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Yes, the 65.59 B$ is the global semiconductor revenue of Samsung in 2022 with a huge part 69.6% related to their memory, still their main semiconductor business…
But the rest, around/close to 20 B$ (19.44 B$…) is probably “mainly” related to their soon 20 years (still 18 years…) pure foundry...
Yes, indeed it is quite right to take all that into account to have a better/more correct vision of the semiconductor foundries evolution, including IDM’s ones as
(i) it is important for the foundry leaders to be providing most advanced technologies with good performance and yield…
(ii)...
Currently no « chance » (perspective…) for STMicroelectronics to go into 7nm or denser nodes…
STMicroelectronics was initially an historical pure IDM but now, since many years, they also become a fabless company (like Infineon and some other ones…) for part of their products in a bit (not a...
Yes, for sure and I was very surprized by such new (very minor…) case for them and this is why I mentioned that Newport Wafer Fab is old, 200mm (not 300mm like in Crolles…) and small capacity…
And also apparently, in addition to their other/recent new fab projects, STMicroelectronics and GlobalFoundries mentioned recently end of last week that their company like many (~ 10…) other ones could potentially buy the Nexperia (in Chinese Wingtech group…) old 200mm small Newport Wafer Fab...
20B$/year is a pure STMicroelectronics objective, GlobalFoundries being around only 8B$ (8.108B$ in 2022) still well below the 10B$/year like it was historically the case of STMicroelectronics…
STMicroelectronics, following the internal evolutions projects they previously did to boost their...
Yes indeed the IMEC is always putting their research and innovations programs in advanced/new technologies with many big actors of that in the semiconductor, but like the relations with GlobalFoundries, Samsung Electronics, and TSMC, the new Japanese startup Rapidus also involved IMEC, in...
While TSMC was now having decreasing revenues in Q1 2023 -4,8% YoY like (but a bit less than many…) other semiconductor companies (Samsung @ -18% YoY, Intel much deeply @ -36% YoY…), STMicroelectronics, with only a little decrease -4% QoQ in Q1 2023, was still strongly increasing +19.8% their...
Yes, indeed 2nm technologies and volumes are strongly planned by TSMC but not yet hugely possible in very short term, like Rapidus the new Japanese Foundry startup created by 8 Japanese companies to build 2nm technology and recently announced related fab in Hokkaido, requiring around 51.4B$...
TSMC presented their Q1 2023 results with their updated expectations for next quarter Q2 2023 and a bit about the full year 2023…
(i) Concerning their revenue which was still previously seen as (a bit, +3.6%…) growing in Q1 2023 vs Q1 2022 with the monthly data only mentioned in local NTD...
Surprisingly (perhaps thanks to US Chips Act and EU Chips Act rather than TSMC and some others…), in their Q1 2023 results published today 19th of April, ASML is still expecting (dreaming ???…) highly (more than +25% vs 21173 M€ in 2022…) growing 2023 revenues with also a slightly higher growth...
Now apparently from TSMC, their biggest customer, ASML would already have had a reduction of orders for EUV equipment that some expect to finally be reduced by at least 40%, eventually some only with delays, but probably TSMC will not provide precise details about that with ASML in their...
But also the Capex is covering much more topics than only the semiconductor equipment, even sometimes with much bigger other/additive spendings, especially for pure new fabs…
So, it is probably often/always difficult from the global Capex evolution to have a precise/detailed vision of just only...
Yes indeed it seems to be related to the sales of semiconductor equipment into the related mentioned countries/regions as it is not at all the revenue of companies of these countries/regions making these equipment (for example, Europe is referred to 6.28B$ in 2022 while their biggest -but not...
Semiconductor Equipment revenues will go down in 2023 as the global semiconductor market will also strongly decrease this year pushing many companies to delay or cancel their added capacity and/or new fabs (like for example Intel in Germany and also TSMC now also in Taiwan in addition to...
As previously mentioned, Samsung semiconductor revenues are still mainly depending of the memory market representing around 3/4 of their business (76.1% in 2021 then 69,6% in 2022 despite their new pure foundry business still a bit marginal well below TSMC…)…
This strongly contributed in 2021 to...
Moore was indeed a very good/excellent most important creator/developper of the semiconductor industry, being initially in the Shockley Semiconductor Laboratory then creating Fairchild Semiconductor International, Inc. before later cofounding Intel in which he then further increased/boosted the...
And apparently TSMC has a lot of stress/pressure to achieve profitable mass production of their 5 ~ 3 nm wafers in their US new plant with also already some delays in Arizona…
Morris Chang was historically often thinking that there are much highest costs and lowest profits of the wafers...
Yes, and some other companies are also introducing new further other/bigger fabs in Singapore like
(i) UMC who in addition to their existing fab in Singapore launched in February last year the perspective to build ~5 B$ a new fab to have ~ 30k wafers/month of 22/28nm technologies in...
Yes indeed, Intel has been pushing to finally reduce their costs by ~ 10B$/year and already ~3B$ in 2023 through many points, also including the reduction of some employees salaries and hugely decreasing huge number of employees and recruitments of new ones…
But to also reduce employees rather...
