SemiBizIntel(@siliconomy):The supply chain is whispering while accelerated computing continues dominating the Semiconductor industry after Nvidia's release. The Hybrid Semiconductor companies dependent on the Industrial, Automotive and Communications markets guided Q4 revenue down collectively. But now recovery sprouts are beginning to show in the shadow of TSMC's computing business. The foundry business is ahead of the Semiconductor business in the cycle, and the people tuning the machines know what is coming. Read more about insights from the business of the foundries in my blog:

2024.11.22 17:13

The supply chain is whispering while accelerated computing continues dominating the Semiconductor industry after Nvidia's release. The Hybrid Semiconductor companies dependent on the Industrial, Automotive and Communications markets guided Q4 revenue down collectively. But now recovery sprouts are beginning to show in the shadow of TSMC's computing business. The foundry business is ahead of the Semiconductor business in the cycle, and the people tuning the machines know what is coming. Read more about insights from the business of the foundries in my blog: