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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: George Statham who wrote (22101)	12/30/2024 8:47:57 AM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Respond to of 26474

Taiwan's wafer foundry industry is estimated to achieve revenues of US$120 billion in 2025 with demand from advanced manufacturing processes still strong and mature process prices to slip. Taiwan wafer foundry industry, 4Q 2024 Eric Chen Abstract DIGITIMES Research estimates that in the fourth quarter of 2024, the combined revenue of Taiwan's major wafer foundries, including Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC), Powerchip Semiconductor Manufacturing (PSMC), and VIS (VIS), will reach up to US$29 billion. This will drive the total 2024 revenue to approach the US$100 billion mark. Among these, AI/HPC is expected to boost demand for advanced process capacity, while demand for mature process capacity will only see moderate growth. Looking ahead to 2025, the first quarter is anticipated to be affected by the traditional off-season in the electronics industry, leading to a projected quarterly revenue decline for the Taiwanese wafer foundries. However, for the entire year of 2025, the robust demand for AI/HPC applications is expected to drive total revenue to approximately US$120 billion. digitimes.com

To: George Statham who wrote (22101)	1/9/2025 10:15:01 AM
From: George Statham	Read Replies (4) \| Respond to of 26474

end of BPSEMI. So the guy doing this has retired. I could do something myself but don't have any history. I can start collecting the daily bp semi count and may be back in the future. After providing both the Cumulative Charts and Bullish Percent Index Charts for the last 25 years, I'm going to retire from these weekly updates with this past week's December 27th reviews. The Technical Watch subscription services have also been discontinued. forums.technicalwatch.com