TLDR TSMC’s 2nm production capacity is fully booked until 2028 and potentially beyond NVIDIA may need to redesign its next-gen Feynman AI platform as a result Meta is competing for the same TSMC capacity alongside NVIDIA TSMC is expected to raise prices annually through 2029 due to surging demand Analysts maintain a Strong Buy on NVDA with an average price target of $274.03 💥 Find the Next Knockou...
TLDR TSMC’s 2nm production capacity is fully booked until 2028 and potentially beyond NVIDIA may need to redesign its next-gen Feynman AI platform as a result Meta is competing for the same TSMC capacity alongside NVIDIA TSMC is expected to raise prices annually through 2029 due to surging demand Analysts maintain a Strong Buy on NVDA with an average price target of $274.03 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. NVIDIA’s next-generation chip plans hit a wall Monday after reports surfaced that a production capacity crunch at TSMC could force a redesign of its Feynman AI platform. NVDA fell 3.28% on the news, while TSM dropped 2.82%. NVIDIA Corporation, NVDA The report, first published by Taiwan’s Economic Daily News, says TSMC’s advanced 2-nanometer manufacturing nodes are fully booked out to 2028 and possibly beyond. Demand from AI and high-performance computing customers has overwhelmed supply at the world’s largest contract chipmaker. Feynman is NVIDIA’s next-generation data center architecture, unveiled at GTC 2026. It is the planned successor to the Vera Rubin platform and is scheduled for release in 2028. The problem is simple: there may not be enough 2nm capacity to build Feynman as currently designed. That’s pushing NVIDIA to look at potential redesigns before the platform even ships. TSMC Under Pressure From All Sides TSMC’s 2nm nodes, including the advanced A16 variant, promise efficiency gains of 15-25% over older chip processes. That makes them highly sought after for power-hungry AI workloads. NVIDIA is not the only company fighting for these slots. Meta is also competing aggressively, ordering custom AI chips and GPUs for its data centers. Apple currently holds over 50% of early 2nm orders, pushing everyone else down the queue. NVIDIA reportedly holds around 20% of TSMC’s advanced capacity and has booked most CoWoS adv...
The surge in oil prices caused by the conflict in the Middle East will trigger increases in the price of other items in Hong Kong, including plastic products, construction materials and even essential household goods such as toilet paper, according to the city’s business leaders. They also warned on Monday that some local exporters and manufacturers faced a cash-flow squeeze as overseas buyers opt...
The surge in oil prices caused by the conflict in the Middle East will trigger increases in the price of other items in Hong Kong, including plastic products, construction materials and even essential household goods such as toilet paper, according to the city’s business leaders. They also warned on Monday that some local exporters and manufacturers faced a cash-flow squeeze as overseas buyers opted for short-term orders amid the uncertainties. Executive Council member Jeffrey Lam Kin-fung, a former business sector lawmaker, said that the ongoing tensions in the Middle East had significantly driven up fuel costs and hit local firms’ operating expenses through increased air and sea freight charges. Advertisement He highlighted a major risk to the plastics industry, noting that the region supplied about 85 per cent of the world’s polythene, a critical petrochemical raw material. “It affects toys, electronics, certain plastic products and even garments,” he said. “With the soaring material prices, the increased freight charges and high oil prices, there is no other way [but to] pay a higher price to buy them, so people are just buying less for now.” Advertisement Lam added that buyers from Europe, the United States and other regions were shifting from long-term to short-term orders due to the prevailing uncertainty, affecting the cash flow of exporters and manufacturers.
Qualcomm Inc (ISIN: US7475251036) launches a massive $20 billion share repurchase program and dividend hike to counter a 24% stock drop in 2026, signaling confidence in AI, automotive, and IoT growth for income-seeking DACH investors. Qualcomm Inc has launched a $20 billion share repurchase authorization and raised its quarterly dividend by 3.4% to $0.89 per share, directly addressing a sharp 24% ...
Qualcomm Inc (ISIN: US7475251036) launches a massive $20 billion share repurchase program and dividend hike to counter a 24% stock drop in 2026, signaling confidence in AI, automotive, and IoT growth for income-seeking DACH investors. Qualcomm Inc has launched a $20 billion share repurchase authorization and raised its quarterly dividend by 3.4% to $0.89 per share, directly addressing a sharp 24% decline in its stock price since the start of 2026. This capital return strategy comes after solid Q1 2026 results, with revenue of $12.25 billion beating estimates and EPS of $3.50 topping forecasts. For DACH investors, these moves offer a defensive yield play in a volatile semiconductor sector, enhanced by Europe's rising demand for Qualcomm's automotive and IoT chips amid EV and smart city initiatives. As of: 23.03.2026 By Dr. Elena Voss, Senior Semiconductor Analyst – Qualcomm's pivot to diversified revenue streams positions it as a resilient pick for European portfolios navigating US-China tech tensions. Capital Return Blitz Signals Undervaluation Qualcomm's board approved the $20 billion buyback on March 17, 2026, allowing repurchases of up to 14.5% of outstanding shares. This follows Q1 earnings where the company showcased financial muscle, with net margins at 11.96% and return on equity hitting 44.09%. The dividend increase to $0.89 quarterly, annualizing to about $3.56, yields roughly 2.7% at recent levels on Nasdaq. Management views the stock as undervalued after its slump to a 52-week low near $120.80 on Nasdaq. Institutional buying persists, with firms like NorthCrest Asset Management adding shares in Q4 2025. This dual approach aims to stabilize the share price and reward long-term holders. For semiconductors, such programs highlight cash generation amid cyclical downturns. Qualcomm's free cash flow supports aggressive returns without compromising growth capex in AI and edge computing. Official source Find the latest company information on the official website ...
