Taiwan Semiconductor-gute Wachstumsaussichten

Die Stromversorgung in Taiwan wird nach einem Ausfall wieder aufgenommen. TSMC wurde von einem kurzen Einbruch getroffen
https://www.reuters.com/article/taiwan-outages/...f-dip-idUSL1N2N00DY  

https://www.reuters.com/technology/...talks-europe-falter-2021-05-14/
Taiwan Semiconductor Manufacturing Co (2330.TW) is weighing plans to pump tens of billions of dollars more into cutting-edge chip factories in the U.S. state of Arizona than it had previously disclosed, but is cool on prospects for an advanced European plant, people familiar with the matter told Reuters.
TSMC is the world's most advanced chip-maker, and its investment plans are being closely watched amid a global chip shortage and new initiatives in the U.S. and Europe to subsidize semiconductor production.....Now, company officials are debating whether the next plant should be a more advanced facility that can make chips with so-called 3-nanometer chipmaking technology compared to the slower, less-efficient 5-nanometer technology used for the first factory.The more advanced 3-nanometer plant could cost $23 billion to $25 billion,...Officials have also sketched out plans for TSMC to make next-generation 2-nanometer and smaller chips as the Phoenix campus is built out the next 10 to 15 years, the person said...."  

"...TSMC this year hired Benjamin Miller, a 25-year Intel veteran, as its head of human resources in Arizona. The company says that it has hired 250 engineers there and that about 100 of them, along with their families, have been sent to Tainan, Taiwan, where they will complete a 12- to 18-month training program before returning to Arizona.TSMC chairman and founder Morris Chang, warned last month of higher operating costs and a thin talent pool for the U.S. plans in a rare public speech attended by Wei and chairman Mark Liu."In the United States, the level of professional dedication is no match to that in Taiwan, at least for engineers," Chang said. He warned that "short-term subsidy can't make up for long-term operational disadvantage."
.....TSMC's first Arizona factory will be relatively small, with a projected output of 20,000 wafers - 12-inch silicon discs that can each contain thousands of chips - per month. By contrast, TSMC's "gigafabs" in Taiwan can produce 100,000 wafers per month."
https://www.reuters.com/technology/...talks-europe-falter-2021-05-14/  

https://www.reuters.com/article/...nimise-covid-19-risk-idUSB9N2L202F
auch draussen müssen jetzt Masken getragen werden
https://www.bbc.com/news/world-asia-57135647 alle bars geschlossen...

geradezu lachhaft geringe Zahl an Neuinfektionen 335  und 14 Tote insgesamt https://www.cdc.gov.tw/En  

1 NM CHIPS MÖGLICH
Der technische Fortschritt von TSMC erhöht den Druck auf SamsungGepostet: 2021-05-20 16:59Aktualisiert: 2021-05-20 19:31
TSMC scheint Samsung Electronics im Chip-Rennen einen Schritt voraus zu sein, da der Spitzenreiter des Gießereigeschäfts behauptet, es gelungen zu sein, Halbleiter mit ultradünner 1-Nanometer-Verarbeitungstechnologie in Massenproduktion herzustellen . Das in Taiwan ansässige Unternehmen gab kürzlich im Wissenschaftsjournal "Nature" bekannt, dass es ihm gelungen ist, die Technologie zur Massenproduktion von 1-Nanometer-Chips zu entwickeln. Das Kunststück wurde durch gemeinsame Forschung mit dem Massachusetts Institute of Technology (MIT) und der National Taiwan University (NTU) erreicht.
https://www.koreatimes.co.kr/www/tech/2021/05/133_309137.html    

The government announced Thursday that it will help establish the world's largest semiconductor supply chain in Korea by 2030 in cooperation with firms in the private sector, including Samsung Electronics and SK hynix, to make the country a global leader in both memory and system chips..... gov't plans to offer huge tax cuts
https://www.koreatimes.co.kr/www/tech/2021/05/129_308778.html  

vs last year
https://www.reuters.com/article/...t-up-60-vs-last-year-idUSL2N2N8068  

TSMC: Durchbruch auf dem Weg zu 1-Nanometer-Chips?
https://www.all-electronics.de/markt/...zu-1-nanometer-chips-238.html

Intel CEO Pat Gelsinger: Intel nimmt TSMC-Wafer an und will zu Tick-Tock zurück
https://www.computerbase.de/2021-05/...und-will-zu-tick-tock-zurueck/  

Die japanische Regierung drängt SONY und Taiwan Semiconductor Manufacturing zum Bau eines neuen Halbleiterwerks auf 20nm-Basis, das $9,2 Mrd. kosten soll.Quelle: Guidants News https://news.guidants.com  

from a year earlier, IC Insights said in a report.
TSMC benefited from strong global demand for emerging technologies such as 5G applications, and high-performance computing and Internet of Things devices, the report said.
https://www.taipeitimes.com/News/biz/archives/2021/05/31/2003758316

https://www.businesskorea.co.kr/news/articleView.html?idxno=68368
The market capitalization of Samsung Electronics increased 59.5 percent during the period while that of TSMC grew 96.3 percent.TSMC's market capitalization was US$543,293 million on May 27, doubling from US$276,781 million a year ago. Samsung Electronics remained in second place with a market capitalization of US$425,420 million.  

