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Thursday 18 July 2024
Key TSMC earnings takeaways: CoWoS supply-demand balance by 2025, N2 and A16 details
C. C. Wei, chairman and CEO of TSMC, introduced the concept of "Foundry 2.0" and provided additional information regarding the company's advanced 2nm and A16 process technologies...
Thursday 18 July 2024
TSMC revises 2024 sales growth forecast to 24-26%
TSMC expects revenue in US dollars to increase between 24-26% this year, up from its earlier prediction of 21% to 26%.
Thursday 18 July 2024
Intel, GlobalFoundries defy chip slump sparked by policy worry
Intel Corp. and Globalfoundries Inc. rallied Wednesday, defying a broad selloff among chip companies, as investors speculated the two could benefit from fresh policies under either...
Thursday 18 July 2024
ASML's China sales surge highlights risk of tighter US curbs
ASML's surging sales to China in the second quarter accounted for nearly half of the Dutch company's revenue, revealing the limited impact of US export restrictions so far as the...
Thursday 18 July 2024
Debunking Trump's misconceptions on Taiwan's role in the global chip industry
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without...
Thursday 18 July 2024
TSMC expects around 10% revenue growth in 3Q24
TSMC announced that revenue and margins exceeded guidance in the second quarter of 2024, and it expects revenue for the third quarter to increase 9.5% sequentially at the midpoint.
Thursday 18 July 2024
Malaysia's semiconductor sector optimistic for 3Q24: talent recruitment and AI integration on the rise
A recent survey reveals that Malaysia's electrical, electronics, and semiconductor sectors are optimistic about the market in the third quarter of 2024, and are actively recruiting...
Thursday 18 July 2024
Canon targets double-digit growth in India, eyes local opportunity in chipmaking tools
According to PTI, citing Tiger Ishii, president and COO of Canon Marketing Asia, reported that the company sees India as a crucial market for future growth, driven by the...
Thursday 18 July 2024
ASML performance surges amid TSMC investment rumors, strong China sales despite US curb threats
ASML experienced a significant increase in sales and net bookings over the last quarter, suggesting that TSMC might be intensifying its capital investments. However, potential tightened...
Thursday 18 July 2024
TSMC sees 3nm chip output exceed 100,000 wafers monthly
The monthly output of 3nm chips at TSMC will climb to 125,000 wafers in the second half of this year, up from 100,000 units currently, according to industry sources. The output ramp-up...
Wednesday 17 July 2024
GlobalWafers receives US$400 million of CHIPS Act funding
On July 17, the Biden-Harris Administration announced a non-binding Preliminary Memorandum of Terms (PMT) between the US Department of Commerce and GlobalWafers America, LLC and MEMC...
Wednesday 17 July 2024
Assam fast-tracks land leasing for Tata ATMP facility
Amidst India's aspirations to build a local semiconductor supply chain, a significant step forward has been taken. The government of Assam has signed a land-leasing agreement with...
Wednesday 17 July 2024
Taiwan pays US$4.75 billion for defense since 2022; Trump says it's not enough
In recent years, Taiwan has significantly increased its defense procurement from the US. However, US Republican presidential candidate Donald Trump continues to assert that Taiwan...
Wednesday 17 July 2024
AI and China's chip demand keep ASML equipment orders thriving
By the end of the first quarter of 2024, Dutch semiconductor equipment giant ASML had a backlog of orders totaling EUR 38 billion (US$ 41.4 billion). This means that ASML needs EUR...
Wednesday 17 July 2024
TSMC joins HBM4 arena with 5nm base chip production for memory giants
While SK Hynix, Samsung Electronics, and Micron Technology are locked in an intense technology race for the sixth-generation High Bandwidth Memory (HBM), HBM4, foundry giant TSMC...
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research