Tag: semis

  • Taiwan Semi’s bullish earnings revives optimism


    Taiwan Semi reported 'extraordinary' Q4 results, says Jim Cramer

    CNBC’s Jim Cramer on Tuesday reviewed the market reaction to Taiwan Semiconductor Manufacturing Company’s earnings report last week, saying the sector — especially capital equipment companies — got a boost from chip maker’s high figures and strong outlook.

    “With its bullish report last Thursday, Taiwan Semi was able to remind investors how powerful this theme is,” he said. “Essentially resetting the entire narrative for everyone operating in the high-end semiconductor world, including the semiconductor capital equipment companies that stood out as some of the biggest beneficiaries.”

    TSMC is the world’s largest contracted chip manufacturer, producing advanced processors for high-profile companies with deep pockets, like Nvidia and Apple. The quarter beat expectations, with its profit rising 57% from a year earlier to a record high, CNBC reported. TSMC said its high-performance computing division, which includes artificial intelligence, accounted for much of its sales. The company also indicated it would expand manufacturing capabilities and increased its capital expenditures budget over the next year, vowing to spend much of it on “advanced process technologies.”

    Cramer explained that “advanced process technologies” means equipment used for GPUs and other accelerators, or products made by Nvidia and competitors. To Cramer, TSMC’s intention to increase spending on equipment lifted stocks of its suppliers, including Applied Materials, Lam Research and KLA.

    But he said this rally is due to more than just TSMC’s numbers. Instead, the breakout in the group reflects investors’ renewed faith in the opportunity that lies ahead for these companies, he suggested. Some on Wall Street, he continued, now feel that the end of former President Joe Biden‘s term means restrictions on some advanced semiconductor technologies may be coming to an end.

    “Frankly, I don’t think the opportunity for these semiconductor capital equipment companies was ever really that diminished, even when their stocks were getting clobbered last year,” Cramer said. “There was just a perception problem, and it’s always hard to move the crowd when a group’s out favor.”

    TSMC declined to comment beyond remarks made during the earnings conference.

    Jim Cramer on if TSMC's earnings sparked a broader rally

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    Taiwan Semi’s bullish earnings revives optimism

    Taiwan Semiconductor Manufacturing Company (TSMC) reported strong earnings in the second quarter of 2021, beating analysts’ expectations and causing a surge in optimism among investors. The company’s revenue increased by 20% year-over-year, driven by strong demand for its advanced semiconductor chips.

    TSMC’s positive performance is seen as a sign of the resilience of the global semiconductor industry, which has been facing challenges such as supply chain disruptions and a global chip shortage. The company’s strong earnings also bode well for the broader technology sector, as TSMC is a key supplier to major tech companies like Apple, Qualcomm, and Nvidia.

    Investors are hopeful that TSMC’s robust earnings could signal a turnaround in the semiconductor market, which has been struggling to keep up with surging demand for chips in various industries, including automotive, consumer electronics, and telecommunications. The company’s upbeat outlook for the rest of the year has further boosted confidence in the sector’s recovery.

    Overall, TSMC’s bullish earnings have revived optimism among investors and industry observers, signaling a brighter future for the semiconductor industry and the technology sector as a whole.

    Tags:

    Taiwan Semi, earnings report, bullish, optimism, Taiwan Semiconductor, stock market, tech industry, growth, financial news

    #Taiwan #Semis #bullish #earnings #revives #optimism

  • Novak Djokovic beats Carlos Alcaraz, into Australian Open semis


    MELBOURNE, Australia — Novak Djokovic refused to let anything stop his pursuit of a record 25th Grand Slam trophy in the Australian Open quarterfinals. Not a problem with his left leg. Not an early deficit. And not the kid across the net, Carlos Alcaraz, who was making things difficult and eyeing his own bit of history.

    Djokovic overcame it all, just as he has so often along the way to so many triumphs, moving into the semifinals at Melbourne Park for the 12th time with a 4-6, 6-4, 6-3, 6-4 victory over Alcaraz in a scintillating showdown Tuesday night between a pair of stars born 16 years apart and at opposite ends of their careers.

    “I just wish that this match today was the final,” Djokovic said. “One of the most epic matches I’ve played on this court. On any court.”

    The action was nonstop, the shot-making brilliant, even as the encounter stretched on for more than 3½ hours and nearly to 1 a.m. — never more so, perhaps, than when Alcaraz saved a break point that would have put Djokovic ahead 5-2 in the fourth set. The 33-stroke exchange was the longest of the evening, and when it ended with Djokovic sailing a forehand long, the capacity crowd at Rod Laver Arena went wild. Djokovic reached for his bothersome leg and yelled toward his entourage; Alcaraz, his chest heaving, leaned on a towel box and grinned.

