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Thursday 20 April 2023
TSMC sees another revenue drop in 2Q23
TSMC expects its second-quarter revenue in US dollar terms to register a sequential decline of 6.7% at the midpoint, with gross margin and operating margin estimated at 52–54%...
Thursday 6 April 2023
TSMC expects revenue rebound in 2H23, with 7/6nm utilization rate recovering
TSMC, which saw sales soar to a new high in 2022, has begun to feel the pressure of high inventory and low demand from the beginning of 2023. While the foundry expects to see weakening...
Wednesday 15 March 2023
TSMC fab utilization to recover starting 2Q23
Part of TSMC's fab utilization rates, including those for 7/6nm process nodes, will begin to recover in April, sooner than previously predicted by the market, according to sources...
Thursday 9 March 2023
TSMC keeps fab utilization rate at 70% or higher
TSMC's fab utilization in the first quarter of 2023 is being dragged down by a rapid slowdown in 7nm and 6nm chip orders, but the foundry has managed to keep its overall fab utilization...
Monday 20 February 2023
US-initiated joint export curbs on China leave critical loopholes?
The Netherlands and Japan reportedly have struck a deal with the US to jointly restrict exports of chipmaking tools to China, which will further cripple the development of China's...
Thursday 16 February 2023
Chinese startup Cambricon gets new funds to advance 7nm chips for ChatGPT-like applications
China-based AI chip startup Cambricon Technologies, already listed on the Sci-Tech Innovation Board of the Shanghai Stock Exchange, recently has been approved to issue CNY1.672 billion...
Friday 13 January 2023
TSMC to see sales disappoint in 1H23
Pure-play foundry TSMC has warned of a disappointing first half of 2023, but is confident that the second half will make up for it.
Thursday 12 January 2023
TSMC expects 14% revenue decline in 1Q23
A continued ramp-up in 5nm chip output buoyed TSMC's revenue and profit performance in the fourth quarter of 2022, when the pure-play foundry also saw sales generated from the HPC...
Friday 6 January 2023
TSMC, GF to be main AMD foundry partners
TSMC and GlobalFoundries are expected to remain AMD's main foundry partners through 2025, while Samsung Electronics has secured only 14nm chip orders for the processor vendor's APU...
Thursday 29 December 2022
Gudeng dismisses speculation about withdrawal from China
Taiwan-based EUV pod and reticle box supplier Gudeng Precision Industrial reportedly has stopped shipments to Chinese clients, sparking market speculation that it might withdraw from...
Thursday 29 December 2022
TSMC to scale up 3nm chip output in mid-2023
TSMC is expected to ramp up substantially its 3nm chip output starting mid 2023 to fulfill orders from multiple customers, according to sources at fab toolmakers.
Wednesday 28 December 2022
TSMC braces for weak 1Q23
TSMC is bracing for a nearly 15% sequential decline in first-quarter 2023 revenue, driven by falling capacity utilization rates at its fabs and wafer banks reaching new highs, according...
Wednesday 21 December 2022
Substantial RF chip orders to boost TSMC 7nm capacity utilization in 2H23
TSMC is expected to see its capacity utilization for 7/6nm process nodes rebound in the second half of 2023, thanks to substantial orders for Qualcomm's RF chips used in Apple's next-generation...
Tuesday 13 December 2022
IC material distributor Topco expects impressive revenue gains in 2022
Topco Scientific, which distributes mainly silicon wafers, photoresist and other chipmaking materials, is on track to post notable revenue growth in 2022 despite the ongoing inventory...
Monday 12 December 2022
TSMC may see revenue fall 10-15%, 7nm capacity utilization slip to 50% in 1Q23
TSMC is estimated to experience a 10-15% sequential revenue fall for the first quarter of 2023, driven by a significant shrinkage in new orders for the first half of the year, and...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research