[DB금융투자 반도체 서승연]
ASPEED 4월 매출 업데이트 드립니다.
- 4월 매출: NT$4.16억 (+16% MoM, +82% YoY)
------------------------
[24년 ASPEED 월별 매출]
- 1월 NT$3.62억 (+14% MoM, +64% YoY)
- 2월 NT$2.92억 (-19% MoM, +31% YoY)
- 3월 NT$3.59억 (+23% MoM, +59% YoY)
- 4월 NT$4.16억 (+16% MoM, +82% YoY)
ASPEED 4월 매출 업데이트 드립니다.
- 4월 매출: NT$4.16억 (+16% MoM, +82% YoY)
------------------------
[24년 ASPEED 월별 매출]
- 1월 NT$3.62억 (+14% MoM, +64% YoY)
- 2월 NT$2.92억 (-19% MoM, +31% YoY)
- 3월 NT$3.59억 (+23% MoM, +59% YoY)
- 4월 NT$4.16억 (+16% MoM, +82% YoY)
Infineon Sales Forecast Shows Chip Demand Hitting Low Point https://www.bloomberg.com/news/articles/2024-05-07/infineon-margin-outlook-misses-as-carmakers-buy-fewer-chips
Bloomberg.com
Infineon Cuts Revenue Outlook as Carmakers’ Growth Slows
Infineon Technologies AG cut its revenue forecast in the current fiscal year, signaling demand from the automotive industry remains weak.
US Revokes Intel, Qualcomm Licenses to Sell Chips to Huawei https://www.bloomberg.com/news/articles/2024-05-07/us-revokes-intel-qualcomm-licenses-to-sell-chips-to-huawei
Bloomberg.com
US Revokes Intel, Qualcomm Licenses to Sell Chips to Huawei
The US has revoked licenses allowing Huawei Technologies Co. to buy semiconductors from Qualcomm Inc. and Intel Corp., according to people familiar with the matter, further tightening export restrictions against the Chinese telecom equipment maker.
Apple to power AI servers with its chips, Bloomberg News reports
https://www.reuters.com/technology/apple-power-ai-servers-with-its-chips-bloomberg-news-reports-2024-05-09/
https://www.reuters.com/technology/apple-power-ai-servers-with-its-chips-bloomberg-news-reports-2024-05-09/
Reuters
Apple to power AI servers with its chips, Bloomberg News reports
Apple will deliver some of its upcoming artificial intelligence features this year through data centers powered by its own in-house chips, Bloomberg News reported on Thursday, as the iPhone maker looks to integrate generative AI in its products.
https://finance.yahoo.com/news/tsmc-keeps-sales-growth-april-053418822.html
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. saw April sales jump 60% to NT$236 billion ($7.3 billion) as sustained artificial intelligence demand was...
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. saw April sales jump 60% to NT$236 billion ($7.3 billion) as sustained artificial intelligence demand was...
Yahoo Finance
TSMC Rides AI Wave to 60% April Sales Surge
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. saw April sales jump 60% to NT$236 billion ($7.3 billion) as sustained artificial intelligence demand was helped by the beginnings of a recovery in consumer electronics.Most Read from BloombergApple Apologizes…