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Feb 28, 2024
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tsmc�*s japan venture is a breakthrough in the international expansion. project started in the year 2022, and it has been delayed and delayed, and however, japan started slower but it has received huge support not only from the japanese government also from the tsmc itself too. we can see a strong shift that tsmc is going to double down on its japan expansion as well as elsewhere, where's the arizona efforts have been delayed, challenges. iii efforts have been delayed, challenges.— challenges. if you could elaborate was - challenges. if you could l elaborate was going with arizona and the plants plans there. , ., ., , there. the situation is the preject has _ there. the situation is the project has been rather i project has been rather complicated. it broke ground into some 2022, but over the course of the last year, it has met with labour shortage, union issues, and then most recently it has not been able to confirm the subsidy that you will get from the chips act, which boasted $52 billion. everyday going by, the machine is not running, the factory is n
tsmc�*s japan venture is a breakthrough in the international expansion. project started in the year 2022, and it has been delayed and delayed, and however, japan started slower but it has received huge support not only from the japanese government also from the tsmc itself too. we can see a strong shift that tsmc is going to double down on its japan expansion as well as elsewhere, where's the arizona efforts have been delayed, challenges. iii efforts have been delayed, challenges.—...
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Feb 28, 2024
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the situation in tsmc on project has been i tsmc on project has been whether comp locator.t over the course of the last year, it has met with labor shortage, union issues and then, most recently, it is not been able to confirm the subsidy that you will get from the chipset which posted $52 billion or so with every day going by, now that the machine is now running, the factory is not operating, it's a loss for tsmc. so tsmc have been through allocating some of its manpower and resources to other projects such as japan and so, we see the moto has accelerated the pace and japanese governments has confirmed a 4.8 billion us dollars in substance is to support tsmc�*s japanese expansion. compare with the arizona, you can see japan is faster and more efficient at which means tsmc would likely to reallocate more resources in japan. in to reallocate more resources in ja an. ., , to reallocate more resources in jaan. ., , ., ,, japan. in other news, making headlines. — japan. in other news, making headlines, playstation - japan. in other news, making headlines, playstation has i head
the situation in tsmc on project has been i tsmc on project has been whether comp locator.t over the course of the last year, it has met with labor shortage, union issues and then, most recently, it is not been able to confirm the subsidy that you will get from the chipset which posted $52 billion or so with every day going by, now that the machine is now running, the factory is not operating, it's a loss for tsmc. so tsmc have been through allocating some of its manpower and resources to other...
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Feb 28, 2024
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the situation in tsmc on project has been rather complicated.re on the ground in december 2022 but over the course of the last year, it has met with labour shortage, union issues and then, most recently, it is not been able to confirm the subsidy that you will get from the chipset which posted $52 billion or so with every day going by, now that the machine is now running, the factory is not operating, it's a loss for tsmc. so, tsmc ends up having to allocate some of its manpower and resources to other projects such as japan and so, we see kumamoto has accelerated the pace and japanese governments has confirmed a 4.8 billion us dollars in substance is to support tsmc�*s japanese expansion. so, compare with arizona, you can see japan is faster and more efficient that which means tsmc would likely to reallocate more resources injapan. in other news making headlines, sony's playstation has announced it will slash 900 jobs globally and close its london studio which develops virtual reality games. it's bossjim ryan described the move as an incredible
the situation in tsmc on project has been rather complicated.re on the ground in december 2022 but over the course of the last year, it has met with labour shortage, union issues and then, most recently, it is not been able to confirm the subsidy that you will get from the chipset which posted $52 billion or so with every day going by, now that the machine is now running, the factory is not operating, it's a loss for tsmc. so, tsmc ends up having to allocate some of its manpower and resources...
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Feb 26, 2024
02/24
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it's the first time they have offloaded tsmc shares since 2021.smc, the lead manufacturer globally, so much of the run-up in the space has been the carry through from the ai hype around nvidia. we can get deeper into that. it's something many money managers around the world are having to deal with even the recent performance. caroline: let's talk to one of them. nvidia, largest holding among the global training portfolios. it's good to have you. after a week like we've just had, are you still committed to nvidia when we talk about valuation discipline? what do we look at? >> it's a good question. thank you for having me on your program. for us, it is still a case of looking at how the gross opportunity translates and how the gross profile for nvidia comes through. when you look at the basket fall over 50 stocks, there has been a rapid appreciation. over the 12 months, we've got a 60% move in share prices on average. earnings only moved by 7%. you compare that to nvidia, who is up almost 280% but it's earnings have been upgraded by 380% plus. you h
it's the first time they have offloaded tsmc shares since 2021.smc, the lead manufacturer globally, so much of the run-up in the space has been the carry through from the ai hype around nvidia. we can get deeper into that. it's something many money managers around the world are having to deal with even the recent performance. caroline: let's talk to one of them. nvidia, largest holding among the global training portfolios. it's good to have you. after a week like we've just had, are you still...
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Feb 23, 2024
02/24
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investment from tsmc, the demand is getting traction in japan.capacity from kumamoto and tsmc is essential to the japanese industrial activities. >> we have reported the numbers could be $20 billion to $30 billion. it could go as high as 67 billion dollars in terms of financial support for the industry. what would you say to the taxpayers of japan who are going to help build? this industry? why is it worth it? >> the japanese people realize the importance of the industry. what we are doing is to tell the importance of each project to the people. that kind of economic security is one element. the other is it will have a ripple effect. as an example, tsmc's projects is expected to have a large scale economic effect. we already have watched companies moving into the kumamoto prefecture. the investment spillover effects, as well as creation. and also concerning the payment from tsmc, it is higher than many japanese companies. which can make a very positive impact in terms of raising in japan. >> it seems like japan has jumped out to an early lead. th
investment from tsmc, the demand is getting traction in japan.capacity from kumamoto and tsmc is essential to the japanese industrial activities. >> we have reported the numbers could be $20 billion to $30 billion. it could go as high as 67 billion dollars in terms of financial support for the industry. what would you say to the taxpayers of japan who are going to help build? this industry? why is it worth it? >> the japanese people realize the importance of the industry. what we...