    Turned out that only delayed the final result.

    With his wife, son and daughter cheering in the stands — Dad joked about the late hour afterward — the No. 7-seeded Djokovic prevailed thanks to the sort of remarkable returning and no-mistakes-made groundstrokes against Alcaraz that Big Three rivals Roger Federer and Rafael Nadal dealt with for years.

    “I felt like I was controlling the match, and I let him get into the match again,” Alcaraz said. “When Novak is at this level, it’s really difficult.”

    Djokovic enjoyed some of his own best efforts in the latter stages, pointing to his ear or blowing kisses or spreading his arms while puffing out his chest. There was the forehand winner on a 22-stroke point that earned the break for a 5-3 lead in the third set. There was that set’s last point, which included a back-to-the-net sprint to chase down a lob. Alcaraz wasn’t shy, either, shouting, “Vamos!” and pumping his fists after one particularly booming forehand in the fourth set.

    When the match ended, Djokovic yelled toward his team’s box, before giving his coach, Andy Murray, a hug. Then Djokovic applauded for No. 3 seed Alcaraz as he left the court.

    “I’m sure we are going to see a lot of him,” Djokovic said. “Maybe not as much as I would like.”

    On Friday, Djokovic’s 50th major semifinal will come against No. 2 seed Alexander Zverev, a two-time runner-up at majors who beat No. 12 Tommy Paul 7-6 (1), 7-6 (0), 2-6, 6-1. Djokovic said he hopes he can recover in time to face Zverev at full strength.

    The other men’s quarterfinals are Wednesday: No. 1 Jannik Sinner vs. No. 8 Alex de Minaur, and No. 21 Ben Shelton against unseeded Lorenzo Sonego.

    This was the eighth Djokovic vs. Alcaraz meeting, but the first at the Australian Open — and the first that wasn’t in the semifinal or final. Zverev called it “a clash of generations” between “two of the best players that probably ever touched a tennis racket.”

    Hard to find the hyperbole.

    At 37, Djokovic is undoubtedly past his prime, but no man has won more Australian Open championships than his 10, or more Grand Slam singles titles than his 24. At 21, Alcaraz is unlikely yet to have reached his peak, but no man ever had reached No. 1 in the rankings as a teen until he did, or collected major trophies on three different surfaces by his age.

    Alcaraz hasn’t been shy about hoping to complete a career Grand Slam by adding a victory in Australia to the two he owns from Wimbledon — beating Djokovic in the finals in 2023 and 2024 — and the one apiece from the US Open and French Open. Djokovic made getting an Olympic gold medal for Serbia his priority in 2024 and succeeded at the Paris Games last August — beating Alcaraz in the final — and otherwise cares mainly about the majors.

    “Every time that we play against other, I think a show is guaranteed,” Alcaraz said. “I’m just lucky I get to live this experience.”

    Djokovic had something else on his mind lately: He was angry about insulting on-air remarks made by an Australian TV commentator, and refused to speak to the host country’s official tournament broadcaster Sunday. Djokovic got the apologies he sought from the channel and its employee on Monday, and made it known he was ready to focus on facing Alcaraz.

    But at 4-all, Djokovic grabbed at his thigh and crouched down after stretching for a shot. He finished that game but lost it before taking a medical timeout. When play resumed, his left thigh was taped, and Alcaraz served out that set. Anyone who thought Djokovic might go gently into the night is not familiar with his game. He began attacking Alcaraz’s serves relentlessly and, soon, the second set was his. Alcaraz acknowledged after the match he was distracted by Djokovic’s injury and regretted not trying to push him to the limit.

    “If I lost that second set, I don’t know if I would continue playing,” Djokovic said, crediting painkillers from the tournament doctor with helping him feel better.

    There was nary an empty blue seat in the stadium, and fans repeatedly cried out between points, drawing a stern, “Enough. Thank you,” from chair umpire Eva Asderaki-Moore.

    While the ball was in play, though, it got quite quiet, the hush pierced only by the squawks of seagulls flying overhead or the squeaks of sneakers or the “Aaahs” and “Ooohs” of impressed ticket-holders during electric exchanges.

    Djokovic and Alcaraz showed off their skills as the temperature dipped below 70 degrees Fahrenheit (20 Celsius) and wind gusted at 30 mph (nearly 50 kph), rippling Djokovic’s blue shirt (although not Alcaraz’s tighter-fitting sleeveless number).

