Chip stocks shed $480 billion in market value amid concerns over China trade relations and comments from former President Trump regarding Taiwan. Despite raising its 2024 revenue forecast, TSMC shares declined nearly 2%.

Chip stocks have experienced a significant decline, losing $480 billion in value due to concerns over U.S.-China trade relations and recent comments by former President Trump regarding Taiwan. Although ASML's stock saw a 49% increase in 2024, it faced downward pressure amid fears of potential Chinese export restrictions.

Title: TSMC Reports Earnings This Week: What to Expect

Description: Taiwan Semiconductor Manufacturing Company (TSMC) is set to release its earnings report this week. Investors and tech enthusiasts are eager to hear updates, particularly regarding the company's future innovations. Notably, the highly anticipated 2nm processor is projected to debut with the iPhone 18 Pro, offering a glimpse into the future of semiconductor technology.

Global iPhone shipments are on the rise, but Apple is facing increasing competition from Chinese rivals in market share. Meanwhile, TSMC is expected to see a 30% increase in second-quarter profits due to a surge in demand for AI chips.

Upcoming Market Forecast and HBM4 Spec Finalization by JEDEC

This week, anticipate market updates and significant advancements as JEDEC nears the finalization of the HBM4 memory specification. The new specs promise up to 32 Gb densities in 16-Hi TSV stacks and speeds of 6.4 Gbps, indicating notable improvements in memory performance and capacity.