Articles


2024-11-08

[News] Qualcomm Derived Nearly 50% of FY24 Sales from China, Eyeing 10% QoQ Revenue Growth This Quarter

Amid the passion of the wild election, U.S. chip giant Qualcomm reported an upbeat first-quarter (ended December 31) sales forecast, with revenue rising between USD 10.5 billion and USD 11.3 billion, eyeing for an over 10% quarter-over-quarter growth at most. The strong momentum, according to a repo...

2024-11-08

[News] TSMC Reportedly to Halt 7nm and Below Chip Shipments to China’s AI Firms Next Week

Following previous controversies of supplying 7nm chips to Huawei through proxies, TSMC has reportedly notified all its AI chip customers in China by formal emails that starting next week (November 11), it would halt shipments of all the 7nm and more advanced chips to its AI/GPU clients there, accor...

2024-11-08

[News] Taiwan Power Rate Hikes Squeeze Semiconductor Margins

Taiwan's semiconductor factories operate around the clock, consuming significant amounts of electricity. Taiwan Power Company has raised industrial electricity rates twice this year, and the financial impact is now starting to appear in corporate earnings. According to Economic Daily News, TSMC C...

2024-11-08

[News] Latest Progress on Three Semiconductor Fabs

Leading foundries have been making significant moves, reshaping the semiconductor industry landscape. Vanguard International Semiconductor Corporationrecently announced its entry into the 12-inch wafer foundry business, marking the beginning of a new phase in its strategic transformation for the nex...

2024-11-08

[News] TSMC May Face Potential Tax Hikes in the Trump 2.0 Era

According to a report from Economic Daily News, Trump's return to the White House  ushers in a "Trump 2.0" era, potentially posing new challenges for TSMC, as Trump previously threatened to charge a "protection fee" due to TSMC’s stronghold on U.S. chip production. The report highlighted that, ac...

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