As indicated by the survey of global market intelligence firm TrendForce, the constant elevation of stocking targets among PC and smartphone OEMs recently due to the rising demand in a peak season...
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...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for NAND Flash wafers are carrying on with the increment, and buyers are under ongoing stocking activities due...
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...
As indicated by the survey of global market intelligence firm TrendForce, the emergence of stocking demand within the market, after the successful rebound of average NAND Flash contract prices since A...
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...
In terms of capacity utilization, TSMC has dropped to about 60% for 8-inch wafers in 2H23 due to the slow inventory reduction among PMIC clients...
As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers have been increasing in ASP since August at about 2.87%...
As indicated by the survey of global market intelligence firm TrendForce, the successful increase of wafer contract prices has resulted in active inquiries on several items of packaged dies from the N...
An observation on the changes of Samsung’s orders of advanced nodes indicates that 5/4nm, aside from producing Qualcomm’s 4 Gen 2 chips, is also assisting with Samsung System LSI’s reinitiated in-hous...
The on-going reduction on 4Q23 orders among clients for major applications such as smartphones, PCs, and servers, with full adjustments on products ranging from AP to peripheral Wi-Fi and PMIC...
As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers had remained flat in ASP during July under no significant changes...
Samsung LSI + Foundry generated roughly US$4.04 billion (calculation based on US$1=KRW$1,315.68) of revenue in 2Q23 under an approximate QoQ increase of 17.3% attributable to...
