Samsung speeds 8-inch cuts, plans 2027 hikes; AI demand lifts mature nodes as SMIC, Nexchip, HuaHong raise prices, expand.
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...
Inference demand drives CSP ASIC growth past GPUs; Google's next TPU adopts EMIB-T, with substrate yield key to cost.
Tight 8-inch supply fuels foundry price hikes, as TSMC and peers pivot mature capacity to advanced packaging and SiPh.
The Diamond reports cover major foundries such as TSMC, UMC, Samsung, SMIC, and GlobalFoundries, etc. The Diamond reports provide extended analyses of these foundries&a...
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...
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...
Non-TSMC foundries head into 2027 with higher utilization, price hikes, and sustained strong revenue growth.
Winbond has agreed to acquire Infineon's NOR Flash and F-RAM businesses for more than US$1 billion, with closing targeted for 2H27. The deal brings automotive qualifications and high-density...
Taiwan foundries see a strong 2027 as utilization rises, capacity expands, and prices climb across the board.
AI peripheral demand drove advanced nodes and spilled into mature nodes, while consumer restocking continued, lifting 2Q26 revenue to a new high. Top five stayed stable; VIS rose on stronger demand, r...
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...
SEMCO raised MLCC prices to OEMs/ODMs, signaling an industry upcycle, driven by strong AI server demand and panic buying; Japanese makers' response is key to watch.
A Vanguard Fab3 rooftop fire spared the cleanroom; output resumed, CMP is recovering, revenue impact stays limited.
AI server demand lifted 2Q26 MLCC shipments; Japan/Korea ran high, Taiwan/China lagged; supply tightens, prices may rise.
