As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for stocking and sales for the consumer end (e.g. smartphones, NBs, and TVs)...
Samsung Foundry generated US$3.36 billion of revenue in 1Q24 at an approximate QoQ drop of 7.1%, and remained low in capacity utilization primarily due to clients’ off-season stocking activities...
TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow rec...
US Department of Commerce announced on April 15th that Samsung’s US fab has been awarded with a direct funding of US$6.4 billion, which accounts for approximately 14.2% of the particular project...
TSMC generated US$18.86 billion (calculation based on US$1=NT$31.4458) of revenue in 1Q24 at an approximate QoQ drop of 4.1%, which coincided with the upper end of the...
Samsung’s new fab (Line S6) in Taylor has planned for a total capacity of roughly 70-80Kwspm, with phase 1 currently focused on 4nm at a planned capacity of around 30Kwspm...
An observation on TSMC’s 3nm orders for 2024 indicates that Apple remains as the largest client in capacity digestion at more than 70% (550-600K wafers for the entire year)...
Global market intelligence firm TrendForce reports that the NAND Flash market finally saw a demand turnaround in 3Q23 after suppliers maintained the strategy of production cuts for about a year...
Samsung Foundry, despite obtainment of seasonal stocking orders for smartphones in 4Q23, saw an approximate QoQ drop of 1.9% in revenue by slightly falling to...
