Reported 10 months ago
Organo, a Japanese industrial ultrapure water company, became a TSMC supplier in 2000, following TSMC's global expansion. With advanced technology and the booming chip market, Organo's stock price has surged about 10 times in five years. Specializing in ultrapure water for semiconductor manufacturing, Organo's continual technological advancements have led to its leading market share in the ultrapure water market for advanced semiconductors, with its stock price hitting a historical high before considering a stock split.
Source: YAHOO
Reported 10 months ago
Taiwan's largest shipbuilding company, CSBC Corporation, is facing intense competition from tech giants like TSMC in attracting high-salary employees. To retain talent, CSBC has introduced a new employee housing project named 'Ship Castle' with the aim of combating the high turnover rate among new employees. The housing project offers various incentives, including free renovations and appliances, and is expected to be completed by 2025. CSBC aims to not only profit from this venture but also alleviate housing pressure for its employees while retaining skilled workforce in light of soaring property prices.
Source: YAHOO
Reported 10 months ago
Sitronix (4566) with customer to develop AI data center water-cooled quick connectors sampling, rumored to contribute revenue starting the third quarter, boosting short-term stock price performance. Foreign investors switched from buying to selling 1,213 shares on the 20th, while proprietary traders bought 214 shares, resulting in a net sell of 979 shares. Despite this, there was strong chasing buying interest in the market, leading to a limit-up lock before noon, closing up 8.8 yuan at 96.8 yuan. Their self-reported EPS for April was 0.64 yuan, 1.47 yuan for the first quarter, and 2.11 yuan for the first four months. Expecting a slow second quarter, they are optimistic about the aerospace industry, increasing their stake in Tianyang Aerospace to 50.2%. With the inclusion of Chongyang's revenue starting from May, Sitronix's combined revenue for May and the first five months saw year-on-year growth.
Source: YAHOO
Reported 10 months ago
In the midst of the AI investment craze on June 20, 2024, capitals are flocking to the AI server-related supply chain, causing drastic changes in the Taiwan stock market landscape. Traditional industry stocks like Formosa Plastics and Nanya have been pushed out of the top ten weighted stocks list, leading to a skewed capital market distribution. However, analysts predict a rebound for the traditional sector, particularly for the Formosa Plastics Group. Currently, the top ten weighted stocks in Taiwan include TSMC, Foxconn, MediaTek, Quanta, Fubon Financial, Chunghwa Telecom, Cathay Financial, Delta Electronics, Eclat Textile, and CTBC Holdings, marking a significant shift from the previous year's list with the exclusion of major traditional industry giants like Formosa Plastics and Nanya.
Source: YAHOO
Reported 10 months ago
With the surge in demand for High Bandwidth Memory (HBM) due to the global AI boom, Micron, a major memory chip manufacturer in the US, is ramping up production by creating multiple testing lines in the US, considering HBM production in Malaysia, and expanding capacity in Taichung. They aim to significantly increase their HBM market share by 2025 to compete with SK Hynix and Samsung. Other players like Nvidia are driving the demand for HBM, with Micron being a key supplier. Amid the US-China chip war, the export of HBM-related technology to China is under consideration by the US government.
Source: YAHOO
Reported 10 months ago
Despite the flat closing of chip leader TSMC (2330) on June 20, 2024, several high-value stocks including Stock King Xinhua (5274), MediaTek (2454), and APEX (3131) achieved historical highs. The high-value stock group currently consists of 17 stocks, with some ETFs holding over 20% high-value stocks. Nine out of ten ETFs have delivered double-digit returns this year, outperforming the market's 30.5% gain. Mainly focusing on IC design and IP technology, the top-performing ETFs include CTBC Little Funds 30, Nomura Taiwan New Technology 50, and Shin Kong Taiwan Semiconductor 30, with returns ranging from 40.5% to 33.4%. Overall, high-value stock ETFs present an appealing investment opportunity for those unable to afford individual high-value stocks.
Source: YAHOO
Reported 10 months ago
The popular KitKat matcha wafer transforms into the ultimate summer cooling beverage, as the beloved chocolate KitKat partners with Koinang to launch a limited-edition collaboration product called 'Koinang Matcha Cocoa Wafer Au Lait.' The drink features selected Japanese Shizuoka matcha powder with chocolate wafer flavor, offering a rich tea taste that has earned it a prestigious 2-star award at the 2024 Michelin ITQI International Flavour Taste Evaluation. The drink is a unique blend of authentic Shizuoka matcha powder and quality Koinang milk, aiming to provide consumers with both nutritious and delicious milk beverages. With a special offer on the e-commerce platform momo, customers can now purchase two boxes of 'Koinang Matcha Cocoa Wafer Au Lait' and 'Koinang Strawberry Yogurt Drink' for 877 yuan, while also receiving 30 yuan momo credit until June 22 during the 618 shopping festival. Limited quantities are available.