chip project
https://www.nippon.com/en/news/kd772059606929752064/
The Japanese government will contribute around 19 billion yen ($173 million) to a project led by Taiwan Semiconductor Manufacturing Co. to develop chip-making technology in Japan, the industry ministry said Monday.  

https://youtu.be/sNrUHD7NI9Y  zu TSMC  

TSMC stellt N6RF, N5A und neue 3DFabric-Technologien vor
https://www.digitimes.com/news/a20210602PR200.html  

Speaking at TSMC’s annual technology presentation to clients and investors, held online for the second straight year because of the pandemic, chief executive C C Wei said the planned factory remains on track to begin volume production of semiconductors using the company’s 5-nanometre production technology from 2024.....Reuters previously reported that TSMC, the world’s largest contract manufacturer of semiconductors, plans to build as many as six factories at the Arizona site over a 10- to 15-year span

https://www.scmp.com/tech/big-tech/article/...ory?utm_source=rss_feed  

just as tougher drought measures were due to hit https://www.scmp.com/news/china/article/3135490/...st-tougher-drought  

NXP steigert Innovation in der Automobilverarbeitung mit zwei Prozessoren auf TSMC 16-nm-FinFET-Technologie
https://www.globenewswire.com/news-release/2021/...ET-Technology.html  

Bist du selber investiert? Die Aktie ist teuer, aber hat den Premium Preis auch verdient m.m.n  

aber interessiert mich noch ,eigentlich halte ich es für zu früh, Arizona nicht vor 2024 und die neuen Chips
auch nicht...allein die guten Verkäufe bei AMD und Apple ? naja man kauft die Zukunft
https://www.digitimes.com/news/a20210602PR200.html  

“As a result, TSMC and MIT say they've achieved zero Schottky barrier, meaning they've hit the theoretical energy barrier for electrons formed on semiconductors.”

https://hothardware.com/news/...arch-team-claim-1nm-chip-breakthrough  

Hallo an alle, ich persönlich bin nicht in TSMC investiert und wollte euch mal fragen, ob Ihr euch eigentlich gar keine Sorgen macht, dass Taiwan in naher Zukunft einer chinesischen Invasion zum Opfer fallen könnte und was dann mit euren TSMC Aktien passiert?  

und mache mir natürlich darüber sorgen, aber ich denke die usa werden sich darüber bewusst sein und es mit allen mitteln verhindern. zudem wird ja jetzt ein zusätzliches Werk in den Usa (arizona) gebaut.  

Falls es so kommen sollte wird es vorher Anzeichen geben, kannst ja vorzeitig raus.

Off-topic:
Chinas Entwicklung erreicht bald den Höhepunkt. Mit ihrer aggressiven Politik gegenüber den Nachbarn, Corona und Anpassung der Lieferwege spreche ich vom Beginn des Abbaus in, Niedergang wäre vermessen, aber die werden viel Gegenwind bekommen. Hochmut kommt vor dem Fall. Gilt auch für das Reich der Mitte.  

https://www.heise.de/news/...ter-Chips-schon-fuer-Herbst-6063283.html
Risikoproduktion des neuen N4-Prozesses soll ein Quartal früher als erwartet beginnen: höhere Leistung, Energieeffizienz und Transistordichte als N5-Fertigung....Außerdem bekräftigt TSMC seine Pläne, die Massenfertigung von Chips im 3-Nanometer-Prozess in der zweiten Hälfte 2022 zu beginnen...."  

Threat To Global Supplies
https://www.zerohedge.com/technology/...latest-threat-global-supplies
Now, two more Taiwan tech suppliers have been hit by new clusters of COVID-19 cases, creating another disruption to production that's threatening to have an outsize impact on the global supply chain. According to Nikkei, King Yuan Electronics Co suspended all domestic production on Friday, while chip packaging and testing supplier Greatek Electronics and networking gear provider Accton Technology have also reported clusters among employees that have impacted production....King Yuan has finished testing and has so far reported 195 positive infections out of its workforce of more than 7,000 employees. ...All the new cases prompted the government on Sunday to order King Yuan, which is a key supplier for Nvidia, Intel, MediaTek and many other top global chip developers, to stop all of its foreign laborers from working. ..."

Worker at chipmaker TSMC gets COVID, operations unaffected
https://www.reuters.com/article/...onarivus-taiwan-tsmc-idUSL3N2N904R  

How to play the stock
https://www.barrons.com/articles/taiwan-semi-stock-51623366589
"....But TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price...."