Subject


Semiconductors


2024-02-16

[News] Applied Materials’ Performance Surges Following Forecast Indicating Chip Sector Recovery

On February 15th, U.S. chip equipment giant Applied Materials released financial results that surpassed expectations, accompanied by an optimistic revenue forecast for the current quarter. In the previous quarter (Q1 of the fiscal year), Applied Materials recorded a revenue decline of less th...

2024-02-15

[News] Apple Reportedly Places Large Orders for TSMC’s 3nm While Simultaneously Securing Significant Advanced Packaging Capacity

Apple's product line is rumored to set for a significant upgrade. According to a report from Economic Daily News, the next-generation M4 and A18 processors, slated for iPads, MacBooks, and iPhones, are expected to increase the number of built-in AI computing cores, leading to a substantial growth ...

2024-02-15

[News] ASML Points to Chip Industry Recovery Amid Export Control Risks

The demand for Dutch semiconductor equipment manufacturer ASML serves as a trend indicator for the industry. The company optimistically stated in its annual report that the chip industry has hit rock bottom and is beginning to show signs of recovery. However, it also cautioned that geopolitical tens...

2024-02-07

[News] US Allocates USD 39 Billion Subsidy to Semiconductor Industry for Establishing Plants

US Commerce Secretary Gina Raimondo has announced on February 5th that the Commerce Department would distribute substantial subsidies to chipmakers investing in the US within the next two months. The subsidy recipients are expected to include companies like TSMC and Intel. As per a report from Re...

2024-02-07

[News] SMIC’s Net Profit Halved Last Year, Faces Further Reductions This Year

China's leading semiconductor foundry, SMIC International, announced its fourth-quarter financial results on February 6th. While the quarter's revenue exceeded expectations, a significant drop in gross margin led to a sharp decrease in net profit by less than 50% to below USD 1 billion last year. ...

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