Thursday, May 23, 2024

Global foundry revenue rose 12% YoY in Q1 2024, but dropped 5% QoQ; TSMC's market share rose 1% YoY to 62%, Samsung rose 2% YoY to 13%, and SMIC rose 1% to 6% (Counterpoint Research)

Counterpoint Research:
Global foundry revenue rose 12% YoY in Q1 2024, but dropped 5% QoQ; TSMC's market share rose 1% YoY to 62%, Samsung rose 2% YoY to 13%, and SMIC rose 1% to 6%  —  - The foundry industry is experiencing a relatively slow recovery with 5% QoQ decline in Q1 2024, citing a softer recovery of general end market.



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Sources: SoftBank invites more banks to join its $40B loan backing its OpenAI investment, requiring them to commit ~$5B each; SoftBank has already invested $30B (Bloomberg)

Bloomberg : Sources: SoftBank invites more banks to join its $40B loan backing its OpenAI investment, requiring them to commit ~$5B each;...