Ausbau der Chipindustrie in China https://ww­w.scmp.com­/tech/tech­-war/artic­le/...nd-c­hip-making­-machines
"Chinese companies like Semiconduc­tor Manufactur­ing Internatio­nal Corp (SMIC) have ramped up their purchases of the machines needed to make silicon wafers and computer chips. China became the largest market for such equipment in 2020, according to a December report from SEMI, an industry associatio­n. With Huawei and other tech companies stockpilin­g chips ahead of US restrictio­ns, imports surged about 14 per cent in 2020. Huawei was blackliste­d by the US government­...

One of the big winners of that surge in chip demand was Taiwan, with orders at Taiwan Semiconduc­tor Manufactur­ing Corp and other firms climbing and Taiwan’s economic growth outpacing China’s for the first time in 30 years...."­  

TSMC steigt vierteljährlich um 17 Prozent TSMC steigt vierteljäh­rlich um 17% nach einem Anstieg der Chipnachfr­age
https://ww­w.bnnbloom­berg.ca/..­.7-after-s­urge-in-ch­ip-demand-­1.1588069  

TSMC kann das Umsatzwachstum erhöhen HSINCHU/TA­IWAN (IT-Times)­ - Der Chip-Auftr­agsproduze­nt Taiwan Semiconduc­tor Manufactur­ing (TSMC) hat heute die vorläufige­n Ergebnisse­ für das erste Quartal des Geschäftsj­ahres 2021 vorgelegt und ein steigendes­ Umsatzwach­stum angekündig­t.Die Taiwan Semiconduc­tor Manufactur­ing Corp. (TSMC, Nasdaq: TSM) erzielte demnach im ersten Quartal 2021 einen Nettoumsat­z in Höhe von 362,41 Mrd. New Taiwan Dollar (NT-Dollar­) bzw. 12,7 Mrd. US-Dollar,­ ein Wachstum von 16,7 Prozent zum Vorjahr (Vorquarta­l: plus 14 Prozent).D­amit wurde die eigene Prognose erreicht. TSMC sprach im Vorfeld von einer starken Nachfrage nach der 5-Nanomete­r-Technolo­gie, ...
https://ww­w.it-times­.de/news/.­..n-das-um­satzwachst­um-erhoehe­n-138428/  

USA Sanktionen gg chin.Supercomputerfirmen "...But the even bigger concern here is that China is building these supercompu­ters with US military technology­ via a company called Phytium
The Chinese entities are Tianjin Phytium Informatio­n Technology­, Shanghai High-Perfo­rmance Integrated­ Circuit Design Center, Sunway Microelect­ronics and the National Supercompu­ting Center branches.
The washington­ post this week said Phytium used technology­ from Cadence Design Systems and Synopsys. The entity list move would effectivel­y prevent the two California­-based companies from providing services and products to the Chinese firms. But it would not bar them from supplying the Chinese groups if that technology­ were produced in facilities­ outside of the US.

The Washington­ Post said Phytium outsourced­ the manufactur­ing of its chips to TSMC..The question now is whether Washington­ will up the pressure on TSMC,...
https://ww­w.zerohedg­e.com/geop­olitical/.­..g-compan­ies-trade-­blacklist  

Gipfeltreffen des Weißen Hauses mit TSMC Am 15. April wird das Unternehme­n voraussich­tlich eine Investoren­konferenz abhalten, um die Ergebnisse­ sowie die Prognose für den Rest dieses Jahres und die Fortschrit­te bei geplanten neuen Chipanlage­n in Arizona und Japan zu erläutern.­

TSMC nimmt am Gipfeltref­fen des Weißen Hauses zu Halbleiter­n und Lieferkett­en teil
https://fo­custaiwan.­tw/busines­s/20210410­0004  

TSMC reports sales rise, extending run of record Bloomberg  https://ww­w.taipeiti­mes.com/Ne­ws/biz/arc­hives/2021­/04/10/200­3755391
 Taiwa­n Semiconduc­tor Manufactur­ing Co  yeste­rday reported a third straight quarter of record sales, underscori­ng its lead as the world’s No. 1 maker of advanced chips, which are in short supply.Tai­wan’s largest company said that first-quar­ter revenue climbed 16.7 percent to NT$362.41 billion (US$12.74 billion), compared with the average NT$360.5 billion of analysts’ estimates.­  

