GMT EIGHT - Latest -
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24/10/2026
TSMC's N2 process is not the bottleneck; the shortage of LPDDR5X mobile DRAM is preventing packaged A20 Pro chips from reaching assembly.
Independent tech journalist Tim Culpan stated that with only a few weeks remaining until the release of the iPhone 18 Pro and the foldable iPhone Ultra, the yield rate of wafers for the A20 Pro processor produced using TSMC's N2 process is performing well. However, due to a shortage of LPDDR5X mobile DRAM, completed processor wafers cannot undergo subsequent packaging, resulting in inventory backlog and putting pressure on Apple and its supply chain for stocking. Tim Culpan mentioned that Apple and its assembly partners are urgently seeking more mobile device DRAM chip supplies. Currently, Apple mainly relies on Micron Technology for DRAM, while also sourcing from SK Hynix and Samsung. Tim Culpan noted that the TSMC N2 process is not the bottleneck affecting iPhone shipments, and the production of the A20 Pro processor is basically ready. (Interface).
GSK reportedly announced that in patients with platinum-resistant ovarian cancer, the morez therapy achieved a median progression-free survival of 11.1 months. GSK also reportedly announced that in the ovarian cancer trial, the confirmed objective response rate for the morez therapy was 62%, with a median duration of response of 12.2 months.
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GMT EIGHT - Latest - Report: TSMC's 2nm chip monthly capacity expected to reach 120,000 wafers by year-end.
Report: TSMC's 2nm chip monthly capacity expected to reach 120,000 wafers by year-end.
24/10/2026
Media reports citing industry sources say TSMC is accelerating its 2-nanometer chip capacity expansion as major customers including Apple, Nvidia, AMD, Qualcomm and MediaTek reportedly increase orders by 10%-20%. The report says TSMC's monthly capacity for 2-nanometer chips could reach 120,000 wafers by the end of the year, higher than the previous market estimate of 90,000 to 100,000 wafers. The original 2027 capacity target for 2-nanometer chips will reportedly also be achieved ahead of schedule.
In the grey market, gold prices fell below $4,000 per ounce, down 0.9% intraday.
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明年EPS上看145元！「晶圓大廠」3奈米擴產加速 法人看好目標價3650元 | 財經 | 三立新聞網 SETN.COM
明年EPS上看145元！「晶圓大廠」3奈米擴產加速 法人看好目標價3650元
記者 余國棟 報導
2026/10/24 02:01:00
台積電（2330）先進製程需求持續強勁，3奈米（N3）產能擴張成為營運成長關鍵。本土投顧指出，台積電第三季財報符合預期，第四季營運展望強勁，預估2026年營收將年增44%，2026年每股盈餘為112.24元、2027年為145.29元。維持「增加持股」評等，目標價3,650元。
本土投顧指出，台積電第三季財報符合預期，第四季營運展望強勁，預估2026年營收將年增44%，2026年每股盈餘為112.24元、2027年為145.29元。維持「增加持股」評等，目標價3,650元。（圖／記者師瑞德攝影）
台積電（2330）先進製程需求持續強勁，3奈米（N3）產能擴張成為營運成長關鍵。本土投顧指出，台積電第三季財報符合預期，第四季營運展望強勁，預估2026年營收將年增44%，2026年每股盈餘為112.24元、2027年為145.29元。維持「增加持股」評等，目標價3,650元。
法人指出，台積電第三季毛利率達66.4%，受惠N2量產爬坡稀釋影響較輕，加上匯率因素，營運表現符合預期。展望第四季，預估營收介於523億至543億美元，以中間值計算季增14%，毛利率落在65%至68%，顯示先進製程需求仍具支撐。
法人分析，N3持續擴產，並評估美國亞利桑那州以外的擴產機會。台積電將2026年美元營收成長預估由原先40%以上上調至44%，全年資本支出維持600億至640億美元，反映公司對AI及高效能運算需求的信心。
產能布局方面，台積電除法說會提及的第二製程廠Fab 18、亞利桑那州二廠及熊本二廠外，亦評估台南新增加一座N3晶圓廠，預計於1H28量產。法人預估，新增產能將使N3月產能由2026年底約15萬至16萬片，未來兩年再增加8萬片。美國布局同樣成為長期成長動能，台積電持續評估亞利桑那州以外擴廠機會，包括Agentic AI帶動CPU需求、HBM4e客製化基底晶粒及AI ASIC等商機。
法人強調，儘管全球景氣不確定性及積極擴產可能造成供給過剩風險，但N3需求強勁，預估2026年營收達5兆6,517.33億元、2027年達7兆6,398.24億元，每股盈餘分別為112.24元、145.29元。考量獲利成長與產能優勢，維持「增加持股」評等，目標價3,650元。
三立新聞網提醒您：
快訊／大樂透頭獎1億！10/23中獎號碼出爐
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亞灣醫智庫登創櫃板 打造智慧醫療新模式
台積電運動會喊卡 魏哲家發3萬元獎金
台股基金賺翻了 它報酬率146％居冠！
美股互有漲跌 道瓊跌逾650點、費半小漲
德21城萬聖節抗議 黃仁勳GTC演講遭打斷
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SpaceX營收暴增161%！「這檔ETF」也布局
沈伯洋拋颱風假股市脫鉤 李四川喊話1事
奪CoWoS與LEAP肥單 這封測大廠目標價曝
最新ETF績效榜出爐！第1名是它：狂飆125%
AMD CEO Lisa Su proposed bringing back the Ryzen 7 5800X3D, set plan in motion before DDR5 shortages — AM4 CPU considered a ‘final gift’ to loyal fans of the decade-old socket The relaunch of the AMD Ryzen 7 5800X3D coincided with the memory chip shortage. AMD Director of Client Product Management Travis Kirsch sat down with a Japanese publication to share the backstory of the AMD Ryzen 7 5800X3D and its relaunch this year. Kirsch told MyNavi Tech+ [machine translated] that AMD CEO Lisa Su was one of the proponents of bringing back the groundbreaking X3D processor that first debuted in April 2022. While some may think this was a simple relaunch of a four-year-old processor, the company had to do extensive re-engineering and update its manufacturing process with TSMC just to bring it back. The decision to relaunch it was well-timed, too. While the world is suffering from extremely high DDR5 memory prices when it finally arrived in the middle of 2026, Kirsch said that “this was planned before changes in the memory market occurred, not as a countermeasure to DDR5 shortages,” and that it was “the final gift to local users who