TSMC (NYSE:TSM) may develop A16 chip tech without ASML's new High NA EUV machines
Full story: https://grafa.com/news/tsmc--nyse-tsm--may-develop-a16-chip-tech-without-asml-s-new-high-na-euv-machines-221968 Taiwanese chipmaker TSMC (NYSE:TSM) announced that it might not use ASML's next-generation "High NA EUV" machines for its upcoming A16 chip manufacturing technology, set for development in 2027. This decision stems from a careful consideration of cost versus benefit, as the new High NA lithography tools, expected to shrink chip designs by up to two-thirds, come with a significantly higher price tag. Speaking at a conference in Amsterd
Q1 Beats Via 1-Time LatAm Tax Benefits, NA MDA Margins Weak
⬆ $Whirlpool Corp(WHR)$ - Summary: At a high level, 1Q adjusted EPS beat views due to a $0.30 1-time VAT-related benefit in LatAm. Otherwise, better than expected corporate... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/q1-beats-via-1-time-latam-tax-benefits-na-mda-margins-weak?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Whirlpool Corp (WHR):- https://www.smartkarma.com/entities/whirlpool-corp?utm_source=tiger_community
ASML Confirms Dutch Partially Revokes China Export Licenses as US Reportedly Presses
BEIJING, January 3 (TMTPost)— ASML Holding NV, the world’s leading lithography machine manufacturer,confirmed halt of some of its machines to China forced by the local government. Credit：TMTPost A license for the shipment of NXT:2050i and NXT: 2100i has been revoked by the Dutch government, affecting a small number of customers in China, according to a statement that ASML presented to TMTPost App. “We do not expect the current revocation of our export license or the latest U.S. export control restrictions to have a material impact on our financial outlook for 2023,” ASML said in the statement. ”In recent discussions with ASML, the U.S. government has made further clarification of the scope and impact of its export control regulations. The latest U.S. expo
What Tricks Did the Chipmaker Play to Make 7nm Kirin 9000s?
By Wang Bo, the author of A Brief History of Chips Photo courtesy: Wang Bo The Huawei Mate 60 Pro, equipped with the Kirin 9000S Processor, has brought the public's attention to domestic chip manufacturing. Data derived by benchmarking platforms and third-party teardown reports indicate that the Kirin 9000S is a 7nm chip since it is clearly labeled as “manufactured in China.” However, the specialized EUV (Extreme Ultraviolet) lithography machines needed for producing 7nm chips has been subject to export controls to China since 2019, and Chinese chip foundries have access only to DUV (Deep Ultraviolet) lithography machines with wavelengths of 193 nanometers. Furthermore, the export controls on EUV lithography machines continue to tighten. Recently, Dutch lithography machine manufacturer ASM
ASML: Dutch Government Approves Export of Most Advanced Chip Machines to China Through 2023
BEIJING, September 1 (TiPost)— ASML Holding NV confirmed its export to China this year would not be affect as the Europe’s semiconductor giant has obtained approval from the Dutch government. Credit：TiPost ASML has applied for an export license for TWINSCAN NXT: 2000i and subsequent immersion lithography systems, and the Dutch government has granted the license necessary for the company starting from September 1, to allow it to continue exports of these machines to China, according to a statement ASML sent to TiPost on Friday. Under the new export control rules effective on September 1, ASML is still able to fulfill the contracts signed with customers and ship the abovementioned lithography by the end of 2023, the company said at the statement. It expected export controls would
Bullish Points: 1. Nano Labs Ltd. is a leading fabless IC design company and product solution provider in China, focusing on HTC chips, HPC chips, distributed computing and storage solutions, smart-NICs, vision computing chips, and distributed rendering. 2. The company has established an integrated solution platform covering four main business verticals and has developed proprietary Cuckoo series chips as alternative ASICs solutions for traditional GPUs. 3. Nano Labs Ltd. has expanded its customer base to overseas markets in 2022, including North America, Europe, and Southeast Asia. 4. The company operates under a fabless model, collaborating with world-class production partners for IC manufacturing, ensuring low inventory and high-quality products. Bearish Points: 1. The company's product
Trading ideas based on recurring patterns like these are essentially the foundation of my trading strategy in stocks. I usually apply them on price actions that stall following an Episodic Pivot (EP) out of a long term bases but without a successful follow-through. However price action holds its ground and quickly tightens up with a pattern of decreasing volume known as volume contraction pattern (VCP). Below are some variation of my trading ideas in my focus for today. $Nano Labs Ltd.(NA)$ Image $Arcturus Therapeutics Ltd.(ARCT)$ Image $MiMedx Group, Inc.(MDXG)$ Image $Spectrum Pharmaceuticals(SPPI)$ ImageOne may stumble
Market continue its thrust as all major indexes closed with sizable gains
3/6/2023 Market Diary1. Market continue its thrust as all major indexes closed with sizable gains but more money are rotated into value areas that has been left out of recent rally. Value outperformed growth at all levels. 2. Some significance in Friday's close that could support a sustained rally going forward, i) RSP $Invesco S&P 500 Equal Weight ETF(RSP)$ +2.18% broke out of 5 months downtrend line at highest volume YTD, ii) IWM $iShares Russell 2000 ETF(IWM)$ +3.63% broke out of 4 months box range, iii) Spike up in short term breath with MMTW crossing above 50% bullish bias threshold since 17/5 iv) Lowest new lows logged since 8/2. 3. Highlighted ARGT $Global X
Can’t go wrong. I invest in all of them including NA. I read an analysis that the worst performing bank from the previous year is usually the best to invest in but seems like too much work to me. $毫微科技(NA)$
Nano Bit is a holding company, which engages in design and provision of product solution of fabless integrated circuit. It offers high throughput computing chips, high performance computing chips, distributed computing and storage solutions, smart network interface cards, vision computing chips, and distributed rendering. The company was founded in July 2019 and is headquartered in Hangzhou, China.
2024-10-02
Beneficial Ownership Change
Form SC 13D/A - General Statement of Acquisition of Beneficial Ownership: [Amend]