who bought at 96 pre market
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$Intel(INTC.US$ Intel said it expects revenue for the second quarter of 2024 to remain in the original range of $12.5 billion to $13.5 billion, but below the midpoint.
so can I assume the quarterly impact is slashed around or more than $0.5 billion for sales to Huawei only? if with Huawei sales Intel could achieve $13.5 bil. Now without it is below the mid point of $13 bil.
so can I assume the quarterly impact is slashed around or more than $0.5 billion for sales to Huawei only? if with Huawei sales Intel could achieve $13.5 bil. Now without it is below the mid point of $13 bil.
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$Taiwan Semiconductor(TSM.US$ GDP not good and sticky inflation TSMC also severely affected?
$Taiwan Semiconductor(TSM.US$ the current stock price is an insult to the earnings.
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$Taiwan Semiconductor(TSM.US$ Growth in Two Major Industries Doubled
TSMC reportedly talked about growth prospects for the two markets in the future, but gave a disappointing outlook to the market after the first quarter's earnings announcement. Overnight futures on Taiwanese stocks have also risen by more than 40 points from the opening trade and have now fallen by more than 120 points 📉
First, with regard to the automotive market, TSMC last said that it could grow throughout the year; but now it is correcting the view and anticipating a recession this year!
As part of the global Wafer Substitute Industry's output value, TSMC has previously stated that TSMC's annual revenue growth rate will be 20% higher than the global Wafer Substitute Industry average. This time, however, he believes that the production value of the wafer-based industry will grow by 10% this year, compared to last year's estimate.
TSMC reportedly talked about growth prospects for the two markets in the future, but gave a disappointing outlook to the market after the first quarter's earnings announcement. Overnight futures on Taiwanese stocks have also risen by more than 40 points from the opening trade and have now fallen by more than 120 points 📉
First, with regard to the automotive market, TSMC last said that it could grow throughout the year; but now it is correcting the view and anticipating a recession this year!
As part of the global Wafer Substitute Industry's output value, TSMC has previously stated that TSMC's annual revenue growth rate will be 20% higher than the global Wafer Substitute Industry average. This time, however, he believes that the production value of the wafer-based industry will grow by 10% this year, compared to last year's estimate.
Translated
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Make it BigOP LELT: US did not ban the export of chips outright. Nvidia can still sell chips of lower specifications to China, Now the Chinese government is asking the local companies like Baidu and Tencent to buy local chips and ditch the "inferior" Nvidia chips.