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May 23, 2024
05/24
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meanwhile here in asia, the ai boom has boosted prospects for companies like taiwan semiconductor, a contractor for manufacturing nvidia chips. japan's softbank is also betting big on al, with a multibillion—dollar investment in its uk chip design unit, arm. i spoke with tim waterer from kcm trade, and asked him about the spillover effects he's seeing in asia. in terms of the industry in general, i think we can look at it as a case of a rising tide lifting all boats. because, you know, i think that forecast from inindividual shows that the ai momentum doesn't seem to be slowing down any time soon, which would bode well for the companies you mentioned there — taiwan semiconductor, softbank, courtesy of its investment in arm holdings. so i think that companies will continue to invest in al. but there will be some, you know, potential effects, you know, down the track for the economies and for society in general, i think. so right now when companies invest in al, that's being, i guess, rewarded by the shareholders. when they see the benefits on their bottom line. longer term, i thin
meanwhile here in asia, the ai boom has boosted prospects for companies like taiwan semiconductor, a contractor for manufacturing nvidia chips. japan's softbank is also betting big on al, with a multibillion—dollar investment in its uk chip design unit, arm. i spoke with tim waterer from kcm trade, and asked him about the spillover effects he's seeing in asia. in terms of the industry in general, i think we can look at it as a case of a rising tide lifting all boats. because, you know, i...
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May 6, 2024
05/24
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taiwan semiconductor is the producer. of 90 to 95% of all the most advanced semiconductors in the world. they're what power? you're the microprocessor processor at the core of your iphone. so if china invades taiwan, don't break your iphone. paula. okay. it's going to be really a long time before you can replace it. i had the advantage of going to taiwan and actually seeing those very buildings where these chips are made. it's really great. the fabs are amazing, right? but the problem is we have consolidated so much of the world's chip making operations in these highly vulnerable buildings. so the question that we went to taiwan to answer was, is there a silicon field? in other words, since china needs those chips as well as we do, would they not invade taiwan? because cause they couldn't afford to lose taiwan semiconductor and to cut to the chase the conclusion i came to was, for now there is a silicon shield, but china is working really hard to build up its capability to make those most sophisticated chips. the biden ad
taiwan semiconductor is the producer. of 90 to 95% of all the most advanced semiconductors in the world. they're what power? you're the microprocessor processor at the core of your iphone. so if china invades taiwan, don't break your iphone. paula. okay. it's going to be really a long time before you can replace it. i had the advantage of going to taiwan and actually seeing those very buildings where these chips are made. it's really great. the fabs are amazing, right? but the problem is we...
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May 4, 2024
05/24
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they couldn't afford to lose taiwan semiconductor? and to cut to the chase, the conclusion i came to us, for now, there is a silicon shield. but china is working really hard to build up its capability to make those most sophisticated chips. the biden administration is executed quite well i think, a program to deprive the chinese of equipment needed to make the most sophisticated chips and to deprive them of the chips themselves that come out of taiwan semiconductors. that is what xi jinping spends most of his time complaining about to president biden which tells you they have gotten under his skin with this. i think we have bought some time. what i worry about is we are not using it well enough. president biden is running around the country every time there is a new semiconductor plant go dedicate -- he was just about one in upstate new york. he has been to arizona where taiwan semiconductor and intel and others are building in the southwest. my concern is, we are not building our capacity up fast enough that we will not need to be re
they couldn't afford to lose taiwan semiconductor? and to cut to the chase, the conclusion i came to us, for now, there is a silicon shield. but china is working really hard to build up its capability to make those most sophisticated chips. the biden administration is executed quite well i think, a program to deprive the chinese of equipment needed to make the most sophisticated chips and to deprive them of the chips themselves that come out of taiwan semiconductors. that is what xi jinping...
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May 23, 2024
05/24
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taiwan semiconductor's are one of them. while it is getting more expensive, it is a company broadly undervalued in the market, given its role for everybody designing chips and actually producing them. katie: i would love to go into the portfolio and talk about some of the holdings you have in the private market. let's talk about this. it is a name that certainly has buzz. sarah: elon copied as he does. but it is a company that is really fascinating because they are focused on language processing units. they spun out of google years ago because the big companies have a lot of this tech talent in there. i have been lucky enough to back them since 2018. they started with self driving cars and now it is a really high focused company and what they can do around inference with which processing units and is really interesting and faster and cheaper. it is where the industry seems to be going. that is definitely a name that i am excited about at a name i am hearing a lot of excitement about outside my portfolio. katie: before i let
taiwan semiconductor's are one of them. while it is getting more expensive, it is a company broadly undervalued in the market, given its role for everybody designing chips and actually producing them. katie: i would love to go into the portfolio and talk about some of the holdings you have in the private market. let's talk about this. it is a name that certainly has buzz. sarah: elon copied as he does. but it is a company that is really fascinating because they are focused on language...
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May 28, 2024
05/24
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because cause they couldn't affordo lose taiwan semiconductor and to cut to the chase the conclusion i came to was, for now there is a silicon shld but china is working really hard to build up its capability to make those most sophisticated chips. the biden administration has executed quite well. i deprive the chinese of the equipmentchips ae chips themselves that come out of taiwan semiconductor. and that's wh xspends most of he complaining about. the president, which tells you they've gotten under his skin with this. i think we■l]/some time. what i worry about is we're not using it well enough. you know, president biden is around the country every time there is a new semiconductor plant to go dedicated. he was just up at one in upstate new york. he's been to arizona where taiwan semiconductor and■[ intel and others are building in the southwest. we're not building our capacity fast enough that. we will not have to be reliant on taiwan or china and then another question that you do pose, and this is all cited, will the mistakes that putin made in his invasion of ukraine prove to
because cause they couldn't affordo lose taiwan semiconductor and to cut to the chase the conclusion i came to was, for now there is a silicon shld but china is working really hard to build up its capability to make those most sophisticated chips. the biden administration has executed quite well. i deprive the chinese of the equipmentchips ae chips themselves that come out of taiwan semiconductor. and that's wh xspends most of he complaining about. the president, which tells you they've gotten...
