Insights
Summary: Manufacturing PMI slight uptick New orders and production sub-indices continue to decline Uneven demand recovery across sectors The U.S. manufacturing PMI showed a slight uptick in August, according to data released by the Institute for S...
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Recently, wafer foundry market has seen various dynamics from related manufacturers. TSMC is reportedly planning to build its third plant in Japan, while Samsung has delayed the construction of its Pyeongtaek P4/P5 chip plants to 2026, prioritizing the Texas Taylor wafer plant instead. Meanwhi...
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According to a report from South Korean media outlet HankYung, Samsung plans to unveil its next-generation flagship Galaxy S25 series in January 2025, including the Galaxy S25, Galaxy S25+, and the top-tier Galaxy S25 Ultra. Contrary to earlier rumors of a dual-processor strategy which offers dif...
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As Intel has reportedly been working out options to navigate the company through crisis, its possible moves are said to include selling off Altera, putting a halt to its investment project in Germany, and though, less unlikely, sale of its foundry business. However, if this restructuring does happen...
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According to an earlier report from Bloomberg, the Dutch government may restrict ASML's after-sales services for Chinese customers. Regarding the matter, the Dutch Prime Minister Dick Schoof has stated that the government's decisions will prioritize ASML's actual interests to avoid jeopardizing it...