TW

MaybeLiterally

There will be a time when there is enough compute, but we have no idea when that would be. We’re still building new traditional data centers. We might build another TW of GPU compute and still need more. It could be 30 years from now and we’ve found more use for AI compute, just like we have with traditional compute. There will be a time when it slows down, for sure. Why would Coreweave go bankrupt? They will still be providing compute. Not everyone is going to own and operate their own data centers and leasing compute is a fine business model especially for smaller boutique labs and tools. Or for foundation firms who need burst capability.

GoldfishJay

smoking, drinking coffee and playing Empire TW. I feel blessed and humbled

TheSexProfessorX

and the nthis chart : https://finance.yahoo.com/quote/%5ETNX/chart/#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

TheSexProfessorX

just check this chart : https://finance.yahoo.com/quote/%5ESP100/chart/#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

Gajax

Is the market closing early for the TW3 Endtimes update, it seems fitting.

Late-Tadpole-2318

The Scorpion Capital writeup is a hilarious read. (https://scorpionreports.s3.us-east-2.amazonaws.com/TW1.pdf) Adding to my watchlist for next week

WordsHappenedHere

It may never come. Personally I like to watch **S5TW** (percentage of stocks above 20ma) as a guide for when to buy during these weak periods. Anytime the reading is under 20 and especially under 10 I just DCA. You won’t always catch the exact bottom but you definitely aren’t buying the top. Eventually it will stop and markets will resume uptrend. Could take months. Or we maybe just go sideways and multiples will compress for 3-6 months. Then you get sort of a time correction. Either way it’s not a good time to be buying leaps because until this war ends it will continue to put inflationary pressure on everything.

bubblegum-rose

Don’t forget the the stupidly high energy prices when like 99% of GDP grown this year has been from 10 TW Terminator

Tricky-Doughnut-6429

Most of it. I don't trust the indices this year, especially the JP/SK/TW/US.

Margin-of-Safety

TSMC is also listed as an ADR and it maintains its premium over its TW listed share. So need to consider how much premium is justified for SKH.

sadscully

aah I'm easily fear mongered TW next time bruh

RuleSafe6767

Maybe Jensen can offer 250B to purchase Korea in exchange for them build 1.5 TW of "sovereign" data centers

avatarape

Enron CEO was called smartest guy in the room.l couple of years before it went bust. AOL bought Time Warner for 180bn in 2001, even though TW had more revenue but AOL has bigger Mcap. 2005 most bank CEOs thought if you take lot of shitty loans bundle then and sell them in pieces, it becomes good & everyone can make money. No am definitely not smarter than most CEOs let alone Mag7 CEO

FarSolid7870

I agree with both you and the hunch comment except that his comment isn’t brainless. It’s a simple take but it doesn’t mean they are wrong. TSM has a history of being more conservative than its peers when it comes to building out supply. Considering that the whole industry and Taiwans economy is heavily Influenced by TSM, the consequences of over-investing is more severe for them than other chip makers. Now you could argue that nowadays, TSM can take more risks than others given how strong its MOAT is, but I still get the sense that the $100b buildout is bullish for demand. That said, I completely agree with you that this isn’t a pure demand signal. There are obvious benefits for TSM to heavily invest in the USA, many of which you already mentioned. I still view it positively because they are also building out 13 other fabs in Taiwan + the $100b USA buildout. That’s a ton of money even for them, and yes, you could argue that these investments are defensive, but considering their conservative history, my view is that: They would be investing in USA and TW significantly regardless of demand (unless they knew we were right at the peak maybe) but the amount of money they are investing makes me suspect that they do in fact have confidence in demand

WordsHappenedHere

$S5TW. Look I know you are retarded but just google it.

WordsHappenedHere

I don’t think you know what you are doing. Look at $S5TW.

1098duc_w_the_termi

Is Larry Ellison gonna be able to afford the TW acquisition? He’s quickly losing his wealth and ORCL is looking shakier by the day

M4roon

nah there's something to this. I often think the girls in TW/JP are super fine. But if the girls in canada did all the skin care, dieting, hair care, fashion and makeup studies etc. these girls do they'd be just as fine if not finer

WordsHappenedHere

63% of S&P stocks are trading above their 20 day MA. What tf are you even talking about? I guess you own alot of junk. https://www.barchart.com/stocks/quotes/$S5TW

Material-Resist5796

You bols dum as fuk. Go ahead and bye my call. POOTS 4TW

xTofik


Bitcoin1x

The Terafab alone is worth >5x Nvidias. Currently the entire compute of earth is producing 20GW of compute, they're going to produce 1TW compute per year in a building the size of 700 Costcos side by side.