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charles: seeing more and more about the taiwan semiconductor business. what's the story there? >> i really like that company. i really like that ceo. cc whiz has been there for a while and he was there for a decade before and we all live nvidia and taiwan semiconductor is protected from a downside on all sides and when apple says, hey, we're go that make more chips. guess who's fabricating them? taiwan semiconductor and arm is seeing more demand in the cpu business, they're making about 100% of arms chips and a lot of ai chip companies that we love are chip designers but taiwan is a market player here. charles: you like tie owe tafanely here? >> i do. i love a legacy auto maker and toyota deserves another look. they've done an amazing job with the shift back to hybrids for a long time it was all about evs and now you're seeing people that are wanting hybrids and they have them ready to sell worldwide. charles: it's amazing, sarah, the ceo took heat and looking at markets and not government mandates but a climate agendarme he said this is what people want and he was 100% right a
charles: seeing more and more about the taiwan semiconductor business. what's the story there? >> i really like that company. i really like that ceo. cc whiz has been there for a while and he was there for a decade before and we all live nvidia and taiwan semiconductor is protected from a downside on all sides and when apple says, hey, we're go that make more chips. guess who's fabricating them? taiwan semiconductor and arm is seeing more demand in the cpu business, they're making about...
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May 22, 2024
05/24
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meanwhile, here in asia, the ai boom as boosted prospects for companies like taiwan semiconductor — a contractor for manufacturing nvidia chips. japan's softbank is also betting big on al, with a multi—billion dollar investment in its uk chip design unit, arm. but in other parts of asia, the spillover effect is limited. i spoke with tim waterer from kcm trade in sydney. blumath i think in it shows that the ai momentum doesn't seem to be slowing down anytime soon. that would bode well for companies like softbank. i think the companies will continue to invest in al. there will be some potential effect on the track for the economies and society in general. right now, when companies invest in al, i guess that's being rewarded by the shareholders. longer—term, there are some questions in terms of ai replacing jobs and that kind of thing. i know earlier this year, the imf forecast that al could affect 40% of forecast that al could affect 110% of globaljobs going forward to varying degrees. i think that's something we don't know the answer to longer—term. that's a question that's only
meanwhile, here in asia, the ai boom as boosted prospects for companies like taiwan semiconductor — a contractor for manufacturing nvidia chips. japan's softbank is also betting big on al, with a multi—billion dollar investment in its uk chip design unit, arm. but in other parts of asia, the spillover effect is limited. i spoke with tim waterer from kcm trade in sydney. blumath i think in it shows that the ai momentum doesn't seem to be slowing down anytime soon. that would bode well for...
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May 10, 2024
05/24
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FBC
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charles: taiwan semiconductor, great news today. i know you've been rebalancing exposure to wrote tilts. what do -- utilities. what do you like about the sector? >> it's all about a.i. at the end of the day. one of the things that's been leading the market has been this whole 56789i. chase, nvidia, amd, microsoft, amazon. the data centers are very important to the structure. the chips that go into it. but you've got to have power for that. and one of the big things over the next few years is going to be developing more power infrastructure to deliver the electricity requirements we need not just for a.u. e, but also electric -- a.i., but also electric vehicles, the computers, phone, everything else we're doing can. we just don't have enough power to continue to generate that, so companies like american electric power p duke energy, the new spin ioff from general electric, the g ev is that symbol there, those are all providing that infrastructure to delivering power and the delivery of the power itselfful they've been on a great run.
charles: taiwan semiconductor, great news today. i know you've been rebalancing exposure to wrote tilts. what do -- utilities. what do you like about the sector? >> it's all about a.i. at the end of the day. one of the things that's been leading the market has been this whole 56789i. chase, nvidia, amd, microsoft, amazon. the data centers are very important to the structure. the chips that go into it. but you've got to have power for that. and one of the big things over the next few years...
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May 18, 2024
05/24
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we're talking about taiwan semiconductors and other big taiwanese companies. erm, do you think people around the world understand how vital taiwan's position is? let me put it this way, 90% of the advanced chips are produced in taiwan. and for, erm... ..the future, erm, technology, like ai, taiwan holds the key. so that itself is important enough for the rest of the world. president tsai has had to deal with her share of disasters. the latest, a huge earthquake which hit the island last month, bringing down buildings and unleashing landslides along the mountainous east coast. a week after the quake, i flew with the president as she visited the hardest hit areas. so we're on board president tsai's aircraft right now, heading from taipei to hualien, where there was a huge earthquake last week, and she's just getting a briefing about the situation there and about what she's going to see. last time taiwan was hit by a quake of this size, hundreds of buildings collapsed and more than 2,000 people were killed. this time, the death toll was less than 20. we learned a
we're talking about taiwan semiconductors and other big taiwanese companies. erm, do you think people around the world understand how vital taiwan's position is? let me put it this way, 90% of the advanced chips are produced in taiwan. and for, erm... ..the future, erm, technology, like ai, taiwan holds the key. so that itself is important enough for the rest of the world. president tsai has had to deal with her share of disasters. the latest, a huge earthquake which hit the island last month,...
