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U.S. stock movement: Taiwan Semiconductor rose 3% to a new high, with a market value exceeding $1.85 trillion.
Gelonghui, February 9th | Taiwan Semiconductor (TSM.US), which has been selected for the 2026 Gelonghui 'Global Vision' list of ten core assets, rose 3% intraday to a record high of $359.59, with a market value exceeding $1.85 trillion. Reports indicate that Taiwan Semiconductor has informed the Japanese government of plans to upgrade the main production process of its second wafer fab at its majority-owned subsidiary JASM in Japan from the originally planned 6nm to 3nm. This will mark the first time Japan possesses 3-nanometer production capabilities, with total investment increasing to $17 billion. It is reported that the Japanese government is considering providing additional support for the new investment plan.
US Equity Investors to Focus on Semiconductor Equipment Earnings Alongside Inflation, Jobs This Week
Back to 60 Years Ago! Silicon Valley Giants Race to Replicate IBM Model: Is Vertical Integration the Ultimate Answer in AI Competition?
① Increasingly evident signs indicate that the global race for dominance in the burgeoning artificial intelligence market is driving technology giants to adopt or emulate business models akin to IBM's approach in the 1960s... ② These "AI powerhouses," including Google, Meta, Microsoft, and Amazon, are at various stages of independently developing custom AI chips.
The volatile pattern before the holiday remains unchanged, with chemical stocks leading the activity in cyclical shares, while the AI industry chain is expected to see a recovery.
Track the entire lifecycle of the mainline sector.
OpenClaw goes viral, heralding the true arrival of the personal AI agent era.
That was until the sudden viral popularity of the open-source personal AI assistant OpenClaw, which seemed to herald the true arrival of the AI Agent era.
Weekend Round-Up: Amazon, Snap, Alphabet, Palantir And TSMC Make Headlines