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WaiZheng
WaiZheng
·
2021-06-17
Great stuff
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WaiZheng
WaiZheng
·
2021-03-23
The game really stopped?
GameStop Reports Earnings on Tuesday. Why There Might Be Good News.
GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data fro
GameStop Reports Earnings on Tuesday. Why There Might Be Good News.
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WaiZheng
WaiZheng
·
2021-03-17
Buy it before too late.
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WaiZheng
WaiZheng
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2021-03-16
Roku
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WaiZheng
WaiZheng
·
2021-03-15
Woah
Southwest Airlines stock surges after upbeat March operations update
Shares of Southwest Airlines Co. $(LUV)$ rose 2.4% in premarket trading Monday, after the air carrie
Southwest Airlines stock surges after upbeat March operations update
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WaiZheng
WaiZheng
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2021-02-27
Should I clear position?
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WaiZheng
WaiZheng
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2021-02-25
Buy now before late
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WaiZheng
WaiZheng
·
2021-02-16
Great
TSMC Could Soon Make Apple's AR Dreams a Reality
The world's largest contract chipmaker might be making Apple's most advanced displays. Apple (NASDAQ
TSMC Could Soon Make Apple's AR Dreams a Reality
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WaiZheng
WaiZheng
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2021-02-08
Sad
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WaiZheng
WaiZheng
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2021-02-05
Nice
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","listText":"The game really stopped? ","text":"The game really stopped?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353659680","repostId":"1158244799","repostType":4,"repost":{"id":"1158244799","kind":"news","pubTimestamp":1616491298,"share":"https://ttm.financial/m/news/1158244799?lang=en_US&edition=fundamental","pubTime":"2021-03-23 17:21","market":"us","language":"en","title":"GameStop Reports Earnings on Tuesday. Why There Might Be Good News.","url":"https://stock-news.laohu8.com/highlight/detail?id=1158244799","media":"Barrons","summary":"GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data fro","content":"<p>GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data from Placer.ai indicates foot traffic trends at the stores were mostly steady in January, but were rebounding in recent weeks.</p>\n<p>Placer.ai tracked visitor counts, observing that GameStop’s (ticker: GME) weekly visits were down around 18% year-over-year during the week of Dec. 28. That decline narrowed to 12% the next week, but visitor trends declined for the following four weeks.</p>\n<p>The retailer has seen improving trends following the week that started Feb. 15, when foot traffic was down 26% year-over-year. Weekly visits were only down 3.9% during the week that started March 8. 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Why There Might Be Good News.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 17:21 GMT+8 <a href=https://www.barrons.com/articles/gamestop-reports-earnings-on-tuesday-foot-traffic-at-its-stores-is-improving-51616452564?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data from Placer.ai indicates foot traffic trends at the stores were mostly steady in January, but were ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-reports-earnings-on-tuesday-foot-traffic-at-its-stores-is-improving-51616452564?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-reports-earnings-on-tuesday-foot-traffic-at-its-stores-is-improving-51616452564?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158244799","content_text":"GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data from Placer.ai indicates foot traffic trends at the stores were mostly steady in January, but were rebounding in recent weeks.\nPlacer.ai tracked visitor counts, observing that GameStop’s (ticker: GME) weekly visits were down around 18% year-over-year during the week of Dec. 28. That decline narrowed to 12% the next week, but visitor trends declined for the following four weeks.\nThe retailer has seen improving trends following the week that started Feb. 15, when foot traffic was down 26% year-over-year. Weekly visits were only down 3.9% during the week that started March 8. The firm notes that’s the narrowest year-over-year gap for GameStop in months.\n“GameStop has returned to visit levels found in early January and appears to be on a strong recovery trajectory heading into the spring,” Ethan Chernofsky, vice president of marketing at Placer.ai,wrote in a post.\nWhile a reduction in Covid-19 restrictions in some states, in tandem with less severe weather could be the major factor driving improved visits, Chernofsky notes the brand could also be seeing a boost from renewed attention from the recent GameStop stock saga.\nWall Street’s consensus estimate calls for same-store-sales growth of 4.7% year-over-year during the fiscal fourth quarter, which ended in January, according to FactSet. The company announced on Jan. 11 that same-store-sales were up 4.8% during the nine-week holiday period, which ended Jan. 2. Still, e-commerce sales were up 309%, meaning foot traffic may not give the full picture.\nThe team at Placer.ai note that AMC Theatres also saw a rebound from a year-over-year decline of 79.2% during the week of Feb. 15 to a year-over-year decline of 47.9% during the week of March 8.\nAMC Entertainment Holdings stock (AMC) has rocketed 489% year-to-date, while GameStop stock is up 932%.