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TSMC’s 3nm and 5nm utilization rates have been off the charts in the 1st quarter, about 100% for 3nm and 105% for 5nm, media report, strong performance despite the US clampdown on AI chips for China that was expected to hurt Nvidia and TSMC. China AI demand remains strong. Lower utilization rates for 16/12nm and 7/6nm of around 60%-65% are also largely being offset by higher prices, the report says, citing unnamed supply chain sources, who added that even the earthquake impact might not shake up TSMC’s 1st quarter results as much as feared.
Natgate relying on Malaysia Ai data center wave. Trump's administration looking into ways to make Bidens chip export restrictions even more stricter. So not good news for data center. Nothing is finalized yet. Some say natgate already secure Nvidia Ai chips. Trump saying gonna lower the threshold of ai chip export. So so many uncertainties.
But frontken I find funny why it's dropping together with tech index. TSMC business still strong. Demand still strong. TSMC Taiwan will continue to prosper. China and USA can threaten all they want but both know very well that without Taiwan, world economy will collapse. 90 percent of the chips are made by Tsmc. Bursa really weird.
Wait for sentiment to get better..then make a decision..alot of people still holding WB..don't sell at the bottom is all I can say. Tomorrow morning 5 am Nvidia earnings.. Tonight high chance nasdaq close green cause SMCI filed their report before deadline. Now in oversold state. Hold and observe then follow your risk appetite how long you want to hold.
Koko not yet.. Hold..but don't keep high hope for huge rebound. Let's see on Wednesday Nvidia earnings. Then wait for people to forget about chip export restrictions and get used to tariff news.
Market might react negatively. That is due to the sentiment. As long as there's growth in the performance and the US business acquisition to look forward to. Tomorrow night will be Nvidia's earnings report. If it beats expectations, then strong chance of short term rebound. Until tariff and data center chip control fear subsides, market might not rally.