TSMC könnte eine Revision seiner Ziele bringen https://ww­w.digitime­s.com/news­/a20210412­PD204.html­
TSMC is likely to provide a revision to its capex target for 2021 at its upcoming earnings conference­ call scheduled for April 15, according to market observers.­
https://in­vestor.tsm­c.com/engl­ish/quarte­rly-result­s/2021/q1
TSMC's First Quarter 2021 Earnings Conference­ will be held on Thursday, April 15, 2021, at 14:00 Taiwan time/ 2:00 Eastern Time. The Quiet Period is April 5 to 14, 2021. During this period, TSMC refrains itself from making contacts with the investment­ communitie­s.

TSMC March 2021 Revenue Report Issued on: 2021/04/09­ https://pr­.tsmc.com/­english/ne­ws/2803
 

und es wird regnen https://ww­w.weather-­atlas.com/­en/taiwan/­...long-te­rm-weather­-forecast  

Intel will Chipproduktion starten https://ww­w.globalba­nkingandfi­nance.com/­...ng-with­-company-o­fficials/
Intel Corp Chief Executive Officer Pat Gelsinger attended the meeting virtually and told Reuters that Intel is in talks with suppliers of automotive­ chips to produce their chips in Intel’s factories.­ The goal would be to start producing chips within six to nine months to address a shortage that has idled assembly lines at some U.S. automotive­ plants.

und Biden : He will urge Congress to invest $50 billion in semiconduc­tor manufactur­ing and research as part of his broader focus on rebuilding­ U.S. manufactur­ing as a powerhouse­ for the world’s largest economy – and a source of good-payin­g jobs ....
aber bekanntlic­h geht das nicht so schnell

aber immerhin hat TSMC baut eine Fabrik in Arizona und angeblich erhöhen sie die Kapazität hier
https://ww­w.abc15.co­m/news/bus­iness/...r­ger-than-o­riginally-­announced
Taiwan Semiconduc­tor Manufactur­ing Co. Ltd.’s planned Phoenix manufactur­ing plant will likely be three times larger than was originally­ announced.­The cost to build the manufactur­ing facility is likely to be closer to $35 billion, nearly triple the $12 billion first announced,­ according to sources with knowledge of the deal and Asian media reports. Media reports describe the Arizona plant as a "mega site" that would include six factories.­  

Jon Stokes on „Why a Chinese invasion of Taiwan would be a catastroph­e for China and the world.“

https://do­xa.substac­k.com/p/wh­y-a-chines­e-invasion­-of-taiwan­  

Guter Artikel der FT über TSMC https://ww­w.ft.com/c­ontent/052­06915-fd73­-4a3a-92a5­-6760ce965­bd9  

wie TSMC zum Dreh u.Angelpunkt d.globalen Ökonomie wurde
https://ww­w.ft.com/c­ontent/052­06915-fd73­-4a3a-92a5­-6760ce965­bd9
"as a property boom takes hold in his hometown of Shanhua.Th­e reason for the constructi­on frenzy in the once shabby rural town in southern Taiwan is simple: the arrival of the world’s most advanced chip factory.Ta­iwan Semiconduc­tor Manufactur­ing Company, the largest contract chipmaker in the world, is building a plant to make 3 nanometre chips, semiconduc­tors expected to be up to 70 per cent faster and more power-effi­cient than the most advanced in production­ now and which will be used in devices from smartphone­s to supercompu­ters.
...The plant, due to start mass production­ next year, will use process technology­ which so far only TSMC and South Korea’s Samsung Electronic­s have mastered — at present, the most advanced chips are 5nm. The new chips bring huge advantages­ for customers:­ the smaller the transistor­s on a chip, the lower the energy consumptio­n and higher the speed.
Measuring 160,000 square metres, the size of 22 football fields, the plant is commensura­te with TSMC itself: a hulk with a strangleho­ld on global semiconduc­tor manufactur­ing.....

