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TSMC's US factory operating costs have risen sharply, potentially severely impacting its profit margins!

TSMC semiconductors A major reason why manufacturers are setting up factories in the United States is to avoid geopolit...

Stock
2026-01-12
TSMC's US factory operating costs have risen sharply, potentially severely impacting its profit margins!

Major bottlenecks emerging? Morgan Stanley: AI is not only a "power-consuming monster" but also a "water-consuming giant"!

① A looming problem that may pose a significant threat to the AI ​​industry: the water crisis; ② Morgan Stanley It was ...

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2026-01-12

Major memory chip manufacturer SanDisk has significantly increased its NAND flash memory contract prices by as much as 50%.

Several major news items emerged from the chip industry over the weekend! On November 9th, media reported that memory c...

Stock
2026-01-12
Major memory chip manufacturer SanDisk has significantly increased its NAND flash memory contract prices by as much as 50%.