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...
In a departure from other foundries’ global large-scale mature process expansions, Samsung's 2022 expansion focuses on expanding advanced processes and the company plans to expand 4nm and 3nm producti...
Recently, market rumors indicated that NVIDIA has delayed the launch of new products due to the currently weak consumer graphics card market...
After TSMC’s announcement that it will raise prices across the board in 1Q23 due to the rising costs of raw materials...
Rising global inflation has caused the cost of raw materials to rise sharply and capital expenditure on new plants and expansion plans has increased more than expected...
Samsung's 1Q22 revenue fell 3.9% QoQ to US$53.28bn, primarily affected by the rapid cooling of demand for various terminal consumer products such as TVs and smartphones...
TSMC held its 1Q22 earnings call on April 14. In 1Q22, revenue grew by 11.6% QoQ to US$17.57bn and gross profit margin reached 55.6%...
NVIDIA re-adopted a dual foundry strategy in 2020 for its Ampere micro-architecture, placing orders with both TSMC and Samsung simultaneously to ensure sufficient capacity...
Regarding potential interruption of semiconductor raw material supply caused by the Ukrainian-Russian war, according to TrendForce research...
Recently, the focus of Samsung foundry has been on the development and capacity expansion of advanced nodes below 7nm...
Regarding the developmental progress of TSMC’s 3nm node, technical R&D and trial production on the 3nm node is primarily being conducted at TSMC’s Hsinchu R&D Center...
In response to recent market rumors indicating that Samsung is affected by equipment delays and 4nm capacity expansion has not shaped up as expected...
