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TSMC CEO: To build a "mega fab cluster" in the United States, the original land is not enough, so another 900 acres have been purchased.

TSMC CEO: To build a "mega fab cluster" in the United States, the original land is not enough, so another 900 acres have been purchased.

TSMC is rapidly accelerating its expansion plans in the United States. According to a report from CNBC16, TSMC has already invested $165 billion in the U.S., but CEO C.C. Wei stated that the company recently purchased additional land in Arizona and plans to build a "super-large wafer

TSMC's new "golden era" is coming? Goldman Sachs: Advanced packaging becomes the second growth engine, a 60% gross margin may be the "new normal"

TSMC's new "golden era" is coming? Goldman Sachs: Advanced packaging becomes the second growth engine, a 60% gross margin may be the "new normal"

According to news from the "Chasing the Wind Trading Desk," Goldman Sachs’ Bruce Lu team released the latest research report on TSMC on the 15th, significantly raising future growth and profit targets, believing the company is entering a new multi-year growth cycle driven by AI. Goldman Sachs raised

New Fed News Agency: After Powell faced a criminal investigation, the pattern for his successor has become even more "shrouded in mystery."

New Fed News Agency: After Powell faced a criminal investigation, the pattern for his successor has become even more "shrouded in mystery."

January 15 — Nick Timiraos, the well-known financial reporter considered the “new Fed communications agent,” wrote that the criminal investigation into current Federal Reserve Chairman Powell is fundamentally changing what had already become a final-phase competition for the position. The article points out that this event has created new obstacles on

Silver skyrockets, photovoltaics weep.

Silver skyrockets, photovoltaics weep.

``` Spot silver staged a V-shaped recovery yesterday, reclaiming most of its losses. In the eyes of commodity traders, silver prices are still in a bull market, but for photovoltaic manufacturers, it has become a grim harbinger of life and death. On January 16, Wallstreetcn reported that the Trump administration temporarily

Behind the Won's Depreciation: Korean Retail Investors Frenziedly Buying Overseas Stocks

Behind the Won's Depreciation: Korean Retail Investors Frenziedly Buying Overseas Stocks

``` The Korean won's New Year is anything but calm. After a brief rebound due to government intervention at the end of 2025, the won returned to its depreciation path in early 2026. According to Chasewind Trading Desk news, on January 15, BofA's research team published a

Goldman Sachs: Oil prices have already priced in a disruption of Iranian supply, while expectations of increased supply from Venezuela are spreading.

Goldman Sachs: Oil prices have already priced in a disruption of Iranian supply, while expectations of increased supply from Venezuela are spreading.

Goldman Sachs States: The Global Crude Oil Market Has “Already Priced in the Risk,” With Iranian Supply Disruptions Expected On January 16, according to Chasing Wind Trading Desk, Goldman Sachs stated in its latest research report that Brent crude has risen nearly $6 per barrel this year to above $66

OpenAI invests heavily in brain-computer interfaces; Altman is set to compete with Musk again.

OpenAI invests heavily in brain-computer interfaces; Altman is set to compete with Musk again.

``` Merge Labs, a brain-computer interface company co-founded by OpenAI CEO Sam Altman, has completed a $252 million funding round, making OpenAI the largest investor. The company is dedicated to developing devices that connect the human brain to computers, with the goal of seamlessly linking humans and artificial intelligence. This move