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23:41
Key Takeaways from TSMC's Q1 Financial Report
1. Outperforming Expectations: First quarter net profit reached 572.5 billion TWD, and gross margin rose to 66.2%, both significantly exceeding market expectations.2. Revenue Structure Adjustment: High-Performance Computing (HPC) contributed 61% of sales, becoming the absolute core; whereas the smartphone business declined by 11% quarter-on-quarter due to seasonal factors.3. Leading Process Technology: Advanced processes (7nm and below) accounted for 74% of revenue, with 3nm contributing 25% and 5nm accounting for 36%.4. External Environment Challenges: Although the situation in the Middle East (Iran war) has raised potential concerns over the supply of energy and key materials (such as helium and sulfur), the direct impact on TSMC is currently limited.Expand
23:34
Morgan Stanley increases its bitcoin holdings for 8 consecutive days
Morgan Stanley purchased more than 215 Bitcoin today, worth approximately 17 million USD. This marks the 8th consecutive day of Bitcoin asset inflows since April 8. (Bitcoin Archive)
23:33
The account with profits exceeding $1 million had a total purchase of $300,000. In the NBA play-in tournament, Hornets defeated Magic.
According to monitoring by Odaily Seer Channel, in the Polymarket prediction event "NBA Play-In: Hornets vs. Magic," an account with over $1 million in profit (address: 0x5d58e38cd0a7e6f5fa67b7f9c2f70dd70df09a15) has purchased a total of $300,000 on the Hornets defeating the Magic, with an average opening price of 58¢. The NBA Play-In game between the Hornets and the Magic starts today at 7:30 AM (UTC+8), with the winner advancing as the 8th seed in the East to face the Pistons. Odaily Seer Channel continually monitors prediction markets, observing changes before prices are set.
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