💥🇺🇸🇨🇳#NVDA
Nvidia is offering a new advanced chip in China

U.S. banned export of advanced microchips and equipment to produce advanced chips to China #ban

The new rules restrict rates of 600 gigabytes per second and up

#INTC #us #chip

⚠️🌎#chip #warning
chipmakers trim spending by billions $$$ as COVID boom fades - Nikkei

#INTC #watchlist

⚠️🇨🇳#chip #china
US, Taiwan and Japan gallop ahead in advanced semiconductors while China begins to lag behind — SCMP

#us #taiwan #japan

⚠️🌎#chip #world #warning #forecast
global semiconductor market is expected to slow to 4.1% in 2023 with a total size of $580B as inflation rises and end markets seeing weaker demand — WSTS

#INTC #watchlist #marketsize

🇺🇸INTC #watchlist
Amazon intensifies chip rivalry with Intel, Nvidia, AMD

#chip #rivals

🇹🇼🇺🇸#TSM #chip #taiwan #us
TSMC plans to make more advanced chips in US at urging of Apple, AMD, Nvidia. Plant slated for 2024 will use 4-nanometer technology — BBG

💥#INTC = competition intensifies

⚠️🌏#chip #world #demand
Deutsche: weakness in consumer PC/smartphone has now spread to the enterprise side, and even cloud demand is starting to weaken

💥#MU demand for Micron chips continues to drop

⚠️🌎#chip #world #forecast
global semiconductor sales to drop 4.1% in 2023 to $556B — World Semiconductor Trade Statistics (WSTS)

#marketsize

⚠️🌎#chip #forecast
Samsung expects demand for mass market smartphones to weaken even further in 2023 due to persistent macroeconomic conditions

#report Samsung Q4 22 Earnings:
- Oper Profit 4.31T Won (est. 5.82T Won)
- Sales 70.46T Won (est 71.93T Won)
- Cons. Net 23.50T Won (est 4.71T Won)

🌎#AMD #chip #marketsize
AMD wins nearly a third of processor market — Mercury Research (report)

Intel - still 1
AMD - 2
ARM - 3

#INTC

🌎#chip #ai #ChatGPT
ChatGPT and other AI-bots boost demand for high-performance memories (HMB)

in the mid- to long-term, experts predict that the development of AI-specific DRAMs such as HBM will make a big change in the semiconductor industry

#NVDA #AMD #INTC

⚠️🇺🇸#chip #tax #us #ChipsAct
the Biden administration will require companies winning funds from its $52B US semiconductor manufacturing and research program to share excess profits

#buyback companies winning funding are also prohibited from using chips funds for dividends or stock buybacks

#china US Chips Act fund recipients must agree not to expand capacity in China for 10 years

💥#INTC

⚠️🇺🇸🇨🇳#chip #us #china #restrictions #CHIPSAct
Biden administration is set to unveil tight restrictions on new operations in China by semiconductor manufacturers that get federal funds - CHIPS Act — BBG

Intel (#INTC), Samsung and TSMC (#TSM) may lose more growth due to guardrails

⚠️🌎#chip #world #macro
BofA: indicator of demand for memory chips = min since 2019

⚠️🌎#chip #world #macro
global semiconductor sales continued to slow — SIA

#marketsize

⚠️🇹🇼#chip #taiwan #geopolitics
US intelligence has allowed for the possibility of chip production being halted in Taiwan in case of a conflict. It is estimated that the global economy would lose up to $1T per year as a result

#economy #world

🇺🇸🇰🇷🇹🇼🇨🇳#us #chip #skorea #taiwan #china
US to allow South Korean, Taiwan chip makers to keep operations in China — WSJ

⚠️🌎#tech #stocks #chip
JPMorgan: global inventories of unsold semiconductor chips are growing rapidly = this is the level of the dot-com bubble

❗️🇺🇸#stocks #chip #us #macro
SOX/SP500 ratio has surpassed the level of the Dotcom bubble.

*SOX - equity index composed of companies primarily involved in the production and sale of semiconductor products.