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TSMC generated US$20.82 billion (calculation based on US$1=NT$32.35) of revenue in 2Q24 at a QoQ growth of 10.5% attributed to how the ramped up shipment of 3nm, together with the continuance of AI-related demand...
Japan is currently advantageous in semiconductor materials and equipment, and is incentivizing key wafer suppliers to establish local fabs in the country by offering political support, whilst developing production capability and technology of 2nm and below advanced processes by founding Rapidus with the efforts of the government and private enterprises, in the hope of offering wafer foundry services starting from 2028-2030...
Recent rumors from the market are saying that Samsung’s in-house Exynos 2500 remains low and unstable in yield, and the new S25 slated for release in 2025 could either fully adopt Qualcomm’s products...
As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...
TSMC’s capacity for 3nm is now under an exceedingly short supply in 2H24 after the full incorporation by the iPhone 16 series and new PC platforms such as Intel’s Arrow Lake/Lunar Lake...
According to TrendForce’s latest market research, the electronics supply chain has begun restocking right now in the middle of the year due to the anticipation of China’s 618 E-commerce Festival...
As indicated by the latest survey of global market intelligence firm TrendForce, Vanguard, who is only equipped with 8-inch fabs currently, has announced on June 5th the construction of a 12-inch fab that will mark its official entry into the 12-inch foundry sector...
As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for stocking and sales for the consumer end (e.g. smartphones, NBs, and TVs)...
Samsung Foundry generated US$3.36 billion of revenue in 1Q24 at an approximate QoQ drop of 7.1%, and remained low in capacity utilization primarily due to clients’ off-season stocking activities...
The White House announced on May 14th that, in accordance with Section 301 of the 1974 Trade Act, the US government will increase tariffs on imported goods from China worth US$18 billion...
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