Judi Chu’s Post

Quick Take: TSMC Secures Permanent Authorization for Nanjing Fab, Despite US Export Controls Despite ongoing US export restrictions on advanced technology to China, Taiwan Semiconductor Manufacturing Co (TSMC) has secured permanent authorization from the US government to continue supplying its Nanjing fab. This permanent Validated End User (VEU) authorization means that TSMC can continue receiving US-origin equipment and materials for its Nanjing operations without requiring individual licenses for each item. TSMC's Nanjing fab primarily focuses on mature process technologies, including 16nm and 28nm, catering to the growing demand within China for less advanced chips used in smartphones, PCs, and other consumer electronics. TSMC is actively expanding its 28nm capacity at this facility to meet this demand. #TSMC #semiconductors #chipmanufacturing #supplychain #exportcontrols #USChina #technology #Nanjing #VEU #geopolitics

🔍TSMC (Taiwan Semiconductor Manufacturing Company) stands as the world's largest dedicated semiconductor foundry. 🔷During the third quarter of 2023, TSMC maintained its leading position in semiconductor manufacturing, achieving a revenue of $17.249 billion and claiming a substantial 57.9% market share. Key to this success was Apple's adoption of TSMC's cutting-edge 3nm chips. These chips, powering devices like the A17 Pro for smartphones and the M3 series for PCs, accounted for 6% of TSMC's revenue. Impressively, nearly 60% of TSMC's sales were attributed to advanced nodes, prominently featuring the 3nm technology. This underscores the soaring demand for state-of-the-art semiconductor technology. 🔷TSMC is anticipated to unveil its earnings report in January 2024. 🔷From a technical standpoint, the TSMC chart indicates a notable strength in its attempt to surpass the resistance level, having been tested twice since November. 💡Register with us https://lnkd.in/dhUhY7Jw and learn professional trading information from TUC specialists. #tradinguniversitycenter #TSMC #semiconductors #hightechindustry #3nmtechnology #Apple #A17Pro #M3Series #earningsreport #marketTrends #stockperformance #tradingacademy #marketnews

Semiconductor industry news update: Guo mingqi: Qualcomm will start a price war in the fourth quarter of 2023 at the earliest due to the influence of Huawei`s Kirin chips. Gartne: it`s estimated that global shipment electric passenger vehicals will approach 15 million units this year. CBInsights: The total investment in global AI domain plummet 38% quarter-on-quarter in Q2. Global smartphone shipments will decline 6% in 2023 -- which is the lowest level in the past decade. Apple plans to use self-developed modem chip from 2025. The 3rd-generation #semiconductor industry projects are signed in Nanjing -- surpass 10 billion yuan. SK Hynix: Investigating the presence of Hynix parts in Huawei phones. PSMC will launch low-priced popular AI chips for the consumer market next year. It is rumored that TSMC's U.S. factory will start small-scale trial production in the first quarter of 2024. Zhuanxin Semiconductor has completed nearly 300 million yuan in financing -- will tape-out shortly. #ic #icchips #semiconductors #electroniccomponents #chips

Daily News ①The U.S. added 13 Chinese firms to" the unverified list", including Foxconn's units. The U.S. government announced on December 19 that it had put 13 Chinese companies on the "Unverified List", including two Chinese subsidiaries of Foxconn. Foxconn's stake dropped by nearly 2%.  ②Huawei holds a 43.85% share of the Chinese data center switch market, hitting a new record. Huawei's CloudEngine series of data center switches, the industry's first high-capacity Al-intelligent computing switch released in Sept, helped the firm secure a share of 43.85% and  rank at the top of the industry in the third quarter.  ③Peak season and Al boom to boost revenue of top 10 global IC designers by 17.8% QoQ in Q3 2023. NVIDIA leads in revenue and market share amid the Al boom; analog IC supplier Cirrus Logic beat U.S. PMIC factory MPS to place 10th, boosted by the recovery of smartphones. ④Apple is halting sales of its Apple Watch Series 9 and Ultra 2. Apple said it will halt sales of some Apple Watch products later this month because of a patent dispute over the devices' blood oxygen monitor with medical technology company Masimo. Apple said it is "preemptively taking steps to comply" should a ruling be held from the U.S. International Trade Commission (ITC) over the patent dispute.  #randa #semiconductors #electroniccomponents #autoparts #ic #chip #mosfet #ddr5 #gpu #cpu #nvidia #foxconn #mps #smartphones #apple #watch #vehicles #cirrus #trends #markets #supplychain #shortages