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Feb 23, 2024
02/24
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also concerns the payment from tsmc.is higher than the standard of living for japanese companies. which can make a positive impact. >> it seems japan has jumped out to an early lead in this effort to build the domestic chip industry. the united states is trying to do similar things. europe is trying to do similar things. what are the reasons japan was able to do this so quickly? >> concerning the past, everybody thought japan moves to slow in terms of financial support. we sincerely regret that misdemeanor hit we realize the importance of speed. i have served a couple of ministers. everybody told me speed is very important to attractively investment. -- attract the investment. haidi: that was the i.t. industry division director of japan's ministry of economy, trade and industry speaking exclusively with bloomberg in tokyo. coming up next, we will be speaking with a new zealand finance minister on the outlook of what is expected to be a tough budget in may. this is bloomberg. ♪ when you automate sales tax with avalara, yo
also concerns the payment from tsmc.is higher than the standard of living for japanese companies. which can make a positive impact. >> it seems japan has jumped out to an early lead in this effort to build the domestic chip industry. the united states is trying to do similar things. europe is trying to do similar things. what are the reasons japan was able to do this so quickly? >> concerning the past, everybody thought japan moves to slow in terms of financial support. we sincerely...
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Feb 22, 2024
02/24
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gains for tsmc. these are the rivals in asia. smic up 0.3%. look at nvidia go.dging higher, extending gains by nine points. jensen wong spoke on an earnings call earlier on the chipmaker outlook. take a listen. >> we guide one quarter at a time. but fundamentally, the conditions are excellent for continued growth. calendar 2024 to calendar 2025 and beyond. let me tell you why. we are at the beginning of two industrywide transitions. haslinda: let's get analysis with robert lee in hong kong. he talked about how it is looking excellent. how will the current demand supply dynamics drive nvidia and the likely change over the next one to two years? robert: great question. we are all sort of running out of superlatives to describe their performance, aren't we? investors are celebrating another set of stellar results. the outlook for the company, the demand outlook for the company and the industry is unquestionable. this is a multiyear, multi-decade story. no concerns on that front. the main risk and question mark that is out there is on the supply side. there has been
gains for tsmc. these are the rivals in asia. smic up 0.3%. look at nvidia go.dging higher, extending gains by nine points. jensen wong spoke on an earnings call earlier on the chipmaker outlook. take a listen. >> we guide one quarter at a time. but fundamentally, the conditions are excellent for continued growth. calendar 2024 to calendar 2025 and beyond. let me tell you why. we are at the beginning of two industrywide transitions. haslinda: let's get analysis with robert lee in hong...
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Feb 21, 2024
02/24
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tsmc lower by almost .8%. here in the lion city, it is day two of the singapore air show.e safety has been in sharp focus. >> absolutely. that is one of the key things, but something else that is being talked about at this air show is sustainability. much has been said about the cost of decarbonization of the aviation industry, and technology is seen as something that could eventually help to bring those costs down, so let's get the view from the chief tech officer of honeywell aerospace. you have a fleet of technologies that would help sustainable fuels uptick. what do you think the role of honeywell can play in that supply gap and eventually helping to bring costs down? >> i think honeywell is in a unique position where we have technologies on the front end for production. on the aerospace front, we have a number of technologies ready now and in development to reduce the amount of fuel burn and the carbon emissions on aircraft today. >> some of the tech options at play here involve a bit of tweaks for the suppliers. for example, there are challenges surrounding retrofitt
tsmc lower by almost .8%. here in the lion city, it is day two of the singapore air show.e safety has been in sharp focus. >> absolutely. that is one of the key things, but something else that is being talked about at this air show is sustainability. much has been said about the cost of decarbonization of the aviation industry, and technology is seen as something that could eventually help to bring those costs down, so let's get the view from the chief tech officer of honeywell aerospace....
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Feb 26, 2024
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tsmc plans to start shipping chips from its facility this year. new age will go toward construction of a new fabrication building next to the existing one. the economy minister says tsmc is the most important partner in japan for realizing digital transformation. >> this will improve the resiliency of chip supply for japan and for the world. david: also on the weekend, berkshire hathaway says its cash file jumped record $167 billion, in case you were wondering what the metric was. the firm struggles to find meaningful deals. ceo warren buffett warned an eye-popping performance was unlikely as it tries to find deals at attractive valuations. the firm's fourth quarter earnings came in it $4.6 billion. plenty more ahead. this is bloomberg. oh, we still have a minute left. got you. yvonne: financial stocks and south korea, the value proposition that was brought up when it comes to the government and how it replicates on the success we are seeing in terms of corporate governance, the likes of japan is well. a bit of a disappointment from the street, so
tsmc plans to start shipping chips from its facility this year. new age will go toward construction of a new fabrication building next to the existing one. the economy minister says tsmc is the most important partner in japan for realizing digital transformation. >> this will improve the resiliency of chip supply for japan and for the world. david: also on the weekend, berkshire hathaway says its cash file jumped record $167 billion, in case you were wondering what the metric was. the...
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Feb 15, 2024
02/24
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i'm thinking particular tsmc. what is standing up to you on that story? avril: tsmc and semiconductors performance today, that is really what is outstanding. if you take a look at the gauge of chip stocks in asia-pacific, dedicated two -- that hit a two year high including on the taiex back from a long break. intraday record on the back of this ai theme. the beat sounds infectious. even the hang seng is rising today. flip the board, it is tsmc, a key nvidia supplier, and we are seeing as they are back from one week because of holiday the stock surging to record highs. this is the first chance for traders to react to strong january sales, but also its price getting upgraded by a couple of brokers including morgan stanley, which sees more meaningful revenue from ai. this is really an outstanding performance in terms of tech and chips and what we're seeing in the asia-pacific today. tom: thank you very much indeed, running us out of singapore. japan slipping into a surprise recession. the ai frenzy has lifted tech stocks once again. i feel like you will hear
i'm thinking particular tsmc. what is standing up to you on that story? avril: tsmc and semiconductors performance today, that is really what is outstanding. if you take a look at the gauge of chip stocks in asia-pacific, dedicated two -- that hit a two year high including on the taiex back from a long break. intraday record on the back of this ai theme. the beat sounds infectious. even the hang seng is rising today. flip the board, it is tsmc, a key nvidia supplier, and we are seeing as they...
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Feb 16, 2024
02/24
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the other ai story is what's been happening with tsmc over in taiwan.he 10th largest company by market cap in the world. it has reclaimed that 10th spot thanks to a $42 billion rally today. yesterday, i should say, fueled by ai. stocks urging almost 8% on thursday. tsmc, the maker, the provider of these for these chip designers getting a continued boost on that ai enthusiasm. let's switch focus to the security issues and question marks being to dated. antony blinken will meet with china's foreign minister in germany today. there are among key figures gathering for the security conference to discuss the world's most pressing defense challenges. i'm joined by our bloomberg correspondent who is at the conference on the ground for us. why is there a big presence from tech at the security conference this year? what is the rationale and what is bringing tech executives there? >> there has been an interest from the tech sector for several years now. as you just mentioned, one country that is a particular security interest is tsmc, the taiwanese semiconductor c
the other ai story is what's been happening with tsmc over in taiwan.he 10th largest company by market cap in the world. it has reclaimed that 10th spot thanks to a $42 billion rally today. yesterday, i should say, fueled by ai. stocks urging almost 8% on thursday. tsmc, the maker, the provider of these for these chip designers getting a continued boost on that ai enthusiasm. let's switch focus to the security issues and question marks being to dated. antony blinken will meet with china's...