Investors are weighing sharply diverging outcomes from Donald Trump’s demand for Iran to reopen the Strait of Hormuz, underscoring how the latest standoff is looming as a turning point. Some are cutting exposure and raising cash, wary of wider devastation across the Gulf should the US and Iran carry out their threats. Others are positioning for volatility itself, expecting sharp swings regardless ...
Investors are weighing sharply diverging outcomes from Donald Trump’s demand for Iran to reopen the Strait of Hormuz, underscoring how the latest standoff is looming as a turning point. Some are cutting exposure and raising cash, wary of wider devastation across the Gulf should the US and Iran carry out their threats. Others are positioning for volatility itself, expecting sharp swings regardless of the outcome. A smaller cohort is preparing to buy into the dip, betting on Trump’s pattern of brinkmanship that has led him to pull back from drastic action. The US president’s threat to strike Iran’s power plants if the waterway isn’t reopened by Monday evening in New York has sharpened the stakes in the conflict that has roiled global markets for weeks. For traders, the challenge is no longer just managing risk, but how to game out a dizzying array of aftereffects. The deadline “is incredibly important,” said Michael Brown , senior research strategist at Pepperstone Group in London. “Given how high the stakes are with this — essentially a binary outcome of either de-escalation, or massive escalation, participants are simply unable to ignore this looming large on the horizon.” Markets have spent the past month grappling with the fallout from the war and the energy supply shock it unleashed. Stagflation risks surged, rate hike expectations are pulled forward, and stocks and bonds tumbled in tandem . The dollar reasserted its haven role, and traders hunted for selective opportunities in areas from defense stocks to renewable energy and Malaysian assets. Asian shares bore the brunt of Monday’s swoon, tumbling more than 3% for a third straight day and on track to enter correction territory. Bonds also declined, while gold erased more than this year’s gains amid mounting inflation fears. European stocks are similarly heading toward a correction. For investors already worn down by rapid reversals, Trump’s ultimatum is reinforcing a bias toward caution. As a result, many are f...
peshkov Stock futures slipped Monday morning as investors weighed the risks of a prolonged Middle East conflict following President Trump’s ultimatum to Iran over the Strait of Hormuz. While oil prices held near recent peaks, gold prices tumbled as rising inflation and interest rate concerns overshadowed the metal's traditional appeal as a safe haven. Here are some of Monday's biggest stock movers...
peshkov Stock futures slipped Monday morning as investors weighed the risks of a prolonged Middle East conflict following President Trump’s ultimatum to Iran over the Strait of Hormuz. While oil prices held near recent peaks, gold prices tumbled as rising inflation and interest rate concerns overshadowed the metal's traditional appeal as a safe haven. Here are some of Monday's biggest stock movers: Biggest stock gainers Synopsys ( SNPS ) +4% – Shares rose after activist investor Elliott Investment Management disclosed a multibillion-dollar stake and signaled plans to push for operational and financial improvements. Elliott highlighted Synopsys’ strategic importance in the semiconductor ecosystem and sees potential to enhance growth, margins, and monetization. Biggest stock losers Newmont ( NEM ) -6% - Precious metals miners are witnessing a sharp premarket retreat as gold and silver slide more than 5%, pressured by surging inflation expectations and a hawkish shift in Federal Reserve sentiment. Despite escalating Middle East hostilities, the traditional safe-haven appeal of bullion is being overshadowed by rising energy-driven inflation and Chair Jerome Powell’s recent signal that the Fed has “little room” to ease interest rates. The broader selloff has hit silver and high-beta names hardest, with Avino Silver & Gold ( ASM ) plunging 9% and Hecla Mining ( HL ) shedding 7%. Other significant decliners include Barrick ( B ), Kinross Gold ( KGC ), Pan American Silver ( PAAS ), and Alamos Gold ( AGI ), all down 6%, while Coeur Mining ( CDE ), Iamgold ( IAG ), Gold Fields ( GFI ), and Silvercorp Metals ( SVM ) have each retreated around 7%. Super Micro Computer ( SMCI ) -5% – Shares extended losses after plunging sharply in the prior session following reports that individuals linked to the company, including a co-founder, were charged in connection with the alleged smuggling of $2.5B worth of AI technology to China. The development intensified ongoing concerns around gov...