have used our AM4 for nearly a decade, offering systems that use DDR4 the last change to upgrade their PCs.” Beyond the Ryzen 7 5800X3D, the Japanese publication also touched on AMD’s value offerings, or lack thereof. Four Ryzen 3 processors are available new today—one for AM5 and three for AM4—which raises the question of whether AMD is abandoning the entry-level market. Kirsch said that while the company aims to offer a product for every price point, AMD is mostly focused on the premium, high-performance gaming market — we see this in the October Steam Survey results, with AMD closing in on Intel at 48.4% CPU share. As for the affordable CPU market, he said it’s no longer as big as it used to be, as laptops have taken over this segment. Of course, any discussion with a tech executive these days would almost always touch on the memory chip shortage. “…there are things we can control and things we cannot. Market price trends are the result of everyone moving (and there’s nothing we can do about it),” Kirsch said. “We are simply focused on providing consumers with choices in any situation. This is to ensure that consumers have the opportunity to purchase the best AMD PCs, regardless of the price.” Get Tom's Hardware's best news and in-depth reviews, straight to your inbox. Follow Tom's Hardware on Google News, or add us as a preferred source, to get our latest news, analysis, & reviews in your feeds. Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics. - usertests Beyond the Ryzen 7 5800X3D, the Japanese publication also touched on AMD’s value offerings, or lack thereof. Four Ryzen 3 processors are available new today—one for AM5 and three for AM4—which raises the question of whether AMD is abandoning the entry-level market. Kirsch said that while the company aims to offer a product for every price point, AMD is mostly focused on the premium, high-performance gaming market — we see this in the October Steam Survey results, with AMD closing in on Intel at 48.4% CPU share. As for the affordable CPU market, he said it’s no longer as big as it used to be, as laptops have taken over this segment.Over multiple generations of 8-core chiplets shared between product segments, there wasn't a good reason to disable mostly good chiplets down to quad-cores. If we start seeing more types of chiplets on the desktop socket, rumored divergence between Zen 7 Silverking (8-core) and Silverton (16-core), etc. then I think they bring back Ryzen 3, and give it 6-8 cores. They could do it with a monolithic Krackan-tier APU die first (graphics enabled or disabled), and Silverking later. It will be interesting to see what happens to the 9600X's position during the Zen 6 generation. One rumor said there would be a 6-core at the bottom again, but whatever the 9600X morphs into could have 8-10 cores. Reply - MikeMIke86 At $350, it’s not a deal when the much cheaper 9600X outperforms by a significant amount. Just another money grab. They’re doing this because they’re no longer selling enough AM5 components.Reply - usertests MikeMIke86 said:At $350, it’s not a deal when the much cheaper 9600X outperforms by a significant amount. Just another money grab. They’re doing this because they’re no longer selling enough AM5 components.https://www.tomshardware.com/pc-components/cpus/amd-ryzen-5-9600x-cpu-review/2 The main reason to buy X3D is gaming performance, and the 9600X is slower than the 5800X3D in games. And the 9600X multithreading performance is only a little faster (6% in PassMark). The other benefit is being able to use cheaper or already owned DDR4 memory. Obviously, we would have loved to see a $200 price on the relaunched 5800X3D. But it's good that they are making more at all. More of the CPUs on Earth means more will be hanging around in the used market 5-10 years from now, driving the prices down. Reply - Thunder64 usertests said:Over multiple generations of 8-core chiplets shared between product segments, there wasn't a good reason to disable mostly good chiplets down to quad-cores. If we start seeing more types of chiplets on the desktop socket, rumored divergence between Zen 7 Silverking (8-core) and Silverton (16-core), etc. then I think they bring back Ryzen 3, and give it 6-8 cores. They could do it with a monolithic Krackan-tier APU die first (graphics enabled or disabled), and Silverking later. It will be interesting to see what happens to the 9600X's position during the Zen 6 generation. One rumor said there would be a 6-core at the bottom again, but whatever the 9600X morphs into could have 8-10 cores. No way there will but a six core Zen 6, that would be cutting off half the cores. Too wasteful. If we see a six core vari
GMT EIGHT - Latest - Goldman Sachs: It is expected that the tight storage supply will continue until 2028, raising target prices for SK Hynix and Samsung Electronics.