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Feb 25, 2024
02/24
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japan announcing an extra $4.8 billion in subsidies for tsmc for plant expansion and we are watching europe with auto peers. japan's transport industry ordering an industry investigation amid safety scandals at two toyota units and samsung lg integral on watch. the news that jeff bezos and nvidia are investing in the startup figure ai developing humanlike robots. samsung invested $5 million while lg invested $8.5 million. coming up in the next hour of daybreak morgan stanley says asia and em equity markets had a highly divergent start to 2024. we look at their market strategy next and we speak with the hybrid foundation about what to expect from the world trade ministration conference in abu dhabi. the markets open in seoul and tokyo next. this is bloomberg. ♪ haidi: this is daybreak asia counting down to asia's major market opens with japanese markets rejoining after a long weekend. investors after clinching the december 18 -- 1989 high will look at the 40,000 level for the nikkei 225 as the next level, the next milestone, the first time ever it surpasses the 40,000 level. a pretty
japan announcing an extra $4.8 billion in subsidies for tsmc for plant expansion and we are watching europe with auto peers. japan's transport industry ordering an industry investigation amid safety scandals at two toyota units and samsung lg integral on watch. the news that jeff bezos and nvidia are investing in the startup figure ai developing humanlike robots. samsung invested $5 million while lg invested $8.5 million. coming up in the next hour of daybreak morgan stanley says asia and em...
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Feb 26, 2024
02/24
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through names like samsung electronics, tsmc, sk hynix. i would contrast that with euphoria in early 2021 around the metaverse. working with tech colleagues then we were not enthusiastic about that broadly speaking. but, we are about the ai somatic. just the quantum of the spending that is ongoing now and the use case and applications people are developing, what has been highlighted around data centers. all of this is kind of the sort of phenomenon that comes around only every couple decades. so, it is quite transformational and we remain overweight the sector in asia haidi: jonathan, always great to have your insights. jonathan gardner chief asia and em strategist at morgan stanley. coming up deep dive into tray ties between china and australia as their trade achieves prepared to meet on the sidelines of the wto ministerial meeting. we get analysis from the heimlich foundation ahead. ukraine ramps up calls for usaid as casualties polyp amid russia's years long invasion. the details next. this is bloomberg. ♪ haidi: look at the stocks we a
through names like samsung electronics, tsmc, sk hynix. i would contrast that with euphoria in early 2021 around the metaverse. working with tech colleagues then we were not enthusiastic about that broadly speaking. but, we are about the ai somatic. just the quantum of the spending that is ongoing now and the use case and applications people are developing, what has been highlighted around data centers. all of this is kind of the sort of phenomenon that comes around only every couple decades....
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Feb 8, 2024
02/24
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not just at tsmc or intel or i'm sorry, at some other company, but the eco system is also not standing up as quickly as they need. i am glad that the double taxation treaty is going to go into effect, hopefully, with taiwan as a consequence of what we've passed in the house. hopefully the senate takes it up in short order, but i think stuff like that will really help to expedite, but this work force issue, we can talk about later, is a huge kind of rate determining step for how quickly they can establish their operations. >> and the financial times reported recently that the committee wanted to have chip ceo's from, i think, intel and some other companies testify. just curious if that's something we can expect to see and if that's what you're looking for out of the hearing like that. >> so, i think that the structure and format of the hearing are kind of-- it's in flux a little bit and we're trying to figure that out. i think what we want to learn is how are things going in terms of the competition between the u.s. and the ccp with regard to chip manufacturing. as you know, the chinese
not just at tsmc or intel or i'm sorry, at some other company, but the eco system is also not standing up as quickly as they need. i am glad that the double taxation treaty is going to go into effect, hopefully, with taiwan as a consequence of what we've passed in the house. hopefully the senate takes it up in short order, but i think stuff like that will really help to expedite, but this work force issue, we can talk about later, is a huge kind of rate determining step for how quickly they can...
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Feb 15, 2024
02/24
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as you can see, by tsmc. the economy unexpected -- unexpectedly slipping into a recession, clouding the boj ending negative interest rates. the ai frenzies sending nvidia's market cap above alphabet and above i amazon while fueling all the wealth gains this year for the world's richest people. welcome to the program, i hope you are all well. lots to unpack as far as the market's concern. as far as the asia-pacific goes, to markets in focus, taiwan is resuming trade today. you split the difference between where you split 3% over the number of days. that being said, there is a catch up. in note -- indonesia, where haslinda is, they are welcoming the results of the election with open arms. that's up 1%, 2%. tail rent -- tailwinds are coming out of the rally in the u.s.. we will talk about ai in a moment where, to be honest, some of the names have gone between parabolic and vertical. just do your mouth on what that emblem should actually be looking like. anything that goes vertical should be frightening. in any c
as you can see, by tsmc. the economy unexpected -- unexpectedly slipping into a recession, clouding the boj ending negative interest rates. the ai frenzies sending nvidia's market cap above alphabet and above i amazon while fueling all the wealth gains this year for the world's richest people. welcome to the program, i hope you are all well. lots to unpack as far as the market's concern. as far as the asia-pacific goes, to markets in focus, taiwan is resuming trade today. you split the...
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Feb 20, 2024
02/24
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intel is in talks to get loans and subsidies with tsmc and micron which have been applying for the awardse looking at what global foundries got, these could get several times. >> megan, we can see intel shares up 4% right now. also, the geopolitical importance of what's going on right now with china. just how much can we expect to see this implied move strengthen the u.s. against counterparts around the world? >> reporter: it is part of the administration's broader effort to counter china and bolster u.s. industrial capacity. i think what is especially interesting about the global foundries award and what is unique about the bigger ones is this is on the legacy chips. it is not the state of the art technology with a.i. that is what the administration is focused on. they need to do the work to protect the cars and p refrigerators and smart phones. these are created in the u.s. for the first time and it should prevent things like the car shortage like we saw with the supply chain shortage during the pandemic. >> megan cassella, thank you very much. >>> coming up on the show, european regula
intel is in talks to get loans and subsidies with tsmc and micron which have been applying for the awardse looking at what global foundries got, these could get several times. >> megan, we can see intel shares up 4% right now. also, the geopolitical importance of what's going on right now with china. just how much can we expect to see this implied move strengthen the u.s. against counterparts around the world? >> reporter: it is part of the administration's broader effort to counter...
