Question 1. Gokul Hariharan from JP Morgan Operator: Gokul Hariharan from JP Morgan. Gokul: Yeah, hi, congratulations on the great result and thanks for the details on N3 and N2. My first question is on the technology leadership. Gokul: Given we are hearing a lot of competitive messaging fr...

TSMC held its third-quarter earnings conference today (October 19th), with TSMC CEO C.C. Wei and CFO Wendell Huang presenting the company's third-quarter financial results, fourth-quarter outlook, and updates on advanced processes and overseas expansion. TrendForce transcribed the event using AI too...

Driven by emerging technologies like AI and high-performance computing, the semiconductor foundry industry increasingly emphasizes the importance of advanced manufacturing processes. Recently, the industry has seen significant developments. Intel announced that it has commenced large-scale productio...

Technews reported, Taiwan Semiconductor Manufacturing Company (TSMC) announced on the 17th that, following an internal assessment, it has decided not to consider entering the third phase of the Longtan Park under the current conditions. However, TSMC will maintain its expansion pace and continue to ...

As TSMC's earnings call approaches, the market is abuzz with rumors that the company may revise down its capital expenditure target for this year. This potential adjustment is believed to be driven by delays in Intel's 3-nanometer outsourcing and the deferral of the production schedule for TSMC's 4-...