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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...
As indicated by the survey of global market intelligence firm TrendForce, North America is not seen with a sizable increase in orders due to how server ODMs have been aggressively reducing their inven...
The level of production for server motherboards has yet to ascend or descend significantly after the surveying on the supply chain...
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...
This week’s TrendForce’s View focuses on the adjustments among CSPs and OEMs in March...
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