🇨‌🇾‌🇵‌🇭‌🇪‌🇷‌🇵‌🇺‌🇳‌🇰‌| MattGPT | 🦾 unusual_whales Chips act is helping additional manufacturing of semiconductors in the US but we’re 20 years away from producing semiconductors at the level of TSMC. By the time we get there TSMC will be another 20 years ahead.

One of the most interesting areas in semiconductors for investment should be exposure to advanced packaging. As Moore's law has been slowing, the natural response has been to build more powerful systems by interconnecting an increasing amount of dies within a single module. From…

The future is going to be made in America. President Joe Biden's CHIPS and Science Act provides $280 billion to boost domestic manufacturing of semiconductors. The site, Invest.gov, documents 32,000 infrastructure projects from President Biden's Infrastructure Act.

Remember how people gleefully screamed few months ago that Biden had killed China’s semiconductor industry?

Well, Europe’s #2 chip company, STMicroelectronics, will spend more than $3 billion on a new joint venture semiconductor manufacturing plant in Chongqing!

The new…

US-China decoupling story of the day:

US semiconductor giant Micron will build a $600 million facility in Xian for packaging and testing chips! 😂

“Just when I thought I was out, they pulled me back in” — Godfather.

japantimes.co.jp/news/2023/06/1…

LockstepMind Collin Rugg 95% of the semiconductors and chips are made in Taiwan China taking it over will mean they own the market. All those chips for iPhones cars etc come from Taiwan

The S&P 500 is now +15% YTD.

Popular themes include; semiconductors, AI, cruises, burritos, cyber security, and EVs.

In the age of hyperscale data, #SamsungSemiconductor believes that sustainability must be addressed through global open-source collaboration. Join us at #OpenComputeProject APAC Tech Day and learn more. 2023.ocp.openinfradays.kr

Various stages of #Semiconductor manufacturing

Let's Keep Going Together

With your ongoing commitment, we can support the student experience in and outside of the classroom and provide our talented students the resources they need to succeed.

Yarı iletken sektörü, imalat sektörü bağı koptu.
Biri diğerini sürükleyecek eşiği geçti, elektrifikasyon yeni teknolojiler yenilenebilir enerji.. vs hükümetlerin kuvvetli desteği ile büyümesi diğer sektörleri kendi yalnızlığına itti.
Semiconductor ve Service dışında resesyon var.

While opposition parties bring shame to our nation, Hon'ble PM Modiji brings investment!

US company Micron Technology Inc will invest $1 billion in India to set up its semiconductor packaging plant in India. In future the investment can go upto $2 billion.

Mikroçip üretim sektörü liderlerinden Taiwan Semiconductor (TSMC)'nin
piyasa değeri 500 milyar dolara ulaştı

BREAKING:

Intel announced today that it will invest USD 4.6 billion in a new semiconductor factory near Wrocław, Poland.

It is the largest greenfield investment in Poland’s history and will bring the semiconductor industry to Poland.

🇺🇸🇵🇱

There is a huge divergence between #semiconductor #stocks and underlying #sales . #Valuations remain an issue going forward.
H/T Lev Borodovsky

Gelecek Bugün 3. Bölümü ile şimdi yayında 🔥🔥🔥 #AppleVisionPro #çip #semiconductors #teknoloji #trend

youtu.be/6ofKdnvUyKA

After the stunning announcement that South Korea and Taiwan would maintain 'indefinitely' their semiconductors operations in mainland China, this ⬇️ is another big blow to the US in their 'chip war' against China.

STMicroelectronics, Europe’s second-largest chip maker, will…

Japonya yapımı yarı iletkenler Rusya'ya girmek için yaptırımları aşıyor
Yurtiçinde üretilen çipler, Çin ve diğer ülkeler üzerinden yapılan ihracat kontrollerinden kaçınıyor
asia.nikkei.com/Economy/Trade/…

🇺🇸 ISM

Has the ISM Manufacturing PMI bottomed out?
👉 isabelnet.com/?s=ISM

h/t BofAML #markets #ISM #PMI #equities $sox
$soxl #stockmarket #investing #stocks #semiconductor

We have created an infographic that showcases the 5-year EPS CAGR of the leading semiconductor companies worldwide:

“so you guys did semiconductors in L200? good, so today we’ll continue with…” 😭🤣

Nasdaq-100 leaders are powering innovation and reshaping our everyday lives.

Sales in China of domestically produced semiconductors rose from 13% of the market to 41.4% in the decade ending last year. Thanks in no small part to US tech persecution.

The number will continue to soar. China is the world's largest market for chips.

scmp.com/tech/policy/ar…

Otomobil üreticisi Stellantis ve iPhone üreticisi Foxconn, 2026'dan itibaren otomotiv endüstrisi için yarı iletkenler tasarlamak ve satmak üzere fifti fifti ortak girişim kurmuşlar.
reuters.com/business/autos…

“you won’t meet what you learn this semester, in another semester” statement doesn’t apply in engineering.