Advanced Node

Process Control Paradigm Shift: AI Drives Structural Growth in Demand for Metrology and Inspection

Oct 13, 2026 | PDF

AI and advanced nodes are driving a paradigm shift in process control. Although GAA, HBM, and advanced packaging follow different paths, all share one logic: testing costs far less than failure. This...

CSP ASICs Rise as Google TPU Eyes EMIB Packaging

Oct 13, 2026 | PDF

Inference demand drives CSP ASIC growth past GPUs; Google's next TPU adopts EMIB-T, with substrate yield key to cost.

1Q26 Revenue Ranking among Top 10 Global Foundries

Jun 08, 2026 | PDF

Taiwan foundries including TSMC, UMC, Vanguard, and PSMC are raising prices amid tight capacity, with increases set to extend into 2027.

4Q25 Revenue Ranking among Top 10 Global Foundries

Mar 06, 2026 | PDF

Driven by AI and new smartphone momentum, 2025 global foundry revenue hit record highs, with TSMC extending its market lead via advanced processes. For 2026, despite pre-stocking triggered by anticipa...

3Q25 Revenue Ranking among Top 10 Global Foundries

Dec 05, 2025 | PDF

Benefiting from inventory stocking for smartphones and PCs alongside a recovery in automotive demand, the rebound in mature processes drove growth for UMC and HuaHong. TSMC's advanced processes a...

DRAM Industry Analysis－4Q25

Dec 05, 2025 | PDF

Driven by strong AI and CSP demand alongside HBM expansion, the DRAM industry saw surged prices and volume. With supplier inventory at lows and capacity shifting to high-end nodes, general supply is t...

2Q25 Revenue Ranking among Top 10 Global Foundries

Aug 28, 2025 | PDF

TrendForce reports 2Q25 wafer foundry growth driven by subsidies and new product stocking; TSMC leads with strong AI and mobile demand; top 10 firms dominate; 3Q25 outlook remains positive with rising...

Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue amidst Sporadic Inventory Refill except Éclat of AI Servers

Jun 05, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for stocking and sales for the consumer end (e.g. smartphones, NBs, and TVs)...

US Updates Sanction of Advanced Semiconductor to Deter China’s Supply of AI Chips and Deployment in Advanced Nodes

Apr 03, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the US Department of Commerce, after announcing the comprehensive export controls on semiconductor equipment...

Top 10 Global Foundries Up by QoQ 7.9% in Market Value from Surging Urgent Orders of Consumer Supply Chain

Nov 28, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, overall sales of the end sector have been low in visibility this year due to general economic risks...

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products

Apr 11, 2023 | PDF

TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

Apr 11, 2023 | PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Updates on Foundry Market Dynamics_20200817

Aug 17, 2020 | PDF

TSMC’s 5nm process technology entered into mass production in 2Q20. Aside from...

Updates on Foundry Market Dynamics_20200803

Aug 03, 2020 | PDF

Market News 1: 6-12 Months Postponement for Intel’s 7nm Process Triggers Market Concerns...