Regarding statics since early November surrounding TSMC’s review on its Chinese AI clients of 7nm and below, as well as suspended shipments to the latter...
Looking at changes to revenue generated by various nodes of TSMC in 3Q24, 7nm and below nodes, including 3nm, 5/4nm, and 7/6nm, have achieved a remarkable performance thanks to...
Market intelligence firm TrendForce reports that inventory levels are rising as the peak-season demand has been underwhelming. Based on NB ODM’s estimations...
Samsung Foundry’s 12-inch CIS is mainly supplied to Samsung System LSI, and has planned for a corresponding capacity at 65/45nm (ISP at 28nm) based on System...
Regarding production volume distribution, SK hynix has the highest production volume. This year, SK hynix’s total HBM production volume is projected to reach...
The entry of a peak stocking season for new smartphones and PC/NBs, together with the ongoing robustness among AI-related HPC applications...
