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@tok tiong
Chill, I sold my underwear to bet on this counter too. I just read all the hyperscalers earnings transcripts, and my conclusion is that this year they will layoff more people. More layoffs means higher EPS - - > earning double beat soon.
@adama
I don't think so.
1. Capex exceeds analyst expectation. Almost all the money are used to build the infra, ie AI super cluster. The demand is still freaking strong.
2. Earnings are still great.
3. Tesla is amazing.
@adama
Oh, bursa.
I think only the ones that bet on the right path will survive. The safest one to bet on is genetec. Main customer is tesla, the no.1 lvl 2 FSD in the US. Optimus is 黑马, so better 上车 before it's too late.
Yong, u believe in what trump says?
For US to become a manufacturer country like China, they have to deflate their currency to be competitive. However, by putting tariffs on the others, it will directly pump up their inflation rate and indirectly causing their dollar to be strong. Maybe that orange man knows nothing, but his best friends, the big tech bros definitely knows what that means.
US doesn't have the supply chain like China does. If they were to manufacture a car in the US, they have to source tons of materials from China. Not to mention the cost of labour and etc...
Make America Great Again is his lies to be elected. Those MAGA doesn't even know where is Malaysia haha.
So, a 100% tariffs on Taiwan?
Apple
Google
Amazon
Meta
Broadcom
And more will hit 10-20% drop in one day. TSMC will pass down everything to the ones that need their chips :)
Hehe, I don't know where they plug the number from. Btw qualcomm earnings is also very sexy. There's a structural change in the 'high end' segment for smartphone, which I think industry is cooking better potato chip to cater the edge ai function.
I bet their lcb machine is going to sell like a hot cake later this year. Very expensive machine but the idm or osats seems like doesn't care much. They prioritise performance over cost at this moment.
But at what cost?
老美最大的export不是dollars吗？每个国家都有上百亿的dollars，这不是老美最强大的威胁吗。一个sanction下来，你的reserve currency化0，这才是老美最强大的枪口不是吗？
老美的printer只要还是美元霸权的一天，都有能力印下去。在我看来期待美国人民干manufacturing自给自足其实就是在抄中国，不过人民的素质根本无法相比。一个小时5 dollars的工作谁要做。。。？
FYI, arizona tsmc有一半的员工来自taiwan啊。。。
During our recent site visit to P13 plant, management guided that it has started venturing into advanced packaging platforms such as flip-chip chip-scale packages, flip-chip ball grid arrays and 2.5D/3D stacked packaging. We gather that the group is in close collaboration with its key technology partner and is poised to commercialise its new product in the coming months.
We understand that the cost of setting up 1 advanced packaging line is costly, around USD50m. Management is currently looking at several solutions to fund its development.
看到另一个亮点：On 2 December 2024, Mi Equipment (M) Sdn. Bhd. was granted a new pioneer status for its artificial intelligence-enabled wafer-level advanced packaging die sorting machines for semiconductor industry, the statutory income of which is 70% tax-exempted for a period of 5 years effective 31 January 2024 and expiring 30 January 2029.
A wise man once told me, "Stop wasting time and energy worrying about things beyond your control. Instead, focus on what you can do to tackle the problems."