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May 17, 2024
05/24
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is so much at the cutting edge of the really, really advanced chips with things like that taiwan semiconductors. what she has encouraged is companies to invest at home but also to diversify away from relying on mainland china and that is why we think companies making big investments injapan, southeast asia and also in the united states. , ~ asia and also in the united states. , . ., states. rupert wingfield from tai ei, states. rupert wingfield from taipei. many _ states. rupert wingfield from taipei, many thanks. - rupert's full interview with outgoing president tsai ing—wen will be available to watch over the weekend here on bbc news — and a long read for our new indepth series will be available at bbc.com/news. finally — scientists in britain say they have proved before we go, scientists think they have figured out the mystery of the parents. scientists have long wondered how the giant stone blocks were transported without a waterway and they have discovered a branch of the river used. researchers think a major sand covered it up. sediment samples and satellite images helped with the d
is so much at the cutting edge of the really, really advanced chips with things like that taiwan semiconductors. what she has encouraged is companies to invest at home but also to diversify away from relying on mainland china and that is why we think companies making big investments injapan, southeast asia and also in the united states. , ~ asia and also in the united states. , . ., states. rupert wingfield from tai ei, states. rupert wingfield from taipei. many _ states. rupert wingfield from...
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May 1, 2024
05/24
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i think the economic implications of what would be the taiwan semiconductor prices would be much larger than the economic implications in 1962. >> how big of point is taiwan and is it getting better. >> today it is a most all ai chips made in taiwan so it's a huge chokepoint today. if you look down the road's new factories are getting online you see the almost monopolistic position of taiwanese manufacturers is going to be reduced somewhat. we see intel building a series of new facilities in the united states and catching up in terms of its manufacturing capabilities. tsmc is building three new plants producing ai processors. a third of the most advanced chipmakers when it comes to processor chips is building a vast facility in texas. so we are going to end up in five years time with a much more diversified landscape when it comes to manufacturing. including the chips that are critical for ai implications. katie: our thanks to chris miller, the author of chip war. who else do we have? david: tomorrow we have josh easterly and we will talk about private credit but also the big move in in
i think the economic implications of what would be the taiwan semiconductor prices would be much larger than the economic implications in 1962. >> how big of point is taiwan and is it getting better. >> today it is a most all ai chips made in taiwan so it's a huge chokepoint today. if you look down the road's new factories are getting online you see the almost monopolistic position of taiwanese manufacturers is going to be reduced somewhat. we see intel building a series of new...
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May 7, 2024
05/24
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the report adds apple is working with taiwan semiconductor to design and begin production with the chips with no release timetable. >>> u.s. regulators are opening a second investigation into boeing taking a look at whether or not its employees falsified records for the 787 dreamliner jets. boeing may not have inspected some jets for adequate bonding and grounding where the wings of the jet meet the body. boeing says any issues do not make the jets unsafe. >>> ahead of results today, disney and comcast are looking to hire financial advisers to resolve an issue over how to value comcast's 33% stake in hulu according to the report, jpmorgan chase valued hulu for disney close to $27.5 billion and morgan stanley valued hulu at $40 billion frank. >> silvana, thank you very much. see you later on >>> turning attention back to the markets. the rebound showing fresh momentum as stocks come off back-to-back positive sessions and renewed hopes of a summer rate cut are looking for sentiment. the top voices are focused on that at the milken conference. >> goods are in better shape supply chains are
the report adds apple is working with taiwan semiconductor to design and begin production with the chips with no release timetable. >>> u.s. regulators are opening a second investigation into boeing taking a look at whether or not its employees falsified records for the 787 dreamliner jets. boeing may not have inspected some jets for adequate bonding and grounding where the wings of the jet meet the body. boeing says any issues do not make the jets unsafe. >>> ahead of results...
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May 13, 2024
05/24
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semiconductor dom. >> bertha, thank you. >>> the stock's recent wall could hit a snag as wall street faces litmus tests for the second quarter now we turn attention to home depot for the earnings tomorrow and walmart on thursday and comments on consumer spending trends we have april consumer price index and retail sales out on wednesday providing the fresh read and whether the fed's rate-cutting forecast is still in tact. let's discuss how to position your portfolio with raeann this is always a key part of the earnings season. it comes at the end, but it talks about what makes up more than two-thirds of the u.s. economy. how healthy is the u.s. consumer in your mind right now >> thanks for having me, dom the u.s. consumer continues to be strong. we are seeing strong spending trends we are seeing the jobs market which continues to be strong although we are seeing some softness lately. unemployment is ticking up slightly all in all, the consumer continues to be strong we are starting to see some cracks emerging. >> if that's the case, is the market in your mind positioned appropriately
semiconductor dom. >> bertha, thank you. >>> the stock's recent wall could hit a snag as wall street faces litmus tests for the second quarter now we turn attention to home depot for the earnings tomorrow and walmart on thursday and comments on consumer spending trends we have april consumer price index and retail sales out on wednesday providing the fresh read and whether the fed's rate-cutting forecast is still in tact. let's discuss how to position your portfolio with raeann...