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Feb 15, 2024
02/24
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as you can see, by tsmc.ected -- unexpectedly slipping into a recession, clouding the boj ending negative interest rates. the ai frenzies sending nvidia's market cap above alphabet and above i amazon while fueling all the wealth gains this year for the world's richest
as you can see, by tsmc.ected -- unexpectedly slipping into a recession, clouding the boj ending negative interest rates. the ai frenzies sending nvidia's market cap above alphabet and above i amazon while fueling all the wealth gains this year for the world's richest
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Feb 27, 2024
02/24
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intel, tsmc and samsung are seeking more than $70 million under the chips act. government is evaluating foreign chipmakers seeking support. israel's semi conductors and a homegrown company are putting forward a plan. the prime minister modi is trying to turn india into a chipmaking hub. annabelle: we had euro stocks futures coming online. we cannot say that enough for equities, it is muted. we have seen european stocks with a record high and it is about wait and see. the fed gauge later this week will give us big clues into how fast the fed is likely to shift from its policies. that is the outlook as futures, online. weakness, but still range bound. ♪ ♪ haidi: taking a look at the early part of tuesday, not a lot of direction given that we had u.s. stocks stalling short of record highs. ms. ahead scratcher about what the boj does given that we saw jgb futures looking like a downward spiral. but the headline above forecast. we are seeing australian stocks being dragged lower by property and real estate names. the biggest losers in the session so far. kiwi stocks
intel, tsmc and samsung are seeking more than $70 million under the chips act. government is evaluating foreign chipmakers seeking support. israel's semi conductors and a homegrown company are putting forward a plan. the prime minister modi is trying to turn india into a chipmaking hub. annabelle: we had euro stocks futures coming online. we cannot say that enough for equities, it is muted. we have seen european stocks with a record high and it is about wait and see. the fed gauge later this...
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Feb 9, 2024
02/24
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the valuation differential is notable and that's why we love tsmc.g because of the holidays in china but in the u.s. the price is close to its all-time high of 140. we see the share price doubling in a short space of time. that is the one we are interested in in regards to ai. softbank is sentiment driven and it is in the heart of what people want to get exposed to. haidi: sentiment driven suggests that now is a key point. how much hinges on how well they do, how quickly they deployed cash, if they deployed cash given how valuations are deploying. how much focus on these investments when management is picky with their portfolio? >> they are terrible investors. they have had massive gains from alibaba which they are looking to reinvest. they are looking to invest in other stuff but arm holdings has fallen into the ai segment by chance and is being favored. i cannot see another big winner in ai given everyone is so focused on ai. to be fair these things have been going on for about two years and it looks like investments have been duds. the only one th
the valuation differential is notable and that's why we love tsmc.g because of the holidays in china but in the u.s. the price is close to its all-time high of 140. we see the share price doubling in a short space of time. that is the one we are interested in in regards to ai. softbank is sentiment driven and it is in the heart of what people want to get exposed to. haidi: sentiment driven suggests that now is a key point. how much hinges on how well they do, how quickly they deployed cash, if...
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Feb 4, 2024
02/24
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because we've seen the likes of tsmc and intel, the huge chip makers, they're going to build massiveany. but the budget crisis that you're having. that's threatening the government subsidies that have made this pivot possible and allowed germany to compete with other countries for these facilities. so, yeah, can germany afford all of this? in the past you would have never, when talking about innovation or startups or new companies, have gone to the state and said, "can you please give me money?" you would have just started your own business with private capital and then at a certain stage maybe they would have come in because they would have said this is of national interest. now, i sometimes feel it's the other way around, and i think that's wrong because if we look at the private money reserves that we have in germany, we're not a poor country. and so i'm very optimistic that we can afford to be part of the future. i think we have to want to afford it. verena, i have to ask you, are there many people in germany that think like you do? i mean, is it the younger generation that think
because we've seen the likes of tsmc and intel, the huge chip makers, they're going to build massiveany. but the budget crisis that you're having. that's threatening the government subsidies that have made this pivot possible and allowed germany to compete with other countries for these facilities. so, yeah, can germany afford all of this? in the past you would have never, when talking about innovation or startups or new companies, have gone to the state and said, "can you please give me...
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Feb 8, 2024
02/24
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it's coming from tsmc. they look quite well placed to benefit from that at the moment. long run, we will see a shifting competitive dynamic. for the next year, unfortunately we will hear a lot more about nvidia. haslinda: you talk about nvidia and how the stocks have been a massive run. what is the risk out there for such companies? robert: yeah. the prime risk goes back to textbook stock broking. it's a great company. the whole world knows that. there are sky high expectations baked into their scared -- share price and market expectations. if the company continued to meet and beat those expectations, potentially there's more upside for their earnings estimates and the stock price. there's a very high bar out there at the moment. we will hear the report in the next couple of weeks. i guess it's up to what they can do on that front. further momentum in terms of industry dynamics appears to be with them still and will likely remain so over the next couple of quarters i would guess. haslinda: robert lee, thank you so much for that. still to come, we'll wait a rate decision
it's coming from tsmc. they look quite well placed to benefit from that at the moment. long run, we will see a shifting competitive dynamic. for the next year, unfortunately we will hear a lot more about nvidia. haslinda: you talk about nvidia and how the stocks have been a massive run. what is the risk out there for such companies? robert: yeah. the prime risk goes back to textbook stock broking. it's a great company. the whole world knows that. there are sky high expectations baked into their...
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Feb 7, 2024
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we do still like tsmc. we also do like because of a similar sort of trend, to increase capex to be coming through semiconductor names as well. we do like the factory automation space. the other area, as i mentioned, is the domestic consumer names in china. we do have a preference for heavily sold quality names. >> director of asia equity research at morningstar, we are just about 10 minutes into the session so far, drawing your attention to some of the movers we are tracking, and one in particular is standing out to us. that's mitsubishi. you can see it actually is traded at this point. essentially, we are seeing it jumping here. we had adr's up 11%, but the japanese trading company has announced a share buyback of ¥500 billion. it has reported net income for the third quarter that beat average analyst estimates. it is something we are tracking closely here. nintendo, another name in focus here. it has lifted its profit and outlook for the switch console. again, we are seeing some moves to the upside for th
we do still like tsmc. we also do like because of a similar sort of trend, to increase capex to be coming through semiconductor names as well. we do like the factory automation space. the other area, as i mentioned, is the domestic consumer names in china. we do have a preference for heavily sold quality names. >> director of asia equity research at morningstar, we are just about 10 minutes into the session so far, drawing your attention to some of the movers we are tracking, and one in...