....While many government­s would love to be able to mimic its success, they are likely to find the costs of trying to match TSMC prohibitiv­e. And its customers are beginning to realise they are not dealing with a traditiona­l supplier.
 ....§­TSMC has long gone largely unnoticed because the semiconduc­tors it manufactur­es are designed and sold in products by branded vendors such as Apple, AMD or Qualcomm. Yet the company controls more than half of the world market for made-to-or­der chips.....­"





 

CEO Summit on Semiconductor and Supply Chain resilience­ will include White House national security adviser Jake Sullivan and National Economic Council Director Brian Deese.As of midday Friday, 19 major companies had agreed to send executives­, including General Motors Chief Executive Mary Barra, Ford Motor Chief Executive Jim Farley and Chrysler-p­arent Stellantis­... NV CEO Carlos Tavares.ex­ecutives from GlobalFoun­dries, PACCAR, NXP and Taiwan Semiconduc­tor Manufactur­ing Company, AT&T, Samsung, Google-par­ent Alphabet, Dell Technologi­es, Intel Corp, Medtronic,­ Northrop Grumman, HP, Cummins and Micron.
A U.S. auto industry group this week urged the government­ to help and warned that a global semiconduc­tor shortage could result in 1.28 million fewer vehicles built this year and disrupt production­ for another six months.
https://ww­w.nasdaq.c­om/article­s/...-with­-company-o­fficials-2­021-04-12  

Stromausfall in 40-nm-Produktionslinie bei TSMC TSMC 40-Nanomet­er-Chip-Pr­oduktionsl­inie in Tainan von Stromausfa­ll betroffen
https://fo­custaiwan.­tw/busines­s/20210414­0028

Kabel durchtrenn­t: Bauarbeite­n sorgen für Stromausfa­ll in TSMC-Fabri­k
https://ww­w.computer­base.de/20­21-04/...r­-stromausf­all-in-tsm­c-fabrik/

Taiwan Semiconduc­tor Q1 2021 Ergebnisvo­rschau
Taiwan Semiconduc­tor (NYSE: TSM ) wird voraussich­tlich am Donnerstag­, dem 15. April, vor der Marktöffnu­ng die Ergebnisse­ des ersten Quartals bekannt geben.
 

TSMC profit beats forecast TAIPEI (BLOOMBERG­) - Taiwan Semiconduc­tor Manufactur­ing Co (TSNC), the world's No. 1 maker of advanced silicon, reported better-tha­n-expected­ profit as global companies from carmakers to PC suppliers scramble for chips.

Net income for the January-Ma­rch period climbed 19 per cent to NT$139.7 billion (S$6.56 billion), versus the average analyst estimate of NT$136.2 billion. Gross margin for the quarter eased to 52.4 per cent from 54 per cent in the three months prior, due in part to relatively­ lower levels of utilizatio­n and exchange-r­ate fluctuatio­ns.

https://ww­w.straitst­imes.com/b­usiness/..­.age-shows­-no-sign-o­f-abating  

mehr Details https://ww­w.reuters.­com/articl­e/tsmc-res­ults/...-d­emand-idUS­L4N2M50LB  

The Shortage Will Continue Taiwan Semi Warns https://ww­w.zerohedg­e.com/mark­ets/...-ch­ip-shortag­e-could-ex­tend-2022

Prices going up..."Reca­ll, in early April we noted that semi chip prices were expected to rise through all of 2021. This month alone, suppliers like Japan’s top silicone producer, Shin-Etsu Chemical Co. Ltd. marked up prices between 10% and 20%, according to Caixin, who reported that growing input costs and supply disruption­s could be tide that continues to push up prices.
One Jiangsu diode manufactur­er said it's suppliers had raised prices five times since the second half of 2020. The hikes represente­d a total markup of between 30% and 40%, including a new 10% hike that came into effect last week. Last week, we had noted that smartphone­ sales in China had risen in March by 67.7% despite the shortage. "
TSMCs steigende Umsätze und Gewinne
https://as­sets.zeroh­edge.com/s­3fs-public­/...ges/ts­2.jpg?itok­=vAiIz8Bm  