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May 23, 2024
05/24
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number one, taiwan semiconductor and their adr last was up a couple percent. tsmc makes all nvidia's chips so there is an obvious readacross. that particular stock is the largest component of the msci itaewon index, about over 40% of the index. so that is part of the reason why taiwan is the number one performing market in asia this year, up 19%. it's a very clear readacross there, that is number one. number two, in addition to tech, hardware and communications services which has a lot of tech component in it, utilities are the second-best performing sector in asia this year. another way to play ai is in the power and energy component, the linkage being that the data servers require a tremendous amount of energy, so there is a spillover effect from ai into those sectors. the third area, we have baskets on various parts of the ai spectrum, both hardware and semiconductors, and those continue to do well. that is one of the areas we are recommending in our strategy for some time now and those are the three linkages i would highlight. haidi: and obviously some of
number one, taiwan semiconductor and their adr last was up a couple percent. tsmc makes all nvidia's chips so there is an obvious readacross. that particular stock is the largest component of the msci itaewon index, about over 40% of the index. so that is part of the reason why taiwan is the number one performing market in asia this year, up 19%. it's a very clear readacross there, that is number one. number two, in addition to tech, hardware and communications services which has a lot of tech...
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May 17, 2024
05/24
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. >> it's nvidia's world, and it's still taiwan semiconductor's world which brings in a political conflict. if something happens in taiwan, doesn't that even make indinvidia more exclusive, gaming and stuff. getting high-tech production facilities up and running and tooled in the u.s. is a multiyear process. you just can't come in and say we're going to produce these highest level of chips, the low level of chips you can get and they're cheap. >> put it differently for all that intel has benefited from the handouts, the stock is nothing like an nvidia. although it's -- obviously it's done much better of late. i think there's a ways to go in that story. >> but a contrarian and a fundamental investor i think would look at it and say, and i haven't jumped in that intel water yet, but probably they've got the tools, the experience, and the balance sheets that, yes, they can get there. >> all right. a quick power check as we head to break. on the plus side, today is robin hood. the online brokerage soaring on buy of b of a and cites retail investors. on the negative side, cracker barrel, cuttin
. >> it's nvidia's world, and it's still taiwan semiconductor's world which brings in a political conflict. if something happens in taiwan, doesn't that even make indinvidia more exclusive, gaming and stuff. getting high-tech production facilities up and running and tooled in the u.s. is a multiyear process. you just can't come in and say we're going to produce these highest level of chips, the low level of chips you can get and they're cheap. >> put it differently for all that...
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May 21, 2024
05/24
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they're micron, intel, taiwan semiconductors, huge customers expecting to grow revenues. how can you not love this stock right now. >> it's a buy. buy, buy, buy, buy, buy she says. victoria, thank you. we really appreciate your time. it's been a fun three-stock lunch. >>> coming up, lost in translation. actress scarlett johansson slamming open ai, accusing it of creating a voice for chatgpt that sounds just like she sounds. we'll get the details of this hollywood drama come to life. that's next. (tony hawk) skating for over 45 years has taken a toll on my body. i take qunol turmeric because it helps with healthy joints and inflammation support. why qunol? it has superior absorption compared to regular turmeric. qunol. the brand i trust. >>> open ai and ceo sam altman are under fire from scarlett johansson. at issue is a voice that sounds like hers. julia boorstin joins us now to explain this conflict and its significance, julia. >> so, kelly, scarlett johansson says that open ai's voice assistant, which launched last week, called sky, sounded just like her. joe hanson iss
they're micron, intel, taiwan semiconductors, huge customers expecting to grow revenues. how can you not love this stock right now. >> it's a buy. buy, buy, buy, buy, buy she says. victoria, thank you. we really appreciate your time. it's been a fun three-stock lunch. >>> coming up, lost in translation. actress scarlett johansson slamming open ai, accusing it of creating a voice for chatgpt that sounds just like she sounds. we'll get the details of this hollywood drama come to...
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samsung, taiwan semiconductor opened a plant in arizona, they said they couldn't find americans to do the job. >> yeah, this is actually something that i worry about with the rise of a.i. as well. i'm gen-z, so my generation is the first to be.com name. ed by the interyet. we grew up on it. in some ways it's been great for the economy, but it has made us as people just a little bit stupider. i worry about this with a.i. that we're going to become too dependent on technology to really think for ourselves and to wrestle with these concepts. charles: right. the irony is 50 years ago the futurists said this was going to be great because it would allow us to up lock the potential of our minds because we only use a fraction of it. to your point, i can't remember my home phone number, right? it's under home. i want to switch gears a little bit. we had a guest last week and a lot of folks have been coming on saying, hey, illegal immigration has been a great hinge for america because it's filling jobs. and for me what's frustrating is if you look at native born job participation, we're at a 61
samsung, taiwan semiconductor opened a plant in arizona, they said they couldn't find americans to do the job. >> yeah, this is actually something that i worry about with the rise of a.i. as well. i'm gen-z, so my generation is the first to be.com name. ed by the interyet. we grew up on it. in some ways it's been great for the economy, but it has made us as people just a little bit stupider. i worry about this with a.i. that we're going to become too dependent on technology to really...
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May 19, 2024
05/24
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i think taiwan | will continue to be attractive because of its dominance of other global semiconductors industry. trade with china as you mentioned is still an important part of taiwan's economy. trade and investment between china and taiwan has not only been shaped by the cross trade developments, as with other parts of asia, because there are other factors in play including the us and china tensions. donald trump and fermented a tariff on chinese goods in 2018 and that has accelerated the flow of investment and production out of china. and that has only increased in recent years as a result of the slowdown in china's economy. and also, after covid—19. so that has led to an acceleration of that aspect from china. and into other parts of asia and taiwan as well. but despite all that, china is still taiwan's largest trading partner, accounting for around 20% of taiwan's total trade. so even as taiwan wants to reduce its reliance on china and increase its cooperation with the us, it has to do so in a fragile way. china has an extensive manufacturing industry and supply chain. china has
i think taiwan | will continue to be attractive because of its dominance of other global semiconductors industry. trade with china as you mentioned is still an important part of taiwan's economy. trade and investment between china and taiwan has not only been shaped by the cross trade developments, as with other parts of asia, because there are other factors in play including the us and china tensions. donald trump and fermented a tariff on chinese goods in 2018 and that has accelerated the...
