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Regarding changes to orders and capacity utilization of TSMC for 2H25, advanced nodes, including 3nm and 5/4nm...
As indicated by the survey of global market intelligence firm TrendForce, geopolitical conflicts triggered by new US tariffs...
As indicated by the survey of global market intelligence firm TrendForce, for decades, Moore's Law has driven the exponential growth of the semiconductor industry...
Samsung Foundry, due to its client composition, is not benefitting much from China’s subsidies. The combined revenue of Samsung Foundry and System LSI...
For decades, the semiconductor industry has thrived by adhering to Moore’ Law, achieving rapid development through the continuous miniaturization of transistors...
TSMC mentioned at the 1Q25 earnings call that 30% of 2nm capacity will be established at its Arizona fab in the future...
According to the global market intelligence firm TrendForce, as the limitations of Moore’s Law become more apparent, IC packaging and testing have become critical for the continued...
Regarding Samsung’s partnerships and negotiations with clients of advanced nodes, Samsung Foundry had previously concluded negotiations with Qualcomm on the 8 series flagship chips through SF2...
Last issue of the Bulletin mentioned how TSMC’s additional investment in the US has also actuated its deployment strategies in other regions of the world...
Looking at changes to Samsung Foundry’s 8-inch orders for 2025, the tendency of localized China for China production...
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