TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.
TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...
381 Views
Episode 55: Intel IFS Economics and Last Fabs Standing
TSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generation
186 Views
Globalfoundries. Pressure Grows As Customer Penalties Soar
GFS Q423 revenues of $1.854 billion, -12% YoY, flat QoQ. Guided Q124 down 18% QoQ with GM set to fall from 29% to 23%. SMIC will outspend GFS 10x...
320 Views
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic...
220 Views
[TW2] US & JPN Equities on Steroids While China Remains Shaky on Deflation Fears (W/E 19th Jan 24)
Animal spirits were back in charge last week as market sentiments rose high. US and Japanese equity markets continue to set record highs. Are we...
256 Views