Huge Developments With Apple, TSM, Twitter And China -- All Good -- December 1, 2022

Updates

December 3, 2022: TSMC Plans to Make More Advanced Chips in US at Urging of Apple. Nothing new; simply a link to a Bloomberg article.

Taiwan Semiconductor Manufacturing Co. will offer advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024, an upgrade from its previous public statements, after US customers such as Apple Inc. pushed the company to do so.

Original Post

China: lock downs easing?

Twitter: joining forces Apple; Tim Cook and Elon Musk love-fest. This is huge; bigger than folks might think.

TSM: Joe Biden to visit TSM facility in Phoenix next month. Link here.

Apple / TSM: to move to 4 nm sooner than expected. Link here.

Chip race: updated over at wiki.

Investors.

Chips, semiconductor:

December 1, 2022: transistors on a chip, updated.

Market -- three things

• Dow officially entered bull market territory yesterday, November 30, 2022
• TSM: up 4.6% yesterday; up $3.65; trading at $83.
• AAPL: up 4.86% yesterday; up $6.88; trading at $148.03

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.