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Feb 27, 2024
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political establishment, if i can still use that term here in washington, appreciates that a company like tsmc last year spent $30 billion on expanding their facilities and refining them. the national fund in china last year, spent $41 billion? i'd like to think that we're the best and the brightest, but at some point, leverage is out of --. >> yeah, look, it's a great -- this point that you're making, i don't know if people understand it. if you stare at it on a paper every day, it's a scary thing, you know? china, as i said, china is not shy about its ambition. they are pouring in, you know, depending on who you listen to, $100 billion plus to their own domestic chip manufacturing. so this is a tall order. that being said, that being said, all of the big chip customers, leading edge chip customers are americans, you know. apple, envieda, apple, we have huge in our systems, designers of the chips, nvidia are american and we don't have to go dollar for dollar and this is why it's urgent. what they're contemplating in arizona is path breaking and investing in the united states and we're gratefu
political establishment, if i can still use that term here in washington, appreciates that a company like tsmc last year spent $30 billion on expanding their facilities and refining them. the national fund in china last year, spent $41 billion? i'd like to think that we're the best and the brightest, but at some point, leverage is out of --. >> yeah, look, it's a great -- this point that you're making, i don't know if people understand it. if you stare at it on a paper every day, it's a...
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Feb 26, 2024
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they sold more than 2000 shares of tsmc's nvidia.warned it could be forced to pay her back its schedule during peak summer due to delays in boeing jet deliveries. they may receive fewer than 4737 -- 40 737 max jets. the ceo warns it is likely to drive up european affairs this summer. jonathan: up next, nikki haley refusing to give up. >> there are huge numbers of voters in our republican primaries who are saying they want an alternative. i'm not giving up this fight when a majority of americans disapprove of both donald trump and joe biden. jonathan: that conversation, up next. live from new york, this is bloomberg. ♪ jonathan: live from new york city, the s&p 500, inching lower from an all-time high close on friday. the 10 year yield at 4.24. nikki haley refusing to give up. >> there are huge numbers of voters in our republican primaries who are saying they want an alternative. i'm not giving up this fight when a majority of americans disapprove of both donald trump and joe biden. we are heading to michigan tomorrow. [cheers] and we
they sold more than 2000 shares of tsmc's nvidia.warned it could be forced to pay her back its schedule during peak summer due to delays in boeing jet deliveries. they may receive fewer than 4737 -- 40 737 max jets. the ceo warns it is likely to drive up european affairs this summer. jonathan: up next, nikki haley refusing to give up. >> there are huge numbers of voters in our republican primaries who are saying they want an alternative. i'm not giving up this fight when a majority of...
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Feb 1, 2024
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you know, tsmc, which sits at the center of a lot of this right now, and is a big concern as well. what's fascinating is these warnings are coming at the same time where the administration has been forced to once again focus on the middle east, like every administration before them, there is a crisis there. we are awaiting a response from the attack that killed three u.s. service members. what would you like to see a response look like? >> well, i'm confident we'll get a response. we got a classified briefing with the administration yesterday on the situation in the middle east. but what the president is doing is being very careful about calibrating his response to be clear, decisive but strategic to say to teheran, this behavior is nonacceptable, we're not going to stand idly by, if you kill u.s. troops. at the same time, we're not going to instigate a war. instigating a war in the middle east would play into our enemy's hands, there are groups in the middle east that want exactly that. that's why they're taunting us with these attacks. as you point out, it would also play into ch
you know, tsmc, which sits at the center of a lot of this right now, and is a big concern as well. what's fascinating is these warnings are coming at the same time where the administration has been forced to once again focus on the middle east, like every administration before them, there is a crisis there. we are awaiting a response from the attack that killed three u.s. service members. what would you like to see a response look like? >> well, i'm confident we'll get a response. we got...
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Feb 26, 2024
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caroline: full market coverage ahead as cathie wood cells nvidia by cutting tsmc stake. court will hear challenges today on tw
caroline: full market coverage ahead as cathie wood cells nvidia by cutting tsmc stake. court will hear challenges today on tw
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Feb 23, 2024
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talk about chip stocks there is juice left to squeeze from the nvidia play notable nvidia players like tsmc with gains in the asian pacific. samsung is also seeing red byd and nio with price stocks and issues over whether or not this will cause problems for the sector in the tech space out there. something to watch that is something to tackle in the weeks ahead. good morning and happy hunting on wall street >> thank you, jp now we turn to london and the trade in europe with carolin roth carolin, good morning. >> reporter: good morning, frank. we are also seeing slim gains across europe here not the same level of happiness with the trading session with the record highs as well for the stoxx 600. the dax is hanging on to the flat line. cac 40 is seeing a record high with the trading session this morning. we have a couple of earnings to power ahead today. that's driving the ftse 100 to marginal gains up six points i want to tell you about standard charter the company announced a $1 billion share buyback after an 18% jump in pre-tax profit for 2023 the lender struck a cautious tone on its incom
talk about chip stocks there is juice left to squeeze from the nvidia play notable nvidia players like tsmc with gains in the asian pacific. samsung is also seeing red byd and nio with price stocks and issues over whether or not this will cause problems for the sector in the tech space out there. something to watch that is something to tackle in the weeks ahead. good morning and happy hunting on wall street >> thank you, jp now we turn to london and the trade in europe with carolin roth...
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Feb 7, 2024
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caroline: first up, tsmc the world's biggest chip contract manufacturer and supplier to nvidia saw januaryes rise off strong demand for ai chips. now revenue rose on most 8% last month. the growth is the sign they could be on the horizon. ahead of bytedance's -- the head of light dance's china operations is stepping down. they lost ground in the ai race. bytedance will not appoint a successor and she will move her focus. alibaba reported low -- lower-than-expected sales down by a weaker e-commerce business. the company also approved the increase of $25 billion to its share purchase program. this is desperately trying to build up investor confidence. the revenue increases of the market to see they therefore have some big executives buying shares and also buyback to announce. ed: i was think of alibaba as the nearest thing to amazon. it has a similar story. the cloud is not growing and they are doing all they can to sweeten things for investors. buybacks, and in the prospect of spinning off one of the units. it comes back to the core business. caroline: hearing from them trying to not have c
caroline: first up, tsmc the world's biggest chip contract manufacturer and supplier to nvidia saw januaryes rise off strong demand for ai chips. now revenue rose on most 8% last month. the growth is the sign they could be on the horizon. ahead of bytedance's -- the head of light dance's china operations is stepping down. they lost ground in the ai race. bytedance will not appoint a successor and she will move her focus. alibaba reported low -- lower-than-expected sales down by a weaker...
