TSMC reports a 45% rise in monthly sales, in a sign of sustained demand for AI hardware in the face of market volatility https://t.co/PyIZTeTTk4 ...

And it's 9 a. m. in Shanghai, Shenzhen and here in Hong Kong.You're watching the China show. I'm Stephen Engle with this man right here, David English. It's the England English show again today.Happy Monday morning to all of you are counting down to the opening of greater markets as, uh, uh, the approach is looking like this, which stops across the region on the up, uh, as disappointing U.S. jobs data erodes the short term case for fed interest rate hikes. Oil extending gains with a Strait of Hormuz deal re ...

SHERY: THIS IS THE ASIAN TRADE. OIL GAINS IS A DEAL TO REOPEN THE STRAIT OF HIS REMAINS ELUSIVE. PRESIDENT TRUMP SIGNALS PATIENTS AS TEHRAN REJECTS DIRECT TALKS WITH THE U.S..TRADERS DIGEST FRIDAY'S U.S. JOBS DATA. SK HYNIX IS IN FOCUS AS IT RAMPS UP CONSTRUCTION WITH THE POTENTIAL SHARE BUYBACK ON WATCH. APPLE IS REPORTEDLY TESTING CHINESE MEMORY CHIPS ACROSS ITS PRODUCT LINES AS A SUPPLY CRUNCH BITES.HAIDI: TAKE A LOOK AT THE SET UP FOR TRADING. IT IS GOING TO BE THE DOMINANT IMPACT OF A MISS ON THE U.S. ...

Sony and TSMC are in talks to spend a combined $6.4 billion on their planned joint factory in Japan, according to a person familiar with the plans https://t.co/u2BewuK2cL ...

You can make the bull case on Starlink alone and then the rest of it is like, hey, is Elon going to do well with investing the excess capital that's spitting off of Starlink. How's Elon going to do with that money. Well, I don't know who else I give it to.If you want to talk about how the US gets off of this dependency with Taiwan and China from semiconductors, if Elon takes this on his shoulders and he delivers what he's showing as a vision here today, this is going to be the greatest semiconductor fabrica ...

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Investment and Financial Scale - Tesla and SpaceX are investing $16.8 billion (168亿美元) in phase one of the Terafab project [1] Industry Dynamics and Strategic Layout - Terafab aims to integrate chip design, fabrication, memory, packaging, and testing under one roof, combining capabilities similar to TSMC, Micron, and NVIDIA [1] Potential Applications and Market Opportunities - The manufactured chips are planned to power Tesla vehicles, Optimus robots, SpaceX data centers, and space-based AI computing [1]

Market Dynamics - Chinese AI chip designer Moore Threads plans to list in Hong Kong at an appropriate time [1] Investment Opportunities and Risks - Moore Threads experienced a 420% share surge since its Shanghai debut last year [1]

🔥 REUTERS: Former SK Hynix employee sentenced to 18 months in prison for leaking semiconductor trade secrets to a Chinese firm. https://t.co/LkRurH8vYk ...