Goldman Sachs: It is expected that the tight storage supply will continue until 2028, raising target prices for SK Hynix and Samsung Electronics.
23/10/2026
Goldman Sachs released a report stating that the supply and demand situation for traditional DRAM, NAND, and HBM is expected to be tighter in 2027 than in 2026, and this tight situation will continue until 2028. This is expected to help memory companies maintain high profitability for at least the next few years. The bank believes that the market has not fully understood the sustainability of this memory upturn cycle, evidenced by the fact that the P/E ratios of most memory stocks are still only in the mid-single digits. Goldman Sachs will explore the differences in this cycle compared to the past, focusing mainly on: 1) higher demand visibility, coming from significant expansion of servers/AI combinations and the development of proxy AI; 2) constrained supply growth, due to slow capacity expansion and higher HBM conversion rates; 3) more powerful long-term agreements from customers and more efficient capital expenditure planning. The bank believes that these factors will support demand continuing to outstrip supply, forming a longer upward cycle than in the past. The bank expects that even by 2028, DRAM/NAND/HBM will all be in a state of supply shortage. Goldman Sachs has changed its valuation method for SK Hynix to the P/E method, raising the 12-month target price to 3.5 million Korean won at 9 times P/E, and also raised the 12-month target price for Samsung Electronics to 480,000 Korean won, reaffirming a "buy" rating. Based on the latest view of higher and more sustainable NAND prices, the bank has raised Kioxia's rating to "buy" with a 12-month target price of 93,000 Japanese yen, equivalent to a 7.8 times P/E ratio for the year ending in March 2028.
Hong Kong Stock Movement | Shenghao Group (08285.HK) opens sharply higher by over 183% upon resumption of trading; controlling stake to change hands, triggering a mandatory general offer at a 34.9% premium.
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SK Hynix reportedly engages suppliers to bring 30% more efficient iHBM cooling to HBM5 production https://www.digitimes.com/news/a20261022VL218/sk-hynix-cooling-production-materials-equipment.html SK Hynix is reportedly working with materials and equipment suppliers to commercialise its next-generation iHBM cooling technology, targeting a reduction of more than 30% in thermal resistance... The article requires paid subscription. Subscribe Now Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Keep me signed in' box in the log-in section. This will save the password on the computer you're using to access the site. Note: If you choose to use the log-out feature, you will lose your saved information. This means you will be required to log-in the next time you visit our site.
Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly | TechSpot https://www.techspot.com/news/113378-apple-a20-pro-production-going-smoothly-except-dram.html Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly | TechSpot
TSMC is sitting on $1 billion worth of finished iPhone chips with nowhere to go
By Skye Jacobs August 6, 2026, 1:23 7 comments Add TechSpot
Ripple effect: In the run-up to the launch of the foldable iPhone Ultra, iPhone 18, and iPhone 18 Pro, Apple and its assemblers are working to secure enough mobile DRAM. Apple leans heavily on Micron for these chips and also buys from SK Hynix and Samsung. People involved say they still expect to meet initial demand, but they worry online wait times could stretch and store inventory could run out quickly if the shortage continues.
Apple's next iPhones are built around a new chip and packaging setup that pairs the A20 Pro processor with high-performance DRAM at the wafer level, and that packaging step is being slowed by a tight memory market, according to sources who spoke with Taipei-based journalist Tim Culpan.
The core of the new lineup is the A20 Pro chip, Apple's first processor built on TSMC's N2 node, which moved into volume production earlier this year. The chip isn't shipped alone: it's packaged together with DRAM using TSMC's Wafer-Level Multi-Chip Module process, or WMCM.
This replaces the Integrated Fan-Out (InFO) approach TSMC has used for about a decade, and is roughly "CoWoS for mobile," as Culpan has described it, drawing a parallel to the company's advanced CoWoS packaging for data