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Как Илон Мъск променя света с 5-стъпковия си алгоритъм за иновации и чипове Предприемачът Илон Мъск използв...

#Бизнес #Живот #SpaceX #Terafab #TSMC #автоматизация #алгоритъм #глобален #недостиг #изкуствен #интелект

Origin | Interest | Match

TSMC sob pressão: Pior seca dos últimos 75 anos em Taiwan ameaça a produção de chips

TSMC sob pressão: Pior seca dos últimos 75 anos em Taiwan ameaça a produção de chips

#pior #press #taiwan #tsmc

3月28日朝の投資成績（指数下落の中でTSMCが独歩高、試される規律） - T-Kumaの発達障害アラフォーがFIREを目指すブログ～The Neurodivergent Path to FIRE: A Blog by T-Kuma 2026年3月27日（現地終値）の米国株市場を記録。ナスダックやSOX指数が続落する厳しい展開の中、ドル円は160.2円を突破。歴史的な円安が資産の下落を緩和し、合計1,481万円に。主力のエヌビディアが沈む中、唯一プラスで引けたTSMCの動きと、発達障害・うつ病を抱えながら相場を見守る投資家のリアルな心境を綴ります。

3月28日朝の投資成績を更新しました。
指数が揃って下落する厳しい相場の中、主力のエヌビディアやパランティアが軟調となる一方、TSMCがドル建てでプラスを維持する底堅さを見せました。160円台に突入した円安が資産の下落を一定程度緩和しています。
発達障害とうつ病を抱えながらも、数字に感情を支配されず淡々と記録を積み上げる——そんな規律を試される日々です。
詳細はこちらよりご覧ください：
t-kuma.net/entry/invest...
#米国株 #投資記録 #TSMC #円安

3月27日朝の投資成績（資産1503万円へ後退、半導体ショックと159円台の円安） - T-Kumaの発達障害アラフォーがFIREを目指すブログ～The Neurodivergent Path to FIRE: A Blog by T-Kuma 2026年3月27日の米国株市場は半導体セクターを中心に大幅反落。保有するエヌビディアやTSMCが直撃を受け、資産合計は前日比-43.6万円の1,503万円となりました。159円台の円安でも補いきれない下落局面を、発達障害とうつ病を抱えながら淡々と記録します。

暗転する市場、試される規律。

2026年3月26日の米国株はSOX指数-4.79%と半導体セクターが大きく崩れ、私の資産も-43.6万円（-2.82%）と後退。エヌビディアやTSMCが直撃を受けました。

中東情勢の緊迫とGoogleの新技術「TurboQuant」も影響した一日を、淡々と記録しています。

詳細はこちら：
t-kuma.net/entry/invest...

Just Keep Watching 🐻

#米国株 #投資記録 #NVDA #TSMC

Snapdragon 8 Elite Gen 6 Leak Reveals Pro, Standard Split Qualcomm's Snapdragon 8 Elite Gen 6 has leaked in Pro and standard variants, with the Pro packing 50% more GPU memory and LPDDR6 support for Ultra-tier phones.

winbuzzer.com/2026/03/26/s...

Snapdragon 8 Elite Gen 6 Leak Reveals Pro, Standard Split

#Qualcomm #Snapdragon8Elite #Snapdragon #Android #Semiconductors #Smartphones #TSMC #GPUs #Chips #Chipmakers #ChipIndustry #Snapdragon8EliteGen6 #Adreno

La locura por la IA impulsa el dominio del sector de semiconductores: 7 de las 25 empresas más valiosas son semiconductores Bajo el impulso de la locura de la inteligencia artificial (IA) en los últimos tres años, la cantidad de empresas de semiconductores en el ranking de las 25 más valiosas del mundo ha aumentado de 3 a 7, a pesar del reciente fenómeno de agotamiento de la IA, el ranking de capitalización de mercado se mantiene firme.

