News

Glonghui, May 6th｜One of Glonghui's “Four Core International” companies, TSMC (TSM.US), once rose nearly 6%, reaching an all-time high of $417.68, with its total market capitalization surpassing $2.1 trillion. In terms of news, TSMC announced at the 2026 technology seminar held recently in Silicon Valley that the company is accelerating the production scale of its 2nm process to meet the growing chip demand in the artificial intelligence and high-performance computing fields. TSMC Senior Vice President Y.C. HOU stated that the 2nm process has officially entered mass production, and its yield improvement rate surpasses that of the previous 3nm process.

Golden Ten Data reported on May 6th that FXPro Chief Market Analyst Alex Kuptsikevich stated in a report that, since the United States is unwilling to further escalate tensions in its conflict with Iran, the oil market currently considers a peace agreement as the baseline scenario. “Once shipping activities quickly resume, the oil tankers trapped in the Strait of Hormuz will release a concentrated supply in the short term, which will drive down Brent crude and WTI crude prices.” However, he added that since global inventories have already been depleted, and it will take time for Gulf countries to repair damaged infrastructure, oil prices are unlikely to return to pre-war levels by the end of this year. “The decline in Brent crude and WTI oil prices is likely to be very rapid, but the duration will not be too long.”

```htmlGelonghui, May 6｜Gelonghui reports that the "Three CPU Giants of US Stocks" surged collectively. AMD rose more than 21%, reaching a record high of $430.57, and its total market capitalization surpassed $700 billion. Intel jumped nearly 5%, peaking at $113.5, also setting a new high. Arm soared over 12%, with a highest price of $234.79. In terms of news, UBS released an in-depth research report on the US semiconductor industry, stating that the market has severely underestimated the value of CPUs in the AI era. The potential total addressable market (TAM) for server CPUs will grow from about $30 billion in 2025 to about $170 billion in 2030, an increase of nearly fivefold in five years. Analysts noted that Arm will benefit the most in server CPUs, followed by AMD and then Intel, but all three will gain.```