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)...
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...
TSMC generated a QoQ growth of 14% in revenue during 4Q23, arriving at US$19.7 billion...
1. Key Developments in Generative AI Products, Services, and Regulatory Standards 2. Analysis of Major CSPs’ 4Q23 and Recent Financial Reports 3. Strategic Deployment of Generative AI by Major CS...
In terms of capacity changes for 2024, Samsung Foundry is focusing on advanced nodes of 5nm and below for expansions this year, which are however constrained due to...
An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4...
Samsung Foundry is likely to implement price reduction measures during 1Q24 in the hope of either stimulating or ensuring wafer orders from its clients...
Recent market rumors are pointing to TSMC’s price reduction for some of its nodes in 2024. TrendForce’s survey indicates that the Taiwanese foundry...
Samsung Foundry has been troubled by the deprived capacity utilization for its advanced nodes after the successive transferals of flagship orders by major clients such as Qualcomm and NVIDIA since 202...
As TrendForce mentioned from its Foundry Market Bulletin on October 16th, TSMC has turned conservative in 3nm expansion for 2024 by merely enlarging to 90-100Kwspm that...
Observations indicate that Samsung had officially initiated construction for its new fab in Taylor (US) since November 2022...
TSMC generated a better-than-expected QoQ growth of 10.2% in 3Q23 revenue at US$17.2 billion (calculation based on US$1=NT$31.6957) under an increase of overall wafer shipment attributed to the stocki...
Foundry Market Bulletin (August 28th) had mentioned how Samsung Foundry had suspended about 30% of its systems, in accordance with a capacity utilization that had drastically fallen to about 40-45% in...
