ASML HOLDING WKN: A1J4U4 ISIN: NL0010273215 Kürzel: ASMLF Forum: Aktien Thema: Hauptdiskussion

Bin ebenfalls zuversichtlich, wir brauchen halt Geduld.

Die 800 kommen locker wieder

Ist das gut ?

Ist das gut ?

December 30, 2024 8:47 AM Taiwan Semiconductor's Kaohsiung Expansion To Boost 2-nm Chip Production by Anusuya Lahiri Benzinga Editor Contract chipmaker Taiwan Semiconductor Manufacturing Co plans to build its fourth and fifth wafer fabs in Kaohsiung in 2025, accommodating advanced processes. The two facilities, P4 and P5, are part of Taiwan Semiconductor’s program, which targets building five fabs in Kaohsiung, according to a Taipei Times report. On Thursday, Taiwan Semiconductor Vice President Arthur Chuang told the TT that the five facilities could add 8,000 jobs. The P4 and P5 fabs would be located next to the third fab, P3, and their construction will likely finish in 2027. Taiwan Semiconductor said its first fab in Kaohsiung, P1, will begin commercializing the advanced 2-nm process in 2025. The 2-nm process would be faster than N3E, an updated variant of the 3-nm process, with higher density and lower power consumption. The second fab, P2, would likely be completed in 2025. It would also use the 2-nm process, while construction of the third fab will likely finish in 2026. At an investor conference, Taiwan Semiconductor Chair C.C. Wei flagged higher interest in its 2-nm process than the 3-nm process, prompting it to ramp in 2-nm production capacity. Taiwan Semiconductor already has a 2-nm wafer plant in Baoshan, Hsinchu County, which will likely start commercialization in 2025. The chipmaker’s commercialization of the A16 process is scheduled for the first half of 2026. www.benzinga.com/24/12/42721526/taiwa...

Ich arbeite in der Branche...langfristig absolutes Top Invest.

Ah da hast du gelesen das der Kurs bei 600 liegen wird? Sie haben ihrer Erwartungen bestätigt, auch wenn es in der Schätzung im unteren Bereich erfolgte. Das was sie erwarten kommt meinst auch so. Wenn du short bist viel spaß, die nächsten Jahre erwarten sie einen Aufschwung.

Bei den Q4 Zahlen 👍