Subject


Wafer Foundries


2023-07-12

Over 20 Wafer Fabs Worldwide to Be Completed Year by Year, Will TSMC Establish a New 7nm Production Line in Japan?

Wafer Foundries

According to sources cited by Nikkan Kogyo Shimbun, TSMC intends to commence the construction of the second fab in Kikuyo-cho, Kumamoto Prefecture, Japan, in April 2024, with the goal of commencing production before the end of 2026. It is worth mentioning that news about TSMC's plan to build its ...

2023-05-12

CHIPS Act Again, PSMC Captured Orders rerouted from HuaHong Foundry Business

Wafer Foundries

Over the past few years, the US Department of Commerce has imposed export restrictions and the CHIPS Act, causing political tensions to rise between China and the US. To mitigate geopolitical risks, customers are beginning to diversify the proportion of Chinese and non-Chinese suppliers, with Taiwan...

2023-05-11

A Deep Dive into China’s Leading Foundries Amidst US Restrictions

Wafer Foundries

The risks associated with the United States' suppression of China's semiconductor industry and the ongoing tension in China-US relations continue to permeate the supply chain. However, most customers of foundries are adopting a cautious approach, either maintaining a wait-and-see attitude or gradual...

2022-06-22

[Chip War] Irrespective of US sanctions and the Pandemic, China’s IC sales to Grow by Another 11% in 2022

Wafer Foundries

In recent years, China's IC sales have been increasing year over year. Although sales have been suppressed by the United States and the impact of the pandemic, China's IC sales still increased by 17% in 2020. Benefiting from the development of terminal applications such as 5G, online office, and sma...

2022-06-01

Global Packaging and Testing Output Value Reached US$82.139 Billion in 2021, 25.83% YoY, China Becomes Fastest Growing Market

Wafer Foundries

According to TrendForce research, driven by strong demand for 5G mobile phones, base stations, automobiles, and HPCs, the global output value of packaging and testing (including foundry and IDM) reached US$82.139 billion in 2021, or 25.83% YoY. This upward momentum is forecast to continue in 2022, t...

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