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May 25, 2024
05/24
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CNNW
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they are produced by taiwan semiconductor the gym in the middle of the island counts for much of taiwan's economy and one theory is that the chinese do not want to tack and bomb that out while they still need those chips as much as we do. so we may have some additional time and we may have some additional time from the fact that the chinese government, right now is battling an economic slowdown and that would make going into taiwan look a lot more expensive, particularly the sanctions that might follow and also you have president biden and his administration saying that they would defend taiwan if if china did indeed go in what is that mean? and i would think the us also watching this quite closely well, that's right. >> we've had three or four times where the president has said, not only would he defend taiwan but these would send american troops, which is something that he never said and has never done in the case of ukraine. now, the difference has to do with, with our agreements with taiwan that emerge from the nixon kissinger decision to begin to open up to china and then later on bu
they are produced by taiwan semiconductor the gym in the middle of the island counts for much of taiwan's economy and one theory is that the chinese do not want to tack and bomb that out while they still need those chips as much as we do. so we may have some additional time and we may have some additional time from the fact that the chinese government, right now is battling an economic slowdown and that would make going into taiwan look a lot more expensive, particularly the sanctions that...
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May 20, 2024
05/24
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of the global semiconductor industry. around 60% of global semiconductors and 90% of high chips. but economic success has not been felt. so william lai has to address the younger voters concerns overjob voters concerns over job opportunities, voters concerns overjob opportunities, affordability and in general the higher cost of living in taiwan's. so he has also got to maintain taiwan's competitiveness in the technology space and also dummett also has to address the energy challenges, ageing population amongst other. certainly a lot on his plate on the domestic front. 0n the international front, the domestic front. 0n the internationalfront, he does not have to look far for a challenge as well. how do you see his relationship with china and how do you think you will manage it considering china is one of its key trading partiers dummett partners. badging's reaction to — dummett partners. badging's reaction to taiwan's - dummett partners. badging's reaction to taiwan's election | reaction to taiwan's election outcome has
of the global semiconductor industry. around 60% of global semiconductors and 90% of high chips. but economic success has not been felt. so william lai has to address the younger voters concerns overjob voters concerns over job opportunities, voters concerns overjob opportunities, affordability and in general the higher cost of living in taiwan's. so he has also got to maintain taiwan's competitiveness in the technology space and also dummett also has to address the energy challenges, ageing...
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May 20, 2024
05/24
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taiwan's dominance of the global semiconductor industry. it produces over 67%... 90% of higher chip. economic success has not been felt. even if the ground. william lai has to address the younger populations concerns over the job concerns over thejob opportunities, concerns over the job opportunities, housing affordability and in general the higher cost of living in taiwan's. so he has also got to maintain taiwan's competitiveness in the technology space and also has to address taiwan's energy challenges and ageing populations amongst other. certainly has a lot on his plate on the domestic front. on the international front, plate on the domestic front. on the internationalfront, he does not have to look far. how does not have to look far. how do you see his relationship with china and how do you think he will manage that, considering china is what of its key trading partners? in its key trading partners? in fact, its key trading partners? in fact, beijing's reaction to taiwan's outcome has been muted. reduced in the next four years of dpp r
taiwan's dominance of the global semiconductor industry. it produces over 67%... 90% of higher chip. economic success has not been felt. even if the ground. william lai has to address the younger populations concerns over the job concerns over thejob opportunities, concerns over the job opportunities, housing affordability and in general the higher cost of living in taiwan's. so he has also got to maintain taiwan's competitiveness in the technology space and also has to address taiwan's energy...
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May 31, 2024
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semiconductor and broadcom as well, those three stocks make up roughly 42% of that particular etf. so they are the driving force behind the out performance and it's mostly nvidia as you can see here the under performance in three very heavily weighted stocks within the software ishares etf, which are salesforce and no surprise the last couple days here have been rougher for them. adobe and intuit these three names in the software side of things have been more severe under performers and make up roughly 22% of the etf in total. as we talk about this divergence, it comes down to whether or not the story will change with regard to the ai influence on certain software stocks for right now, though, the narrative is overwhelmingly on that chips side of things i'll send things back over to you. >> the salesforce numbers did not help thank you. >>> bitcoin on pace to beat the s&p 500 this month we're going to head live to austin for the latest from one of the biggest crypto conferences next >>> watch ulta beauty beating on the top and bottom lines after guidance comes in light but many ana
semiconductor and broadcom as well, those three stocks make up roughly 42% of that particular etf. so they are the driving force behind the out performance and it's mostly nvidia as you can see here the under performance in three very heavily weighted stocks within the software ishares etf, which are salesforce and no surprise the last couple days here have been rougher for them. adobe and intuit these three names in the software side of things have been more severe under performers and make up...
