Subject


foundry


2025-05-07

[News] Foundry Margins Under Pressure as Taiwan Dollar Climbs: Impact on TSMC, UMC, Vanguard

The sharp appreciation of the New Taiwan dollar (NTD) is raising concerns about its negative impact on Taiwan’s semiconductor industry, particularly foundries like TSMC, UMC, and Vanguard. As noted by Commercial Times, institutional analysis and industry data indicate that every 1% gain in the NTD...

2025-04-11

[News] China’s Semiconductor Industry Reportedly Sets Early Stance on Tariffs: IC Origin Tied to Wafer Fabrication

According to Science and Technology Innovation Express News and Securities Daily, the China Semiconductor Industry Association advises that the origin of integrated circuits should be determined by where the wafer is fabricated. Citing an urgent notice issued by the China Semiconductor Industry A...

2025-04-11

[News] Global Wafer Foundry Market Pattern Could be Reshaped

Amidst a complex international landscape and a sharply polarized end-market demand, the global foundry industry is entering a period of reorganization, marked by frequent personnel changes and merger rumors. Meanwhile, the development of advanced process technologies has picked up steam, while the m...

2025-03-26

[News] Qualcomm Reportedly Skips Samsung, Taps TSMC’s 4nm for Snapdragon 8s Gen 4

According to Liberty Times, citing Sammobile, Qualcomm is reported to launch a new premium 4nm chipset that will be positioned below its flagship Snapdragon 8 Elite in the lineup, tentatively named the Snapdragon 8s Gen 4. As noted by the report, the chip reportedly will be manufactured using TSMC...

2025-03-24

[News] China’s Nexchip Reportedly to Overtake Taiwan’s VIS and PSMC in 2025 Amid Mature Process Expansion

As noted by Central News Agency, since China is actively expanding in mature nodes, the impact of the country's newly added capacity is expected to intensify. TrendForce predicts that China's foundry giant Nexchip will surpass Taiwanese foundries VIS and PSMC, moving up from 10th to 8th place i...

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