Subject


Semiconductors


2024-02-16

[News] Overview of the Latest Financial Reports from the Top Five Equipment Giants Amid the Intense US-China Tech War

The world's top five semiconductor equipment manufacturers have released their latest financial reports, signaling a surge in demand for advanced manufacturing equipment and positive signs of industry recovery. The US has continuously thwarted efforts by equipment suppliers to export advanced mac...

2024-02-16

[News] Samsung Secures 2-Nanometer Order from Japanese AI Startup Preferred Networks

It was reported earlier that during Samsung Electronics' fourth-quarter financial announcement in 2023, the company revealed that its foundry division had secured orders for 2-nanometer AI chips. However, at the time, Samsung did not disclose the name of the relevant customer. Now, according to a r...

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...

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