Taiwan Tech Weekly: TSMC Taking More Samsung Customers; Hon Hai Unveils Major AI Projects

244 Views11 Oct 2024 13:04
​Samsung's foundry business losing customers to TSMC due to perceived lower risk; TSMC and UMC sales trends confirm industry shifts, while Nanya results indicate weakness in non-AI demand.
What is covered in the Full Insight:
  • Samsung Losing Foundry Customers
  • Hon Hai AI Supercomputer Initiative
  • TSMC and UMC Sales Trends
  • Memory Monitor and Nanya Performance
  • PC Industry and AI Opportunities
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
chart-bar
x