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May 13, 2024
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to avoid the obvious taiwan risk of being totally dependent on tsmc for advanced semiconductors, and you have to have steps like this if you really want to do that. >> roger, the first hot inflation number that we got in january, february. it's a outlier seasonal, inventories, blah, blah, blah, then got another and another -- were you surprised by what we saw? have you had this sort of, i guess, dovish view on inflation all along, and has your view been shaken? just wondering i'd like to believe you, that we're going to see you know, cooler numbers for inflation, but that means that we've had, like, a series of outliers, and when does that become, when do you say, i was wrong maybe inflation is headed back to 4%? >> first of all, i'm not certain, joe i could certainly be wrong. >> you said a higher number. >> step back a minute. this inflation was caused, at least in my view, entirely by the pandemic i think there's a lot of evidence on that and so it's taking -- >> that's open to discussion. >> it is we could debate that, but that's my own view. >> right. >> and -- it's taking a lon
to avoid the obvious taiwan risk of being totally dependent on tsmc for advanced semiconductors, and you have to have steps like this if you really want to do that. >> roger, the first hot inflation number that we got in january, february. it's a outlier seasonal, inventories, blah, blah, blah, then got another and another -- were you surprised by what we saw? have you had this sort of, i guess, dovish view on inflation all along, and has your view been shaken? just wondering i'd like to...
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May 21, 2024
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, where taiwan semiconductor is a major client. the report says that the u.s. government officials express concerns to their dutch and taiwanese counterparts. it also says that asml reassured dutch officials about that kill switch. joe? >> futures right now, we are seeing a little bit of a gain. the nasdaq was a new high yesterday. big record close. the dow was down about 200 points. you can see that, we're seeing a little bit of a move in the nasdaq, but the dow is up. the treasuries this morning, about 40 or so, 442. let's get to dom chu with a look at this morning's pre-market movers. >> let's quick things off with a look at a few analyst calls moving things around pre-market. you just smpoke about earnings and retail. gap stores were up about 1.5% off the pre-market highs, over 30,000 shares of volumes, due in part to the team over at citigroup, which is opening up a positive catalyst watch on the p apparel and retailer, also old navy, and@letta stores. they think that gap will announce a big earnings beat when it announces on
, where taiwan semiconductor is a major client. the report says that the u.s. government officials express concerns to their dutch and taiwanese counterparts. it also says that asml reassured dutch officials about that kill switch. joe? >> futures right now, we are seeing a little bit of a gain. the nasdaq was a new high yesterday. big record close. the dow was down about 200 points. you can see that, we're seeing a little bit of a move in the nasdaq, but the dow is up. the treasuries...
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May 15, 2024
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china, china mines rare earth, in taiwan they produce semiconductors all over the world, they break these ties, they start investing expensively, we value everything at a high price, but it’s expensive, losses, no, this is an investment in the future, they treat it differently, they are building a new structure of this electronic... economy, yes, the raw materials are now in africa, yes, anew, expensive, yes, yes, yes, yes, and they are building semiconductor production, what does this mean, this means that they are for themselves they put risks on taiwanese history, that this development option is no longer possible, as i talked about lng, it was clear that there would be war and there would be devastation, and here it is obvious to me, i have a good friend, he at one time calculated the beginning of operation storm in the desert, he calculated how long the tanker with the aviation fuel. from japan, he calculated how long it would take him to reach the persian gulf, to the american bases, and that this was fuel for airplanes, a war would begin, and he accurately predicted, becaus
china, china mines rare earth, in taiwan they produce semiconductors all over the world, they break these ties, they start investing expensively, we value everything at a high price, but it’s expensive, losses, no, this is an investment in the future, they treat it differently, they are building a new structure of this electronic... economy, yes, the raw materials are now in africa, yes, anew, expensive, yes, yes, yes, yes, and they are building semiconductor production, what does this mean,...
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May 20, 2024
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the chips managed bys taiwan semiconductor. xi jinping said it will happen. yes, i would watch that carefully. in the meantime, i don't see a threat. >> all right. thanks, paul. paul meeks with harvest portfolio management. see you soon. >> thanks, joe. >>> when we come back, blue origin resuming space tourism flights about two years after they were grounded. we will tell you who was on board for yesterday's launch. "squawk box" will be right back. >>> my mother encouraged us to have a strong work ethic. it was the key the value of asian culture. my mother was encouraged not to speak cantonese to us in randle el elementary school. how's the chicken? the prawns are delicious. oh, i have a shellfish allergy. one prawn. very good. did i say chicken wrong? tired of people not listening to what you want? it's truffle season! ah that's okay... never enough truffles. how much are they? it's a lot. oh okay - i'm good, that - it's like a priceless piece of art. enjoy. or when they sell you what they want? yeah. the more we understand you, the better we can help you. t
the chips managed bys taiwan semiconductor. xi jinping said it will happen. yes, i would watch that carefully. in the meantime, i don't see a threat. >> all right. thanks, paul. paul meeks with harvest portfolio management. see you soon. >> thanks, joe. >>> when we come back, blue origin resuming space tourism flights about two years after they were grounded. we will tell you who was on board for yesterday's launch. "squawk box" will be right back. >>> my...
