Subject


Semiconductors


2023-09-19

Continuous Production Cuts by Memory Manufacturers: When Will Supply and Demand Find Balance?

Due to factors such as high inflation, sluggish demand in the consumer electronics sector, and other influences, the memory market has experienced a downturn. Major manufacturers like Kioxia and Micron began reducing capacity in the fourth quarter of the previous year, and in 2023, Samsung announced...

2023-09-19

[News] Vietnam’s Semiconductor Strategic Positioning by the US and South Korea

Report to Liberty Times Net, In a joint statement on the comprehensive strategic partnership between the United States and Vietnam, the two countries highlighted Vietnam's significant potential to become a key player in the semiconductor industry. The United States expressed its support for the rap...

2023-09-19

[News] TSMC’s Second Capital Increase of $4.5 Billion in U.S. Facility

According to a report by Taiwan's Liberty Times, Taiwan's Ministry of Economic Affairs Investment Commission (MOEAIC) has given its approval for Taiwan Semiconductor Manufacturing Company (TSMC) to increase its investment in its Arizona subsidiary by an additional $4.5 billion, following a previous ...

2023-09-19

[News] Baoshan Fab Slowdown May Delay TSMC’s 2nm Mass Production to 2026

According to Taiwan's Media TechNews, Taiwan Semiconductor Manufacturing Company (TSMC) is actively building its 2-nanometer (2nm) fab, with significant investments in the northern, central, and southern regions of Taiwan. These investments include the Baoshan fab in Hsinchu, the Central Taiwan Scie...

2023-09-18

[News] Goldman Sachs Securities Downgrades TSMC’s Next Year Capex

According to a report by Taiwan's Media TechNews, Taiwan's leading semiconductor foundry, TSMC (Taiwan Semiconductor Manufacturing Company), experienced a significant 2.43% decline in its ADR (American Depositary Receipt) on the last trading day of the previous week in the U.S. stock market. This dr...

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