Reported 12 months ago
In the first half of 2024, the global stock market, led by the semiconductor equipment industry, reached new highs, with the Taiwan stock market surging past 23,000 points. As investors look towards the second half of the year, the focus is on the investment trends, particularly in the semiconductor equipment industry. Host Huang Shicong from the 'Smart Finance in the World' YouTube channel discussed the outlook for the second half of the year and the future development of the semiconductor equipment industry in the latest episode. Key points included the capital expenditure expansions by major players like TSMC, Intel, and Samsung, the potential impacts of the U.S. election and Federal Reserve interest rate cuts, and positive developments such as TSMC's production plans for 3-nanometer chips and increased capital expenditures. Market watchers are advised to pay attention to companies like TSMC and NVIDIA, as well as opportunities for Taiwanese equipment manufacturers in the evolving semiconductor market.
Source: YAHOO