major semiconductor companies 結果共5筆

Taiwan Semiconductor Manufacturing Company (TSMC) halted all construction work on Wednesday (April 3) due to the impact of a major 7.2 magnitude earthquake in Hualien earlier that day.

Goldman Sachs predicts that Taiwan Semiconductor Manufacturing Company (TSMC) will double its CoWoS production capacity by 2025, leading to a raised target price of NT$975. The forecast includes plans for advanced CoWoS packaging plants in Chiayi and potential expansion to Japan. Customer demand for advanced packaging, especially CoWoS, is expected to rise with the adoption of 2-nanometer process technology. Goldman Sachs also revised TSMC’s capital expenditure forecast and profit outlook for major AI companies, reflecting a positive growth trend in the industry.

National Cheng Kung University (NCKU) has been named the top university in the ’Most Favored University Among Companies 2024’ survey by Cheers Magazine. The top ten universities include NCKU, National Taiwan University, National Tsing Hua University, National Chengchi University, National Yang Ming Chiao Tung University, National Taiwan University of Science and Technology, National Sun Yat-sen University, National Central University, National Taipei University of Technology, and Tamkang University. In terms of private universities, Tamkang University ranks first, followed by Fu Jen Catholic University, Chung Yuan Christian University, Feng Chia University, and Soochow University. The survey also revealed a significant increase in the number of professional and technical institutes among the top 30, surpassing general private universities. Minghsin University of Science and Technology and Wenzao Ursuline University of Languages experienced the largest climb in rankings, closely monitored by the semiconductor industry. Notably, National Chengchi University excelled in the high-tech services industry, while Soochow University stood out in the finance industry as the only private university in the top five. The survey, conducted by Commonwealth Magazine, gathered data from 2,000 major companies’ HR departments and received a response rate of 30.39%.

KMT vice-presidential candidate Jaw Shaw-kong claimed that he invited Taylor Swift to perform in Taiwan in 2023, but she declined due to concerns over the island’s geopolitical risks. Jaw warned that without a peaceful environment, investors would be discouraged from investing in Taiwan, potentially hindering the modernization and progress of businesses. He criticized the DPP for escalating tensions across the Taiwan Strait and believed that the U.S.’s harsh rhetoric and threats could deter potential investors. However, Taiwan’s Ministry of Economic Affairs disputed these claims, stating that foreign investment in Taiwan reached US＄10.7 billion by November 2023, the second-highest rate in 15 years. The MOEA emphasized that ＂war risk＂ did not deter foreign capital, citing major semiconductor companies and AI companies that have recently invested significantly in Taiwan. With the general elections approaching, the MOEA urged Jaw not to damage Taiwan’s reputation for political gain.

The global semiconductor revenue is projected to drop by approximately 12% in 2023 but is expected to rebound by more than 11% next year, reaching a total revenue of US＄550 billion, according to International Business Strategies (IBS). Major semiconductor companies, including Intel Corp, TSMC, and Samsung Electronics, have indicated that the industry downturn has passed. Although Samsung Electronics’ profit for Q3 fell 38%, inventory is returning to normal levels, and oversupply is easing due to production cutbacks. Samsung’s deputy head of the Memory Division suggests that the recovery trend could continue into next year. Despite challenges such as inflation, the war in Ukraine, and clashes between Israel and Hamas, the semiconductor market recovery reflects the resilience of the global economy.