Bitcoin1x

You're witnessing the valuation of the prospect of a facility the size of 700 Costco's that can; Make a lithography mask, make the chip, test it, change the design, and do another one in a single building. The current compute per year is about 20GW, SpaceX is looking to make 1TW of compute per year and is already slated for 0.5GW in Texas now. 👩‍🚀🚀

Jaded-Influence6184

There is a widely recognized structural supply deficit of uranium right now. There are still stocks, but they are being depleted rather quickly. And considering places like China, India, and Canada are actively planning and building new reactors to the tune of 100s of GWs or even into TW range, that will deplete faster. Meanwhile there aren't enough new mines opening to supply this. And THEN think about AI needs, because those won't even be the biggest draw on uranium. Not small sure, but for some reason people only think about AI as the big customer. They are in second place in terms of size.

A55BAG

Broadcom should've acquired MediaTek (2454.TW) last year. Now it's taking some of the ASICs business and could threaten Boradcom's juicy Nvidia like semiconductor margins.

WordsHappenedHere

You have to learn that you don’t have to trade everyday. Learn to spot signs of a top. Overheated RSI. Breadth and sentiment indicators like $S5TW are very useful. They are indicators that tell you when it’s not a good idea to take alot of risks. When they do, just raise cash and wait. Then when the weakness comes, use it to average into SPY or other high quality names. Save some cash for the gambling trades. Do this for years and you’ll eventually be rich. Just don’t expect it to happen in 5 years. 10-20 years of simple DCA into SPY and you’ll have a huge amount of capital.

asuka_rice

TSMC are building in USA so irrespective who blows up the TSMC factories in TW then there’ll be still chips output in USA but at a much higher price.

aliph

Honest take here. SpaceX has a stated goal of building 100TW compute cluster. The scale of that is insane. It breaks the scale of the world economy but would be tens of trillions in revenues, easily over $100T. Compute/energy in space has clear benefits above compute on earth, so it has physics in its favor. The cost of SpaceX launches coming down could give them an insane cost and therefore competitive advantage over the other hyperscalers. If you are an AI bull, they are a behemoth to deal with. Then you have transportation to the moon/Mars. If they actually build a civilization on the Moon/Mars they will be at the frontier of an expansion even greater than the Dutch East India Trading Company was, which was a company of unheard of scale and power. There are legitimate mining and manufacturing applications in space (Google's original SpaceX investment was predicated on rare element mining from asteroids). If you think the launch market is limited to a few satellite launches, you won't agree with the bull case. If you think mankind will launch more rockets as prices come down the bull case is easy to flesh out. Risky? Unbelievably so, which breaks people's minds at the scale of what they are doing. But if they are successful they will over 100x in value. Personally, I think there is a greater than 1% chance they achieve either one of those outcomes. Therefore, the expected value is positive, in my view. Worst case, I lose my entire investment. I'm ok with that. Best case, it 100x or more. Like I said, that is a positive expected value in my view so if you value it like an option it has a risk/reward profile that fits my world view. I'm putting a small portion of my total net worth into it and willing to aggressively DCA into it to increase my sizing depending on how low prices go.

Imaginary_Lock1938

If I were China, I would wait it out till a point when US will not be able to afford an intervention+naval blockage. Historically I think that happens, imagine facing a question of intervention in TW just after VN withdrawal. Probably that would be a no

OkStandard921

For my calculations I already assumed zero maintenance and just accepting the loss when GPUs or satellite break down, which they do, but not often enough to ruin the economics, especially if optimized for high redundancy. 8x solar productivity and minimal battery mass is such a gain that it makes it still worth it. The thing is, I believe SpaceX would always be worth a bit more than what you would expect just from revenue. They are a strategic asset, even today they are, Starlink has been one of the most decisive technologies in the Ukraine war, in 10 years they likely won't have achieved a fully independent space economy yet, but they might get so close that the market is going to factor that in to a much larger extent than today. Like how much do you think a company will be worth that literally owns Ceres or a large portion of it and established TW of industry there with an independent supply chain, again won't happen within a decade, but they could get close enough where that starts looking inevitable.

agent00F

The reality is the US no longer has the military capacity to contain China with TW, irrespective of Trump. Servants of the empire are trained to talk about war as if it's moral choice when it's a matter decided by industrialized mass.

