Global market intelligence firm TrendForce reports that TSMC announced on March 4th its intention to increase its investment in advanced semiconductor manufacturing in the United States...
The latest export control imposed by the US Department of Commerce not only restricts TSMC and Samsung from shipping 16nm and below chips that exceed the standard computing power to China...
TSMC achieved a small QoQ growth of 2.4% in overall wafer shipment in 4Q24 thanks to stocking activities for new smartphones and ongoing robustness in demand for AI-related HPC chips...
Samsung Foundry is turning conservative for its Capex plans of 2025 after having experienced difficulties stemming from EOL, migration, and obtainment of 3/2nm orders for some of the products among cl...
TrendForce indicates that the US export control updates on January 16th extend KYC review standards to packaging technologies and expand controls to logic ICs at 16/14nm and below, 3D NAND with 128+ l...
Regarding the progress on 2nm, TSMC has scheduled mass production for N2 in 2H25, with tape outs and pilot runs successively initiated for early clients...
The supply chain’s concerns on escalating geopolitical pressure after the inauguration of the latest US president-elect Donald Trump in 2025 include...
Recent market rumors have been surrounding on Google’s deferred mass production for its next-gen TPU (TPU v7). According to TrendForce’s survey...
Regarding statics since early November surrounding TSMC’s review on its Chinese AI clients of 7nm and below, as well as suspended shipments to the latter...
Looking at changes to revenue generated by various nodes of TSMC in 3Q24, 7nm and below nodes, including 3nm, 5/4nm, and 7/6nm, have achieved a remarkable performance thanks to...
The report provides an in-depth exploration of the applications and growing demand for ABF substrates in AI servers, autonomous vehicles, and high-performance computing (HPC). Furthermore, it provides...
Samsung Foundry’s 12-inch CIS is mainly supplied to Samsung System LSI, and has planned for a corresponding capacity at 65/45nm (ISP at 28nm) based on System...
The entry of a peak stocking season for new smartphones and PC/NBs, together with the ongoing robustness among AI-related HPC applications...
Regarding the progress of mass production for Samsung’s Exynos 2500, it is confirmed that the new flagship S25 slated for release in 2025 will not be adopting the particular product...
TSMC has recently activated the stocktaking for its 8-inch capacity, and proposed solutions for revitalizing fab assets, due to the foundry having the largest 8-inch capacity...
