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...
According to the latest research by the global market intelligence firm TrendForce, the overall procurement volume of memory products fell sharply in 2023 as OEMs...
TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow rec...
TSMC president C.C. Wei was questioned by analysts about the potential introduction of High-NA EUV during TSMC’s 4Q23 earnings call. He responded, “Because of technology itself is no value. Only when...
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...
As indicated by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd...
As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the s...
Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...
As indicated by the survey of global market intelligence firm TrendForce, the US Department of Commerce, after announcing the comprehensive export controls on semiconductor equipment...
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...
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)...
Global market intelligence firm TrendForce reports that smartphone brands continued to stock up on components in 4Q23. Hence, major foundries received related orders...
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...