La industria de semiconductores aumenta su presencia en el ranking de las 25 empresas más valiosas del mundo.
#semiconductores #nvidia #tsmc

Taiwan Stocks Down 0.34% at Close on Mar 26 Taiwan Weighted fell 0.34% on Mar 26, 2026 (Investing.com); semiconductor concentration and TSMC’s outsized weight amplified a modest market pullback.

Taiwan Stocks Down 0.34% at Close on Mar 26: Taiwan Weighted fell 0.34% on Mar 26, 2026 (Investing.com); semiconductor concentration and TSMC’s outsized weight amplified a modest market pullback. 👈 Read full analysis #TaiwanStocks #StockMarket #Investing #TSMC #Semiconductors

台湾の特殊化学品市場、2ナノ量産開始に伴い急成長を遂げる 台湾の半導体業界がTSMCの2ナノプロセス量産開始を受けて、特殊化学品の内製化が進行中。地政学リスクの影響で成長機会が広がっています。

台湾の特殊化学品市場、2ナノ量産開始に伴い急成長を遂げる #半導体 #台湾 #TSMC

台湾の半導体業界がTSMCの2ナノプロセス量産開始を受けて、特殊化学品の内製化が進行中。地政学リスクの影響で成長機会が広がっています。

Arm Unveils First In-House AI Chip, Signs Meta and OpenAI Arm has unveiled its first in-house chip, a 136-core AI server CPU, with Meta and OpenAI signing on as launch customers in a historic shift for the company.

winbuzzer.com/2026/03/25/a...

Arm Unveils First In-House AI Chip, Signs Meta and OpenAI as Customers

#Arm #AI #AIChips #MetaInc #OpenAI #TSMC #Semiconductors #Processors #CPUs #DataCenters #AIInfrastructure #AIInference #ChipDesign #BigTech #Infrastructure

Preocupaciones por la guerra en Irán llevan a BNP Paribas a reducir su exposición en acciones de semiconductores de Taiwán y Corea del Sur El experto en acciones de mercados emergentes de BNP Paribas, Song Zhe, menciona que tras la guerra en Irán, se ha reducido la exposición a acciones de TSMC y semiconductores surcoreanos, debido a que los riesgos de interrupción en el suministro podrían no estar plenamente reflejados en los precios de estas compañías.

Se ha reducido la exposición a acciones de TSMC y semiconductores surcoreanos debido a la guerra en Irán.
#mercados emergentes #corea del sur #tsmc

Broadcom señala máximo de capacidad en TSMC: cuellos de botella en la cadena de suministro se extienden a PCB Broadcom advierte que su cadena de suministro enfrenta cuellos de botella, incluyendo las limitaciones de capacidad de TSMC, reflejando el efecto dominó que la creciente demanda de chips de IA está teniendo en la industria tecnológica.

Broadcom advierte sobre cuellos de botella en la cadena de suministro relacionados con TSMC.
#inteligencia artificial #tsmc #cadena de suministro

CBB Onsite: SEMICON China

The AI boom is supercharging China’s chip ambitions. According to SEMI:
🏗️ New Fabs: 47 upcoming projects by 2028.
📉 Market Share: China’s chip capacity is projected to surge from 20% to 32% by 2030.

#EconSky #Technews #TSMC

3月25日朝の投資成績（TSMC逆行高も、パランティア急落で資産は足踏み） - T-Kumaの発達障害アラフォーがFIREを目指すブログ～The Neurodivergent Path to FIRE: A Blog by T-Kuma 2026年3月24日の米市場は主要指数が下落。AI需要を背景にSOX指数やTSMCが逆行高となる一方、パランティア等の主力株は調整局面。158円台の円安恩恵を受けつつも資産合計は1,536万円と微減した、発達障害・うつ病を抱えながら生きる筆者の投資記録です。

3月25日朝の投資成績を更新。
TSMCの逆行高はありましたが、パランティアの急落が響き、資産全体では足踏み状態となりました。

「相場の熱狂は一瞬で冷め、調整は音もなく忍び寄る」

一喜一憂せず、今の現実を淡々と記録し続けます。
#米国株 #投資 #TSMC #PLTR
t-kuma.net/entry/invest...