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324650584,"gmtCreate":1615990689648,"gmtModify":1704789445353,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Buy it before too late. ","listText":"Buy it before too late. ","text":"Buy it before too late.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/324650584","repostId":"1179894269","repostType":4,"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325373651,"gmtCreate":1615869564473,"gmtModify":1704787719130,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Roku","listText":"Roku","text":"Roku","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325373651","repostId":"2119794512","repostType":4,"isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322228557,"gmtCreate":1615811878379,"gmtModify":1704786869743,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322228557","repostId":"2119912949","repostType":4,"repost":{"id":"2119912949","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1615809060,"share":"https://ttm.financial/m/news/2119912949?lang=en_US&edition=fundamental","pubTime":"2021-03-15 19:51","market":"hk","language":"en","title":"Southwest Airlines stock surges after upbeat March operations update","url":"https://stock-news.laohu8.com/highlight/detail?id=2119912949","media":"Dow Jones","summary":"Shares of Southwest Airlines Co. $(LUV)$ rose 2.4% in premarket trading Monday, after the air carrie","content":"<p>Shares of Southwest Airlines Co. <a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a> rose 2.4% in premarket trading Monday, after the air carrier indicated that March operating revenue has been better than expected, while fuel costs are expected to be higher and cash burn is less. </p>\n<p><img src=\"https://static.tigerbbs.com/597a9e8789c906460369ccf9b20576e3\" tg-width=\"1081\" tg-height=\"496\"></p>\n<p>The company said that while it continues to experience significant negative effects from the COVID-19 pandemic, operating revenue for March is now expected to be down 15% to 20% from a year ago, compared with a previous estimate of down 20% to 30%. Capacity is expected to be down 14% versus previous expectations of down 15%, as load factor is now estimated at 65% to 70% compared with previous estimates of down 60% to 70%. </p>\n<p>The company affirmed its guidance of first-quarter capacity to decrease about 35%. Separately, the company raised its estimate for first-quarter fuel costs to $1.65 to $1.75 a gallon from $1.60 to $1.70, while lowering its cash burn estimate to an $14 million per day from $15 million per day. </p>\n<p>The company said it recently received the remaining extended payroll support proceeds of about $864 million from the Consolidated Appropriations Act of 2021. </p>\n<p>The stock has run up 31.5% over the past three months through Friday, while the <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a> (JETS) has advanced 20.1% and the S&P 500 has gained 6.7%.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Southwest Airlines stock surges after upbeat March operations update</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSouthwest Airlines stock surges after upbeat March operations update\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-03-15 19:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Southwest Airlines Co. <a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a> rose 2.4% in premarket trading Monday, after the air carrier indicated that March operating revenue has been better than expected, while fuel costs are expected to be higher and cash burn is less. </p>\n<p><img src=\"https://static.tigerbbs.com/597a9e8789c906460369ccf9b20576e3\" tg-width=\"1081\" tg-height=\"496\"></p>\n<p>The company said that while it continues to experience significant negative effects from the COVID-19 pandemic, operating revenue for March is now expected to be down 15% to 20% from a year ago, compared with a previous estimate of down 20% to 30%. Capacity is expected to be down 14% versus previous expectations of down 15%, as load factor is now estimated at 65% to 70% compared with previous estimates of down 60% to 70%. </p>\n<p>The company affirmed its guidance of first-quarter capacity to decrease about 35%. Separately, the company raised its estimate for first-quarter fuel costs to $1.65 to $1.75 a gallon from $1.60 to $1.70, while lowering its cash burn estimate to an $14 million per day from $15 million per day. </p>\n<p>The company said it recently received the remaining extended payroll support proceeds of about $864 million from the Consolidated Appropriations Act of 2021. </p>\n<p>The stock has run up 31.5% over the past three months through Friday, while the <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a> (JETS) has advanced 20.1% and the S&P 500 has gained 6.7%.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUV":"西南航空","JETS":"U.S. Global Jets ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119912949","content_text":"Shares of Southwest Airlines Co. $(LUV)$ rose 2.4% in premarket trading Monday, after the air carrier indicated that March operating revenue has been better than expected, while fuel costs are expected to be higher and cash burn is less. \n\nThe company said that while it continues to experience significant negative effects from the COVID-19 pandemic, operating revenue for March is now expected to be down 15% to 20% from a year ago, compared with a previous estimate of down 20% to 30%. Capacity is expected to be down 14% versus previous expectations of down 15%, as load factor is now estimated at 65% to 70% compared with previous estimates of down 60% to 70%. \nThe company affirmed its guidance of first-quarter capacity to decrease about 35%. Separately, the company raised its estimate for first-quarter fuel costs to $1.65 to $1.75 a gallon from $1.60 to $1.70, while lowering its cash burn estimate to an $14 million per day from $15 million per day. \nThe company said it recently received the remaining extended payroll support proceeds of about $864 million from the Consolidated Appropriations Act of 2021. \nThe stock has run up 31.5% over the past three months through Friday, while the U.S. Global Jets ETF (JETS) has advanced 20.1% and the S&P 500 has gained 6.7%.","news_type":1,"symbols_score_info":{"LUV":0.9,"JETS":0.9}},"isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366003471,"gmtCreate":1614356098793,"gmtModify":1704771202097,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Should I clear position? ","listText":"Should I clear position? ","text":"Should I clear position?