Looking at the performance of TSMC's 8-inch capacity utilization rate, the market officially entered a period of inventory adjustment at the start of 2H22 and customers have successively revised their...
Looking at the recent development of Samsung's 3nm process, after mass production of the 3GAE process in 1H22, Samsung’s first client is Chinese mining chip company PanSemi...
Looking at the development of the 3nm process, TSMC will mass-produce 3nm in 2H22 as scheduled and will possess a production capacity of approximately 40kwspm by the end of 2022...
In the context of the U.S. CHIPS Act passing, Samsung announced on 7/22 that it intends to invest US$200bn in the next 20 years to build 11 new fabs in Texas...
TrendForce’s Department of Semiconductor Research reports that Intel and MediaTek have formed a strategic partnership that were jointly announced by both parties on July 25th...
TSMC held a 2Q22 earnings call on 7/14. Revenue and gross profit both hit new highs in 2Q22, at US$18.16bn and 59.1% respectively...
In a departure from other foundries’ global large-scale mature process expansions, Samsung's 2022 expansion focuses on expanding advanced processes and the company plans to expand 4nm and 3nm producti...
Recently, market rumors indicated that NVIDIA has delayed the launch of new products due to the currently weak consumer graphics card market...
After TSMC’s announcement that it will raise prices across the board in 1Q23 due to the rising costs of raw materials...
Rising global inflation has caused the cost of raw materials to rise sharply and capital expenditure on new plants and expansion plans has increased more than expected...
Samsung's 1Q22 revenue fell 3.9% QoQ to US$53.28bn, primarily affected by the rapid cooling of demand for various terminal consumer products such as TVs and smartphones...
The Semiconductor Research Department of global market intelligence firm TrendForce reports that the COVID-19 pandemic caused significant disruptions in the international logistics network during 2021...
TSMC held its 1Q22 earnings call on April 14. In 1Q22, revenue grew by 11.6% QoQ to US$17.57bn and gross profit margin reached 55.6%...
