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ColumnsTaiwan TSMC's top 10 customer list! The high price since listing was updated due to AI tailwind
Taiwan Semiconductor Manufacturing (TSMC) $NVIDIA(NVDA.US$、 $Advanced Micro Devices(AMD.US$、 $Qualcomm(QCOM.US$、 $Broadcom(AVGO.US$It has received orders from major chip design companies such as, and has the largest market share in the industry as a foundry that manufactures the world's most advanced chips. Since it not only has a large supply capacity, but also has a high level of chip manufacturing technology, major manufacturers around the world are forced to rely on the company.
As you can see from the graph, $Apple(AAPL.US$is TSMC's largest customer and contributes 25% of annual sales. In fact, over the years, Apple was the first to adopt the new process and has acquired a monopoly position. According to reports, TSMC is expected to mass-produce 2 nano chips from 2025, and the iPhone 17 Pro will be the first product to adopt this new process, and TSMC's annual production capacity...
As you can see from the graph, $Apple(AAPL.US$is TSMC's largest customer and contributes 25% of annual sales. In fact, over the years, Apple was the first to adopt the new process and has acquired a monopoly position. According to reports, TSMC is expected to mass-produce 2 nano chips from 2025, and the iPhone 17 Pro will be the first product to adopt this new process, and TSMC's annual production capacity...
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$Adobe(ADBE.US$ it's a bug before the settlement!!
Please excuse me seriously (T^T)
Adobe [ADBE] Bulletin Board 2021/11/05- - Stock Bulletin Board
Please excuse me seriously (T^T)
Adobe [ADBE] Bulletin Board 2021/11/05- - Stock Bulletin Board
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The split is being scheduled for this weekend (*) $NVIDIA(NVDA.US$ ofJenson Huang CEOPrior to the opening of the Taipei International Computer Fair (Computex)Keynote speech on June 2ndI did it.Next day, 6/3, NVIDIA shares rose 4.9%Then,All major supplier brands were also bought。
It was a lecture that spanned about 2 hours,What did CEO Juan say。In addition to the details, check out the companies involved in the “next wave” of AI that Mr. Huang emphasizedI tried it.
*NVIDIA announced that it would split 1 share into 10 shares when financial results were announced in late May. The last day to grant rights is scheduled for 6/7 (local time, same as below), and the date of revocation of rights is scheduled for 6/10.
What CEO Juan mainly talked about
● “A new era of computing has begun”, “The next industrial revolution has begun”
“All data centers will be accelerated (by AI accelerators or AI chips) in the near future”, “with almost every interaction with the internet or computer, somewhere...
It was a lecture that spanned about 2 hours,What did CEO Juan say。In addition to the details, check out the companies involved in the “next wave” of AI that Mr. Huang emphasizedI tried it.
*NVIDIA announced that it would split 1 share into 10 shares when financial results were announced in late May. The last day to grant rights is scheduled for 6/7 (local time, same as below), and the date of revocation of rights is scheduled for 6/10.
What CEO Juan mainly talked about
● “A new era of computing has begun”, “The next industrial revolution has begun”
“All data centers will be accelerated (by AI accelerators or AI chips) in the near future”, “with almost every interaction with the internet or computer, somewhere...
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After closing the US stock market on 5/22 (morning of the 23rd Japan time), NVIDIAFirst quarter of fiscal year 2025We are planning to announce financial results.
Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
[Rewards]
● 5,000 points distributed evenly
May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
[Exclusive 500 yen Amazon gift card]
Would you like to take part in more challenging contests?
May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
[Rewards]
● 5,000 points distributed evenly
May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
[Exclusive 500 yen Amazon gift card]
Would you like to take part in more challenging contests?
May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
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This article uses automatic translation for some of its parts
● $NVIDIA(NVDA.US$After the end of trading hours on the 22nd (Japan time on the 23rd at 5:20 a.m.) We plan to announce financial results for FY2025 Q1.
