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2023-10-20

[News] Infineon Inks Multi-Year Power Semiconductor Supply Agreements with Hyundai and Kia

Infineon, Hyundai, and Kia announced on October 18 that they have signed a multi-year agreement for the supply of SiC (Silicon Carbide) and Si (Silicon) power semiconductor modules and chips. Under this agreement, Infineon will supply SiC and Si power components to Hyundai and Kia until 2030, and...

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 ...

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