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...
The survey conducted by Semiconductor Research of global market intelligence firm TrendForce indicates that the globalized division previously adopted by the supply chain has gradually ceased...
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, TSMC, Samsung, and Intel have been continuously engaging in the competition of advanced logic nodes by investing enormous reso...
Global market intelligence firm TrendForce reports that the overall capacity utilization rate of the foundry industry will continue to decline...
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...
Global market intelligence TrendForce reports that some rush foundry orders appeared during 2Q23. This was due to TV brands seeing their component inventories drop to a low level...
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...
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...
TSMC generated US$15.66 billion (calculation based on US$1=NT$30.7124) of revenue in 2Q23 under a QoQ reduction of roughly 6.4%, which largely coincided with the upper end of its financial forecast...
Samsung’s new fab (Line S6) in Taylor will be segmented into two phases. Phase 1 is planned as a 4nm fab at an approximate capacity of 30Kwspm that is scheduled for official mass production at the end...