Samsung Foundry's SF3GAP node, which will be used to manufacture the Exynos 2500 later this year, is struggling with low yields. According to a report by Korean news outlet Dealsite, yields for the cutting-edge node are currently at just 20%, meaning 8 out of 10 chips on a wafer are defective. This is far lower than the 50% figure highlighted by an earlier report from the same publication, which didn't specify if it was 3GAP or the original 3GAA. In contrast, TSMC's N3B node is better off with ~55% yields. Before it starts mass producing the Exynos 2500 and any other chip that uses SF3GAP, Samsung has much work to do. A report from Digitimes says Samsung will kick off high-volume production of the Exynos 2500 in the latter half of 2024, which should result in more process refinement and better yields. #samsung #techgiants #foundries #tsmc #chips #chipmaker #chipmanufacturing #semiconductors #semiconductor #semiconductormanufacturing #semiconductorindustry #innovation #technology #technologynews

Samsung Electronics expects a significant profit increase for Q1 2024, exceeding 10-fold compared to the previous year, driven by chip price recovery and #AI product demand. As the leading producer of #memorychips, #smartphones, and #televisions globally, Samsung is due to release a detailed financial report on April 30. Estimated operating profit for January-March stands at 6.6 trillion won, surpassing analyst projections, boosted by a rebound in semiconductor prices. #Semiconductor division remains Samsung's primary revenue source, with strong demand projected due to AI technology growth. The recent earthquake in Taiwan may tighten global chip supply, potentially enabling Samsung to raise prices further. TSMC, a major chip supplier to Apple and NVIDIA, experienced some disruption from the earthquake. Samsung's sales of its new flagship #GalaxyS24 smartphones are also expected to contribute to its increased profits. Source: BBC https://lnkd.in/egZuM-UA

Top ten wafer foundries last year's Q4 revenue increased quarterly, TSMC's market share exceeded 60% In the fourth quarter of 2023, the revenue of the world's top ten wafer foundry manufacturers increased by 7.9%, with TSMC's market share exceeding 60%. Despite an anticipated decrease in 2023, the wafer foundry industry is expected to experience increased revenue in 2024. TSMC's wafer shipments increased, driven by demand for smartphones, laptops, and AI-related technologies. Samsung's wafer foundry business revenue decreased, while GlobalFoundries, United Microelectronics, and Semiconductor Manufacturing International Corporation experienced slight quarterly increases. There were significant changes in the rankings of the sixth to tenth places among wafer foundry manufacturers. Additionally, several other companies experienced revenue fluctuations due to various market factors. #AsiaOperations #OperatingResults #Taiwan Follow us for daily updates on risk and operations in Asia! https://lnkd.in/ge7ZviX5

Top ten wafer foundries last year's Q4 revenue increased quarterly, TSMC's market share exceeded 60% In the fourth quarter of 2023, the revenue of the world's top ten wafer foundry manufacturers increased by 7.9%, with TSMC's market share exceeding 60%. Despite an anticipated decrease in 2023, the wafer foundry industry is expected to experience increased revenue in 2024. TSMC's wafer shipments increased, driven by demand for smartphones, laptops, and AI-related technologies. Samsung's wafer foundry business revenue decreased, while GlobalFoundries, United Microelectronics, and Semiconductor Manufacturing International Corporation experienced slight quarterly increases. There were significant changes in the rankings of the sixth to tenth places among wafer foundry manufacturers. Additionally, several other companies experienced revenue fluctuations due to various market factors. #Semiconductors #Taiwan https://lnkd.in/ge7ZviX5

#Samsung, #SKhynix suffer $16 billion loss in #chip business [REWIND 2023] Samsung Electronics and SK hynix incurred a combined loss of more than 21 trillion won ($16.1 billion) in their chip businesses, primarily attributed to the cyclical downturn in the #semiconductorindustry in 2023. The oversupply of #memory chips began to impede the global #semiconductor industry from the end of 2022, as the demand for #electronic devices, particularly #smartphones and #laptops, did not rebound even after the #pandemic due to ongoing economic uncertainties. On the bright side, there are signs of the memory chip industry recovering, thanks to surging demand for advanced memory chips like high-bandwidth memory chips for AI applications. The production cuts implemented in the first half of the year have helped control inventory and stabilize price declines. Thanks to JIN EUN-SOO and Korea JoongAng Daily for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eYNG4C7r #semiconductormanufacturing #dram #nand #nandflash #flashmemory #ai #ssd #ssds #ddr5 #ddr4 #hbm #artificialintelligence #technology #tech #it MEMPHIS Electronic Intelligent Memory Neumonda

#Samsung recovers operation rate of Xian #chip fab to 70 percent 💡 Samsung has recovered the operation rate of its fab in Xian, China to the 70% range, TheElec has learned. The fab is the #SouthKorean #tech giant’s only plant aboard that manufactures #memory #chips and accounts for 40% of its total NAND output. The operation rate of the fab at one time fell to 20% to 30% last year during the second half of last year, sources said, the fab's lowest point since memory chip prices and demand began to fall in late 2022. The recent recovery of the operation rate was spurred by the surge in demand for #smartphones in #China caused by increased nationalist sentiment, the sources said. Thanks to Noh Tae Min and The Elec for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/e9Wz33SG #semiconductorindustry #semiconductormanufacturing #technology #ic #nandflash #flashmemory #computing #datastorage #geopolitics #mobile