Source: YAHOO
Reported 10 months ago
According to TrendForce's research vice president Fan Bo-yu, panel manufacturers have begun adjusting production capacity in June, indicating a likely expansion of production cuts in the third quarter to alleviate pressure from falling panel prices. Due to weaker demand in TV panels in June and lower-than-expected sales during the 618 promotion, panel prices have remained stable, with IT panel prices also showing convergence. Despite some customers' reluctance to see significant price drops, prices are expected to stay flat in June, with a need to observe how panel manufacturers will adjust production capacity in the upcoming third quarter to ease price pressure.
Source: YAHOO
Reported 10 months ago
Shares of Gilead Sciences (GILD) surged 8% after the biopharma company announced 100% efficacy for its experimental twice-yearly HIV prevention medicine in a Phase 3 trial, a first in such trials showing zero infections. Analysts suggest this new drug could bring in over $1.7 billion in annual sales, potentially revitalizing Gilead's stock performance which is currently down 16% year-to-date.
Source: YAHOO
Reported 10 months ago
Stocks were mixed on Thursday as a multi-day rally to record highs stalled, with the S&P 500 and Nasdaq closing lower as Nvidia dropped by 3%. The Dow Jones Industrial Average rose nearly 300 points. Economic data showed weakening in the US economy, with low housing starts and elevated jobless claims. Other news included Bitcoin signaling a stock sell-off, regions in the US facing energy cost hikes, China's yuan falling, and insights on investing in Nvidia.
Source: YAHOO
Reported 10 months ago
Source: INVESTORS
Reported 10 months ago
The U.S. Treasury reported that no major trading partner manipulated its currency in 2023, adding Japan to a monitoring list alongside China, Vietnam, Taiwan, Malaysia, Singapore, and Germany. Countries are included in the list based on criteria like trade surplus and current account surplus. Japan's recent foreign exchange interventions and transparent operations led to its inclusion on the list. The report highlighted concerns about China's lack of transparency in foreign exchange policies and discrepancies in balance of payments data. Vietnam's rising surpluses also triggered its addition to the monitoring list.
Source: YAHOO
Reported 10 months ago
Maren Morris announced her upcoming Intermission project featuring 5 new songs, with the first single 'Cut!' in collaboration with Julia Michaels set for release on June 21. The tracklist includes 'I Hope I Never Fall in Love,' 'Push Me Over,' 'Because, Of Course,' and 'This is How a Woman Leaves.' This release follows her 2022 album Humble Quest and her 2019 CMA award-winning project GIRL, as she recently came out as bisexual on social media and filed for divorce from her husband in 2023.
Source: YAHOO
Reported 10 months ago
川普任內平均通膨率為1.9％，拜登任內為5.4％。許多選民認為拜登是通膨之人，但一些知名投資者認為，如果特朗普在2024年大選中當選，未來通膨可能比拜登任內更糟。高盛在6月18日的分析中指出，如果擔心特朗普的經濟政策對通膨產生影響，投資者應該買入黃金作為通膨對沖。他們警告特朗普的政策可能會加劇通膨並損害對美國經濟的信心。
Source: YAHOO
Reported 10 months ago
The Internal Revenue Service reported that out of 1 million claims for the Employee Retention Credit totaling $86 billion, the majority are at risk of being improper due to fraud. About 10-20% of claims clearly show errors and will be denied, while 60-70% have an unacceptable risk of being improper and will undergo further evaluation. The IRS will start processing the 10-20% claims with low risk, while a moratorium on new claims submitted after Sept. 14, 2023 remains.
Source: YAHOO
Reported 10 months ago
Deciding when to take Social Security benefits is crucial in planning your retirement strategy, with benefits based on your earnings history and not affected by retirement income. However, working while claiming benefits could reduce monthly payments. Social Security calculates benefits using your indexed monthly earnings and primary insurance amount (PIA). Working while receiving benefits can result in deductions based on income. Consider coordinating retirement withdrawals efficiently to maximize benefits, and diversifying income sources. Consulting with a financial advisor can help optimize Social Security benefits and overall retirement income planning.
