Subject


Semiconductors


2023-10-20

[News] Chinese Chip Equipment Rises Amid U.S. Restrictions

Amid increased U.S. restrictions on China's semiconductor industry, Chinese chip equipment manufacturers are witnessing a notable uptick in domestic orders. Over the first eight months of this year, Chinese chip equipment managed to capture nearly half of all orders. This serves as a compelling sign...

2023-10-19

TSMC Q323 Earnings Call Full Transcript: Question 6 to Question 10

Question 6. Brett Lin from Bank of America Operator: Next one to ask questions, Brett Lin from Bank of America. Brett: Thank you for taking my question. So first of all, congrats on the strong result and then also the impressive gross margin. So I have two questions. One is on the end device A...

2023-10-19

TSMC Q323 Earnings Call Full Transcript: Question 1 to Question 5

Question 1. Gokul Hariharan from JP Morgan Operator: Gokul Hariharan from JP Morgan. Gokul: Yeah, hi, congratulations on the great result and thanks for the details on N3 and N2. My first question is on the technology leadership. Gokul: Given we are hearing a lot of competitive messaging fr...

2023-10-19

[News] TSMC 2023 Third Quarter Earnings Call Excerpts

TSMC held its third-quarter earnings conference today (October 19th), with TSMC CEO C.C. Wei and CFO Wendell Huang presenting the company's third-quarter financial results, fourth-quarter outlook, and updates on advanced processes and overseas expansion. TrendForce transcribed the event using AI too...

2023-10-19

[News] ASML’s Q3 Orders Plummet 40%, 46% Revenue from China – U.S. Ban’s Long-Term Impact

Dutch semiconductor equipment giant ASML has released its Q3 2023 financial report, showing a significant decline in orders for the third quarter, far below expectations. This suggests signs of weakened demand for ASML's chip manufacturing equipment in the semiconductor industry during a lackluster ...

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