Subject


Semiconductors


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...

2023-10-19

[News] Strategic Shift in Samsung’s Personnel Focuses on SiC

According to a report from South Korean media ETNEWS, Samsung Electronics has appointed former Onsemi director Stephen Hong as Vice President to oversee the SiC (Silicon Carbide) power semiconductor business. They've also set up an internal department dedicated to SiC power semiconductors. Stephe...

2023-10-18

China’s Share in Mature Processes will Speed up to 33% in 2027 under the Pressure of Geopolitics

TrendForce reports that from 2023 to 2027, the global ratio of mature (>28nm) to advanced (<16nm) processes is projected to hover around 7:3. Propelled by policies and incentives promoting local production and domestic IC development, China’s mature process capacity is anticipated to grow f...

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