Jensen Huang: AGI ya se ha alcanzado, y estos 3 factores hacen a TSMC inigualable El CEO de Nvidia, Jensen Huang, en el podcast del científico de la computación Lex Fridman, respondió que la inteligencia artificial general (AGI) ya ha sido lograda.

El CEO de Nvidia, Jensen Huang, afirma que la inteligencia artificial general (AGI) ya ha sido alcanzada.
#nvidia #jensen huang #tsmc

The offer Jensen Huang turned down: Why Nvidia's CEO declined TSMC In 2013, TSMC founder offered Huang the CEO role. He declined in 10 minutes. Why staying at Nvidia proved the right call.

The offer Jensen Huang turned down: Why Nvidia's CEO declined TSMC

#Nvidia #TSMC #Semiconductors #JensenHuang #TechNews #AusNews

thedailyperspective.org/article/2026-03-24-the-o...

Broadcom Says TSMC Capacity Is a Bottleneck Broadcom warned on Mar 24, 2026 that TSMC’s limited 5nm/3nm capacity is constraining product ramps, forcing timing risk for near-term shipments and revenue recognition.

Broadcom Says TSMC Capacity Is a Bottleneck: Broadcom warned on Mar 24, 2026 that TSMC’s limited 5nm/3nm capacity is constraining product ramps, forcing timing risk for near-term shipments and revenue recognition. 👈 Read full analysis #Broadcom #TSMC #ChipShortage #Semiconductor #5nmTechnology

OpenAI Flags Microsoft Reliance in IPO-Style Filing OpenAI’s Mar 23, 2026 filing explicitly names Microsoft and TSMC as material risks; industry estimates put TSMC at ~80–90% of leading-edge foundry capacity.

OpenAI Flags Microsoft Reliance in IPO-Style Filing: OpenAI’s Mar 23, 2026 filing explicitly names Microsoft and TSMC as material risks; industry estimates put TSMC at ~80–90% of leading-edge foundry capacity. 👈 Read full analysis #OpenAI #Microsoft #IPO #TSMC #TechIndustry

"TSMC·삼성 너무 느리다"…머스크, 텍사스에 반도체 직접 생산 '테라팹' 건설 “삼성과 TSMC는 너무 느립니다. 우리가 직접 굽겠습니다.” 일론 머스크가 텍사스에 자체 반도체 생산 기지 ‘테라팹(Terafab)’ 건설을 선언하며 반도체 자급자족이라는 초강수를 던졌습니다. AI포스트 핵심 요약 ✅ [머스크의 ‘반도체 독립’ 선언] 테슬라(자율주행·옵티머스)와 스

"남이 만들어주는 건 너무 느려서 못 참겠다!" 😤

일론 머스크가 결국 반도체 공장까지 직접 짓기로 했습니다. 삼성과 TSMC를 향해 "너무 느리다"고 직격하며, 2나노 공정을 타깃으로 로봇과 우주용 칩 자급자족에 나섭니다.
www.aipostkorea.com/news/article...

#일론머스크 #테라팹 #반도체전쟁 #2나노 #테슬라 #삼성전자 #TSMC #반도체자립 #AI포스트

Original post on elpais.com

Nueva sacudida tecnológica de Musk: lanza el proyecto Terafab para que Tesla y SpaceX fabriquen sus propios chips El movimiento llega en pleno proceso de la salida a Bolsa de su compañía de serv...

