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2024-10-14

[Insights] Module Production Sees Recovery, Upstream Sectors Still Engaged in a Power Struggle

Polysilicon In the polysilicon market, post-holiday trading sentiment remains subdued, with overall deliveries primarily focusing on delivering previous orders. After the recent price hikes for polysilicon, trading activity has been tepid. Ingot manufacturers are mainly adopting a wait-and-see at...

2024-10-14

[News] TSMC’s Capital Expenditure Expected to Remain Unchanged This Year Ahead of Earnings Call

At TSMC's upcoming earnings call on Thursday (October 17th), capital expenditure has become one of the key points of interest for the market. According to a report from Economic Daily News, institutional investors believe that TSMC’s capital expenditure range this year will remain unchanged. While...

2024-10-14

[News] Intel Employees Prepare for Layoff Notices as Cuts Enter Peak Phase This Week

Intel, grappling with financial difficulties, is set to enter a peak phase of layoffs this week after announcing plans to cut around 15,000 jobs. According to a report by CTECH, following the departure of employees who opted for early retirement at the end of September, Intel is moving forward with ...

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2024-10-14

[News] Key Focus This Week: U.S. Retail Sales and China’s GDP Growth

Last week, Chinese stocks declined as the absence of new fiscal stimulus measures weighed on the market, with the CSI 300 Index dropping by 3.3%. In contrast, the U.S. S&P 500 Index continued to hit new highs, buoyed by gains across various sectors. In the bond market, easing concerns about the ...

2024-10-14

[News] Preview for TSMC’s Key 3nm Clients ahead of Earnings Call: Order Surge Expected in 2025

Ahead of TSMC’s upcoming third-quarter earnings call this Thursday, a report by the Commercial Times gives a heads-up on the foundry giant’s outlook of 3nm orders next year. With NVIDIA and AMD ramping up their next-gen AI accelerators, combined with the strong demand from smartphone chips, orde...

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