The United Arab Emirates resumed operations at its largest natural gas processing plant, after an attack last week had forced a halt to the facility that’s vital for supplying much of the country’s requirements, according to a person familiar with the situation. At the same time, the nation’s only operating LNG production plant at Das Island in the Persian Gulf is operating at very low levels due ...
The United Arab Emirates resumed operations at its largest natural gas processing plant, after an attack last week had forced a halt to the facility that’s vital for supplying much of the country’s requirements, according to a person familiar with the situation. At the same time, the nation’s only operating LNG production plant at Das Island in the Persian Gulf is operating at very low levels due to the inability to export via the Strait of Hormuz, according to the person, who asked not to be identified discussing sensitive information. The 6 million-ton-a-year facility hasn’t been fully halted to allow for a quick restart whenever the strait reopens, the person said, without providing details on the plant’s operating rate. Read: Abu Dhabi Shuts Habshan Gas Facility Operations After Strike Energy assets across the Persian Gulf have come under fire in the escalating Iran war, which has forced major producers to reduce oil output and refineries to shut, and caused “extensive damage ” at the world’s biggest LNG export plant in Qatar. Focus is now turning to US President Donald Trump’s 48-hour deadline for Iran to open the Strait of Hormuz or face strikes on power stations, and Tehran’s threat to hit back at assets across the region in return. Adnoc Gas Plc which operates the Habshan processing facility and the Das Island plant, said Monday that it has made temporary operational adjustments to LNG production in response to shipping disruption in Hormuz. The company is actively collaborating with customers and partners on a transaction-by-transaction basis to fulfill commitments where possible, it said in a statement. The Habshan processing facility’s resumption and fuel from Qatar via the Dolphin pipeline is keeping the domestic gas network fully supplied, the person said.
08.58 GMT Morning opening: Big election weekend Jakub Krupa It was a big weekend for election watchers around Europe! Slovenia’s incumbent liberal prime minister Robert Golob claimed victory in parliamentary elections on Sunday, as results put his party just slightly ahead of the populist conservatives led by Trump-ally Janez Janša. Slovenia’s prime minister Robert Golob (L) addresses the supporte...
08.58 GMT Morning opening: Big election weekend Jakub Krupa It was a big weekend for election watchers around Europe! Slovenia’s incumbent liberal prime minister Robert Golob claimed victory in parliamentary elections on Sunday, as results put his party just slightly ahead of the populist conservatives led by Trump-ally Janez Janša. Slovenia’s prime minister Robert Golob (L) addresses the supporters of Gibanje Svoboda (The Freedom Movement) after the general elections results are released in Ljubljana, Slovenia. Photograph: Jure Makovec/AFP/Getty Images With 99.85% of the votes counted, Golob’s liberal party stood at 28.62% and the conservatives of veteran politician Janša at 27.95%, AFP reported. The result will come as relief for Brussels as it puts Golob’s party on course to get 29 seats, just ahead of 28 for Janša, and will put the incumbent in a position to lead the tricky exploratory talks to form the next government. “Since we have received the (people’s) confidence, now we can think about going forward under a free sun,” Golob told his supporters last night, inviting other parties to discuss next steps. Meanwhile, we also had big elections in France, where the Socialist Emmanuel Grégoire has been elected mayor of Paris, and Marine Le Pen’s far-right, anti-immigration National Rally (RN) failed to take key cities targeted in Sunday’s second round of local elections. Socialistes et Apparentes’ MP and Paris mayoral candidate Emmanuel Gregoire rides a Velib’ public bike-sharing bicycle to Paris town hall after his victory. Photograph: Adnan Farzat/NurPhoto/Shutterstock Over in Germany, the chancellor Friedrich Merz’s Christian Democrats won an election in Rhineland-Palatinate, taking control over the state from their coalition partners, Social Democrats. Gordon Schnieder at the CDU election party following the initial projections in Mainz, Germany. Photograph: dts News Agency Germany/Shutterstock Early projections after polls closed showed Merz’s CDU at 30.8% of...
博威合金（601137）公告，公司出资不超过1.5亿美元在摩洛哥投资建设生产制造基地，并设立全资子公司。已完成境内主管部门的相关核准及备案手续，并完成了全资子公司的注册登记手续。公司名称为BOWAY ALLOY NEW MATERIALS MOROCCO，注册资本为10万摩洛哥迪拉姆，注册地址为摩洛哥纳祖尔贝托亚工业加速区。经营范围包括有色金属（1B0819）合金材料、高温超导材料、铜制品、铜合金...
博威合金（601137）公告，公司出资不超过1.5亿美元在摩洛哥投资建设生产制造基地，并设立全资子公司。已完成境内主管部门的相关核准及备案手续，并完成了全资子公司的注册登记手续。公司名称为BOWAY ALLOY NEW MATERIALS MOROCCO，注册资本为10万摩洛哥迪拉姆，注册地址为摩洛哥纳祖尔贝托亚工业加速区。经营范围包括有色金属（1B0819）合金材料、高温超导材料、铜制品、铜合金制品、不锈钢制品、钛制品、铝合金制品及相关产品、零部件的设计、开发、生产、加工、采购、销售、贸易、进出口与营销。