Pay attention to the important news before the Taiwan stock market. TSMC founder Zhang Zhongmou confirmed that the new plant in Arizona, USA will introduce 3nm process production in the future. To this, TSMC responded that there is no further news. As for the Kaohsiung plant, the 28nm plant has officially launched. Construction started, and mass production will begin in 2024 according to the plan; the Ministry of Economic Affairs announced that the amount of export orders in October was lower than expected, with an annual decrease of 6.3%, which was 2 blacks in a row. The following are the must-see important financial news today (22).
TSMC will officially start construction of the 28nm plant in Kaohsiung, the 3nm plant in the United States
Wafer foundry leader TSMC (2330-TW)(TSM-US) founder Zhang Zhongmou confirmed yesterday (21) that following TSMC’s new plant in Arizona adopts a 5-nanometer advanced process for mass production, it will also introduce a 3-nanometer process for production in the future. TSMC responded to this, and there is no further news.Read more…
Wafer foundry leader TSMC (2330-TW)(TSM-US) It is rumored that the 28nm engineering project of the Kaohsiung factory has been awarded last Friday. TSMC did not respond positively to this yesterday (21), but said that the Kaohsiung factory has officially started the construction of the factory following the site preparation, and will follow the original plan. Mass production in 2024.Read more…
Export orders amounted to US$55.4 billion in October with 2 black doubles lowering expectations
The Statistical Office of the Ministry of Economic Affairs announced the statistical results of export orders in October yesterday (21), reflecting that the global economy has been affected by inflation and interest rate hikes, and terminal demand has weakened. The amount fell to US$55.4 billion, a monthly decrease of 9.1% and an annual decrease of 6.3%, which was lower than expected, and it was two blacks in a row. The accumulated export orders in the first 10 months reached US$564.47 billion, an annual increase of 4.4%.Read more…
The steel mill reported Jiayin Fengxing’s market price to stop falling three times in a row, and Sinosteel’s losses in October have largely converged
Rebar Factory Fengxing (2015-TW) The price of this week was released yesterday (21). The international steel scrap ushered in a stop following the continuous decline. It is expected to gradually bottom out in the short term.Read more…
Sinosteel (2002-TW) yesterday (21) announced the self-contained profit and loss for October, of which, the operating profit representing the industry was 1.861 billion yuan, which was nearly 50% lower than the previous month’s 3.67 billion yuan, and the net loss before tax was 1.448 billion yuan, which was regarding the same as the previous month; The pre-tax surplus for the first ten months was 29 billion yuan, a year-on-year decrease of 59%.Read more…
The effect of the US ban has spread to some brands in the panel supply chain to check the source of driver ICs
Research firm TrendForce said yesterday (21) that following the United States recently expanded its semiconductor ban on China, it has also spread to the panel supply chain at this stage. It is developing in the direction of “de-beautification” and “de-centralization”, showing a state of diversion.Read more…
Cathay Gold’s epidemic prevention insurance policy has paid 18 billion yuan in the first 10 months, and the distribution of dividends depends on two variables
Cathay Gold (2882-TW) held an online law conference yesterday (21). This year (2022) has suffered from the claims of epidemic prevention insurance policies. Cathay Pacific Insurance stated that it has paid more than 18 billion yuan in the first ten months of this year, and has started a second capital increase. The amount is 10 billion yuan, and it is hoped that the capital injection will be completed before the end of the year.Read more…
Cathay Gold (2882-TW) held an online law seminar. At present, the undistributed profit of the first three quarters of Financial Holdings is 240 billion yuan, but the unrealized loss before reclassification of life insurance is 247.9 billion yuan. , It depends on the changes in the capital market and evaluates whether the interests can recover. As for whether to use the statutory surplus reserve and capital reserve, it is necessary to communicate with the competent authority.Read more…
TV panel prices rebounded for two consecutive months, with an average increase of US$2-3 in November
TrendForce, a market research agency, announced its panel quotations for late November yesterday (21). TV panels of all sizes continued to rise in October. Prices for the entire month of November rose by an average of US$2-3, while monitor and notebook panels also continued to decline. Restraining, Fan Boyu, vice president of research at TrendForce, said that although the results of China’s Double 11 promotions were not as good as expected, TV brands have not seen a large reduction in orders in the short term, helping to stabilize the upward trend.Read more…
LED patent wars continue to turmoil. EVERLIGHT withdrew the lawsuit once morest Teliwu and Fucai sued Amazon TV for infringement
The recent patent war in the LED industry has resumed, and Fucai (3714-TW)’s Epistar defended the patent of TV backlight products, and announced yesterday (21) that it would sue Amazon (AMZN-US)’s TV product line filed a patent lawsuit in a Texas court.Read more…
Everlight (2393-TW) announced yesterday (21) that it would withdraw its lawsuit once morest Tellus (2908-TW)’s patent infringement lawsuits under TLW, and TLW responded to this, hoping that the two parties will continue to strengthen cooperation in the future.Read more…
Yelian spends 5.35 billion yuan to expand carbon steel production capacity
Stainless steel faucet factory Yulian (9957-TW) The board of directors approved yesterday (21) that 5.35 billion yuan will be spent to expand carbon steel production capacity and hot-rolled production capacity. It is expected that related projects will be launched this year to enhance product market competitiveness and achieve the goal of energy saving, carbon reduction, and circular economy sustainability.Read more…
Yulon’s Q4 is expected to turn profitable next year and its profit will rebound significantly
Although Yulon (2201-TW) was impacted by the claims settlement of the Xinan Tokyo epidemic prevention insurance, showing a loss for the second consecutive quarter. However, as Yuri Auto (2227-TW) He Lunzhijie’s new cars will be listed before the end of the year, the performance of Yuri Automobile’s investment in Chinese business entities is gradually improving, and the loss of Xin’an Tokyo in the fourth quarter is expected to converge. It turned profitable in a single quarter, and a significant recovery in profit momentum is expected from next year.Read more…
