𝛼SK or Searchbearish
Tech Supply Chain Tracker (11-Dec-2024): TSMC Nov revenue decline less than expected, annual rev up by 30%.
SUMMARY
- TSMC's November revenue decline was better than expected, poised for nearly 30% annual revenue growth.
- SK Hynix restructures CIS organization to replicate HBM success model, aiming for improved performance.
- TSMC founder sheds light on reasons behind Samsung and Intel's setbacks, pointing out core issues. YMTC refutes backdoor listing rumors, facing industry scrutiny; while Samsung explores using discrete LPDDR for AI-driven iPhones and China investigates Nvidia amid US-China chip tensions.
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- Tech Supply Chain Tracker (11-Dec-2024): TSMC Nov revenue decline less than expected, annual rev up by 30%.11 Dec 2024
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