Consumers of the retail market are becoming conservative in consumption due to factors such as China’s enervated economy, regional conflicts and warfare, and the ongoing inflation...
US Department of Commerce announced on April 15th that Samsung’s US fab has been awarded with a direct funding of US$6.4 billion, which accounts for approximately 14.2% of the particular project...
TSMC generated US$18.86 billion (calculation based on US$1=NT$31.4458) of revenue in 1Q24 at an approximate QoQ drop of 4.1%, which coincided with the upper end of the...
Samsung’s new fab (Line S6) in Taylor has planned for a total capacity of roughly 70-80Kwspm, with phase 1 currently focused on 4nm at a planned capacity of around 30Kwspm...
As indicated by the survey of global market intelligence firm TrendForce, Chinese module houses are still exhibiting aggressive momentum in price follow ups as they continue to widen shipment to Chine...
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...
As indicated by the survey of global market intelligence firm TrendForce, buyers have been carrying on with stocking activities due to their anticipation on a tight supply that will persist for the en...
TSMC generated a QoQ growth of 14% in revenue during 4Q23, arriving at US$19.7 billion...
As indicated by the survey of global market intelligence firm TrendForce, the difference between contract and spot prices has drastically subsided due to the diminishing level of orders from the retai...
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...
As indicated by the survey of global market intelligence firm TrendForce, module houses had slightly mitigated in stocking dynamics during December with the passing of the peak shipment season for the...
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...