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Feb 7, 2024
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tsmc posted a rise in monthly sales on the back of strong demand for chips.eep an eye on payment stocks such as japan's gmo payment gateway as paypal forecast flat earnings this year. ♪ >> at the start of the session, we are still focusing in on that outperformance we are continuing to see for u.s. stocks, how much that will translate, that exceptionalism, how much markets continue that wall of worry. quick speaking of wall of worry, china heading into what should be an auspicious year, the year of the dragon, big changes on the eve of the year. we get more inflation or potentially deflation numbers today. clearly, they have to try to shake things up to make any meaningful
tsmc posted a rise in monthly sales on the back of strong demand for chips.eep an eye on payment stocks such as japan's gmo payment gateway as paypal forecast flat earnings this year. ♪ >> at the start of the session, we are still focusing in on that outperformance we are continuing to see for u.s. stocks, how much that will translate, that exceptionalism, how much markets continue that wall of worry. quick speaking of wall of worry, china heading into what should be an auspicious year,...
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Feb 15, 2024
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it was around $600 prior to that you see a company like tsmc rallying on this and supporting overallhe taiwan stock market. when you think about nvidia which overtook alphabet market value and overtook amazon. when you look at the stops with chipmakers this year alone, it's up already 9% so after a stellar rally last year so chipmakers are being supported today. sonali: let's talk about a flipside story, deere is saying its worst day since november of last year. how are investors reacting? jess: you think about what this means for the global economy and when it comes to companies like this, when they are machinery makers come is been an issue when you are looking at crop supplies and thinking about corn prices. that's one of the most widely planted crop and its trading at its lowest levels since 2020. that was the height during covid. d when you look ateere they cut their annual profit growth. earnings are backward looking so they beat on that. when it comes to the forward projections, that's really cut the annual outlook so you are seeing those prayers sonali: sonali: pressure today
it was around $600 prior to that you see a company like tsmc rallying on this and supporting overallhe taiwan stock market. when you think about nvidia which overtook alphabet market value and overtook amazon. when you look at the stops with chipmakers this year alone, it's up already 9% so after a stellar rally last year so chipmakers are being supported today. sonali: let's talk about a flipside story, deere is saying its worst day since november of last year. how are investors reacting?...
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Feb 21, 2024
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and we know that tsmc is adding to that capacity this year as they have for several years but reallyow that nvidia has talked to intel about doing that packaging as well as some taiwan e companies. so we need to watch to see how much nvidia supply can really go up over the next couple of years and seeing good times in terms of the cap x spend and announcements from those companies so we think that factor eases over the next couple of quarters. >> joanne, appreciate it as always important day, thank you >>> still to come, consumer spend on food as a share of their income hitting 30 year highs as inflation continues to bite we'll get a fresh read from the ground with the ceo of kellogg that's next. stick with us. do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. if you have $100,000 or more of life insurance, you may qualify to sell your policy. don't cancel or let your policy l
and we know that tsmc is adding to that capacity this year as they have for several years but reallyow that nvidia has talked to intel about doing that packaging as well as some taiwan e companies. so we need to watch to see how much nvidia supply can really go up over the next couple of years and seeing good times in terms of the cap x spend and announcements from those companies so we think that factor eases over the next couple of quarters. >> joanne, appreciate it as always important...
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Feb 21, 2024
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tsmc has a $7 billion factory teared up and another in the pipeline. japanese government is pouring money into the chip revival strategy and there is a property boom as a result. >> companies and manufacturers have been moving out of the cities and we are beginning to see a return to japan. i believe this is the kind of business development i will give young people the opportunity to make different choices in their hometowns. >> japan has a shortage of skilled industry workers to move in once the construction crews move out. the hope is build it and they will come. ♪ shery: president biden is looking to create an eb supply chain using his inflation reduction act to do so. the move is designed to cut out china's influence over the global metals market. it's also made life difficult for u.s. carmakers. paul: for more let's bring in our reporter. what can you tell us about this? reporter: when we look into the battery center, the most expensive part of the vehicle, sources in the industry say it is definitely a nightmare, to reduce the reliance on chinese
tsmc has a $7 billion factory teared up and another in the pipeline. japanese government is pouring money into the chip revival strategy and there is a property boom as a result. >> companies and manufacturers have been moving out of the cities and we are beginning to see a return to japan. i believe this is the kind of business development i will give young people the opportunity to make different choices in their hometowns. >> japan has a shortage of skilled industry workers to...
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the prc candidate did not win and that means the odds of them doing a blockading taiwan cyber attack, tsmcdvanced global manufacturing chips is in taiwan, they own or break that it is game over. stuart: mike mccaul, chair of foreign affairs committee. always appreciated. welcome to new york. check the features i see a little bit of red ink, not that much on a monday morning. opening bella's next. we will take you to wall street. ♪ trading at schwab is now powered by ameritrade, giving traders even more ways to sharpen their skills with tailored education. get an expanding library filled with new online videos, webcasts, articles, courses, and more - all crafted just for traders. and with guided learning paths stacked with content curated to fit your unique goals, you can spend less time searching and more time learning. trade brilliantly with schwab. ♪ i have type 2 diabetes, but i manage it well ♪ ♪ jardiance! ♪ ♪ it's a little pill with a big story to tell ♪ ♪ i take once-daily jardiance ♪ ♪ at each day's start! ♪ ♪ as time went on it was easy to see ♪ ♪ i'm lowering my a1c! ♪ jardiance
the prc candidate did not win and that means the odds of them doing a blockading taiwan cyber attack, tsmcdvanced global manufacturing chips is in taiwan, they own or break that it is game over. stuart: mike mccaul, chair of foreign affairs committee. always appreciated. welcome to new york. check the features i see a little bit of red ink, not that much on a monday morning. opening bella's next. we will take you to wall street. ♪ trading at schwab is now powered by ameritrade, giving traders...
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Feb 20, 2024
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tsmc has a billion-dollar factory gearing up for production and another one in the pipeline.se government is pouring $28 billion into its revival strategy, and this city is experiencing a property boom as a result. >> companies and manufacturers have been moving overseas and now we are beginning to see a trend towards a return to japan. it's exactly the kind of business development that will give young people the opportunity to make different choices in their hometowns. paul: at the moment that japan has a shortage of skilled workers to move in once the construction crews move out. the hope is build it and they will come. paul allen, bloomberg. haidi: one of those firms in japan is homegrown venture rapid us, hoping to start selling chips in 2027 from a starting point of zero. our guest joins us now from tokyo. what is the biggest challenge for them to be able to get to this ambitious goal? masahiro: regarding rapidus, they don't have experience. if we look at, for example, samsung or intel, they have extensive experience, but, for example, samsung suffered from the low produ
tsmc has a billion-dollar factory gearing up for production and another one in the pipeline.se government is pouring $28 billion into its revival strategy, and this city is experiencing a property boom as a result. >> companies and manufacturers have been moving overseas and now we are beginning to see a trend towards a return to japan. it's exactly the kind of business development that will give young people the opportunity to make different choices in their hometowns. paul: at the...
