Taiwan Semiconductor (TSMC) - größter EMS-Player der Welt - Älteste Beiträge zuerst (Seite 8)
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ISIN: US8740391003 · WKN: 909800 · Symbol: TSM
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Highlights of the day: Why did Nvidia switch to Samsung from TSMC?
DIGITIMES staff Thursday 4 July 2019
Nvidia has recently revealed that its next-generation GPU will be manufactured by Samsung on 7nm EUV process. The revelation should not have come as a big surprise, as Nvidia probably made the switch from TSMC to Samsung due to pricing and supply concerns. For TSMC, losing some of Nvidia's orders should not be a big problem, as long as orders from its biggest clients - Apple, Huawei and Qualcomm - remain stable. Meanwhile, Qualcomm is aggressively expanding its work force in Taiwan.
What is behind Nvidia switch from TSMC to Samsung?: Nvidia has decided to choose Samsung Electronics over TSMC for producing next-generation GPUs in 2020 on 7nm EUV (extreme ultraviolet) node despite Samsung's yield rates for the process remaining uncertain, sparking speculation about the reasons behind the switch.
Qualcomm, MediaTek competing over R&D talent in Taiwan: Qualcomm and MediaTek have both been expanding their R&D deployments in Taiwan and are recruiting local IC design talent keenly with higher-than-average salaries.
DIGITIMES staff Thursday 4 July 2019
Nvidia has recently revealed that its next-generation GPU will be manufactured by Samsung on 7nm EUV process. The revelation should not have come as a big surprise, as Nvidia probably made the switch from TSMC to Samsung due to pricing and supply concerns. For TSMC, losing some of Nvidia's orders should not be a big problem, as long as orders from its biggest clients - Apple, Huawei and Qualcomm - remain stable. Meanwhile, Qualcomm is aggressively expanding its work force in Taiwan.
What is behind Nvidia switch from TSMC to Samsung?: Nvidia has decided to choose Samsung Electronics over TSMC for producing next-generation GPUs in 2020 on 7nm EUV (extreme ultraviolet) node despite Samsung's yield rates for the process remaining uncertain, sparking speculation about the reasons behind the switch.
Qualcomm, MediaTek competing over R&D talent in Taiwan: Qualcomm and MediaTek have both been expanding their R&D deployments in Taiwan and are recruiting local IC design talent keenly with higher-than-average salaries.
Antwort auf Beitrag Nr.: 60.955.333 von R-BgO am 04.07.19 15:42:36
Antwort auf Beitrag Nr.: 60.975.292 von R-BgO am 08.07.19 12:00:49
Antwort auf Beitrag Nr.: 61.194.644 von R-BgO am 07.08.19 11:25:30
Antwort auf Beitrag Nr.: 61.441.415 von R-BgO am 09.09.19 12:58:46
Dividende pro Stück 0,3242542 USD
Eigentlich die wichtigste Aktie im Halbleitersektor. Schon sehr gut gelaufen aber noch nicht zu teuer , siehe auch hier:
Dividende 0,415752 USD, Valuta 17.04.
"Für einen weiteren Umsatzschub werden Ende 2020 die neuen Spielkonsolengenerationen sorgen. Denn die Chips stammen von AMD, die wiederum ihre Ware von TSMC beziehen. "
https://capstigma.de/2020/06/tsmc-aktie-rendite-mit-den-chip…
Kann jemand einschätzen wie hoch die Auswirkung sein wird?
https://capstigma.de/2020/06/tsmc-aktie-rendite-mit-den-chip…
Kann jemand einschätzen wie hoch die Auswirkung sein wird?
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