TSMC had Q1 revenue up 16.5% y-o-y at $18.54 billion up from $16.72 billion Q1 2023.
For March, TSMC had revenues that were 34.3% up y-o-y and 7.5% up m-o-m at $6.2 billion.
It was the biggest m-o-m rise since November 2022.
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Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class) technology.
After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous improvements
In a sharply bifurcated foundry landscape, TSMC continues to assert dominance, driven by surging AI demand, even as macroeconomic headwinds—including stronger tariffs and a strengthening New Taiwan do
