The US-Singapore chip ban has affected the market, and the perfect opportunity to invest in Taiwan’s semiconductors has now arrived: TSMC | Anue Juheng – Taiwan Stock News

〈The US-China technology war is escalating again New chip breakthrough accelerates semiconductor supply chain reshaping〉

The United States recently strengthened its chip control over China Companies will have to re-adjust their supply chains, and past attempts by Chinese companies to circumvent restrictions by ‘ registration of companies in third countries in the future Chinese companies.

TSMC (2330-TW) As a leader in advanced processes, according to TrendForce estimates, the loss of China’s sub-7nm process orders could reduce annual revenue by 5% to 8%. for TSMC’s 3-nanometer process capacity will not affect TSMC much in the short term, especially since TSMC’s 3-nanometer production capacity target in 2026 is to produce 200,000 pieces per month, and it is as- has already received advance bookings from seven major customers, 7 The reduction in Nano orders may allow the company to focus on high-end orders and fulfillment stabilize long-term income.

〈Huida’s financial report will be released to understand the accounting trend at the end of the year〉

Huida will announce its third quarter financial report next week in the AI ​​accelerator market and provide long-term demand for the supply chain Although chip regulations are putting pressure on the market, the growth of AI demand or -stable and the semiconductor industry will continue to benefit.

Leaving aside TSMC’s recent stock price move, the impact of the new wave of chip regulations in the United States on the market can also be seen in the wildly different performances of the four major US stock indexes. which the market has some effects of the ban in advance, since the AI ​​industry is still in its infancy, it seems that there are some This is an overreaction, especially since this is not the first time The United States has imposed chip controls China. Currently, very few high-end chips are exported to China Despite this, major international manufacturers are focusing on TSMC to compete in AI construction or AI applications 2, 3, 4 and 5 nanometer process production capacity, so even if there is a short-term effect, in the long term TSMC still needs to accelerate the expansion of factories to meet customer demand.stage timeAfter settlement, if the stock market is sad before the release, it will be a good turning point to buy at the end of the year.

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Article source: Analyst Chen Zhilin / Hengda Investment Consulting

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