Subject


Semiconductors


2024-10-18

[News] Samsung Reportedly Mulls 1a DRAM Redesign amid HBM3e Verification Delays

At its previous earnings call in July, Samsung has announced the ambitious goal that its HBM sales would increase three to five times in 2H24. However, as it is still struggling to pass the verification of 12-Hi HBM3e products, the company’s prospects for returning to glory in the near term seems ...

2024-10-17

[News] TSMC Expects Q4 Revenue to Surpass USD 26.1 Billion, Revises Full-Year Revenue Forecast Upward

TSMC held its earnings call earlier today, October 17th. According to a report in Economic Daily, based on an exchange rate of USD 1 to TWD 32, the company estimates the fourth-quarter revenue to be between USD 26.1 billion and USD 26.9 billion, representing an average quarter-over-quarter increase ...

2024-10-17

[News] TSMC’s C.C. Wei Declares No Interest in Acquiring Intel’s Fab, Emphasizes ‘AI is Real’

At TSMC's third-quarter earnings call on the 17th, Chairman C.C. Wei was asked about potential interest in Intel's spin-off of its IDM business. According to a report from TechNews, Wei responded with two decisive "No's," indicating that TSMC has no interest in acquiring the businesses. C.C. Wei...

2024-10-17

[News] Liquid Cooling Set for a New Era in 2025, Favoring Taiwanese Supply Chain

According to a report by Commercial Times, as NVIDIA's GB200 is set to officially ship by the end of this year and gradually ramping up in 2025, it is anticipated to usher in a new era of liquid cooling. TrendForce predicts that the liquid cooling penetration will rise from 11% in 2024 to 24% ...

2024-10-17

[News] TSMC 3Q24 EPS Hits Record High, Reaches NT$12.54

TSMC today announced consolidated revenue of NT$759.69 billion, net income of NT$325.26 billion, and diluted earnings per share of NT$12.54 (US$1.94 per ADR unit) for the third quarter ended September 30, 2024. According to the press release issued by TSMC, year-over-year, third-quarter revenue i...

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