Taiwanese foundries face structural shifts: TSMC consolidates 12" mature nodes, UMC hikes 8" prices, VIS pivots to PMICs, and PSMC moves to high-value processes amid supply-demand restructuring.
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.
In recent years, the global consumer market has experienced sluggish demand due to inflation and the overall economic uncertainty caused by the pandemic, marking the end of the high-growth trend for s...
Global market intelligence firm TrendForce reports that moving into 1Q23, the consumer electronics market is now experiencing the headwinds of the traditional low season...
As indicated by the survey of global market intelligence firm TrendForce, the supply restriction imposed by the US Department of Commerce states...
