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TSMC mentioned from its earnings call on April 20th that the foundry had suffered a QoQ drop of 12.8% in 1Q23 wafer shipment under clients’ inventory revisions...
The subsidy specifications of the CHIPS Act by the US government restrict applicants’ investment on 1X nm and below advanced nodes, as well as 28nm and above matured nodes...
The subsidization regulations from the CHIPS Act, issued by the US Department of Commerce on March 21st...
Pertaining to how UMC mentioned from its 4Q22 earnings call that the HV (High Voltage) process would evolve from the current mainstream 28nm to 17nm in the future...
Brief summary on 1Q23 NAND Flash market: both server and data center clients are still sluggish in procurement as the demand end persists in inventory reduction...
As indicated by the survey of global market intelligence firm TrendForce, despite successive revisions of inventory among end clients since 2Q22...
As indicated by the survey of global market intelligence firm TrendForce, a drop of 13-18% is seen in PCIe SSD prices among the average contract prices of mainstream PC OEM SSD in 1Q23...
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