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Feb 15, 2024
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we can't go through this without hitting nvidia, which is a little bit lower today, but tsmc, taiwanonductor, hit an all-time high overnight. remember, it had been closed for the holiday over there and the analyst notes continue to pour in around nvidia, the latest, of course, d.a. davidson, they say that they analyzed -- the newness here was they analyzed comments from google and amazon, the biggest customers of nvidia. microsoft as well. all of them communicated plans to significantly increase their investment in a.i. infrastructure this year, which obviously bodes well. this is a company, nvidia, that reports next wednesday. some people think it's going to be more important for the market than the cpi report. hard to believe that. but it's clearly something we're all watching now, and there's tsmc, which gets benefit of it as well, and it had a big move overnight. >> we haven't mentioned super micro, which is technically a russell name. this stock has gone from $300 to $900 in a month, and today, david, this initiation out of b of a with a buy, $1,040, but ssci gets a ton of chatt
we can't go through this without hitting nvidia, which is a little bit lower today, but tsmc, taiwanonductor, hit an all-time high overnight. remember, it had been closed for the holiday over there and the analyst notes continue to pour in around nvidia, the latest, of course, d.a. davidson, they say that they analyzed -- the newness here was they analyzed comments from google and amazon, the biggest customers of nvidia. microsoft as well. all of them communicated plans to significantly...
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Feb 14, 2024
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tsmc can benefit, all of the smart phone chips from apple, so there is a huge, vast array of sourcesntel. amd has its new chip coming out. why is that? >> i think the difference between amd and intel is, amd has traction with u.s. hyperscalers. if you look at spend on accelerators, it has really been microsoft, amazon, google, meta. leading the way. amd has traction. with intel, i think their hope is to get into the inference market, so after we are done training the models and applications start to show up, they will get some traction at enterprises, but i think that is very much a to be determined thing, whereas amd, clearly, if you listen to the release. >> matt, do you think nvidia is overbought? >> i think that ai is going to be a game changing trend. if i have concerns, at some point, whenever we have shortages of chips, like we have right now, eventually, you sell through backlog and you see a bit of a pause in revenue, but no. i think ai and the data center, over time, will continue to grow. historically, these markets have one or two players, and nvidia has 80% market share.
tsmc can benefit, all of the smart phone chips from apple, so there is a huge, vast array of sourcesntel. amd has its new chip coming out. why is that? >> i think the difference between amd and intel is, amd has traction with u.s. hyperscalers. if you look at spend on accelerators, it has really been microsoft, amazon, google, meta. leading the way. amd has traction. with intel, i think their hope is to get into the inference market, so after we are done training the models and...
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Feb 21, 2024
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., amd and tsmc, they're going to do well as well. it really depends where you play in this a.i.., not fake a.i. stuart: am a i right in saying nvidia makes a professor, earns $1 billion a week? is that correct at this point? >> i think that is, actually. [laughter] running the numbers, that's a huge number on the back end. yes. so -- stuart: what we're waiting for in these numbers is the call. they do have a call, right, where they look at the future business. they do have a call, right? if. >> they do. and the future business, right, is beyond a.i. there's other things that are happening, high performance computing, especially on -- [inaudible] vehicles. those things that the ceo made bets years ago, and really when the gpu first came out, it was a computer gaming chip that actually was looking for product market fit. and suddenly a.i. was really one of the best use cases, and the place has taken off since then. stuart: ray ray wang, thanks for joining us, we'll be glued at 4:00 to those numbers. thanks for being here. >> on fox business. stuart: good man, good man. >>> elon mu
., amd and tsmc, they're going to do well as well. it really depends where you play in this a.i.., not fake a.i. stuart: am a i right in saying nvidia makes a professor, earns $1 billion a week? is that correct at this point? >> i think that is, actually. [laughter] running the numbers, that's a huge number on the back end. yes. so -- stuart: what we're waiting for in these numbers is the call. they do have a call, right, where they look at the future business. they do have a call, right?...
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Feb 14, 2024
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just the other day we have colleagues who represent arizona and one of my colleagues was telling me tsmc is investing $32 billion in arizona to stand up this humongous chip making plant along with an ecosystem that they can't find people. they can't find the talent to populate these plans. so now they are bringing people from taiwan over here right now to kind of help to stand up these operations and that goes to what is necessary to have that indigenous chip making you are absolutely right. taiwan is going to remain a very important source for the world's advanced chips and legacy chips. we had to do we can onshore a lot of that and maybe mike will touch on this, our export controls have to be enforced with regards to the highest semi-conductor technology falling into the hands of the ccp that's going to be used in ways that could harm our national security work to perpetrate human right abuses. a lot of our technology goes into the ai models. i'm sorry into their computing that empowers their ai models for surveillance purposes. to target uyghurs tibetans and others but that's why the
just the other day we have colleagues who represent arizona and one of my colleagues was telling me tsmc is investing $32 billion in arizona to stand up this humongous chip making plant along with an ecosystem that they can't find people. they can't find the talent to populate these plans. so now they are bringing people from taiwan over here right now to kind of help to stand up these operations and that goes to what is necessary to have that indigenous chip making you are absolutely right....
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fabless companies because it have any fabric or factory, these companies are very profitable as is tsmct's remember a lot of this goes to china there is a lot of exports of semiconductor and those approved by the u.s. government materials to china so there is a strong trade relationship between taiwan and mainland china that will continue unless the pressure from the u.s. was into pieces the data weapon china is under pressure to develop their own eye level technology and thus can be very interesting development. liz: let's move west donald came out and said it was markedly affected by a drop in sales in the middle eastern region which equals 10% above a global business that it does what you foresee for the region there is so much turn turmoil in the middle east and you look at ukraine as well. have we seen anything change when it comes to the investment climates there? >> when you look at the movies you must remember these places and if you take the qa united emirates and abba dobbie they're pretty much not affected in the doing fine and same thing with saudi arabia and further feel as
fabless companies because it have any fabric or factory, these companies are very profitable as is tsmct's remember a lot of this goes to china there is a lot of exports of semiconductor and those approved by the u.s. government materials to china so there is a strong trade relationship between taiwan and mainland china that will continue unless the pressure from the u.s. was into pieces the data weapon china is under pressure to develop their own eye level technology and thus can be very...
