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From: BeenRetired4/9/2021 8:28:36 AM
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China's First [PCIe 4 32GB HBM2] 7nm [GP]GPU Nears Mass Production, Pics Emerge
By Nathaniel Mott 7 days ago

Big Island

Shanghai Tianshu Intellectual Semiconductor Co. (Tianshu Zhixin) announced Wednesday that it's nearing "mass production and commercial delivery" of Big Island, China's first domestically produced 7nm general-purpose GPU (GPGPU).

(Image credit: Tianshu Zhixin)

Tianshu Zhixin said in January that BI was made using an unidentified 7nm process node and 2.5D chip-on-wafer-on-substrate (CoWoS) packaging. On Wednesday, it confirmed our suspicion that BI was made using TSMC's 7nm FinFET process.

It also shared a little more information about what people can expect from BI when it starts to ship. The image below shows Tianshu Zhixin's performance claims in a variety of floating point formats that it teased during the January announcement:

Tianshu Zhixin claimed that BI offers "nearly twice the performance of mainstream manufacturers' products" at a lower power consumption while also offering a more attractive price-to-performance ratio. (Pricing details weren't revealed, however.)

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From: BeenRetired4/9/2021 8:36:02 AM
1 Recommendation   of 28821
Samsung first-quarter profit likely surged 45% on bumper smartphone, appliance sales

By Joyce Lee
APRIL 4, 20214:06 PM


UPDATED 5 DAYS AGOSEOUL (Reuters) - Samsung Electronics Co Ltd likely saw a 45% jump in profit for January-March on robust sales of smartphones, TVs and home appliances, though chip division earnings are seen tumbling after a storm suspended production at its U.S. plant.

Spending more time at home due to the coronavirus pandemic, consumers have splashed out on an array of high-margin consumer electronics which in turn has helped cause a global shortage of semiconductors.

Operating profit for the South Korean tech giant in the quarter is expected to have climbed to 9.3 trillion won ($8.2 billion), according to a Refinitiv SmartEstimate drawn from 16 analysts. SmartEstimates assign more weight to forecasts from consistently accurate analysts.

That would mark Samsung’s highest operating income level for the first quarter since 2018. Revenue likely rose 12%.

Samsung is scheduled to announce preliminary first-quarter results on Wednesday.

In particular, its mobile division looks like it had a stand-out quarter, benefiting from the launch of its Galaxy S21 series in mid-January - more than a month ahead of the flagship model’s usual annual release schedule.

The world’s largest smartphone maker is estimated to have cornered roughly 23% of global market in the quarter, thanks to that launch and cheaper-than-usual pricing for its premium devices, according to Counterpoint Research. The S21, for example, was priced $200 lower than the S20.

That compares with 20% market share in the same quarter a year ago and 16% market share in the previous quarter when arch-rival Apple Inc released the iPhone 12.

High-margin accessories such as Galaxy Buds did brisk business as well, analysts said. They estimate operating profit for the division likely soared by more than 1 trillion won from a year earlier to about 4.15 trillion won.

Samsung’s TV and home appliance business is expected to see operating profit more than double to around 1 trillion won.

Despite stratospheric demand worldwide for chips, profits for Samsung’s semiconductor division are expected to have fallen by roughly a fifth to 3.6 trillion won.

The division has been hampered by the cost of ramping up new production and losses at its Texas factory after a winter storm halted output in mid-February. Samsung said production at the plant had returned to near-normal levels as of late March.

Analysts have estimated the losses related to the Texas factory shutdown at around 300-400 billion won.

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From: BeenRetired4/9/2021 8:56:32 AM
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Gelsinger "“righting this wrong.' By more than doubling its use of EUV"...

Furthermore, Intel is addressing the issues which have delayed the release of its next-gen 7-nanometer chips. Bolton says the company is “righting this wrong.” By more than doubling its use of EUV (extreme ultraviolet), it has now “re-architected and simplified its 7nm process flow.”

These include the production of modular tiles using state-of-the-art process technologies for the company’s client and data center CPUs as well as the Ponte Vecchio GPU.

Intel Stock Stages a Big Comeback; Analyst Says ‘Buy’ | Nasdaq

Pat will be laser focused on EUV.
Intel has a good handle on Stack.


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From: BeenRetired4/9/2021 9:04:12 AM
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TSMC posts record revenue for March , 1Q21
Jessie Shen, DIGITIMES, Taipei
Friday 9 April 2021

TSMC's consolidated revenue for March and first-quarter 2021 both set record highs.

TSMC reported revenue for March 2021 climbed 21.2% sequentially and 13.7% on year to NT$129.13 billion (US$4.54 billion).

TSMC's revenue for March 2021 outpaced the previous record high set in September 2020, when the foundry was busy fulfilling Huawei's orders before tougher US sanctions against the China-based company came into effect, according to market observers.

TSMC's cumulative 2021 revenue through March increased 16.7% from a year earlier to NT$362.41 billion, which also set a quarterly high. The results are believed to have come within the foundry's guidance given previously.

TSMC will hold its earnings conference call on April 15 to discuss its performance in the first quarter, and provide a business outlook.

TSMC where the puck is headed.

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From: BeenRetired4/9/2021 10:23:56 AM
   of 28821
ASML 1 of 4 best chip guys to buy for next decade...

