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His weekly “Hedge Fund Tips with Tom Hayes” VideoCast and Podcast, started around 2022, is top-ranked in the hedge fund category by Feedspot, covering stock market commentary and investment strategies.
Feedspot knows what they are talking about! :ROFLMAO:
Feedspot ranked the Semiconductor...
Intel's (INTC) government-backed turnaround strategy has investors paying closer attention to the company. Thomas Hayes, Great Hill Capital chairman and managing member, joins Market Domination to discuss why he's bullish on CEO Lip Bu Tan's leadership and on the future of Intel.
Video...
According to Digitimes TSMC is preparing to raise prices by 5-10% starting in 2026. The move is to counteract increased financial pressure including Tariffs, CAPEX, currency fluctuations, and supply chain pressures. The price hikes will be on N5, N4, N3 and will vary by volumes. N2 is said to be...
TrendForce’s latest investigations reveal that global foundry revenue in 2Q25 reached a record US$41.7 billion, up 14.6% QoQ, thanks to China’s consumer subsidy program spurring early stocking, along with upcoming demand for new smartphones, notebooks/PCs, and servers launching in the second...
Agreed. Fraud over there is a booming industry. I'm just glad to see people throwing money into the semiconductor ecosystem no matter what the ROI. I wonder how much of the money people say they will invest is actually invested? Maybe half?
I was surprised TSMC was not mentioned. TSMC has two fabs in China and they are doing some equipment updates according to 2025 CAPEX. But yes, CC Wei has visited the White House so it should not be a problem. Personally I like CEOs going to Washington and educating politicians about the...
Abu Dhabi-backed G42 is still negotiating with major American technology firms — with no agreements yet — to become tenants at the planned UAE–US AI Campus, and aims to diversify chip suppliers beyond Nvidia, a person with direct knowledge of the talks told Semafor.
AWS, Google, Meta...
Anything to keep semiconductors on the front page is fine with me. I still do not think people understand the importance of semiconductors and having control over the supply chain. Often times it takes a serious tragedy before people will notice something right in front of their faces. Hopefully...
TAIPEI (Taiwan News) — TSMC plans to offer its in-house trade secret registry to suppliers and partners in Europe and the US, strengthening innovation while safeguarding its competitive edge, Reuters reported Saturday.
The world’s largest chipmaker, which produces advanced chips for Apple and...
Right now Arm is making custom CPU chips for customers to use internally, it is a collaboration versus making a commodity chip to be resold on the open market.
Cloud companies are looking for every advantage possible. Amazon and Google are making their own chips so other competitors have to...
Actually, Arm is designing their own chips now so this is no longer true. Arm is a monopoly but RISV-V is getting much more competitive for that exact reason. Meta is their fist customer but more will follow.
I do agree, however, that competing with your customers is a bad thing. I do not see...
(Reuters) -Intel said on Friday it amended the CHIPS Act funding deal with the U.S. Department of Commerce to remove earlier project milestones and received about $5.7 billion in cash sooner than planned.
The move will give Intel more flexibility over the funds.
The amended agreement, which...
The US Department of Commerce announced on Friday that Intel Semiconductor (Dalian) Co Ltd, Samsung China Semiconductor Co Ltd, and SK Hynix Semiconductor (China) Ltd would be removed from the VEU list. The decision effectively eliminates a mechanism that allowed the firms to import certain...
I seriously doubt this will be resolved during this presidential term, but if it is I wonder what will happen to all of the deals that were made as a result of the tariff threats? Will all of the countries that made trade adjustments go back to where they were before? Will TSMC, Nvidia, Apple...
FILE PHOTO: Illustration shows U.S. flag and Intel chip
(Reuters) -The United States is making it more difficult for chipmakers Samsung and SK Hynix to produce chips in China by revoking authorizations
The U.S. Commerce Department has revoked exemptions granted in 2022 to companies including...
Interesting to hear but nothing new really. I’m wondering if 14A will use High NA EUV? It seems like a waste of CAPEX if 14A only uses it on a limited basis.
If not for the mega Tesla deal I had little hopes Samsung would continue to develop advanced logic processes. TSMC completely locked Samsung out of big name 3nm and 2nn wafer deals. The moat around TSMC has never been stronger. Samsung has to do something creative. Lip-Bu knows Samsung well from...
Samsung has a very weak packaging story and TSMC will not package Samsung die so what choice did they have? Intel has a great packaging story and could also help Samsung with process level stuff (BSPD). This could be a 1+1=3 type of deal.
