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Monthly Archives: February 2024
[News] Financial Reports of Six Major Foundries Reveal Semiconductor Industry Recovery Status
The latest financial reports for 4Q23 from six leading global semiconductor foundries signal optimism for the semiconductor industry’s recovery in 2024. In 2023, the semiconductor sector underwent significant adjustments. As the industry worked towards normalizing its inventory levels amidst ongoing …
Posted in Semiconductors
Tagged foundry, GlobalFoundries, Intel, Samsung Electronics, TSMC, UMC
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[News] Overview of China’s Semiconductor Equipment Industry
According to TrendForce’s compilation and analysis of various industry data and the recent financial reports of major representative companies, it appears that China’s local equipment industry can cover the various stages required in semiconductor manufacturing processes (excluding lithography machines). Overall, …
[News] Overview of the Latest Financial Reports from the Top Five Equipment Giants Amid the Intense US-China Tech War
The world’s top five semiconductor equipment manufacturers have released their latest financial reports, signaling a surge in demand for advanced manufacturing equipment and positive signs of industry recovery. The US has continuously thwarted efforts by equipment suppliers to export advanced …
Posted in Semiconductors
Tagged Applied Materials, ASML, KLA, Lam Research, semiconductor equipment, TEL
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[News] Vision Pro Chip Analysis Highlights Texas Instruments as the Major Chip Supplier
Despite the ongoing intensity of the US-China tech war, Apple has been gradually leaning towards a more diversified supply chain, especially in the production of its latest head-worn device, Vision Pro. As per a report from Commercial Times, upon examination, …
Posted in AR / VR, Emerging Technologies
Tagged Apple, China, Taiwan, US, Vision Pro
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[News] Samsung Secures 2-Nanometer Order from Japanese AI Startup Preferred Networks
It was reported earlier that during Samsung Electronics’ fourth-quarter financial announcement in 2023, the company revealed that its foundry division had secured orders for 2-nanometer AI chips. However, at the time, Samsung did not disclose the name of the relevant customer. …