DB증권 Tech 서승연, 조현지

https://finance.yahoo.com/news/tsmc-keeps-sales-growth-april-053418822.html (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. saw April sales jump 60% to NT$236 billion ($7.3 billion) as sustained artificial intelligence demand was...

Apple to Power AI Tools With In-House Server Chips This Year https://www.bloomberg.com/news/articles/2024-05-09/apple-to-power-ios-18-ai-features-with-in-house-server-mac-chips-this-year

Apple to power AI servers with its chips, Bloomberg News reports https://www.reuters.com/technology/apple-power-ai-servers-with-its-chips-bloomberg-news-reports-2024-05-09/

US Revokes Intel, Qualcomm Licenses to Sell Chips to Huawei  https://www.bloomberg.com/news/articles/2024-05-07/us-revokes-intel-qualcomm-licenses-to-sell-chips-to-huawei

Infineon Sales Forecast Shows Chip Demand Hitting Low Point https://www.bloomberg.com/news/articles/2024-05-07/infineon-margin-outlook-misses-as-carmakers-buy-fewer-chips

[DB금융투자 반도체 서승연] ASPEED 4월 매출 업데이트 드립니다. - 4월 매출: NT$4.16억 (+16% MoM, +82% YoY) ------------------------ [24년 ASPEED 월별 매출] - 1월 NT$3.62억 (+14% MoM, +64% YoY) - 2월 NT$2.92억 (-19% MoM, +31% YoY) - 3월 NT$3.59억 (+23% MoM, +59% YoY) - 4월 NT$4.16억 (+16% MoM, +82% YoY)