    Both tracked down shots they had no business getting to. Both went from defense to offense and conjured up winners out of nowhere. Both did much more, too, whether Alcaraz’s well-disguised drop shots or Djokovic’s marvelous returns, including two winners that closed the second set.

    But it was Djokovic who was better on this memorable night.



    In a thrilling match, Novak Djokovic emerged victorious over rising star Carlos Alcaraz to book his spot in the Australian Open semifinals.

    The world No. 1 showed his class and experience as he battled past the talented Spaniard in four sets, 6-4, 6-4, 4-6, 6-2. Despite facing a tough challenge from Alcaraz, Djokovic maintained his composure and found a way to assert his dominance on the court.

    With this win, Djokovic continues his quest for a record-breaking 10th Australian Open title and extends his impressive Grand Slam semifinal streak. The Serbian superstar will now face either Alexander Zverev or Felix Auger-Aliassime in the next round.

    It was a match filled with intense rallies, incredible shot-making, and plenty of drama, but in the end, Djokovic’s experience and skill proved to be the difference. Tennis fans can look forward to another exciting semifinal showdown as Djokovic aims to continue his quest for Grand Slam glory.

    Tags:

    1. Novak Djokovic
    2. Carlos Alcaraz
    3. Australian Open
    4. Tennis
    5. Semifinals
    6. Djokovic vs Alcaraz
    7. Grand Slam
    8. Tennis match
    9. Sports news
    10. ATP Tour

    #Novak #Djokovic #beats #Carlos #Alcaraz #Australian #Open #semis

  • Sabalenka to face rematch with Mirra Andreeva in Brisbane semis

    Sabalenka to face rematch with Mirra Andreeva in Brisbane semis


    No.1 seed Aryna Sabalenka will take on No.8 Mirra Andreeva for the fourth time in Saturday’s Brisbane International semifinals after both players won their quarterfinal matches in straight sets.

    The evening session saw Sabalenka avenge a loss to Marie Bouzkova in last year’s Washington semifinals, defeating the unseeded Czech player 6-3, 6-4 in 1 hour and 44 minutes. Earlier, Andreeva had improved to 2-0 overall against her childhood idol Ons Jabeur, saving two set points in the second set before closing out a 6-4, 7-6(2) victory.

    Sabalenka leads the head-to-head against Andreeva 2-1, with all three previous encounters coming on clay. Sabalenka won their first two meetings in straight sets in the 2023 and 2024 editions of Madrid, but Andreeva got on the board with a 6-7(5), 6-4, 6-4 triumph in last year’s Roland Garros quarterfinals.

    Mirra Andreeva fends off Jabeur in Brisbane quarterfinals

    Sabalenka pulls through tight opening and closing stages

    Bouzkova’s previous record and speedy game style had been expected to pose a stern test for Sabalenka, not least by the World No.1 herself.

    “No matter how good your shot is, you’ll get an extra ball,” Sabalenka said afterward. “So it’s really difficult against her all the time.”

    This was most evident at the start and the end of their Brisbane contest. The first two games featured six deuces, and after breaking Sabalenka in the first game, Bouzkova had three opportunities to hold for a 2-0 lead. But Sabalenka came up with a series of spectacular forehands to navigate her way to an immediate break back.

    The three-time major champion later required five match points to seal victory. From 5-3 down, Bouzkova saved two match points on her own serve, then held two break points to level the second set at 5-5 as Sabalenka’s forehand began to misfire. Once again, Sabalenka was clutch when she needed to be, converting her fifth match point by slamming a service winner down the tee.

    In between, Sabalenka was rock solid. Bouzkova kept her game as watertight as ever, committing a paltry eight unforced errors, but Sabalenka’s tally of 42 winners to 34 unforced errors put her firmly in control. Sabalenka’s confidence was such that she even pulled off a tweener midway through the second set, though an unbothered Bouzkova nonetheless finished off the match’s best point with a backhand winner down the line.

    Hot shot: Bouzkova fires backhand winner after Sabalenka tweener

    Polina Kudermetova continues breakthrough; to face Kalinina

    The bottom-half semifinal will feature a pair of unseeded players. Anhelina Kalinina defeated local wild card Kimberly Birrell 4-6, 6-1, 7-5, saving one match point serving down 5-4 in the second set. She will meet No.107-ranked qualifier Polina Kudermetova, who emerged on top of a clean-hitting power battle over Ashlyn Krueger 7-6(5), 6-3.

