Samsung Device Solutions (DS) is divided into four divisions, including Memory, System LSI, Foundry, and Advanced Package (AVP)...
Terminal sales that have yet to see a recovery, together with the worse-than-expected reduction of inventory among upstream IC design clients...
Off season in the consumer market, together with inventory revisions among clients, had affected Samsung Foundry’s performance in shipment and capacity utilization, which shrank its 1Q23 revenue to...
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...
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%...
