The global semiconductor market is nearing the end of its inventory cycle. With the rise of AI-related applications, new energy vehicles, 5G, high-performance computing, and other emerging sectors, industry experts estimate that the global semiconductor industry could reach a valuation of $1 trillio...

At its previous earnings call in July, Samsung has announced the ambitious goal that its HBM sales would increase three to five times in 2H24. However, as it is still struggling to pass the verification of 12-Hi HBM3e products, the company’s prospects for returning to glory in the near term seems ...

TSMC held its earnings call earlier today, October 17th. According to a report in Economic Daily, based on an exchange rate of USD 1 to TWD 32, the company estimates the fourth-quarter revenue to be between USD 26.1 billion and USD 26.9 billion, representing an average quarter-over-quarter increase ...

At TSMC's third-quarter earnings call on the 17th, Chairman C.C. Wei was asked about potential interest in Intel's spin-off of its IDM business. According to a report from TechNews, Wei responded with two decisive "No's," indicating that TSMC has no interest in acquiring the businesses. C.C. Wei...

According to a report by Commercial Times, as NVIDIA's GB200 is set to officially ship by the end of this year and gradually ramping up in 2025, it is anticipated to usher in a new era of liquid cooling. TrendForce predicts that the liquid cooling penetration will rise from 11% in 2024 to 24% ...