- Pure-play foundries such as United Microelectronics (UMC), Vanguard International Semiconductor (VIS), and Powerchip Semiconductor Manufacturing (PSMC) may lower their quotations to increase fab utilization rates in the first quarter of 2024, according to sources at IC design houses.
-IC design houses are still negotiating prices and quantities for 2024. It is understood that Taiwanese manufacturers generally only offer discounts to those that maintain a certain volume, while Chinese manufacturers are more willing to reduce prices. Still, industry players believe it will become increasingly difficult for Taiwanese foundries to support their bottom-line price, with the exception of TSMC, which can maintain prices due to its technology.
https://www.digitimes.com/news/a20231113PD214/taiwan-ic-design-pure-play-foundry-price-quotation.html
-IC design houses are still negotiating prices and quantities for 2024. It is understood that Taiwanese manufacturers generally only offer discounts to those that maintain a certain volume, while Chinese manufacturers are more willing to reduce prices. Still, industry players believe it will become increasingly difficult for Taiwanese foundries to support their bottom-line price, with the exception of TSMC, which can maintain prices due to its technology.
https://www.digitimes.com/news/a20231113PD214/taiwan-ic-design-pure-play-foundry-price-quotation.html
DIGITIMES
IC design houses expect lower foundry prices in 1Q24
Pure-play foundries such as UMC, VIS, and PSMC may lower their quotations to increase fab utilization rates in the first quarter of 2024, according to sources at IC design houses.
Intel raised to Buy at Mizuho on new product expectations By Investing.com
https://m.investing.com/news/stock-market-news/intel-raised-to-buy-at-mizuho-on-new-product-expectations-432SI-3236153
https://m.investing.com/news/stock-market-news/intel-raised-to-buy-at-mizuho-on-new-product-expectations-432SI-3236153
Investing.com
Intel raised to Buy at Mizuho on new product expectations By Investing.com
Intel raised to Buy at Mizuho on new product expectations
Apple’s Effort to Replace Qualcomm Chip in iPhone Falls Further Behind https://www.bloomberg.com/news/articles/2023-11-16/apple-project-to-replace-modems-made-by-qualcomm-falls-further-behind-to-2026
Bloomberg.com
Apple’s Effort to Replace Qualcomm Chip in iPhone Falls Further Behind
Company will likely miss a 2025 goal to roll out its own cellular modem inside the device
Nvidia shares moved down 1% in extended trading on Tuesday after the chipmaker reported fiscal third-quarter results that surpassed Wall Street's predictions. But the company called for a negative impact in the next quarter because of export restrictions affecting sales to organizations in China and other countries.
"We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions," Nvidia's finance chief, Colette Kress, said in a letter to shareholders.
https://www.cnbc.com/2023/11/21/nvidia-nvda-q3-earnings-report-2024.html
"We expect that our sales to these destinations will decline significantly in the fourth quarter of fiscal 2024, though we believe the decline will be more than offset by strong growth in other regions," Nvidia's finance chief, Colette Kress, said in a letter to shareholders.
https://www.cnbc.com/2023/11/21/nvidia-nvda-q3-earnings-report-2024.html
CNBC
Nvidia's revenue triples as AI chip boom continues
Nvidia called for accelerating revenue growth in the next quarter, even as executives warn that government limits on sales to some countries will hurt results.