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Author Archives: TrendForce
[News] TSMC’s Capital Expenditure Expected to Remain Unchanged This Year Ahead of Earnings Call
At TSMC’s upcoming earnings call on Thursday (October 17th), capital expenditure has become one of the key points of interest for the market. According to a report from Economic Daily News, institutional investors believe that TSMC’s capital expenditure range this …
[News] Intel Employees Prepare for Layoff Notices as Cuts Enter Peak Phase This Week
Intel, grappling with financial difficulties, is set to enter a peak phase of layoffs this week after announcing plans to cut around 15,000 jobs. According to a report by CTECH, following the departure of employees who opted for early retirement …
[News] Key Focus This Week: U.S. Retail Sales and China’s GDP Growth
Last week, Chinese stocks declined as the absence of new fiscal stimulus measures weighed on the market, with the CSI 300 Index dropping by 3.3%. In contrast, the U.S. S&P 500 Index continued to hit new highs, buoyed by gains …
Posted in Macroeconomics
Tagged CCI, China, CPI, Euro Area, GDP, MPC, Retail Sales, United States
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[News] Preview for TSMC’s Key 3nm Clients ahead of Earnings Call: Order Surge Expected in 2025
Ahead of TSMC’s upcoming third-quarter earnings call this Thursday, a report by the Commercial Times gives a heads-up on the foundry giant’s outlook of 3nm orders next year. With NVIDIA and AMD ramping up their next-gen AI accelerators, combined with …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged 3nm, AMD, Apple, MediaTek, Nvidia, TSMC
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[News] Why Is Kioxia Delaying Its IPO? Market Valuation Reportedly Half of Target
Japanese NAND flash memory giant Kioxia had reportedly planned to delay its October IPO. According to the latest report from Reuters, Kioxia’s major shareholder, U.S. investment firm Bain Capital, abandoned the October IPO plan after investors valued the company at …