TSMC


2024-10-16

[News] ASML Reports Disappointing Q3 Bookings while Lowering 2025 Forecast, Raising Concerns in Chip Sector

As ASML accidentally released its financial report nearly a day ahead of its schedule due to a “technical error,” the Dutch semiconductor giant’s Q3 performance and its forecast for 2025 have also startled all by reporting orders at half of what the market predicted, raising concerns on the la...

2024-10-14

[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 year will remain unchanged. While...

2024-10-14

[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 the strong demand from smartphone chips, orde...

2024-10-11

[News] AMD Unveils its Latest AI Accelerators MI325X and MI355X, with TSMC Emerges as the Major Beneficiary

As AMD unveiled the roadmap for its upcoming AI accelerators at Advancing AI 2024, including MI325X and MI355X, its longtime foundry partner TSMC is expected to be the major beneficiary, according to the reports by the Commercial Times and the Economic Daily News. TSMC, as AMD’s key chip making...

2024-10-10

[News] Intel Shifts to TSMC for Chip Production: A Looming Threat for AMD?

Intel’s first processor using rival TSMC’s technology, the Lunar Lake, has officially launched, intensifying the competition with AMD. According to a recent report by TechNews, third-party testing has confirmed Intel’s claims: Lunar Lake is indeed the most energy-efficient x86 processor to dat...

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