Subject


IC Manufacturing, Package&Test


2025-04-17

[News] TSMC Posts NT$13.94 EPS in Q1, Net Income Surges 60% YoY

IC Manufacturing, Package&Test

TSMC today announced consolidated revenue of NT$839.25 billion, net income of NT$361.56 billion, and diluted earnings per share of NT$13.94 (US$2.12 per ADR unit) for the first quarter ended March 31, 2025, according to its press release. Year-over-year, first quarter revenue increased 41.6%, whi...

2025-04-17

[News] ASML: China Sales Could Top 25% in 2025, but Homegrown EUV Still Years Off

IC Manufacturing, Package&Test

Despite concerns over looming U.S. tariffs lasting through 2026, ASML says demand from China is stronger than expected, as the Dutch chipmaking tool giant now anticipates the market to account for over 25% of its 2025 sales, according to Reuters and Seeking Alpha. However, amid speculations that ...

2025-04-17

[News] TSMC Reportedly Plans 30% Price Hike for 4nm Chip Production at Arizona Plant

IC Manufacturing, Package&Test

Taiwan Semiconductor Manufacturing Co. (TSMC)’s new fab in Arizona has become a pivotal partner in realizing the “Made in America” push by global chipmakers. According to a report by the Economic Daily News, market sources suggest that TSMC is considering raising prices for 4nm chip production...

2025-04-17

[News] China’s New Chip-Origin Rules Put Foundries and IDMs on Edge: Key Updates from 35 U.S. Fabs

IC Manufacturing, Package&Test

Ahead of any official chip duties announced by Washington, the China Semiconductor Industry Association advised last Friday that the origin of integrated circuits should be determined by where the wafer is fabricated, whether packaged or not. Under these rules, according to ijiwei, chips fabricated ...

2025-04-16

[News] ASML Sees Q2 Sales Slipping, Warning 2025 Revenue May Hit Low End of Forecast

IC Manufacturing, Package&Test

Ahead of TSMC’s earnings call, Dutch chipmaking tool giant ASML flagged the impact of looming U.S. tariffs, reporting weaker-than-expected Q1 results and warning of a slight dip in Q2 sales, according to Reuters, CNBC and the company’s press release. Reuters, citing ASML CEO Christophe Fouque...

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