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May 22, 2024
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amc, and the other chip companies in taiwan with equipment and chemicals necessary to make semiconductors. they are not going to send engineers to maintain those machines. they are not going to send the chemicals and silicon wafer's to be turned into semiconductors, so there are many different points of failure where significant -- where berlitz could intervene in the process of making semiconductors if they thought it necessary, and if china was to invade taiwan, i don't think any japanese company or korean company or u.s. comp and he will be sending their engineers or products to taiwan, even if the chinese or the companies that took over tsmc's factories in taiwan wanted that. there are points with governments around the world could or would intervene if a nightmare scenario like this happened. i think this kill switch is one of those. haslinda: fascinating story and a great scoop. thank you so much for that. southeast asian property tech firm property guru narrowed its loss projection in the first quarter on the back of strong growth in its singapore market place segment. market place
amc, and the other chip companies in taiwan with equipment and chemicals necessary to make semiconductors. they are not going to send engineers to maintain those machines. they are not going to send the chemicals and silicon wafer's to be turned into semiconductors, so there are many different points of failure where significant -- where berlitz could intervene in the process of making semiconductors if they thought it necessary, and if china was to invade taiwan, i don't think any japanese...
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May 19, 2024
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despite the pandemic, and this was driven to a large extent by a taiwan's dominus of the global semiconductor industry, where it
despite the pandemic, and this was driven to a large extent by a taiwan's dominus of the global semiconductor industry, where it
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May 21, 2024
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one of the big questions is what happens to the semiconductor industry. taiwan is responsible for 90% of the world to supply of the most advanced chips, the site -- the kind that supply nvidia. it is so essential for the u.s. we saw during the pandemic and most recently with the earthquake in taiwan, the concerns of any sort of supply chain disruption. caroline: what is phenomenal is that asml is the linchpin. is that has shipped more than 200 of these machines outside of china but still shipped to china but far less technically sophisticated kinds of machines. it looks like china has been making strides with self-sufficiency. mike: it has. we saw a sample of that last year during gina raimondo's visit to mainland china -- visit to mainland china. there was a much faster semiconductor processing chip that anyone thought they were capable of generating and using in a consumer device. very small chip. the u.s. was taken aback by it and it was made in part with older generation asml machines but with technologies that came from other sources. it was a sign t
one of the big questions is what happens to the semiconductor industry. taiwan is responsible for 90% of the world to supply of the most advanced chips, the site -- the kind that supply nvidia. it is so essential for the u.s. we saw during the pandemic and most recently with the earthquake in taiwan, the concerns of any sort of supply chain disruption. caroline: what is phenomenal is that asml is the linchpin. is that has shipped more than 200 of these machines outside of china but still...
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May 27, 2024
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. >> reporter: and the world's economy is reliant on taiwan. 90% of the world's advanced semiconductors are produced here. a supply chain that would be interrupted if china were to attack. tom? >> those chips are so critical. all right, ryan, we thank you for that. >>> and back here at home some sad news tonight from the sports world. hall of fame basketball player bill walton, who later became a beloved broadcaster, has died after a battle with cancer. jesse kirsch now on his legacy on and off the court. >> reporter: on the court and on the mic -- >> dust it off. >> reporter: -- bill walton was a towering figure in the world of basketball. a 6'11" california kid, walton played center for ucla coaching legend john wooden. the dynamic big man helped the bruins win back-to-back national championships in 1972 and 1973. both teams were undefeated. while in college he also made headlines for an arrest while protesting the vietnam war. reportedly, he was bailed out of jail by his coach. >> walton on the line. >> reporter: later in the nba walton won championships for portland and boston. unde
. >> reporter: and the world's economy is reliant on taiwan. 90% of the world's advanced semiconductors are produced here. a supply chain that would be interrupted if china were to attack. tom? >> those chips are so critical. all right, ryan, we thank you for that. >>> and back here at home some sad news tonight from the sports world. hall of fame basketball player bill walton, who later became a beloved broadcaster, has died after a battle with cancer. jesse kirsch now on...
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May 13, 2024
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from taiwan and up from 0% today. it could be a massive realignment of global semiconductor supply chains. paul: u.s. industrial policy reporter mackenzie hawkins there. subscribers can read more on today's big take on the terminal . or you can head over to bloomberg.com. this is bloomberg. ♪ paul: welcome back to "bloomberg markets: asia." you are watching the india focus. let's check in on india's premarket session. we have futures shaping up in negative territory. that is perhaps not surprising. that is very much the theme we are seeing around the asia pacific. very much a bus cop theme. we are going to get april cpi numbers later on. we are expecting cpi in april to soften a little, down to 4.8%, wholesale prices expected to pick up. they are coming out tomorrow, 1.1%. we will keep an eye out for those april cpi numbers. two minutes, thereabouts. until the open in india. india's largest engineering and construction firm reported its highest quarterly profit in four years. let's get over to mumbai now where bloom
from taiwan and up from 0% today. it could be a massive realignment of global semiconductor supply chains. paul: u.s. industrial policy reporter mackenzie hawkins there. subscribers can read more on today's big take on the terminal . or you can head over to bloomberg.com. this is bloomberg. ♪ paul: welcome back to "bloomberg markets: asia." you are watching the india focus. let's check in on india's premarket session. we have futures shaping up in negative territory. that is perhaps...
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May 27, 2024
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taiwan produces 60% of the world's semiconductors and 90% of the most vital and important semiconductors. mike mccall was clear if an attack came from china, that industry could be crippled and with it, the world's economy. take a listen. >> if china were to invade today and own or brake companies like tsmc, it would literally shutdown everything. if you think covid was a bad deal, this would put us in a world of hurt. i think this is why the american people would see why defending taiwan and this need in this hour of peril so important. >> reporter: and this was chairman mccaul making the case it's a worthy investment to provide the support to taiwan as a level of deterrence against china. when you think about semiconductors, almost everything, your phone, your car. the oven in your kitchen. these are all a vital part of day-to-day lives and if that that industry was interrupted, it could cripple the economy. >> ryan nobles, great interview, thank you for that. let's look at these two sides he's laid out. one is that the u.s. saying look, our support, on the other hand, you have a count
taiwan produces 60% of the world's semiconductors and 90% of the most vital and important semiconductors. mike mccall was clear if an attack came from china, that industry could be crippled and with it, the world's economy. take a listen. >> if china were to invade today and own or brake companies like tsmc, it would literally shutdown everything. if you think covid was a bad deal, this would put us in a world of hurt. i think this is why the american people would see why defending taiwan...
