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Meta
Monthly Archives: January 2025
[News] TSMC Projects Q1 Gross Margin to Hold Steady at 58%, with 2025 CapEx Rising up to USD 42 Billion
TSMC held its Q4 earnings call today (16th), reporting an EPS for 2024 that exceeded expectations, reaching NT$45.25 (USD 1.41). For the 2025 financial outlook, TSMC forecasts Q1 revenue to range between USD 25 billion and USD 25.8 billion, with …
[News] TSMC 4Q24 Earnings Hits Record High, with Full Year EPS Reaching NT$45.25
TSMC today announced consolidated revenue of NT$868.46 billion, net income of NT$374.68 billion, and diluted earnings per share of NT$14.45 (US$2.24 per ADR unit) for the fourth quarter ended December 31, 2024. Its diluted earnings per share for 2024 reaches …
[News] SK hynix Reported to Deliver HBM4 Samples to NVIDIA in June, with Mass Production by Q3 2025
According to a report from ZDNet, SK hynix is reportedly planning to ship HBM4 samples to NVIDIA as early as June 2025, with full-scale product supply expected to begin around the end of the third quarter. The report notes that …
[News] Biden Tightens Control on 14/16nm Chip Exports; Expands Blacklist to Include China’s Sophgo
In its final days, the Biden administration aims to solidify its tech restrictions on China indeed, as it unveils sweeping controls on chips again. The latest effort, as per the reports from Bloomberg and Tom’s Hardware, plans stricter export controls …
Posted in IC Design, IC Manufacturing, Package&Test, Semiconductors
Tagged 16nm, China and US trade war, chip, Intel, Sophgo, TSMC
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[News] Under Pressure from Overheating Issues, NVIDIA Rumored to Launch CPO Switch in March
NVIDIA’s GB200 thermal challenges have made Co-Packaged Optics (CPO) technology a key topic in the tech industry. According to Commercial Times, NVIDIA plans to unveil a new CPO-based switch at the March GPU Technology Conference (GTC), with mass production slated …