Subject


TSMC


2024-08-12

[News] Samsung’s Foundry Business Reportedly Struggles with Losses behind Soaring Profits in Q2

In spite of its skyrocketing profit in Q2 thanks to the strong AI demand for memory chips, Samsung Electronics might be still struggling with losses in its foundry business, according to reports by ijiwei and Technews. Citing Korean media, the reports indicate that Samsung’s foundry business is...

2024-08-12

[News] Korea’s Memory Exports to Taiwan Surge 225% in 1H 2024 Driven by Strong HBM Demand

According to a report from Korea media outlet Yonhap News Agency, South Korea's memory export to Taiwan has surged by 225% in the first half of the year. The primary driver of this increase is reportedly due to South Korean chipmaker SK hynix's supply of HBM to U.S. AI chip giant NVIDIA, which pa...

2024-08-09

[News] TSMC Reports No Major Damage to Kumamoto Plant after 7.1 Magnitude Earthquake near Kyushu, Japan

On August 8th, Japan experienced a magnitude 7.1 earthquake with the epicenter located off the coast of Kyushu, in the sea east of Miyazaki Prefecture, at a focal depth of 30 kilometers. TSMC's Kumamoto plant (JASM), located in Kumamoto Prefecture, experienced a seismic intensity scale of level 4....

2024-08-09

[News] Samsung to Intensify Efforts for Capturing Intel’s Advanced Packaging Orders Shifting from TSMC

According to a report from The Chosun Daily, major tech companies like NVIDIA are considering using Intel's foundry services (IFS) as an alternative due to TSMC's packaging capacity shortages. While packaging is a core competency for semiconductor foundries, Samsung, which is facing difficulties in ...

2024-08-08

[News] Two Contrasting Trends Emerge in Wafer Foundry Industry

AI industry has been driving semiconductor industry to advance forward. Benefited from the surge in AI-driven demand for advanced process chip, foundry industry is experiencing a gradual turnaround, while demands for consumer chip and automotive chip have not yet fully recovered, and competition rem...

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