AI drives TSMC's expansion and upgraded targets. Vanguard sees rising utilization and prices via power ICs. UMC grows steadily, while PSMC rebounds through memory demand.
Driven by accelerated 8-inch capacity cuts by TSMC and Samsung, coupled with rising demand for AI power components and panic stocking across the supply chain, the global supply-demand structure for 8-...
Intel is expanding advanced packaging globally to secure CSP orders but trails TSMC in yield and turnkey solutions. Despite EMIB's technical challenges, the growing AI market offers opportunities...
TSMC reduces 8-inch capacity to focus on advanced processes; UMC sees rising utilization from AI and future Samsung transfer opportunities. Vanguard acquires TSMC's used equipment to meet str...
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...
Global foundry markets show steady demand and diverse capacity as leaders push advanced processes and packaging amid geopolitics.
AI-driven demand push chiplet-based packaging; EMIB costs less than CoWoS, signaling a move to modular, efficient interconnects.
The latest Foundry Newsletter reports analyzes the global foundry market, noting demand-supply dynamics, yield issues across fabs, and shifting supply chains amid uncertainty.
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...
The surge in AI applications has fueled the development and growth of the semiconductor industry but has also brought new challenges. Apart from advanced process technology nearing physical limits and...
Oracle's demand for GB Rack surges; production complexity slows early shipments; NVIDIA H20 faces geopolitical challenges but retains growth potential.
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...
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...
NVIDIA has resumed sales of its AI chip H20 in China, prioritizing this year's targets. TSMC's production capacity could be a bottleneck. NVIDIA will also launch the Blackwel...
