Tag: tsmc chipmaker

Chipmaking Machines Face a Crunch of Their Own
20Apr By adminNo Comments
Technology

Chipmaking Machines Face a Crunch of Their Own

[ad_1] A massive shortage of semiconductors over the past two years wreaked havoc in many sectors. There weren't enough machines to make the chips, either. To fix the problem, firms announced billions of dollars of capital spending for new facilities. But before these have even come online, there's already a glut.Companies don't seem too perturbed, though, nor do investors. Some chip machinery maker stocks(1)are trading at heady valuations. They are finding comfort in the backlog of orders that will tide these firms through the troughs. Those that aren't sitting on cushy buffers will wait it out as they've done in years past. SEMI, the industry association, projects a 17% drop in front-end process equipment. For others that cut wafers into chips, or the back-end process, sales are likel...
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Warren Buffett’s TSMC Selloff Backs Apple Over Its Supplier
17Feb By adminNo Comments
Technology

Warren Buffett’s TSMC Selloff Backs Apple Over Its Supplier

[ad_1] Just months after disclosing a huge stake in Taiwan Semiconductor Manufacturing Co., Warren Buffett's Berkshire Hathaway Inc. reported dumping almost all of it. In doing so, the world's most famous investor may have left more than $1 billion in profit on the table while revealing even he may not be immune to macroeconomic jitters. Berkshire held 60.06 million American depositary receipts in the world's biggest chip manufacturer at the end of September, worth $4.12 billion at the time, according to an exchange filing. By the end of the year, those holdings fell to 8.3 million. Berkshire hasn't disclosed the prices it paid or received for these shares, but a quick look at TSMC's stock price chart shows that the timing was unfortunate: Shares climbed 29% to hit a 10-month high e...
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TSMC to Unveil Plans for Another US Chip Plant, WSJ Says
9Nov By adminNo Comments
Technology

TSMC to Unveil Plans for Another US Chip Plant, WSJ Says

[ad_1] Taiwan Semiconductor Manufacturing Co. aims to build another chipmaking plant in Arizona on top of a $12 billion complex it’s already committed to. Taiwan Semiconductor Manufacturing Co. aims to build another chipmaking plant in Arizona on top of a $12 billion complex it's already committed to, the Wall Street Journal reported, citing people familiar with the plans. The world's largest contract chipmaker will announce its intention to establish another facility north of Phoenix, adjacent to the factory under construction, the Journal reported. The new investment should be similar to the first project's, it added. Representatives for the company didn't respond to requests for comment. The Biden administration is trying to attract investments in US chipmaking, part of effort...
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Chipmaker Rout Engulfs TSMC, Samsung With $240 Billion Wiped Out
11Oct By adminNo Comments
Technology

Chipmaker Rout Engulfs TSMC, Samsung With $240 Billion Wiped Out

[ad_1] Chip-related stocks in Japan, South Korea and Taiwan slumped, contributing to a wipeout of more than $240 billion. Chip-related stocks in Japan, South Korea and Taiwan slumped, contributing to a wipeout of more than $240 billion from the sector's global market value after the Biden administration imposed curbs on China's access to semiconductor technology. Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, plunged a record 8.3% on Tuesday. Samsung Electronics Co. and Tokyo Electron Ltd. also tumbled on concern US efforts to ensure international cooperation will crimp their ability to export to China. The selloff spread to currency markets. South Korea's won slumped more than 1.6% versus the greenback while the Taiwan dollar dropped 0.7% amid lo...
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