Renoperson00

I don’t know enough about BE to make a judgement. At 1.4 GW installed that’s not that much compared to how much energy they are projecting will be needed for future industrialization (I think personally somewhere between 2-4 TW). GEV would be a good option but you have to ask what percentage of their business is recurring revenue and what percent is one off projects. I’m getting eerie feelings similar to the giant glut of money that wanted to invest in the firearms business through publicly traded stocks in the last decade and am remembering the same sort of mediocre exposure you would get from private versus public offerings. I don’t know where the alpha is on public companies but I know that privately held companies are set to make money.

extra_rice

Aside from chips/semiconductors, what else are on the horizon for SK and TW?

PTTCollin

The US power grid generation capacity is 1.3TW, not sure why you would say it's 1/100th of that.

IBangTokyoWife

My only losers other than a couple of SaaS names have been financials and healthcare lol. The insurance rebound will be glorious...I hope. TW has been underwhelming. I know you're a holder too. They put up great numbers and have good tailwinds but I guess nothing too exciting around them

EagleOfFreedom1

A fellow TW holder. I bought some last year and added more last week. Excited for the earnings as well.

_hiddenscout

Barrons have an 'investor's circle' thing now, which I think requires a teir subuscription, but they talk about TW in that one.

Objective_Back_2581

VM, thoughts on S5TW

bartturner

For their new inference chip, Zebrafish, they are using MediaTek instead of Broadcom. They will continue to use Broadcom for their training chip. It is why MediaTek is up 190 a share https://finance.yahoo.com/quote/2454.TW/

md_youdneverguess

I also plan to partner up with my neighbor and Oracle. We plan to build 6.000TW of compute for $48T and send that into space for some reason. If we succeed, the stock market will be saved for at least 5 years. Who is with me?

bearhunter429

>Terafab aims to produce 1 terawatt (1 TW) of compute capacity annually, which would be a monumental increase over current industry manufacturing, potentially equating to 70% of TSMC's total current output. #So Elon wants to build 70% of TSM's total capacity in one factory? LMAO🤌

drew-gen-x

You can find most of this info under holdings for ETF Indices. If you want foreign (non US stocks) you need a World ex US ETF otherwise World plus US is gonna be dominated by US stocks. $VXUS and $EWY are 2 of my top 5 holdings. $VXUS (World ex US) Top 10 Holdings (11.80% of Total Assets) [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**3.43%** [](https://finance.yahoo.com/quote/005930.KS/) Samsung Electronics Co., Ltd.**1.59%** [](https://finance.yahoo.com/quote/ASML.AS/) ASML Holding N.V.**1.29%** [](https://finance.yahoo.com/quote/0700.HK/) Tencent Holdings Limited**0.92%** [](https://finance.yahoo.com/quote/000660.KS/) SK hynix Inc.**0.91%** [](https://finance.yahoo.com/quote/ROG/) Rogers Corporation**0.76%** [](https://finance.yahoo.com/quote/9988.HK/) Alibaba Group Holding Limited**0.73%** [](https://finance.yahoo.com/quote/NOVN.SW/) Novartis AG**0.73%** [](https://finance.yahoo.com/quote/HSBA.L/) HSBC Holdings plc**0.73%** [](https://finance.yahoo.com/quote/AZN.L/) AstraZeneca PLC**0.71%**

anomander_galt

You are right, US overall power capacity is indeed 1.3 TW, clearly I made up that 13TW number. Do you want me to regenerate the OpenAI business plan?

Alternative-Neat1957

TW. Each of the funds I listed write options on the S&P 500 similar to JEPI. However, unlike JEPI, their distributions are classified as Return of Capital. Similar funds that use the Nasdaq as its underlying would be QQQI, GPIQ and ROCQ (similar to JEPQ). ROCY and ROCQ are new funds from JP Morgan (the managers of JEPI) to take advantage of the ROC tax treatment that other funds employ.

MyBagsAreMadeInChina

Totally wrong. They are def not moving to China or Taiwan as possible regional conflict is concerned. CN, TW are not holding very well. Their market growth was slower than Korean market so Korean market went down dramatically. Also, Korean market is very easy to exit. Higher return, easier exit. No brainer to realize profit from Korean market first.

