Observations indicate that Samsung had officially initiated construction for its new fab in Taylor (US) since November 2022...
TSMC generated a better-than-expected QoQ growth of 10.2% in 3Q23 revenue at US$17.2 billion (calculation based on US$1=NT$31.6957) under an increase of overall wafer shipment attributed to the stocki...
Foundry Market Bulletin (August 28th) had mentioned how Samsung Foundry had suspended about 30% of its systems, in accordance with a capacity utilization that had drastically fallen to about 40-45% in...
In terms of capacity utilization, TSMC has dropped to about 60% for 8-inch wafers in 2H23 due to the slow inventory reduction among PMIC clients...
The NAND Flash market persists under challenges, where enterprises’ successive allocation of their CapEx to the establishment of AI servers has led to a drop in enterprise SSD...
