Subject


Semiconductors


2024-04-18

[News] TSMC Q1 Earnings Beat Expectations, While Eying Up to 8% Revenue Growth in Q2

TSMC today announced consolidated revenue of NTD 592.64 billion, net income of NTD 225.49 billion, and diluted earnings per share of NT$8.70 (USD 1.38 per ADR unit) for the first quarter ended March 31, 2024. Year-over-year, first quarter revenue increased 16.5% while net income and diluted EPS both...

2024-04-18

[News] ASML Reports China Accounts for 49% of Q1 Total Sales and 20% of Backlog Orders

The leading Dutch semiconductor equipment company ASML has reportedly predicted continued strong demand from Chinese customers, with approximately 20% of the company's backlog attributed to them. According to reports from Reuters and CNBC, ASML CEO Peter Wennink stated during the first-quarter (J...

2024-04-18

[News] Three Semiconductor Companies Announced Latest Acquisitions

Recently, the semiconductor industry has seen three acquisitions. Qualcomm announced the acquisition of Foundries.io, a leading provider of IoT and cloud development security services, with its flagship product FoundriesFactory being well-regarded in the industry. Microchip Technology acquired Ne...

2024-04-18

[News] Micron and Intel Express Views on Chinese Semiconductor Market

On April 15th, during the Member Representatives Symposium of the World Internet Conference, Jiang Tao, Vice President of Intel, and Mark Murphy, Executive Vice President and CFO of Micron, expressed their respective views on the theme "Interconnection, Mutual Benefit, and Common Prosperity — Buil...

2024-04-17

[Insights] DRAM Spot Prices Expected to Decline Post-Manufacturer Quoting Resumption

TrendForce releases the latest trends in memory spot prices. Due to sellers halting quotations, DDR3, DDR4, and DDR5 have all seen price increases. It is expected that prices will decline once quotations are fully resumed. On the other hand, with no strong signs of recovery in end-market demand for ...

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