WordsHappenedHere

S5TW went to 10 on Friday. Look I won’t argue with you. There really is no logical reading of these sentiment indicators where you don’t conclude you’re close to wash out levels. It’s plan as day from where I sit but feel free to keep chasing downside when sentiment levels are telling you not too.

WordsHappenedHere

You aren’t looking at the right indicators. Look at S5TW, S5FI, S5TH, AAII surveys, fear and greed levels, etc.

_hiddenscout

Anyone here follow TW? Really interesting company and fundamentals aren’t the worst https://stockanalysis.com/stocks/tw/ Description of the company. > Tradeweb Markets Inc. builds and operates electronic marketplaces in the United States and internationally. The company offers marketplaces that facilitate trading products across various asset classes, including rates, credit, equities, and money markets. It also provides pre-trade data and analytics, such as AI-Price, SNAP+, iNAV for ETFs, integrations, and LSEG market data; and trade execution comprising request-for-quote, request-for-market, request-for-stream, list trading, compression, blast all-to-all, click-to-trade, portfolio trading, session-based, central limit order book, bilateral firm streams, inventory-based, rematch, voice, futures vs. cash spreading, and dealer algorithmic suite. In addition, the company offers trade processing; and post-trade data, analytics, and reporting, which include transaction cost analysis, benchmark prices, and APA Here’s their latest investor presentation https://investors.tradeweb.com/static-files/37b4f472-c74e-4469-af0d-e1afe4b91930

M4roon

Just did a little dive on Taiwan oil/gas situation. \~32% of TW oil comes through the strait, but they've moved primarily to US oil, and are trying to source more, also from Africa. Reserves could last theoretically 20 months with rationing, but realistically more like 10%. Electricity (see chip fabs) run mostly on LNG from Australia. So situation isn't as bad as it seems at first. Burgers send more oil plz. Car needs it. 🦅🦅

Comfortable-Sky7801

> U.S. memory chipmaker Micron Technology (MU.O), opens new tab ​said on Monday it ‌plans to build a second manufacturing facility in ​Taiwan at the Tongluo site ​it recently acquired from Powerchip Semiconductor ⁠Manufacturing Corp (6770.TW), opens new tab. The new ​facility will help it ​expand supply of leading-edge DRAM products including high-bandwidth memory (HBM) to ​support surging AI ​demand, the company said.

Horcsogg

Ye, news came out yday that in December there were thousands of boats near TW. Lal, thus old af

PitchLadder

the thing that is bottlenecking the progress for the chipmakers is lack of electrical infrastructure for a terawatt economy (we're at 0.5 TW average use now, expected to double in five years or less) So, the safe and great play (it is still a great buy) is GEV