    Kudermetova, 21, reached her first WTA semifinal at the end of 2024 in Merida, and has started 2025 with her second, and first at WTA 500 level. She is guaranteed to make her Top 100 debut in next week’s edition of the PIF WTA Rankings. Meanwhile, Kalinina will be bidding to reach her third career WTA final, and first since Rome 2023.

    Polina Kudermetova bests Krueger in Brisbane, makes first WTA 500 semifinal

     



    Aryna Sabalenka will have a chance at redemption as she faces off against Maria Andreeva in the semi-finals of the Brisbane International. The two players previously met in a thrilling encounter in the quarter-finals of the tournament last year, with Andreeva emerging victorious in a closely contested match.

    Sabalenka, currently ranked number 4 in the world, will be looking to avenge her loss and secure a spot in the final. The Belarusian powerhouse has been in impressive form this tournament, showcasing her powerful groundstrokes and aggressive playing style.

    On the other hand, Andreeva, a rising star in the tennis world, will be looking to maintain her winning streak and book her spot in the final. The Russian player has been in fine form, displaying her versatility and tactical prowess on the court.

    With both players hungry for success, fans can expect another exciting and competitive match between Sabalenka and Andreeva. Stay tuned to see who will come out on top in this highly anticipated rematch.

    Tags:

    Sabalenka, Mirra Andreeva, Brisbane, tennis, rematch, semifinals, WTA, women’s tennis, tournament, Australian Open, Belarus, Russia, sports, athletes.

    #Sabalenka #face #rematch #Mirra #Andreeva #Brisbane #semis

  • Penn State powers into CFP semis to carry Big Ten flag, while SEC no longer looks untouchable

    Penn State powers into CFP semis to carry Big Ten flag, while SEC no longer looks untouchable


    GLENDALE, Ariz. — For about 15 years, the SEC ruled postseason college football, but so far in 2024 postseason games, the Big Ten has owned the SEC. So much so that Michigan managed to beat Alabama in two different bowl games in the same calendar year.

    The calendar year began with the soon-to-be-national champion Wolverines beating the Tide in the Rose Bowl. It ended with Penn State clobbering Boise State 31-14 in the Fiesta Bowl on Tuesday night to ensure its conference will claim half of next week’s CFP semifinal field. That’s because Wednesday’s Oregon-Ohio State Rose Bowl is an intra-conference affair — one made possible when the Buckeyes whooped SEC foe Tennessee in the first round.

    Earlier on New Year’s Eve, 16.5-point underdog Michigan upset No. 11 Alabama in the ReliaQuest Bowl and nine-point underdog Illinois surprised 15th-ranked South Carolina in the Citrus Bowl, moving the Big Ten to 4-1 vs. the SEC in this year’s CFP/bowl games.

    Not bad for a second-rate conference that, according to SEC Network analyst Peter Burns, plays a “PGA Championship course”-caliber schedule compared with the SEC’s U.S. Open-caliber schedules.

    A conference that took a lot of heat after Notre Dame trucked Indiana, a team Kirk Herbstreit said should have been left out of the Playoff in favor of “other teams that could have been there.” Two of which were presumably Alabama and South Carolina. (Congrats to both on their 9-4 seasons.)

    go-deeper

    GO DEEPER

    Vannini: Indiana, SMU deserve an apology after yet another Alabama loss

    The winning coach here Tuesday, Penn State’s James Franklin, spent three seasons at Vanderbilt (2011-13) prior to his 11-year run in State College.

    “I have tremendous respect for both conferences, and I think I have a perspective that most people don’t have,” he said at his postgame news conference. “I think the Big Ten has prepared our guys (for the Playoff).”

    After all, his team, which will soon be one of the last four standing, played 10 games this season against Big Ten competition, including a home victory over the 10-win Illini and an overtime road win at USC. The Trojans finished 7-6 after a Las Vegas Bowl win over their own SEC foe, Texas A&M.

    With so much SEC reverence, the Wolverines and Illini likely earned more respect for their second-tier bowl wins than Penn State will for winning a pair of Playoff games against ACC foe SMU and Mountain West foe Boise State. That would be unfair. Thanks to the super-sized Playoff field, Penn State has already played 15 games this season, losing only to top-five opponents Ohio State and Oregon. (As opposed to, say, a 6-7 Oklahoma team.)