Source: YAHOO
Reported 10 months ago
The US Treasury Department added Japan to its monitoring list for foreign-exchange practices, noting Japan's large trade and current account surpluses. The Treasury highlighted Japan's intervention to support the yen and emphasized that intervention in freely traded exchange markets should only occur in exceptional circumstances. The currency manipulation watchlist also includes China, Germany, Malaysia, Singapore, Taiwan, and Vietnam. The report comes as the strong dollar continues to impact trade partners and major importers, with Japan spending a record amount earlier this year to bolster the yen against the dollar.
Source: YAHOO
Reported 10 months ago
SEC最近對公司進行的執法行動很可能只是對過度吹噓人工智慧的公司開展打擊的開始。自三月以來，美國證券交易委員會指控了三家公司進行所謂的AI洗牌，即將他們如何使用機器學習和其他工具進行誇大陳述。SEC主席Gary Gensler和該機構的最高執法律師已經發出了多次警告，提醒公司應謹慎對待關於這項技術的誇大宣稱。
Source: YAHOO
Reported 10 months ago
The bird flu virus has started impacting US milk production, particularly in Texas and Kansas, where it was first detected in dairy cattle earlier this year. Output in these states declined in March and April compared to the usual seasonal increase, indicating the influence of the flu outbreak. Despite the virus spreading, its overall effect on milk production is expected to be limited as dairy cows can recover from the illness. Milk futures have risen by approximately 27% since the initial outbreak, with cheese-making milk prices also benefiting from tight global supplies.
Source: YAHOO
Reported 10 months ago
Boyd Gaming has made an acquisition approach to Penn Entertainment, expressing interest in acquiring the U.S. peer with a market value exceeding $9 billion, including debt. Penn's shares surged 8% after the news, while Boyd's stock fell 3%. This potential deal, if successful, would mark one of the largest mergers among U.S. gambling companies since 2020 and would require regulatory approval and financial resources. However, there is no certainty that Penn will engage in negotiations with Boyd, and key players such as Disney need to be considered in the process.
Source: YAHOO
Reported 10 months ago
In a 3-2 ruling, the UK Supreme Court supported fossil fuel opponents in a case near London Gatwick Airport, stating that planners must consider greenhouse gas emissions from burning extracted oil, not just from extraction. The environmental campaigner, Sarah Finch, hailed the decision as a significant victory after challenging Surrey County Council's permit for additional oil wells. The ruling marks a turning point amid increasing climate-related court cases globally, with activists pushing for more substantial climate action.
Source: YAHOO
Reported 10 months ago
Exploring the performance of Nvidia on the S&P 500 and its record-breaking rally, the analysis delves into whether investors should maintain interest in the tech giant. Despite Nvidia's impressive revenue gains and profitability, Theory Ventures General Partner Tomasz Tunguz advises caution, suggesting that increased competition may necessitate diversification into software, a move that could pose challenges for the company in the future. On the other hand, Tunguz views Microsoft as a 'good buy,' emphasizing its leadership in enterprise AI and substantial growth potential, although he notes concerns regarding its relationship with OpenAI.
Source: YAHOO
Reported 10 months ago
Toyota汽車表示已暫停生產和交付Grand Highlander和Lexus TX運動型多用途車，直到解決氣囊問題。該汽車製造商早些時候宣布，在美國召回了145,000輛2024年款Toyota Grand Highlander和Lexus TX車輛，因為駕駛席一側的氣簾式氣囊在某些碰撞情況下如果駕駛員窗戶被摺下，可能無法如預期般展開。該汽車製造商表示，三排座SUV的生產和交付已暫停，直到可以確定解決方案。降低風險。
Source: YAHOO
Reported 10 months ago
Boeing has temporarily shifted some engineers from the X-66A experimental plane project to support commercial development programs and speed up deliveries of existing jets. This move aims to meet commitments on 737-7, 737-10, 777-9, and 777-8F airplane deliveries, amidst safety concerns. The X-66A project with NASA aims to develop a more sustainable single-aisle aircraft with unique features like a 'transonic truss-braced wing'.
Source: YAHOO
Reported 10 months ago
Acorns是一款投資和支票賬戶應用程序，根據首席執行官諾亞·科納的說法，該公司很可能在未來幾年某個時候舉行首次公開募股。科納在接受彭博電視訪問時表示：“弄清楚如何進行流動性事件一直在我的考慮範圍內。”他補充說，公司尚未計劃日期，但可以想象將在未來幾年進行首次公開募股。Acorns成立於2014年，位於加利福尼亞州，使用戶可以將現金或零錢投資於一系列交易所交易基金和定制投資組合中。該應用還提供支票賬戶、退休儲蓄和借記卡。Acorns擁有近600萬訂閱用戶。
Source: YAHOO