lexi_con

* South Korea sources helium, bromine from Middle East * Energy cost spike may raise chip prices, industry fears * AI data centre plans in Middle East could face setbacks SEOUL, March 5 (Reuters) - The U.S.-Israel [war with Iran](https://www.reuters.com/world/iran-war-live-israeli-strike-kills-four-lebanon-us-names-its-first-casualties-2026-03-04/) could disrupt supplies of key semiconductor manufacturing materials, a South ‌Korean ruling party lawmaker said on Thursday, as the conflict in the Middle East entered its sixth day. South Korea's chip industry, which supplies around two-thirds of global memory chips, is also concerned that a prolonged conflict in Iran will lead to higher energy costs and ​prices, Kim Young-bae said after meeting with executives from companies such as Samsung Electronics [(005930.KS), opens new tab](https://www.reuters.com/markets/companies/005930.KS) and trade groups. "Officials raised ​a possibility that semiconductor production could be disrupted if some of these key materials cannot ⁠be sourced from the Middle East," he said at a briefing with reporters, giving [helium](https://www.reuters.com/business/energy/helium-demand-double-by-2035-tracking-chip-production-boom-report-says-2024-09-09/) as one example. Helium is essential ​for heat management during semiconductor production and it has no viable alternatives currently. It is only produced in a handful ​of countries, with Qatar among the leading players in the industry. The warnings come as chipmakers grapple with severe supply bottlenecks due to surging chip demand from AI data centre operators that has tightened supplies to many other industries, including [smartphones](https://www.reuters.com/business/media-telecom/smartphone-market-set-biggest-ever-decline-2026-memory-price-surge-idc-says-2026-02-26/), laptops and automobiles. South Korean chipmaker SK Hynix [(000660.KS), opens new tab](https://www.reuters.com/markets/companies/000660.KS) said in ​a statement it has "long secured diverse supply chains and sufficient inventory" of helium, "therefore there is almost no chance that ​the company will be affected." Samsung declined to comment. Taiwan's TSMC [(2330.TW), opens new tab](https://www.reuters.com/markets/companies/2330.TW) said in a statement that it did not anticipate any significant impact currently, ‌and ⁠will continue monitoring the situation closely. Contract chipmaker GlobalFoundries [(GFS.O), opens new tab](https://www.reuters.com/markets/companies/GFS.O) said it is "in direct contact with suppliers, customers and partners in the region", and "mitigation plans" are in place. South Korea's industry ministry said the country relies heavily on the Middle East for 14 other items in chip supply chains, including bromine and chip inspection equipment, but that many of them can be sourced ​domestically or from other markets. # IMPACT ​ON DATA CENTRES South Korea's chip ⁠industry also warned the crisis could deal a setback to plans by big tech firms to build AI data centres in the Middle East in the longer term, thus weighing on ​chip demand, said Kim, the ruling party lawmaker. Amazon [(AMZN.O), opens new tab](https://www.reuters.com/markets/companies/AMZN.O) said on Monday some of its data ​centres in the ⁠United Arab Emirates and Bahrain were [damaged](https://www.reuters.com/world/middle-east/amazon-cloud-unit-flags-issues-bahrain-uae-data-centers-amid-iran-strikes-2026-03-02/) by drone strikes, sparking questions around Big Tech's pace of expansion in the region. U.S. tech giants like Microsoft [(MSFT.O), opens new tab](https://www.reuters.com/markets/companies/MSFT.O) and Nvidia [(NVDA.O), opens new tab](https://www.reuters.com/markets/companies/NVDA.O) have been positioning the UAE as a regional hub for artificial intelligence computing needed to ⁠power services ​such as ChatGPT. Iran [launched](https://www.reuters.com/world/asia-pacific/iran-launches-wave-missiles-israel-us-republicans-block-measure-halt-us-air-2026-03-05/) a wave of missiles at Israel early on Thursday ​in retaliation for U.S. and Israeli strikes that killed Supreme Leader Ayatollah Ali Khamenei on Saturday.

Robodr0ne

Will there ever be a better time to invade TW? I am questioning my lackluster INTC positions

CollectionNew2290

Just ask his sister whether he's a good guy! TW: She has accused him of repeatedly raping and molesting her as a youth with the family's tacit approval. Fast trial, death penalty if guilty.

Status_Performance50

https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW

Status_Performance50

https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW

Status_Performance50

https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW

Status_Performance50

https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW

Status_Performance50

https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW

orsomeshitidk

Unfamiliar with what TW is in this context? Assuming not Trade Work as none of the tradies I know use it at all lol

M4roon

I just use it to track my macros. Everyone I personally know in TW has a subscription and uses it a lot, especially at work.

dudeondacouch

TW is in March, dingus.

1098duc_w_the_termi

Yall remember those two weeks when Ellison was the worlds richest man? Then his son shortly after tried to buy TW with his dad’s money? Lmao now ORCL is dumping. I know it won’t happen, but please it’d be so funny if they went into a debt spiral

tang-tw

Taiwan's growth isn't limited to TSMC; other industries like memory manufacturing, servers, and cooling systems are also experiencing strong growth. Taiwanese stock index funds have significantly outperformed the S&P 500. You can check out the Yuanta/P-shares Taiwan Top 50 ETF (0050.TW).

IBangTokyoWife

Anyone following Trading Web $TW? Excellent EPS and Revenue growth. Record volume last month alone. Down significantly from ATH. Started a position today

Canard_De_Bagdad

Well at least OP isn't like the Germans screaming all day about how nuclear is bad while importing up to 20TW from France on the evenings. Being a frenchman on internet, I was relieved to read "unfair" instead of the usual stuff As for the foreign direct investments... One thing to consider is that Saudi Arabia (or was it Dubaï?) invested 50 billions. That's a one time investment though. So perhaps if we look at several years or a full decade, France won't be much ahead of the UK or Germany in terms of data centers. We're still running ahead thanks to 1) nuclear grid 2) the vast amount of major internet cables going through Brest and Marseille

Fantastic-Clock-8603

Am I the only one seeing today’s low as 69.01 on spy daily chart on TW?

