Finimize - 💵 Here’s how TSMC raked it in

Regulators plan to block Microsoft's biggest deal ever | TSMC boasted of juicy revenue in November |

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Today's big stories

  1. US regulators moved to block Microsoftā€™s gigantic Activision Blizzard deal
  2. Finimizers made some bold predictions for 2022 ā€“ Read Now
  3. Chipmaker TSMC bucked the broader chip slump

Microsoftā€™s Blizzard Deal Turns Cold

Microsoftā€™s Blizzard Deal Turns Cold

Whatā€™s Going On Here?

The Federal Trade Commission (FTC) announced plans to sue to block Microsoftā€™s mega acquisition of Activision late last week.

What Does This Mean?

Back in dark, damp January, Microsoft dropped a bombshell, announcing a $70 billion deal to acquire Activision Blizzard ā€“ the biggest ever acquisition for the old-school tech titan, which would see it become the third-biggest gaming company in the world by revenue. But as the deal made waves, regulators began to take notice: see, Activision is one of the few game developers that publishes top games ā€“ like Call of Duty and World of Warcraft ā€“ across multiple devices and consoles. So this deal would give Microsoft the power to crush competition by manipulating prices, lowering quality on competing consoles, or even withholding content from competitors. And the FTC has a point: Microsoft already made two upcoming Bethesda titles exclusive to its own platforms, despite promising EU regulators it wouldn't.

Why Should I Care?

Zooming in: Obstacles in spades.
Microsoft has been trying to work its way into regulatorsā€™ good books, signing a 10-year deal last week to bring Call of Duty to Nintendo for the first time in a decade. Given the gameā€™s $30 billion lifetime sales, thatā€™s a big step, but it hasn't been enough to satisfy regulators. And with UK and EU authorities side-eyeing the acquisition too, Microsoft could be in for a tough fight. After all, the FTC objected to Nvidia's purchase of ARM this time last year, and we all know how that turned out.

The bigger picture: The FTC means business.
The FTC is coming in hot, having promised to take on Big Tech's market power in a bid to root out anti-competitive practices in the US. The regulator has already nixed the merger between Lockheed Martin and Aerojet Rocketdyne Holdings this year, plus the Nvidia deal, and itā€™s heading to court this week to stop Meta buying a virtual reality startup.

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Analyst Take

Finimizers Made Some Wild-Card Predictions For 2022: Hereā€™s How Those Panned Out.

Finimizers Made Some Wild-Card Predictions For 2022: Hereā€™s How Those Panned Out.

By Paul Allison, Analyst

At the beginning of the year, we asked you Finimizers to dust off your crystal balls and give us some wild-card predictions for 2022.Ā 

After a weeklong community discussion, and some creative and logical thinking, you came up with a list, which Iā€™ve whittled down here and presented in no particular order.Ā 

If you think you can do better next year, enter the 2023 community competition: Iā€™ll even kick it off with a prediction of my own.

Thatā€™s todayā€™s Insight: five bold market predictions you had for 2022.

Read or listen to the Insight here

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Bezos spilled the beans on Amazon

Bezos said he believes that ā€œAmazon will be disrupted one dayā€.

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Heā€™s not just sitting on cash, either: Bezos is reinvesting his money into a fledgling technology that he thinks will ā€œimprove every businessā€.

That big bet is all over a tiny, manufactured component ā€“Ā something that Amazon doesnā€™t even make in-house.

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TSMCā€™s Moneyed And Moving

TSMCā€™s Moneyed And Moving

Whatā€™s Going On Here?

TSMC, the worldā€™s biggest contract chipmaker, revealed on Friday that business was booming in November.

What Does This Mean?

Talk about a killer month: TSMC raked in over $7 billion in revenue this November ā€“ a whopping 50% improvement from the same time last year ā€“ to bring this quarterā€™s revenue goal of around $20 billion within spitting distance. The reason for that sterling performance is simple: the firmā€™s top-of-the-range chip-making services were snapped up by titans like Qualcomm, while its favorite customer Apple has got TSMC producing chips to power its latest, high-end iPhone. That means that while whole swathes of the chip industry are being rocked to sleep by a spiraling global economy, TSMCā€™s still bright-eyed, bushy-tailed, and bagging success after success.

Why Should I Care?

Zooming in: Caught in the crossfire.
TSMCā€™s based in disputed territory, Taiwan, and operates in a powder-keg industry ā€“ so despite the firmā€™s bumper revenue, its bosses probably arenā€™t sleeping all that soundly at night. After all, the US is trying to cut China off from the kind of high-tech chips TSMC specializes in, and is encouraging TSMC to take its operations to safer, overseas locations ā€“ to the US, in short. That meant that TSMCā€™s decision to up its investment in Arizona from $12 billion to $40 billion last week probably wasnā€™t a total bolt from the blue. But it could signal that the firmā€™s moving into a new, prominent role at the heart of US chipmaking.

The bigger picture: Made in China, soon.
Chinaā€™s not going to take this lying down, mind you. The Peopleā€™s Republic is bringing out the big guns, Alibaba and Tencent, to design chip tech rivaling anything the West has got its hands on. But Rome wasnā€™t built in a day, and experts think Chinaā€™s vision of home-grown, first-class chips could remain a pipe dream for another few years.

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šŸ’¬ Quote of the day

ā€œIt is easier to fight for oneā€™s principles than to live up to them.ā€

ā€“ Alfred Adler (an Austrian psychiatrist)
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šŸŽÆ On Our Radar

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ā™»ļø Green Energy Could Be A Better Investment Than Oil: 5.30pm, December 12th
āœļø How To Protect Your Crypto In 2023: 11am, December 14th
šŸ§  Three Behavioral Biases To Avoid When Investing: 5pm, December 14th
šŸ‡ŗšŸ‡ø How To Prepare For Whatā€™s Next For The US Economy: 1pm, December 15th
šŸ„‚ The Best Luxury Stocks To Buy In 2023: 5pm, December 15th

šŸ‘€ And After Thatā€¦

šŸŒŖ Preparing Your Strategy for A Volatile 2023 and Beyond: 12pm, January 11th
šŸ“‘ The Risks And Regulations When Investing In Crypto: 10am, January 27th

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