Skip to main content

Posts

Showing posts with the label TSMC Chips

Featured Post

Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

AMD CEO: US-Made TSMC Chips Up to 20% More Expensive Than Taiwan’s

At an AI-focused event in Washington,  AMD CEO Lisa Su  confirmed that  chips produced by TSMC in Arizona will cost 5% to 20% more  than those made in Taiwan. AMD expects to receive its  first batch from the Arizona fabs by end-2025 . Cost Implication: Su’s comments underline  ongoing concerns about the economics of US chip manufacturing , even with government incentives. The  cost premium  could impact pricing models for chip buyers—especially in AI and data center segments where AMD competes with Nvidia. AI Market Outlook: Su noted that  AI chip demand is booming , fueled by investments from  OpenAI’s Sam Altman  and  xAI’s Elon Musk . She forecasted the  AI chip market could surpass $500B  in the coming years, driven by rapid adoption of  accelerators  for model training and inference. Analyst Takeaway: While reshoring chip production boosts  supply chain resilience ,  cost pressures remain real...