EffectiveFoxshroom

Care to elaborate? What is so american in software development that is unique? And dutch engineering? And TW manufacturing? What makes you think that China cannot into these?

Upper_Maintenance_41

This is a direct quote from the article: "Both companies are targeting "low volume, low-tier, non-core" production runs to align with Trump administration directives while preserving their core TSMC(2330.TW) relationships. This dual-foundry approach is designed to minimize mass production risks while satisfying political pressures."

I-IV-I64-V-I

look at silver's weird ass volume right now [Look at the spike of buys 4pm every day](https://finance.yahoo.com/chart/SLV#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)

elonzucks

cnbc has it as 1802-tw for those looking for it (like me) [https://www.cnbc.com/quotes/1802-TW?qsearchterm=taiwan%20glass](https://www.cnbc.com/quotes/1802-TW?qsearchterm=taiwan%20glass)

DaddyVaradkar

Ticker is "1802" Taiwan Glass Ind. Corp. (1802.TW)

DaddyVaradkar

Ticker is "1802" Taiwan Glass Ind. Corp. (1802.TW)

FewEstablishment2655

haha imagine if the ticker was 1738. TW cause then id be like hey whats up hello haha

leeuwvanvlaanderen

China stares at this mess with bemusement, readies TW invasion force 

the_real_thorgamma

I started looking at this today because TW research gave it a plug. I got my head bit off at stock twits because I said this is strange that their pipeline hasn't been updated Here's a quote from it: "P2 data anticipated Fall 2023". Isn't that weird? It's not much to go on but I wouldn't invest in a company that doesn't update their pipeline for over 2 years.

Reasonable-Load3326

RemindMe! January 20th, 2028 Which outcome is more accurate? 1) Invasion - China invaded Taiwan, many dead, economy in shambles. 2)Status Quo - It's Jan 2028, election is happening in Taiwan, people are arguing online about if the preunification or "status quo" candidate will win. TSMC is still cruising along. # (Jan 10, 2026) |**Entity**|**Market Cap (USD)**|**Share Price**|**Context**| |:-|:-|:-|:-| |**TSMC ADR (NYSE: TSM)**|**$1.678 Trillion**|**$323.63**|This is the global benchmark for US investors.| |**TSMC Taipei (2330.TW)**|**$1.31 - $1.40 Trillion**|**NT$1,585**|The local valuation based on Taiwan's stock exchange.|

SubstantialReturn718

Quite a good review. TW don't pay rebates, that should be a huge drawback.....

wtf_is_up

>Dec 31 (Reuters) - Nvidia (NVDA.O), opens new tab is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co (2330.TW), opens new tab to ramp up production, sources said. >Chinese technology companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds just 700,000 units in stock, two of the people said. What did NVDA and AMD guide for China revenue?

Impressive_Age_6569

I don’t think the geopolitical risk has been priced in. People don’t realize it until China starts blockade exercise which could be quite imminent or in the near future. Although the blockade exercise could be lasting only for a few days, it will be a wake up call to all the fabless designers. Recently TW gov plans to enact laws explicitly requiring advanced modes to stay in TW. All of the parties, US, TW and China, understand the importance of TSMC. TW gov’s such policy move directly contradicts US’ onshoring efforts. I feel like this shows how desperate TW gov is

dr2chase

US average consumption is 470 GW ( annual consumption of 4.1 trillion kWH = 4.1e15 wH = 4.1e6 GWH. Divide by 365*24H = 468GW. China installed 256GW of solar in the first half of 2025, giving them a total solar capacity of 1TW. I assume that's daytime only, but it's more than double the average US energy consumption. China also has had 570 GW of wind power as of May 2025, and has an equal amount in the pipeline. https://globalenergymonitor.org/report/chinas-solar-and-onshore-wind-capacity-reaches-new-heights-while-offshore-wind-shows-promise/ China also had 215 GWH of battery grid storage in 2024, and is supposedly planning to triple that by 2027. https://www.visualcapitalist.com/top-20-countries-by-battery-storage-capacity/ (these references are from me checking the search engine AI's claims, so they are a little scattered, but all in the same ballpark.) A large nuclear power plant is 4GW. How many of those have we built in the last decade? This seems inconsistent with claims that solar and wind are unable to supply large amounts of power, but that nuclear can.

