Monthly Archives: July 2024

[News] TSMC Introduces “Foundry 2.0” to Include Packaging, Testing, Mask making and Others

In the Q2 earnings call today (July 18th), TSMC Chairman and CEO C.C. Wei introduced the concept of “Foundry 2.0,” redefining the foundry industry to further include sectors like packaging, testing, mask making, and others, the latest report by Technews …

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[News] TSMC Projects 7.5% Q3 Revenue Growth, Adjusts Full-Year CAPEX Range

TSMC held its earnings call earlier today. Looking ahead to the third quarter, the company estimates that, based on an exchange rate of USD 1 to TWD 32.5, revenue will fall between USD 22.4 billion and USD 23.2 billion, representing at least …

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[News] TSMC Reports Strong Q2 Financial Results, with 3nm Accounting for 15% of Shipments

Moments before TSMC’s earnings call, TSMC has released its financial results for the second quarter of 2024. Reportedly, TSMC announced consolidated revenue of NTD 673.51 billion, net income of NTD 247.85 billion, and diluted earnings per share of NTD 9.56 (USD 1.48 …

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[News] GlobalWafers Receives USD 400 Million Subsidy from CHIPS Act to Establish New Plant in the US

On July 17th, silicon wafer giant GlobalWafers announced that it is setting up a research and development center in Sherman, Texas, and constructing a 12-inch silicon wafer production line in St. Peters, Missouri. This move is expected to strengthen its US semiconductor supply …

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[News] With Trump’s Odds of Winning Rising, Concerns Arise on Potential Adjustments in Chip Subsidies

Republican presidential candidate Donald Trump’s recent remarks on Taiwan “taking about 100% of our chip business” and thus should pay the U.S. for defense have raised concerns in the semiconductor industry. According to a report by Economic Daily, citing a …

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