Becky Yao’s Post

Did you know? TSMC is Taiwan's giant, boasting a market cap over $800Bn—more than 10 times that of Foxconn! 🤯 In the past month, the MSCI Taiwan Index dropped by over 11%, with TSMC making up more than 50% of its weight. Dive into the world of TSMC, a powerhouse behind tech titans like Apple and Nvidia. Swipe to know more about this fascinating yet lesser-known company! ➡️ #TSMC #Apple #Nvidia #MarketInsights #FinanceFacts #TechGiants #PersonalFinance #Investing #IT #Tech #SemiconductorCompanies

The (not so) New kid on the block. NVIDIA was added to Dow Jones Indexes as of 4th November replacing and ending a 25 year reign for Intel Corporation This is how the new DJIA is composed of ! DJIA is Price-weighted, meaning companies with “higher stock prices” have a greater impact on the index. This can cause companies with high prices to influence the index disproportionately, regardless of their size. Where as S&P 500 is Market capitalization-weighted, so companies with “larger market caps” (like Nvidia,Apple or Microsoft) carry more weight. This approach reflects the size and influence of each company more accurately in the overall index movement.

While missing the whole Nvidia bull run, I was recently trying to find the answer to why the whole semiconductor fab industry is concentrated with TSMC in Taiwan and why there has yet to be any similar company elsewhere. Came across an interesting talk from Morris Chang, the visionary founder of TSMC at MIT, sparking conversations about the semiconductor industry's future. He highlighted that there were factors beyond mere technology that contributed to TSMC's success. Surprised to learn that the labor market dynamics, cultural nuances, and status of economic development played such a crucial role in the success of TSMC. Interestingly, he thinks the countries most likely to disrupt semiconductor manufacturing could be Vietnam, India, or Indonesia, and not any advanced countries. Some of the key points leading to TSMC's success: 1) Well-rounded talent ecosystem: A well-rounded talent ecosystem isn't just about top engineers. TSMC's access to highly trained technicians and operators fostered through dedicated training schools, proved vital. 2) Low turnover/ Loyalty. Similar to Japanese companies, a sense of loyalty led to low turnover. He spoke about the employees living in dormitories on weekdays and going home on the weekends. It wasn't a fun life for employees but highly effective for the company, leading to large learning accumulation. 3) Free market, free trade: Devoid of any subsidy, self-shoring making the TSMC's supply chain efficient. This also questions whether the recent Biden administration's $50B subsidy will help or make the US semiconductor industry more inefficient, similar to the auto industry subsidization. Would suggest everyone to watch this video. https://lnkd.in/gXcRUezc #TSMC #semiconductors #nvidia #futureoftech #USmanufacturing #governmentpolicy

Apollo's recent proposal for a multibillion-dollar investment in Intel highlights a significant vote of confidence in the chipmaker's ongoing turnaround strategy. This move also positions Apollo as a key player in the semiconductor industry, particularly as an alternative to a potential acquisition by Qualcomm. JoAnne Feeney, Partner and Portfolio Manager at Advisors Capital Management, shared insights on this development during a discussion with Caroline Hyde and Ed Ludlow on "Bloomberg Technology." Feeney's commentary underscores the importance of strategic investments in the tech sector, especially as companies like Intel navigate complex market dynamics. As the semiconductor landscape continues to evolve, this investment could have far-reaching implications for both Intel and the broader industry. #Semiconductors #Investment #Intel #BusinessStrategy #BloombergTechnology ---------------------- Learn more here: https://lnkd.in/ezaVC88G

Nvidia Corp. was already the world’s most valuable semiconductor firm. Now, it’s become the first computer-chip company ever to hit $3 trillion in market capitalization. The shares of the Santa Clara, California-based firm have rallied roughly 147% this year, adding about $1.8 trillion as the insatiable demand for its chips used to power artificial intelligence tasks skyrockets. On Wednesday, shares rose 5.2% to close at a record $1,224.40, pushing the market value to more than $3 trillion and overtaking Apple Inc. in the process. Follow for more updates! #nvidia #Valuable #share #äpple #news #chip #market #karlostartup

NVIDIA racing through the roof! Don’t take it for play, the stage is changing. Ai is dominating the market. Trillion dollar companies are being formed in droves. The old is giving way for the new. Don’t be left behind. Invest, Invest, Invest , Invest….check out those Ai companies and add to your portfolio. #portfolio #adjustment #technology #stocks

NVIDIA market cap is now larger than the Australian stock market #asx at $2.6 Trillion USD. An interesting fact is that #Nvidia and Apple (market cap $2.9T USD) are commonly known as hardware product companies but neither manufactures the hardware. They #design and write the software. In fact #Taiwan companies are the tech manufacturing powerhouse behind key electronic components even in #Tesla and other electric vehicles. This is why the Taiwanese stock market has risen recently along with the rise of #AI and Nvidia. https://lnkd.in/gPYn__Gq

#Nvidia's record-breaking share price has sent shockwaves through the semiconductor industry. The company's stock surged 2.4% to USD 138.07 on 14 Oct 2024, surpassing its previous high of USD 135.58 (July 2024) and lifting its market value to USD 3.4 trillion. This meteoric rise has ignited a surge in Asian chipmakers, particularly those involved in Nvidia's supply chain. Companies like #SKHynix (+2.8%), #Samsung Electronics (+0.5%), #TSMC (+2.4%), and #Foxconn (+3.5%) have seen significant gains. The bullish investor sentiment reflects the growing demand for AI-powered technologies and Nvidia's dominant position in the GPU market. #semiconductors #AI #AsianStocks #technology #marketminis #minis

My "duh" option trading moment came a few weeks back when I started thinking about the foundry piece of the semiconductor businesses built by Intel, AMD, and Nvidia. I reached the conclusion ultimately, somewhere out there, despite management's crude wielding of the opportunity represented by public events (like quarterly earnings conference calls), Intel will benefit from shouldering the foundry piece in house - not the case, neither for AMD nor for NVIDA, nor, even for Apple. Along the same lines I asked myself a big question: so who does carry the foundry burden for the other businesses mentioned above? Bingo ... Taiwan Semiconductor Manufacturing Company (TSMC) Jeanny Yu's story for Bloomberg reports on a big move up in market capitalization for TSMC. #foundrybusiness https://lnkd.in/ePRQdyYn

📈 TSMC is a crucial player in the global hardware supply chain, serving top tech companies like Apple and Nvidia. 💼 Quarterly charts provide detailed insights into TSMC's financial performance. 🔗 Detailed earnings data can be accessed through TSMC's investor page. - Want full insights? Subscribe to Tech in Asia to read the entire article.