#Empresas #Grandes #tecnológicas #Inteligencia #artificial #Elon […]

[Original post on elpais.com]

Qualcomm signals supply chain diversification from TSMC, to continue Samsung partnership Qualcomm has signaled its intention to diversify its semiconductor supply chain beyond its recent heavy reliance on Taiwan’s TSMC, emphasizing a continued and

Qualcomm has signaled its intention to diversify its semiconductor supply chain beyond its recent heavy reliance on Taiwan’s TSMC, emphasizing a continued and deep partnership with Samsung Foundry.
#Qualcomm #TSMC #Samsung #semiconductor #Snapdragon #AI #it #itchosun #chosun #SouthKorea #Korea

La demanda supera la oferta: TSMC anuncia aumento de precios en procesos avanzados con pedidos hasta 2027 El 19 de septiembre, el instituto de investigación TrendForce publicó un informe sobre la industria de semiconductores, indicando que la demanda en procesos avanzados supera la oferta, y TSMC y Samsung han confirmado el aumento de precios para procesos de 5nm y menores.

La demanda de procesos avanzados supera la oferta, con TSMC y Samsung aumentando los precios para procesos de 5nm y menores.
#tsmc #semiconductores #precios

Semiconductor And Circuit Manufacturing Market Size, Share | Report [2035] Semiconductor Circuit Manufacturing Market is expected to grow at 6.33% CAGR, reaching USD 1277.85 Billion by 2035, driven by advancements in AI, IoT, and automotive electronics.

Semiconductor And Circuit Manufacturing Market Size, Share | Report [2035] www.marketresearchfuture.com/reports/semi...
#Semiconductors #ChipManufacturing #VLSI #AIChips #AdvancedPackaging #EdgeAI #TSMC #NanoTech #ElectronicsIndustry #HighPerformanceComputing

an mba grad made philips as loser of the century, lol 😂

imagine selling asml and then tsmc….hahaha

#ai #philips #mba #tsmc #asml

16/16

The most powerful sentence in tech right now: "ASML has not received an export license."

Five words that can erase a country's AI ambitions. That's the world we live in.

Follow for more (on AI, chips, and the infrastructure). 🔁

#AI #ASML #EUV #Tech #Geopolitics #TSMC #semiconductors

Don't worry. #helium

= #Hormuz = #semiconductors =
#TSMC = #Mag7 = #401K

Original post on social.heise.de

Bericht: Iran-Krieg gefährdet allmählich auch Halbleiterproduktion

Der Konflikt zwischen den USA/Israel und Iran droht zunehmend auch die Chipindustrie zu lähmen. Energie- und Rohstofflieferungen werden ausgebremst […]

Taiwan's Silicon Dominance Faces Critical Test as Middle East Crisis Cuts Power and Materials Taiwan holds just 11 days of LNG reserves as Middle East conflict disrupts helium and energy supplies critical to global semiconductor manufacturing.

Taiwan's Silicon Dominance Faces Critical Test as Middle East Crisis Cuts Power and Materials

#Taiwan #Semiconductors #StraitOfHormuz #TSMC #AusNews

thedailyperspective.org/article/2026-03-17-taiwa...

Chinas zweitgrößter Chipfertiger startet angeblich 7-Nanometer-Produktion Die chinesische Hua-Hong-Gruppe soll 7-nm-Chips herstellen können. 2026 ist allerdings keine hohe Fertigungskapazität zu erwarten.

…das war zu erwarten, dass das irgendwann passiert… #China ’s zweitgrößter #Chipfertiger startet angeblich #7NanometerProduktion #7nm #7nmChip #TSMC #HuaHongGroup heise.de/-11212865

Original post on social.heise.de

Chinas zweitgrößter Chipfertiger startet angeblich 7-Nanometer-Produktion

Die chinesische Hua-Hong-Gruppe soll 7-nm-Chips herstellen können. 2026 ist allerdings keine hohe Fertigungskapazität zu erwarten […]

The #AIsilicon #shortage is intensifying, with #TSMC’s #N3wafer capacity being the most significant constraint. The surge in AI compute demand is #overwhelming available #supply. This shortage is forcing #hyperscalers to prioritise #AIinfrastructure over consumer electronics, potentially leading to…