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According to the latest research by the global market intelligence firm TrendForce, the US Department of Commerce implemented a comprehensive range of export controls on semiconductor manufacturing equipment of certain specifications...
TSMC generated a better-than-expected QoQ growth of 10.2% in 3Q23 revenue at US$17.2 billion (calculation based on US$1=NT$31.6957) under an increase of overall wafer shipment attributed to the stocking of new iPhones and the ramp up of new HPC products in 2H23...
As indicated by the survey of global market intelligence firm TrendForce, TSMC, Samsung, and Intel have been continuously engaging in the competition of advanced logic nodes by investing enormous resources in process R&D and capacity expansion...
Global market intelligence firm TrendForce reports that the overall capacity utilization rate of the foundry industry will continue to decline...
Foundry Market Bulletin (August 28th) had mentioned how Samsung Foundry had suspended about 30% of its systems, in accordance with a capacity utilization that had drastically fallen to about 40-45% in 2H23...
In terms of capacity utilization, TSMC has dropped to about 60% for 8-inch wafers in 2H23 due to the slow inventory reduction among PMIC clients...
Global market intelligence TrendForce reports that some rush foundry orders appeared during 2Q23. This was due to TV brands seeing their component inventories drop to a low level...
An observation on the changes of Samsung’s orders of advanced nodes indicates that 5/4nm, aside from producing Qualcomm’s 4 Gen 2 chips, is also assisting with Samsung System LSI’s reinitiated in-house AP project by producing the new gen Exynos 2400 chips...
The on-going reduction on 4Q23 orders among clients for major applications such as smartphones, PCs, and servers, with full adjustments on products ranging from AP to peripheral Wi-Fi and PMIC...
Samsung LSI + Foundry generated roughly US$4.04 billion (calculation based on US$1=KRW$1,315.68) of revenue in 2Q23 under an approximate QoQ increase of 17.3% attributable to...
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