Shipments

S6.Quarterly Long Term Shipment Forecast 3Q22

Foundry Market Bulletin_20220822

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...

Enterprise SSD Revenue Rose by 31% QoQ for 2Q22 as Easing of Tight Supply for Components Led to 15% QoQ Hike in Server Shipments and Kioxia’s Contamination Event Raised Prices and Demand

Global market intelligence firm TrendForce reports that an easing of tight supply for certain components, together with an significant increase in server shipments from server OEMs (enterprise players...

Monitor System Integrator Shipment Aug_2022

M2. Quarterly Smartphone Panel Shipment_3Q22

2Q22 Shipment Growth Yielded 6.5% QoQ Increment in Global DRAM Revenue

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry arrived at US$25.594 billion in 2Q22 revenue under a QoQ growth of 6.5% primarily owing to...

Foundry Market Bulletin_20220808

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...

Decline in Consumer DRAM Prices Becomes Sharper as Mounting Inventory Pressure Compels Suppliers to Cut Prices Aggressively

Global market intelligence firm TrendForce reports that the DRAM market encountered many challenges during the first half of this year...

H1.Historical Panel Shipment Pivot_1Q22

H1.Historical Panel Shipment Pivot_2Q22

15.Monthly Global LCD TV Brands Shipment Tracker_Jul 22

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Jul_22

S2 Monthly Notebook Panel Supply Chain Jun_22

S1 Monthly LCD TV Panel Supply Chain Jun_22

Foundry Market Bulletin_20220725

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...