The 4 Best Semiconductor Stocks to Buy for the Next Decade

Leo Sun 1 hr ago

The Dutch company controls about 90% of this market, and its newest EUV (extreme ultraviolet) lithography systems are used to manufacture 5nm and 7nm chips. Its largest customer is TSMC, so it should directly benefit from the latter's rising capex over the next decade.

ASML will launch even more advanced EUV systems, called high-NA systems, over the next few years to manufacture 3nm and 2nm chips between 2022 and 2025. That roadmap directly aligns with TSMC's, and it will enable ASML to remain one of the industry's most important equipment makers for the foreseeable future.

ASML's revenue and earnings rose 18% and 38%, respectively, last year. Analysts expect its revenue and earnings to grow another 32% and 41%, respectively, this year as it profits from surging demand for new chips.

The 4 Best Semiconductor Stocks to Buy for the Next Decade (

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From: BeenRetired4/9/2021 6:39:40 PM
1 Recommendation   of 28821
AMD's Ryzen 9 5900 Blurs The Line Between Performance And Value
By Zhiye Liu 19 hours ago

Unattainable Zen 3 monster

Hardware detective Tum_Apisak has spotted AMD's Ryzen 9 5900 in a new benchmark. The 12-core processor appears to be a complete monster, but it's a shame that the chip is exclusive to OEMs.

Coming out of TSMC's 7nm furnace, the Ryzen 9 5900 is just like any other Ryzen 5000 (Vermeer) processor. Wielding the mighty Zen 3 cores, the Ryzen 9 5900 is essentially the power-optimized version of the Ryzen 9 5900X. The Ryzen 9 5900 retains the same 12-core, 24-thread design with 64MB of L3 cache as its counterpart. Unlike the Ryzen 9 5900X's 105W TDP, the non-X model is restricted to 65W.

With a stricter power limit, the Ryzen 9 5900 obviously arrives with lower operating clock speeds. The processor has a 3 GHz base clock, which is 700 MHz lower than the Ryzen 9 5900X. The boost clock, on the other hand, didn't suffer a huge reduction. The Ryzen 9 5900 easily boosts to 4.7 GHz, only 100 MHz lower than the Ryzen 9 5900X.

It's normal to wonder how the Ryzen 9 5900 performs in comparison to the Ryzen 9 5900X given the lower TDP. Being an OEM-exclusive processor, it's hard to find benchmarks of the Ryzen 9 5900 until Tum_Apisak managed to unearth one for us. UserBenchmark doesn't have the best street cred, but it's what's available so we'll have to settle for that benchmark for now.

With all things considered, the Ryzen 9 5900 is a very attractive processor, and it's a mystery while AMD won't offer it to the retail market. The Ryzen 9 5900X has a 61.5% higher TDP, and it's less than 10% faster than the Ryzen 9 5900. Of course, we'd have to put the Ryzen 9 5900 through its paces to see whether the performance delta from UserBenchmark is valid.

Officially, the Ryzen 9 5900 is only available to OEMs, but that's what AMD also said with its Ryzen 4000 (Renoir) APUs, and we found them all over the place. It's only a matter of time before the Ryzen 9 5900 hits the grey market if it hasn't already.

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From: BeenRetired4/10/2021 7:06:24 AM
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"TSMC has kept its fabs running at 'over 100% utilization' over the past year"...

In response, TSMC has kept its fabs running at “over 100% utilization” over the past year, Chief Executive Officer C.C. Wei told clients in a letter recently. The company -- already planning capital spending of as much as $28 billion this year -- will invest $100 billion over the next three years to expand its capacity, he said.

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From: BeenRetired4/10/2021 7:22:10 AM
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TSMC CC: "Today, as we enter another period of higher growth"...


Next, let me talk about our capital intensity outlook. As we have said previously, our long-term capital intensity is in the mid-30s percentage range. However, when we enter a period of higher growth, our capex needs to be spent ahead of the revenue growth that will follow, so our capital intensity will be higher. For example, during 2010 to 2014, our capex spending increased threefold as compared to the previous few years and our capital intensity range between 38% to 50%. Because of the increased investment, we were able to capture the growth opportunities and deliver above 15% growth CAGR from 2010 to 2015. Today, as we enter another period of higher growth, we believe a higher level of capacity -- capital intensity is appropriate to capture the future growth opportunities. We now expect a higher growth CAGR in the next few years, driven by the industry megatrends of 5G and HPC-related applications, which C.C. will discuss in more detail.

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From: BeenRetired4/10/2021 7:24:26 AM
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TSMC CC: "TSMC's revenue grew 31.4% YoY in US dollar terms."

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From: BeenRetired4/10/2021 7:34:05 AM
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TSMC CC: Will outgrow hot chips market on EUV stuff

Now, I will talk about our 2021 outlook. For the full-year of 2021, we forecast the overall semiconductor market, excluding memory, to grow about 8%, while foundry industry growth is forecast to be about 10%. For TSMC, we are confident we can outperform the foundry revenue growth and grow by mid-teens percentage in 2021 in US dollar term. Our 2021 business will be supported by strong demand for our industry-leading advanced and specialty technologies, where we see strong interest from all four growth platforms, which are smartphone, HPC, automotive and IoT.---How 'bout Farm, City, Street, Drone & Robot, Video & Audio and on and on and on?

I don't think TSMC, like everyone, fails to get the full picture.
All way too busy with own knitting.
One guy's $1800 PT?
Prolly toooo low...


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