As TSMC's earnings call approaches on April 18th, according to a source cited in a report from Commercial Times, it has predicted a downturn in the smartphone industry as it enters a slow season. However, TSMC is reportedly benefiting from AI demand, bolstering its operations through HPC (High-Per...

Despite Western chip equipment export bans, China reportedly has imported 32 lithography systems from the Netherlands in Jan-Feb 2024, marking a 256.1% YoY growth. According to China Customs data, Jan-Feb 2024 imports from the Netherlands totaled USD 1.057 billion, up 256.1% YoY, but down 44.8% ...

In June 2023, leading processor manufacturer Intel reached an agreement with the German federal government, announcing the signing of an amended investment memorandum. The plan involves investing over EUR 30 billion to construct two new fabs in Magdeburg. The German federal government has agreed to ...

ASML, a key chipmaking equipment supplier, is reported to have its incoming CEO, Christophe Fouquet, visiting Taiwan soon. According to Commercial Times citing from supply chain sources, it’s suggested that he will meet with TSMC and other related suppliers to discuss next-generation EUV equipmen...

Intel recently announced that it has acquired the market's first ASML Extreme Ultraviolet (EUV) exposure equipment with a 0.55 Numerical Aperture (High-NA), aiming to advance its chip manufacturing technology in the coming years. In contrast, TSMC appears to be taking a more cautious approach, curre...