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overtakes taiwan and then is in charge of that semiconductor production, 90% of these advanced chips are made there. do you worry about the geopolitical backdrop here in the middle of these two wars? and how do you invest around that? > >> i absolutely worry. i said many times and i still believe this, you don't have to guess what china's intentions are. xi jinping told you. he considers taiwan an integral part of china and at some point i'm sure that they will go ahead and reunify taiwan with china. now, the good news to some degree is because russia is having such an awful time in the ukraine, that's put off any timeline they had as they watched this and say oh, god, that's going way worse than anybody could imagine so that will delay it. for us, we're looking at chip companies, texas instruments for example was a name we liked coming into this year that are trying to build up domestic semiconductor manufacturing so eventually when we have to deal with this situation and who knows, maybe it's tomorrow, maybe it's five years from now, but at some point this is going become a thing a
overtakes taiwan and then is in charge of that semiconductor production, 90% of these advanced chips are made there. do you worry about the geopolitical backdrop here in the middle of these two wars? and how do you invest around that? > >> i absolutely worry. i said many times and i still believe this, you don't have to guess what china's intentions are. xi jinping told you. he considers taiwan an integral part of china and at some point i'm sure that they will go ahead and reunify...
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revolution, the semiconductor manufacturers are based abroad in taiwan, japan the netherlands and something that europe has in particular that the u.s. does not, dominant consumer luxury brands. jack: they do luxury well in europe. jack: indexing or active management for foreign stocks. >> i think when you invest in foreign stocks, indexing is a better way to go because you're capturing all of the market dynamism and you don't have to worry about the select activity, the diversification is worthwhile. jack: andy kapyrin thank you for your insights. jack: the biggest money managers everybody wants super straight, super white teeth. they want that hollywood white smile. new sensodyne clinical white provides 2 shades whiter teeth and 24/7 sensitivity protection. i think it's a great product. it's going to help a lot of patients. she always thinks of other's first... but for one day, it's all about her. celebrate mom and all she does with thoughtful mother's day gifts from weathertech. treat her to laser-measured weathertech floorliners and cargo liner to keep her vehicle looking like new. keep
revolution, the semiconductor manufacturers are based abroad in taiwan, japan the netherlands and something that europe has in particular that the u.s. does not, dominant consumer luxury brands. jack: they do luxury well in europe. jack: indexing or active management for foreign stocks. >> i think when you invest in foreign stocks, indexing is a better way to go because you're capturing all of the market dynamism and you don't have to worry about the select activity, the diversification...
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revolution, the semiconductor manufacturers are based abroad in taiwan, japan the netherlands and something that europe has in particular that the u.s. does not, dominant consumer luxury brands. jack: they do luxury well in europe. jack: indexing or active management for foreign stocks. >> i think when you invest in foreign stocks, indexing is a better way to go because you're capturing all of the market dynamism and you don't have to worry about the select activity, the diversification is worthwhile. jack: andy kapyrin thank you for your insights. jack: the biggest money managers on how to invest on the certain market and their answers are next. after advil: let's dive in! but...what about your back? it's fineeeeeeee! [splash] before advil: advil dual action fights pain two ways. advil targets pain at the source, acetaminophen blocks pain signals. advil dual action. hello, ghostbusters. it's doug. we help people customize and save hundreds on car insurance with liberty mutual. we got a bit of a situation. [ metal groans] sure, i can hold. ♪ liberty liberty liberty liberty ♪ in theaters
revolution, the semiconductor manufacturers are based abroad in taiwan, japan the netherlands and something that europe has in particular that the u.s. does not, dominant consumer luxury brands. jack: they do luxury well in europe. jack: indexing or active management for foreign stocks. >> i think when you invest in foreign stocks, indexing is a better way to go because you're capturing all of the market dynamism and you don't have to worry about the select activity, the diversification...
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revolution, the semiconductor manufacturers are based abroad in taiwan, japan the netherlands and something that europe has in particular that the u.s. does not, dominant consumer luxury brands. jack: they do luxury well in europe. jack: indexing or active management for foreign stocks. >> i think when you invest in foreign stocks, indexing is a better way to go because you're capturing all of the market dynamism and you don't have to worry about the select activity, the diversification is worthwhile. jack: andy kapyrin thank you for your insights. jack: the biggest money managers i was scared when i was told age related macular degeneration could jeopardize my vision. it was hard, but taking preservision was easy. preservision has the exact clinically proven areds 2 formula recommended by the nei. i'm taking control like millions of others. before planning the big trip you were limping thanks to a bad knee. then, you heard about mako robotic-assisted knee replacement. it starts with a ct scan to pinpoint the problem. that becomes a personalized, 3d plan to guide your doctor during surgery.
revolution, the semiconductor manufacturers are based abroad in taiwan, japan the netherlands and something that europe has in particular that the u.s. does not, dominant consumer luxury brands. jack: they do luxury well in europe. jack: indexing or active management for foreign stocks. >> i think when you invest in foreign stocks, indexing is a better way to go because you're capturing all of the market dynamism and you don't have to worry about the select activity, the diversification...