TSMC – Display Daily

TSMC Sees MoM Revenue Increase but an Overall 10% Drop in 2023

by Emory Kale

TSMC is predicting a 9.1% increase in third-quarter consolidated sales compared to the second quarter.

Tags:financials| Semiconductors| TSMC

Apple’s Pushing Premium Pricing to Overcome Sluggish Demand

by Omid Rahmat

The fate of millions of employees at suppliers across multiple regions lies in the hands of one company.

Tags:Apple| iPhone 15| Samsung| TSMC

TSMC Lowers Revenue Outlook for 2023 Amid Global Electronics Slump

by Emory Kale

The company now projects a 10% decline in sales this year, compared to its previous guidance of a single-digit decrease.

Tags:Apple| Manufacturing| Nvidia| Semiconductor Market| TSMC

Taiwan’s Tech Sector Faces Biggest Slump in a Decade

by Omid Rahmat

This downward trend is also reflected in Taiwan’s exports, which experienced a substantial 23.4% decline in June compared to the previous year, the largest drop since the global financial crisis in 2009.

Tags:AUO| Innolux| PC Market (Personal Computers - PCs)| TSMC

US CHIPS Act Update: Semiconductor Expansion Limited in China, Shift Towards Taiwanese Foundries

by Shawnee Blackwood

The US Department of Commerce has released details of its updated CHIPS and Science Act, imposing stricter investment restrictions on advanced and mature processes in China, North Korea, Iran, and Russia for the next …

Tags:CHIPS Act| Manufacturing| TSMC

TSMC’s Sales Slump and Its Impact on the Semiconductor Industry Creates Greater Uncertainties

by Omid Rahmat

One of the world’s largest chip makers faces decelerating sales, it’s fortunes tied to those of customers like Apple, Qualcomm, and AMD. Taiwanese display manufacturers feeling the pinch, too.

Chip Makers Scramble for Federal Money

by Omid Rahmat

The CHIPS Act is creating a frenzy of activity around its over $200 billion in financial incentives and additional tax breaks. To stop China from becoming an advanced power in semiconductors and to maintain …

Tags:Intel| Manufacturing| Samsung| TSMC

Apple Rounds Up Luxshare, Foxconn, TSMC, and Sony to Make AR Device

by Omid Rahmat

A clearer picture is emerging of what is going into the making of Apple’s competitor to Meta’s Quest. It may be that we have to look no further than Sony’s PSVR2. Nikkei Asia is …

Links Week Starting 18th July 2022

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. (I’m still catching up after Display Week!) …

Links Week Starting 11th July 2022

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. (I’m still catching up after Display Week!) …

Links Week Starting 20th June 2022

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. (I’m still catching up after Display Week!) …

TSMC grappling with ‘unexpected’ chip tool constraints, CEO says

by Milos Pavlovic

What They Say It’s not news that chip supply chains are constrained, but TSMC said that even though it’s revenues are expected to be up 37% year on year in Q2, it is struggling …

Tags:Financial Data| Production Capacity| Semiconductor Market| Supply Chain| TSMC