SlowlyPassingTime

The AOL/Time Warner merger in 2001 was a disaster for the TW stockholders to the tune of $183 billion.

kraken2b

Here is my take: 1) NVDA is leading in semis industry and semis ETF and major holdings of these ETFs due to largest market cap. Thus any bad news and selloff of NVDA, you will see collateral damage to other semis due to ETFs selloff. 2) the 2330.TW (TW exchange orginial TSM) hasn't rebound as much as TSM in Tuesday. 2330.TW generally trade with more volume and has lower volatility than its counterpart TSM ADR. 2330.TW generally swing up and down more slowly than TSM, and TSM's price is linked to 2330.TW by about 1.23 to 1.25 premium after converting spot forex rate. So TSM experience slight pull back after today TW exchange. 3) Japan Rapidus plans to setup its 2nd plants and will start producing 2nm chips in 2027 something, joining TSM, Samsung, INTC to be the 4th foundries. But likely it will face yield issue just like Samsung, INTC. So new competitor to the game, TSM will see some margin squeeze, and weak hand will sell off.

80s_JDM

\~ATH, Retail only ones buying, Inflation, AI Hyperscaler doubt, War, TW arms sale, CN trade spat with JP US Anything I missed?

simmbot

Energy IMO is likely to be the thing that pops the industry bubble. Not that AI is going to be banned because of it, but simply because the timeline for new energy supply is not gonna work out for AI providers. AI providers need to bring online an enormous amount of inference compute to generate enough revenue to pay back investors for their monumental capex. But it seems like the energy bottleneck is the biggest hurdle to that. Like how are we going to rush 50TW of new power plants. There are some promising avenues for energy-efficient chip tech, but then you gotta build out \*that\* pipeline. Yeah, I think energy is gonna be the thing.

Thumbszilla

Mike Tyson knows something... [https://x.com/itstyson20/status/1987890395854909778?t=cUBNzIaVYSyfoJkc5TW-jg&s=19](https://x.com/itstyson20/status/1987890395854909778?t=cUBNzIaVYSyfoJkc5TW-jg&s=19)

Sanpaku

For most national equity markets, it will be a "dog wagging a tail" situation. Look at how non US markets responded to the US bear markets in 2000-02 or 2007-09. The Japanese Nikkei 225 was down in each, the German DAX was down in each. The Brazilian [IBOVESPA](https://finance.yahoo.com/quote/%5EBVSP/chart/#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) was down significantly in each. There were few safe havens, except for bonds and precious metals. Be prepared to rotate early out of all equity markets, excepting companies that have such high cash flows that they can support their share price with buybacks. I (an *Estados Unidos da América investidor*) weathered 2000-02 in oil companies, and 2007-09 in gold miners. Those, plus some non-US green transition stocks, are how I'm preparing for 2026.

Philip3197

Top Holdings: [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**2.77%**[](https://finance.yahoo.com/quote/0700.HK/)TENCENT**1.38%**[](https://finance.yahoo.com/quote/9988.HK/)Alibaba Group Holding Limited**1.05%**[](https://finance.yahoo.com/quote/ASML.AS/)ASML Holding N.V.**1.01%**[](https://finance.yahoo.com/quote/005930.KS/)Samsung Electronics Co., Ltd.**0.74%**[](https://finance.yahoo.com/quote/SAP.DE/)SAP SE**0.72%**[](https://finance.yahoo.com/quote/HSBA.L/)HSBC Holdings plc**0.64%**[](https://finance.yahoo.com/quote/NOVN.SW/)Novartis AG**0.63%**[](https://finance.yahoo.com/quote/ROG.SW/)Roche Holding AG**0.62%**[](https://finance.yahoo.com/quote/NESN.SW/)Nestlé S.A.**0.61%**

Accurate_Pay_2242


Carlito_gambino

this needs a TW

cslegend

Also, just to mention. CEO aquired 80,000 shares yesterday. Owns a total of 700k+ shares now. Read other news they have posted on TW etc for a better overview.

