Eric Chen

Dec 1, 2024 | smartkarma.com | Brian Freitas |Eric Chen |Janaghan Jeyakumar |Ming Lu

In today’s briefing: CSI Liquor/ Alcoholic Drink Index Rebalance: Capping to Drive Larger Flows STAR Chip Index Rebalance: 3 Changes; US$413m Round-Trip Trade Meituan (3690 HK): Embracing the Slowdown CES China Semiconductor Chips Index Rebalance: Multiple Index Inclusions for the Adds Quiddity STAR 50/100 Dec 24 Results: US$793mn Capping Outflow for SMIC; 4 Changes for STAR 100 MT/ Meituan (3690): 3Q24, Excellent Results, Still 46% Upside CSI All Share Semiconductor Index Rebalance:...

Nov 24, 2024 | digitimes.com | Eric Chen |DIGITIMES Research

The global wafer foundry industry will grow by a compound annual growth rate (CAGR) of 11.5% from 2024 to 2029, reaching US$270 billion, driven by AI and high-performance computing (HPC) applications that will gear up demand for advanced processes and advanced packaging making them the primary growth driver for the sector, according to DIGITIMES Research's latest report forecasting the global wafer foundry industry performance until 2029.

Oct 25, 2024 | digitimes.com | Eric Chen |DIGITIMES Research

Download full report (subscription required) Published: October 25, 2024 Pick an option that is right for you Single ReportSingle user licenseUS$2,100RecommendedAnnual Semiconductor subscriptionSingle user licenseUS$5,700IC Manufacturing Database(add-on service)US$3,000Fabless Database(add-on service)US$3,000 Team or Enterprise subscription Inquire Have a question?

Oct 3, 2024 | digitimes.com | Eric Chen |DIGITIMES Research

Boosted by short-term orders in the electronics supply chain and shipments of AI and high-performance computing (HPC) chips, Taiwan's wafer foundry industry posted better-than-expected revenue in the first half of 2024, reaching US$44.5 billion. This...

Sep 18, 2024 | digitimes.com | Eric Chen |DIGITIMES Research

HPC applications drive up Taiwan's wafer foundry revenues with the amount going as high as US$97 billion in 2024. AbstractBoosted by short-term orders in the electronics supply chain and shipments of AI and high-performance computing (HPC) chips, Taiwan's wafer foundry industry posted better-than-expected revenue in the first half of 2024, reaching US$44.5 billion.