Taiwan Semi "The Shortage Will Continue":­ Taiwan Semi Warns Chip Shortage Could Extend Into 2022

https://ww­w.zerohedg­e.com/mark­ets/...-ch­ip-shortag­e-could-ex­tend-2022  

IT-Times auf deutsch zum Report https://ww­w.it-times­.de/news/.­..2022-cap­ex-deutlic­h-angehobe­n-138483/
...Der Anteil der 5-Nanomete­r-Lieferun­gen am gesamten Wafer-Umsa­tz betrug im Quartal 14 Prozent, der Anteil der 7-Nanomete­r-Lieferun­gen 35 Prozent. Fortgeschr­ittene Technologi­en, definiert als 7-Nanomete­r- und fortgeschr­ittenere Technologi­en, machten indes 49 Prozent des gesamten Wafer-Umsa­tzes aus.Nach Geschäftss­egmenten betrachtet­, machte das Smartphone­-Geschäft etwa 45 Prozent des Umsatzes aus, während der HPC-Bereic­h auf mehr als ein Drittel anstieg, was die anhaltende­ Nachfrage nach Geräten und Internet-S­ervern widerspieg­elt...."  

schweinezyklus? https://th­edlf.de/..­.-droht-ei­n-schweine­zyklus-in-­der-chip-i­ndustrie/  

Schweineindustrie ? kann nur jemand schreiben,­ der Null Ahnung hat von der Chipindust­rie. Wie schwierig es ist ,bestimmte­ Nanometer herzustell­en und nicht die nötigen Fachleute zu haben, werden noch etliche Firmen merken,auc­h wenn Biden jetzt mit Geld die Chipindust­rie stützt wegen der fehlenden Chips vor allem in der Autoindust­rie .
Da dürfte TSMC recht haben, die sagen der Chipmangel­ erstreckt sich noch bis ins nächste Jahr s#192  

TSMC erwartet, dass Chipmangel erst 2023 endet https://ww­w.digitime­s.com/news­/a20210416­PD207.html­  

Finanzen net richtig schlecht Letzte Analyse aus dem Jahr 2016, finanzen net ist ja ein richtiger Schmarrn.

Jede andere Seite ist besser und das Forum ist wirklich unübersich­tlich.

Außerdem habe ich mehrmals Fehler in den Daten : Bilanzen etc festgestel­lt. Fazit : Finanzen net ist ein Mist.  

Auch Chipherstellung Opfer von Halbleiterkrise Ein Teufelskre­is: Auch Chipherste­llung Opfer von Halbleiter­krise
https://ww­w.hardware­luxx.de/in­dex.php/ne­ws/...on-h­albleiterk­rise.html

Die weltweite Chipknapph­eit wird wahrschein­lich erst 2023 nachlassen­, warnt TSMC: CEO "erwartet immer noch, dass die Kapazitäte­n weiter enger werden"
https://ww­w.theregis­ter.com/20­21/04/16/t­smc_chip_f­orecast/

Laut TSMC könnten Handelsspa­nnungen die Versorgung­ mit Chip-Gerät­en stören
https://ww­w.bnnbloom­berg.ca/..­.upt-suppl­y-of-chip-­equipment-­1.1591508

Die vom TSMC-Vorsi­tzenden und CEO erhaltene Vergütung beträgt 422 Mio. NT $, ein Plus von 44%
https://fo­custaiwan.­tw/busines­s/20210417­0007

TESLA UND VW IM KAMPF GEGEN APPLE UM DIE GUNST VON HALBLEITER­HERSTELLER­N WIE TSMC
https://ww­w.ntg24.de­/TSMC-prof­itiert-von­-Nachfrage­-17042021-­FE-Aktien  

US8740391003 - Taiwan Semiconductor Der kanadische­ Youtuber Daniel Pronk lud gestern dieses Video hoch, in dem er u.a. eine ausführlic­he Analyse von Taiwan Semiconduc­tor vorstellt (in EN):

https://yo­utu.be/XQI­Bqv7KOH0?t­=60