Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
The latest Foundry Newsletter reports that leading wafer foundries have stabilized capacity due to major customer orders. Capacity utilization in the second half is better than expected. Focus is on e...
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capa...
The global foundry landscape is stabilizing, with leading and regional players staying productive; pricing and localization drive growth.
Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
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...
In 2026, Taiwan’s major foundries increase utilization; PSMC grows with new partnerships, UMC stable, Vanguard benefits from premium capacity and new fab, while TSMC’s advanced nodes remain fully util...
Driven by policy support and market demand, leading foundries improved capacity utilization and revenue growth, with new capacity expanding, and diversified platform development showing positive resul...
Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
This report analyzes TSMC, UMC, and PSMC's recent operations and industry outlook, focusing on new plant investments, capacity utilization, product mix, and future technology roadmaps, as well as memo...
AI orders drive high-end MLCC utilization, but tariff-driven early shipments soften mobile & laptop demand. U.S. tariffs pressure supply chains, and squeezing profits.
Samsung restarts US plant expansion driven by policy, but timeline and capacity growth remain uncertain; 2nm order progress depends on yield and client decisions, requiring further observation.
Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
UMC focuses on mature processes in China with limited expansion; main growth is in Singapore fab, while Vanguard accelerates capacity in the new Singapore fab, surpassing industry growth.
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capa...
