. Morgan Stanley's latest report predicts that TSMC's revenue in the first quarter of may drop by % monthonmonth, mainly due to iPhone seasonal factors. Despite this, Morgan Stanley still expects TSMC's performance guidance for fullyear revenue growth in to be between % and %, and maintains a "buy" rating, giving it a target share price of NT,, believing that TSMC's performance guidance at the beginning of the year is usually conservative and will be exceeded subsequently. In terms of gross profit margin, Morgan Stanley predicts that TSMC's gross profit margin will be higher than % in , with capital expenditure of US billion.
It is reported that ASML CEO Christophe Fouquet will lead several senior latvia phone number list executives to meet with TSMC Chairman and President Wei Chejia, CoChief Operating Officer Qin Liupei and other senior executives next week. The supply chain believes that ASML will further understand TSMC's process technology roadmap and procurement plans for the next few years, and hopes that TSMC can accelerate and expand orders for High NA EUV lithography machines priced at nearly US million.
First time in history! Samsung Galaxy S series selects Micron as first memory supplier
According to the latest information released by foreign media, which is basically consistent with the previously exposed news, the new Samsung Galaxy S series may mainly use Micron's memory rather than Samsung's own products. This is the first time in Samsung's flagship smartphones. Previously, Micron has been the second memory supplier for Samsung Electronics' flagship Galaxy smartphones for many years.