On the first trading day of the year, Taiwan Semiconductor and Samsung surged to new highs, driving AI-related stocks higher against the broader market trend.
📊Executive Summary
Taiwan Semiconductor (TSMC) has announced that its 2nm process is on track for mass production, which is expected to significantly enhance chip performance and efficiency. The surge in demand for AI chips has driven both the US and Taiwan stock markets to new highs, with Samsung Electronics also reporting a significant stock increase following customer approval of its HBM4 product. Analysts predict that the AI boom will continue, impacting memory pricing and supply dynamics. Morgan Stanley has raised its price forecasts for DRAM and NAND by 62% and 75%, respectively, indicating tightening memory supply. This situation presents procurement teams with critical insights into future sourcing strategies and potential price volatility in the semiconductor market....
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