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...
An observation on the changes of Samsung’s orders of advanced nodes indicates that 5/4nm, aside from producing Qualcomm’s 4 Gen 2 chips, is also assisting with Samsung System LSI’s reinitiated in-hous...
The on-going reduction on 4Q23 orders among clients for major applications such as smartphones, PCs, and servers, with full adjustments on products ranging from AP to peripheral Wi-Fi and PMIC...
Samsung LSI + Foundry generated roughly US$4.04 billion (calculation based on US$1=KRW$1,315.68) of revenue in 2Q23 under an approximate QoQ increase of 17.3% attributable to...
TSMC generated US$15.66 billion (calculation based on US$1=NT$30.7124) of revenue in 2Q23 under a QoQ reduction of roughly 6.4%, which largely coincided with the upper end of its financial forecast...
Samsung’s new fab (Line S6) in Taylor will be segmented into two phases. Phase 1 is planned as a 4nm fab at an approximate capacity of 30Kwspm that is scheduled for official mass production at the end...
Phase 1 for TSMC’s Japanese fab (JASM) is scheduled for a mass production in December 2024 at a preliminary capacity of about 5Kwspm...
Samsung Device Solutions (DS) is divided into four divisions, including Memory, System LSI, Foundry, and Advanced Package (AVP)...
According to the market intelligence firm TrendForce, the total server DRAM revenue of the four server DRAM suppliers fell by...
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...