LiberalAspergers

In a sense, yes. AOL was insanely overvalued, and they knew it, so the used their stock as currency to buy Time Warner. A few years later, AOL was probably worth less than HBO, which was a tiny.piece of TW, so, they managed to hedge against the inevitable crash of their share price and buy some assets that had real value before the dotcom crash that wiped out most of their peers.

ruat_caelum

> I DO have the luxury of having specced out a (admittedly small) heat exchanger with tantalum actually! /r/instrumentation /r/plc /r/controltheory here. I was on a commissioning job where I go into the field, verify install, and "buy" a loop on behalf of the company. In this case Dow. The installers (lowest bid of course) had installed 21 Thermowells into a batch process heater and slid the Tantalum sheaths (think "metal condom" that say between the cheap mass produced TW metal and the very process specific AND VERY VERY EXPENSIVE Tantalum that was literally just being used as a barrier to the process. These had to be machined and pressed to perfectly fit the TW as well. The installers slid these off, and had stepped on them flat. Like walked over them as if they were part of the packaging. I called the whole crew out and we took A LOT of pictures. Then called our company's off site bosses to request legal advice. The boss said something like, "It's super expensive to get these guys out of bed. Do I need to call now or can we wait until tomorrow?" I was like there is something like $120k in metal + machining with a 20 week lead time, made by one manufacture in the world and this is going to hold up the operation of C-train (Thankfully this section had 4 parallel trains) for whatever daily profits that will lose them AND we haven't yet reported / explained anything to the client. They called legal. We went out there with four cameras and videoed everything. Then we had LEGAL in on a group conference call with the project manager, Dow's traveling project consultant, and the plant manager, as well as Dow's legal team. Thankfully the first thing we did was go to the warehouse and explain in no uncertain terms were the other three crates of the TW sheaths to be given to the construction installers or anyone until they got a call from the plant manager because there had been an issue. Union guys so they were cool with that even though we weren't in the chain of command. I'll give you one guess who was doing the installing... MMR you got it in one. But you get what you pay for. >"Piranha Etch" or "Piranha Solution". Dow has Tickle (titanium tetrachloride) and Teal (Tri-etheal aluminum) on this same site and the has mat for those is wild. One of the things is like, "if the solution eats through the pipe, and it can do that, do not use a regular fire extinguisher. Everything will make it burn more and at a temp to further compromise the piping. Put water on it.... more burning, fire extinguishers... more burning... foaming material in plant wide fire water... more burning. But there are these purple fire extinguishers around. They have THEIR OWN HAZMAT PAGE because they are toxic as fuck, but whatever is in them will put out the fire. Oh yeah how far is the concentrated tank and holding from the cyclohexane pumps? (super flammable, under pressure, and pumps, so they will eventually have seal issues) about 40 yards. I didn't work it but another Dow site had FOOF in he R&D lab, and that's like mad science levels of fuck-off-I'm-going-home. * Do you react the oxides and acid first (with your chemicals) or they just pump it and let it eat away at the pipe 90s?

scruffman99

They’re going to use a lot of power yes, but this is just a shot in the arm America needed to upgrade the electrical grid and plants. (we all know electric cars wasn’t gonna do it) -Anyway, now that Trump is letting these tech companies effectively run their own utility companies onsite/locally, we could see some legitimate innovation in the sector. Capitalism baby! Also, it’s a misconception that the United States is somehow lacking in power. And china is far ahead…dont get me wrong china is killing it on new power generation, but they’re still playing catch up just trying to serve their massive population. Installed Power Capacity (2024): • 🇺🇸 U.S.: ~1.42 TW → ~4.3 kW per person • 🇨🇳 China: ~3.35 TW → ~2.4 kW per person Takeaway: The U.S. has roughly 70% more power generation capacity on a per capita basis. Per capita basis is the best way to normalize and measure how much capacity is really available, (since its people and AI companies pulling from the grid). China would need to nearly double their power capacity to provide the same service levels that the US has TODAY. Or they could just have ~950m people without power? Don’t let the relentless wave of propaganda-bots fool you. China needs and wants the most efficient GPUs it can get.

crazier_ed

So... Rip TW ? Or nah ?

Perfect-Turnover-635

https://www.reddit.com/r/pennystocks/s/TW8LgyOzz7 DD for those who missed🫡

MotleyMoney

Live trading through TW. They don't offer paper trading.

Playa4thee1

Today was a perfect day to buy some ACHR, POET, BBAI, TMQ and OPEN during the dips. I bought about 20 ACHR and POET around 2 PM and the stock jumped back and they are already green! Look into AMTX, TW, QUBT as well.

reflectedstars

I actually think the bear thesis would be INTC turnaround in manufacturing, granted that would take probably 10 years+ to play out. China-TW is a black swan that can’t really be analysed/priced in imo.