TSMC optimizes 3/5/7nm equipment conversion amid AI surge, with 5nm emerging as primary profit driver

In the dynamic realm of AI, TSMC has secured the vast majority of customer orders, and foundry quotes now surpassing US$10,000 per wafer are primarily centered on the lucrative process nodes of 5/4nm, which have hit the sweet spot of profitability. These nodes consistently sustain a 100% capacity utilization rate, yielding considerable profits, according to semiconductor industry insiders.

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友达、E Ink元太,签署大尺寸彩色电子纸策略伙伴合作备忘录

为协助客户迈向净零碳排的全球永续目标,全球电子纸领导厂商E Ink元太科技与全球显示器与智慧应用领导厂商友达光电于23日签署「大尺寸彩色电子纸策略伙伴合作备忘录」,宣布将由元太提供全彩电子纸模块,友达提供软硬体整合技术与关键零组件TFT背板,合作推出大尺寸彩色电子纸显示器,落实包括零售在内的多元智慧应用场域。

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海信视像一季度营收127.02亿,净利润同比减少24.81%

4月22日,海信视像发布一季度业绩公告,2024年第一季度营收约 127.02 亿元,同比增加 10.61%。其中归属于上市公司股东的净利润约4.67亿元,同比减少24.81%;基本每股收益0.359元,同比减少24.42%;毛利率为15.76%,同比下降2.41个百分点;净利率为4.53%,较上年同期下降1.50个百分点。

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