Sluggish end consumer demand, as well as continuous inventory revisions among clients, had dragged down TSMC’s overall wafer shipment by a QoQ of roughly 7% in 4Q22...
Samsung foundry generated a QoQ increase of roughly 2.4% in 4Q22 revenue (calculated in KRW), and US$5.6 billion (calculated in US$) under a minor QoQ growth of approximately 1%...
TSMC hosted a ceremony at Fab18 located in the Southern Taiwan Science Park on December 29th celebrating the mass production of 3nm and expansion of P8...
Chinese foundries, seeing how stocking dynamics have been sluggish from clients...
As mentioned from the Market Bulletin published by TrendForce on November 14th 2022, TSMC has six phases planned for its Fab 21 in Arizona at a respective capacity of roughly 20-30Kwspm...
Samsung Foundry, under the weakening foundry demand, is planning for a CapEx budget of approximately US$14-15 billion for 2023 that remains a growth compared to that of 2022...
TSMC’s Fab 21 in Arizona, as TrendForce mentioned from the Market Bulletin published on February 8th 2021 and March 8th 2021, occupies more than 1,100 acres...
Calculated in terms of KRW, Samsung foundry's 3Q22 revenue increased by 6.3% QoQ but, if converted and based on US$, 3Q22 revenue was...
TSMC posted 3Q22 revenue of US$20.23bn (NT$613.14bn at a NT$:US$ exchange rate of 30.32:1), benefiting from factors such as a better-than-expected US dollar exchange rate, strong 5nm demand and increa...
Looking at the development of Samsung foundry's advanced manufacturing processes, unfavorable factors such as sluggish demand for consumer products...
Looking at the performance of TSMC's 8-inch capacity utilization rate, the market officially entered a period of inventory adjustment at the start of 2H22 and customers have successively revised their...
Looking at the recent development of Samsung's 3nm process, after mass production of the 3GAE process in 1H22, Samsung’s first client is Chinese mining chip company PanSemi...
Looking at the development of the 3nm process, TSMC will mass-produce 3nm in 2H22 as scheduled and will possess a production capacity of approximately 40kwspm by the end of 2022...
In the context of the U.S. CHIPS Act passing, Samsung announced on 7/22 that it intends to invest US$200bn in the next 20 years to build 11 new fabs in Texas...
TSMC held a 2Q22 earnings call on 7/14. Revenue and gross profit both hit new highs in 2Q22, at US$18.16bn and 59.1% respectively...