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/366003471","repostId":"1108379103","repostType":4,"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361872282,"gmtCreate":1614224681846,"gmtModify":1704889814359,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Buy now before late","listText":"Buy now before late","text":"Buy now before late","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361872282","repostId":"2114487398","repostType":4,"isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382264871,"gmtCreate":1613454186793,"gmtModify":1704880633180,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382264871","repostId":"1146484369","repostType":4,"repost":{"id":"1146484369","kind":"news","pubTimestamp":1613452596,"share":"https://ttm.financial/m/news/1146484369?lang=en_US&edition=fundamental","pubTime":"2021-02-16 13:16","market":"us","language":"en","title":"TSMC Could Soon Make Apple's AR Dreams a Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=1146484369","media":"Motley Fool","summary":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ","content":"<p>The world's largest contract chipmaker might be making Apple's most advanced displays.</p>\n<p><b>Apple</b> (NASDAQ:AAPL) is partnering with <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in Taiwan, according to Nikkei Asia Review.</p>\n<p>That Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.</p>\n<p>These new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.</p>\n<p>Nikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which supports rumors that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.</p>\n<p><b>How will this deal help Apple?</b></p>\n<p>Apple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.</p>\n<p>Meanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.</p>\n<p>That's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.</p>\n<p>It also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.</p>\n<p>The latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like <b>Microsoft</b> and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.</p>\n<p>If Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.</p>\n<p><b>How will this deal help TSMC?</b></p>\n<p>TSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.</p>\n<p>TSMC's top rival,<b>Samsung</b>, also manufactures chips for Apple. However, Samsung also produces LCD and OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.</p>\n<p>It makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.</p>\n<p>Apple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth beyond semiconductors.</p>\n<p><b>The bottom line</b></p>\n<p>This deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Could Soon Make Apple's AR Dreams a Reality</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Could Soon Make Apple's AR Dreams a Reality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-16 13:16 GMT+8 <a href=https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ:AAPL) is partnering with Taiwan Semiconductor Manufacturing (NYSE:TSM) to produce micro OLED ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146484369","content_text":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ:AAPL) is partnering with Taiwan Semiconductor Manufacturing (NYSE:TSM) to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in Taiwan, according to Nikkei Asia Review.\nThat Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.\nThese new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.\nNikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which supports rumors that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.\nHow will this deal help Apple?\nApple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.\nMeanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.\nThat's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.\nIt also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.\nThe latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like Microsoft and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.\nIf Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.\nHow will this deal help TSMC?\nTSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.\nTSMC's top rival,Samsung, also manufactures chips for Apple. However, Samsung also produces LCD and OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.\nIt makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.\nApple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth beyond semiconductors.\nThe bottom line\nThis deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.","news_type":1,"symbols_score_info":{"AAPL":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389116111,"gmtCreate":1612717551533,"gmtModify":1704873639511,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/389116111","repostId":"2109722637","repostType":4,"isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317499212,"gmtCreate":1612462510936,"gmtModify":1704871635281,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574464879040443","idStr":"3574464879040443"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317499212","repostId":"1180680925","repostType":4,"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}