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Global chip foundry giants have big news! The market value has approached 7 trillion yuan
According to a report by Securities Times on the 7th, Macquarie Securities pointed out in its latest report that according to supply chain investigations, most of TSMC's customers have agreed to incr ... -
Institution: TSMC Most Customers Agree to Increase OEM Prices in Exchange for Reliable Supply
On July 7th, according to Securities Times, Macquarie Securities pointed out in its latest report that according to supply chain investigations, most TSMC customers have agreed to raise contract manu ... -
Will the acceleration of Apple OEM automation compress 50% of manpower?
A recent report from foreign media has once again sparked attention and discussion on how Apple's contract manufacturing automation will significantly reduce labor costs. According to The Information ... -
TSMC's "Crazy Hint" Huang Renxun has the following message: 3nm OEM quotation may increase by 5%, advanced packaging can increase by up to 20%
A new wave of semiconductor price hikes may be about to begin. After Huahong Semiconductor announced its price increase plan, TSMC is also about to raise prices. According to Taiwan Business Times to ... -
Institution: It is estimated that the global wafer foundry revenue in 2024 will be approximately $131.65 billion, and TSMC's proportion will rise to 62%
On February 23rd, according to a study by TrendForce Consulting, the global wafer foundry revenue in 2023 was approximately $117.47 billion, with TSMC's revenue accounting for approximately 60%. In 2 ... -
Samsung will collaborate with Arm to optimize the next generation Cortex-X CPU using GAA foundry technology
Samsung will collaborate with Arm to optimize the next generation Cortex-X CPU using GAA foundry technology. Samsung Electronics announced on February 20th that it will collaborate with chip design c ... -
Will the competition pattern for wafer foundry change when TSMC Chairman retires next year?
Recently, TSMC suddenly announced that Chairman Liu Deyin will retire after the 2024 shareholder meeting. At the same time, TSMC's Nomination and Corporate Governance and Sustainability Committee rec ... -
Will the competition pattern for wafer foundry change when TSMC Chairman retires next year?
21st Century Business Herald reporter Ni Yuqing reports from Shenzhen Nearly 6 years after Zhang Zhongmou's handover, TSMC underwent another major personnel change. Recently, TSMC suddenly announced ... -
Shaving off the label of "OEM", NIO gains the qualification for independent car manufacturing
On December 5th, a reporter from Blue Whale Finance noticed that NIO Automotive Technology (Anhui) Co., Ltd. appeared in the "Vehicle Production Enterprise Credit Information Management System" of th ... -
NIO may have obtained independent production qualifications and will no longer be outsourced by Jianghuai. The official has not responded yet
On December 4th, it was reported that NIO has obtained independent production qualifications and is expected to announce this news today (December 4th). Moreover, several executives, including Shen F ... -
China Concept Stock Briefing: Behind the Transfer of Some Assets by Jianghuai Automobile: The History of NIO OEM Will End
Behind the Transfer of Some Assets by Jianghuai Automobile: The History of NIO OEM Will End According to 21 Finance, recently, Jianghuai Motors announced the transfer of some assets through public ... -
Spend 4.5 billion to buy a Jianghuai factory? NIO or get rid of OEM independent car manufacturing
Recently, Jianghuai Automobile announced that the company plans to transfer some assets through public listing, including inventory, fixed assets, construction in progress, housing and buildings, as ...