● The data center, which is the company's most important businessIt is expected to achieve sales of 20.967 billion dollars, up 389.43% from the same period last yearIt is. As a result, it is expected that the ratio of the same business to the company's sales will continue to expand from 83% in the previous quarter to 85%.
● GS Securities analysts say that since investment in AI will continue to be at a high level in the future,NVIDIA's valuations are still cheapLooking at it, the target stock price was raised from 1,000 dollars to 1,100 dollars. HSBC also anticipated that the company's AI business outlook would be undervalued, and the target stock price was 1,350 dollars.
● According to Moomoo, the market is NVIDIASales for FY2025 Q1 are expected to increase 240.47% from the same period last year to 24.487 billion dollars, and EPS is expected to increase 532.28% from the same period last year to 5.18 dollarsIt has been done (US-...
● $NVIDIA(NVDA.US$After the end of trading hours on the 22nd (Japan time on the 23rd at 5:20 a.m.) We plan to announce financial results for FY2025 Q1.
● The data center, which is the company's most important businessIt is expected to achieve sales of 20.967 billion dollars, up 389.43% from the same period last yearIt is. As a result, it is expected that the ratio of the same business to the company's sales will continue to expand from 83% in the previous quarter to 85%.
● GS Securities analysts say that since investment in AI will continue to be at a high level in the future,NVIDIA's valuations are still cheapLooking at it, the target stock price was raised from 1,000 dollars to 1,100 dollars. HSBC also anticipated that the company's AI business outlook would be undervalued, and the target stock price was 1,350 dollars.
● According to Moomoo, the market is NVIDIASales for FY2025 Q1 are expected to increase 240.47% from the same period last year to 24.487 billion dollars, and EPS is expected to increase 532.28% from the same period last year to 5.18 dollarsIt has been done (US-...
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ColumnsI hate science
youtu.be/zdncl...
I don't like science.
I attended a seminar before and listened to the story, and although there are parts I can understand, I felt that they didn't perceive humans as human beings, and I felt disgusted.
I agree with the need for the mechanics of “reducing salaries through proper evaluations based on results,” which is discussed in the video.
Now let's take a look at the stock price of Shikaku, which received an appropriate evaluation from the market.
$Shikigaku(7049.JP$
Since most of the responsibility for stock prices belongs to management, it is Mr. Ando's responsibility.
I think it's something that goes up and down.
A common excuse for science is “the reason it's not going well is because you've misunderstood science, and it's because you haven't done it thoroughly.”
In the video, you yourself said, “The reason our company hasn't been doing well recently is because it hasn't been done thoroughly.”
They're trying to get other companies to thoroughly do what they can't do in-house, and if things don't go well, it's probably because of customers who can't be thorough.
If it cannot be thorough, it is the consultant's responsibility to see if there is an error in the method or if it cannot be thorough.
However, I've written critically up to this point, but maybe there are companies that work well...
I don't like science.
I attended a seminar before and listened to the story, and although there are parts I can understand, I felt that they didn't perceive humans as human beings, and I felt disgusted.
I agree with the need for the mechanics of “reducing salaries through proper evaluations based on results,” which is discussed in the video.
Now let's take a look at the stock price of Shikaku, which received an appropriate evaluation from the market.
$Shikigaku(7049.JP$
Since most of the responsibility for stock prices belongs to management, it is Mr. Ando's responsibility.
I think it's something that goes up and down.
A common excuse for science is “the reason it's not going well is because you've misunderstood science, and it's because you haven't done it thoroughly.”
In the video, you yourself said, “The reason our company hasn't been doing well recently is because it hasn't been done thoroughly.”
They're trying to get other companies to thoroughly do what they can't do in-house, and if things don't go well, it's probably because of customers who can't be thorough.
If it cannot be thorough, it is the consultant's responsibility to see if there is an error in the method or if it cannot be thorough.
However, I've written critically up to this point, but maybe there are companies that work well...
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