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Feb 22, 2024
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about the stocks that we are most focused on, nvidia, amd microsoft, broadcom, the old ticker, and then tsmcare still the companie that we think are first up i really benefiting from thi buildout of infrastructure, so that is where we'r concentrating our exposure >> i understand. what else is exciting? i mean ai sucked all the air out of the room. you guys are doing enoug bottoms up work on a lot o other companies. what else is exciting to you outside of ai or literally i that everything? >> i think ai underlies almost every stock that we're involve in one way or another. it's that dramatic of development in terms of the wa computing is done. so it's going to influence everything i think it's a question of tim frame, you know, it's hardest to predict how it's going t benefit software companies i think the next big moves though will be those hyperscaler companies that today are a par of the magnificent 7 if you think about it and yo look at the other names in the magnificent seven, which are apple, microsoft, and amazon meta, tesla, google, six out o seven of those, everyone excep for nvidia
about the stocks that we are most focused on, nvidia, amd microsoft, broadcom, the old ticker, and then tsmcare still the companie that we think are first up i really benefiting from thi buildout of infrastructure, so that is where we'r concentrating our exposure >> i understand. what else is exciting? i mean ai sucked all the air out of the room. you guys are doing enoug bottoms up work on a lot o other companies. what else is exciting to you outside of ai or literally i that everything?...
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Feb 9, 2024
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why he has to rely on third- party members, a beneficiary would be tsmc, taiwan semi for example, butthe example of apple. apple has been working on these mobile chips for smartphones for quite some time, but they had to resign their agreement with qualcomm because they were not able to make a chip that was ready to put in the new iphone. that shows that even apple, a tech company that has been around forever, mega cap, has been a leader in technology, still can't figure out exactly how you get those chips for the perfect ship for the phone. and it shows a lot of these chip companies will benefit because they specialize, and that is what amd does, that is what marvell does, arista networks, and this continues. >> kristina, thank you very much. in steve, thank you for being with us and explain us all to us. coming up, super bowl sunday is upon us. huge money swirling around this game. maybe not seven trillion, but plenty. between the event itself, the gambling, the food, even cybersecurity. we will cover all of the big angles for their head on the program. power lunch will be right bac
why he has to rely on third- party members, a beneficiary would be tsmc, taiwan semi for example, butthe example of apple. apple has been working on these mobile chips for smartphones for quite some time, but they had to resign their agreement with qualcomm because they were not able to make a chip that was ready to put in the new iphone. that shows that even apple, a tech company that has been around forever, mega cap, has been a leader in technology, still can't figure out exactly how you get...
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Feb 15, 2024
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day i have-- we have colleagues who represent arizona and one of my colleagues was telling me, look, tsmc is investing 32 billion in arizona to stand up this humongous chip making plant along with eco system. they can't find people, can't find technicians, the talent to actually populate these plants. so now they're actually bringing people from taiwan over here right now to kind of help to stand up these operations and that goes to, you know, what is necessary to actually have kind of that indigenous chip making. but you're absolutely right. i mean, look, taiwan is going to remain a very important source for the world's advanced chips and legacy chips. we have to do what we can to on-shore a lot of that and then also, and maybe mike will touch on this, our export controls have to be enforced with regard to the highest end semiconductor technology falling into the hands of the ccp that's going to be used in ways that could harm our national security or to perpetrate human rights abuses. a lot of our highest end technology goes into their ai models. i'm sorry, into their computing that the
day i have-- we have colleagues who represent arizona and one of my colleagues was telling me, look, tsmc is investing 32 billion in arizona to stand up this humongous chip making plant along with eco system. they can't find people, can't find technicians, the talent to actually populate these plants. so now they're actually bringing people from taiwan over here right now to kind of help to stand up these operations and that goes to, you know, what is necessary to actually have kind of that...
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Feb 9, 2024
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the chips are made by tsmc, which is investing in the united states and arizona.s raise, where they create a new chip venture, a lot of firms will be involved in that ecosystem, including a lot of firms in the united states of america. >> ronnie, great to see you this morning. thank you for your perspective and insight on all of it. appreciate it. >> thanks for having me. >>> coming up, expedia taand fanduel amy rowe joins us from sin city with the rundown sports gambling fever that is gripping the nation. "squawk box" is coming right back. >>> time now for today's aflac trivia question. like father, like son. christian mccaffrey and ed mccaffrey can make super bowl history as the second duo to hoist the lombardi tphy rofor the same team. who was first father-son duo to achieve this goal? the answer when "squawk box" returns. good thing i had aflac. hmmm the cash i got from aflac helped pay for medical expenses, groceries, rent. it really helped close that gap. go, go, go! yay! go aflac! go duck! get help with expenses health insurance doesn't cover at aflac.com w
the chips are made by tsmc, which is investing in the united states and arizona.s raise, where they create a new chip venture, a lot of firms will be involved in that ecosystem, including a lot of firms in the united states of america. >> ronnie, great to see you this morning. thank you for your perspective and insight on all of it. appreciate it. >> thanks for having me. >>> coming up, expedia taand fanduel amy rowe joins us from sin city with the rundown sports gambling...
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Feb 20, 2024
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also offers a hint of the size of potential awards for intel, micron and tsmc. those announcements are expected in the coming weeks. >>> when we come back, a lot more here on "squawk box." president biden heading to california on a fund raising swing as the campaign said he raised $42 million in january. we will talk to mike allen from axios after this. look at that nice shot from the shgt, mni fm isorngro wainond.c. >> announcer: executive edge is sponsored by at&t business. next level moments need the next level network. he u.s. we s lions of cyber threats each year. that rate is increasing as more and more businesses move to the cloud. - so, the question is... - cyber attack! as cyber criminals expand their toolkit, we must expand as well. we need to rethink... next level moments, need the next level network. [speaker continues in the background] the network with 24/7 built-in security. chip? at&t business. you got this. let's go. gobble gobble. i've seen bigger legs on a turkey! rude. who are you? i'm an investor in a fund that helps advance innovative sport
also offers a hint of the size of potential awards for intel, micron and tsmc. those announcements are expected in the coming weeks. >>> when we come back, a lot more here on "squawk box." president biden heading to california on a fund raising swing as the campaign said he raised $42 million in january. we will talk to mike allen from axios after this. look at that nice shot from the shgt, mni fm isorngro wainond.c. >> announcer: executive edge is sponsored by at&t...