Recently, media reports indicate that Samsung Electronics announced during its latest earnings call that the future focus of its memory business will shift away from consumer PCs and mobile devices, moving towards enterprise sectors such as HBM (High Bandwidth Memory), DDR5 server memory, and enterprise-grade SSDs.
On May 10th, leading semiconductor foundry TSMC released its performance for April. According to the data, TSMC achieved revenue of NT$236.02 billion (approximately RMB 52.6 billion) in April 2024, representing a year-on-year increase of 59.6% and a month-on-month increase of 20.9%. For the period from January to April 2024, TSMC reported revenue of NT$866.5 billion (approximately RMB 184.6 billion), marking a year-on-year growth of 26.2%. Previously, TSMC announced consolidated revenue of approximately NT$592.64 billion for the first quarter of 2024, a year-on-year increase of 16.5%, the fastest growth rate in over a year. The net profit for the same period was approximately NT$225.49 billion, up 8.9% year-on-year.
On May 13th, Intel announced the appointment of Kevin O'Buckley as the head of its chip foundry services division. Intel stated that O'Buckley will succeed company veteran Stuart Pann, who established Intel's foundry division under the company's new operational model. O'Buckley will report to Intel CEO Pat Gelsinger.