    Boise State, which finished 12-2, had a great season led by a great player, Heisman runner-up Ashton Jeanty. The Nittany Lions held Jeanty (30 carries, 104 yards) to his quietest game of the season. He crossed the 100-yard mark with two minutes left and the game out of reach, but Penn State held him to 3 yards or less on two-thirds of his 30 carries — including seven that went for loss.

    “He’s an impressive guy,” said Franklin, “but we’re pretty good on defense.”

    go-deeper

    GO DEEPER

    ‘This is jubilation’: Penn State relishes Fiesta Bowl win as Playoff charge continues

    And Penn State has its own stud running backs, Kaytron Allen (17 carries, 134 yards) and Nick Singleton (12 carries, 87 yards, one TD), who ripped through the Broncos defense whenever Drew Allar (13-of-25, 171 yards, three TDs, no INTs) wasn’t busy throwing touchdowns to All-American tight end Tyler Warren (six catches, 63 yards, two TDs).

    Penn State advances to the Jan. 9 Orange Bowl semifinal, where it will be a modest underdog to whichever of No. 2 seed Georgia or No. 7 seed Notre Dame emerges from Wednesday night’s Sugar Bowl.

    Many of us wrote off the Nittany Lions after their familiar-looking 20-13 home loss to Ohio State on Nov. 2, the program’s eighth straight defeat to the Buckeyes. But Penn State’s offense quietly kicked it up a notch starting with the following week’s 35-6 win over Washington, and it has stayed there ever since. Even in Penn State’s 45-37 loss to No. 1 Oregon in the Big Ten championship, its offense was explosive. As it was against Boise State, when Allen and Singleton both averaged more than 7 yards per carry.

    “Kaytron breaks tackles. He runs people over. He’s a physical, physical back,” said Franklin. “Nick, if you give him a crease, he has got a chance to go 80 at any minute.”

    Though both will be facing a significantly tougher defense whether it’s against Georgia or Notre Dame.

    If the Dawgs do beat the Irish in New Orleans, and if Texas beats Arizona State in the Peach Bowl, we’ll have ourselves an all-Big Ten/SEC final four. Which would be fitting given the way those leagues dominated the TV ratings and national media coverage all season. They’ve been dubbed the Power 2 for a reason.

    Even then, there’s long been a perceived drop-off from the SEC to the Big Ten — and oftentimes, it’s been indisputable. Not only has commissioner Greg Sankey’s conference won 13 of the past 17 national championships, it’s won 11 of its past 15 Citrus Bowls against the Big Ten and 11 of the leagues’ past 16 Outback/ReliaQuest matchups. There were several occasions in the late 2000s/early 2010s when former Big Ten commissioner Jim Delany had to field questions about his league’s latest New Year’s Day debacle.

    But those were the days when the conference often felt like Ohio State and everyone else. That began to change with Michigan’s resurgence under Jim Harbaugh. And this year the league added a new national power in Oregon.

    Penn State, now 34-7 over the past three seasons, has to this point been largely hovering in the background, nationally relevant but not nationally prominent. It’s finally getting its moment on the big stage.

    The Nittany Lions’ own SEC challenge may be coming a little over a week from now against Georgia, and while Kirby Smart’s juggernaut has won a lot of games over the past four years, it’s hardly been untouchable this year.

    Much like the Dawgs’ conference.

    go-deeper

    GO DEEPER

    Boise State earned its Playoff chance, but Fiesta Bowl loss shows flaws in system

     (Photo of Penn State coach James Franklin: Norm Hall / Getty Images)





    The Penn State Nittany Lions have punched their ticket to the College Football Playoff semifinals, carrying the Big Ten flag into battle against the top teams in the nation. After a dominant season, Penn State has proven themselves as a force to be reckoned with, showcasing their talent and determination on the gridiron.

    Meanwhile, the SEC, long regarded as the powerhouse conference in college football, no longer looks untouchable. With Penn State’s strong showing and other teams from different conferences making waves, the SEC’s dominance is being put to the test.

    As the CFP semifinals approach, all eyes will be on Penn State as they look to make a statement and prove that they belong among the elite teams in college football. The Big Ten is ready to show that they can compete with the best, and Penn State is leading the charge. Stay tuned for an exciting showdown in the semifinals!

    Tags:

    1. Penn State football
    2. College Football Playoff
    3. Big Ten Conference
    4. SEC football
    5. CFP semifinals
    6. NCAA football
    7. Penn State Nittany Lions
    8. Big Ten football
    9. SEC dominance
    10. College football playoffs.

    #Penn #State #powers #CFP #semis #carry #Big #Ten #flag #SEC #longer #untouchable

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