Subject


Semiconductors


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 ...

2023-10-19

[News] China’s Related Companies Brace by Stockpiling Due to New U.S. Chip Ban

The United States has elevated its efforts to curtail the advancement of high-end chips in China. As reported by the CLS News, various companies within China have indicated they received advance notifications and have already amassed chip stockpiles. Analysts suggest that this new wave of bans impli...

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