Taiwan foundries including TSMC, UMC, Vanguard, and PSMC are raising prices amid tight capacity, with increases set to extend into 2027.
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...
Driven by policy, Chinese firms accelerate HBM development to support domestic AI chips. CXMT targets advanced nodes while JHICC focuses on mature processes. Both face technical hurdles and are in ear...
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...
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...
TrendForce forecasts that global mature node capacity will grow by 6% YoY in 2025, with approximately 70% of the increase coming from Chinese foundries. Despite slow recovery in end-market demand, Chi...
This report explores the impact of US semiconductor export controls on China’s semiconductor industry and analyzes why Chinese manufacturers have more room to maneuver in the mature process segment. T...
According to TrendForce’s latest market research, the electronics supply chain has begun restocking right now in the middle of the year due to the anticipation of China’s 618 E-commerce Festival...
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)...
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...
As indicated by the survey of global market intelligence firm TrendForce, TSMC, Samsung, and Intel have been continuously engaging in the competition of advanced logic nodes by investing enormous reso...
As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...
As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry had generated US$9.663 billion of revenue in 1Q23 under a QoQ deterioration of 21.2%...
Global market intelligence firm TrendForce reports that with Environmental Social Governance (ESG) turning into a hot topic in the recent period...
Global market intelligence firm TrendForce reports that in 4Q21, manufacturers for end products continued to be affected by the component mismatch problem that the COVID-19 pandemic has brought to the...
