TSMC

Glass Substrate Breakthroughs: Driving CoWoS and CPO Innovation | TrendForce

Glass Substrate Breakthroughs: Driving CoWoS and CPO Innovation

Jul 07, 2025 | PDF

Glass substrates are emerging as a highly promising solution in advanced semiconductor packaging with recent breakthroughs in Through-Glass Via (TGV) technology. They are poised to drive innovation in...

Foundry Market Bulletin - Jun. 30, 2025 | TrendForce

Foundry Market Bulletin - Jun. 30, 2025

Jun 30, 2025 | PDF

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.

NAND Flash Faces BT Substrate Shortage: 2H25 Supply Chain Pricing Outlook | TrendForce

NAND Flash Faces BT Substrate Shortage: 2H25 Supply Chain Pricing Outlook

Jun 25, 2025 | PDF

AI chip boom drives CoWoS expansion, straining raw material supply for ABF and BT substrates, delaying NAND Flash output.

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy | TrendForce

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

May 07, 2025 | PDF

"TSMC's North America Technology Symposium unveiled a roadmap for advanced packaging solutions, showcasing the 3DFabric® platform, which includes wafer level 3D stacking and advanced packagi...

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy | TrendForce

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

May 07, 2025 | PDF

For decades, the semiconductor industry has thrived by adhering to Moore’ Law, achieving rapid development through the continuous miniaturization of transistors...

NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network | TrendForce

NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network

Mar 19, 2025 | PDF

"TrendForce reports NVIDIA announced next-gen B300, Rubin, and Vera at GTC 2025, emphasizing memory, liquid-cooling, and CPO network advancements, shifting from GB NVL72 to VR NVL144 and Rubin Ul...

CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs | TrendForce

CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

Mar 14, 2025 | PDF

"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is...

CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs | TrendForce

CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

Mar 14, 2025 | PDF

According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...

Process Transition and Geopolitical Pressures: 2025 Foundry Landscape and Challenges (Presentation) | TrendForce

Process Transition and Geopolitical Pressures: 2025 Foundry Landscape and Challenges (Presentation)

Mar 06, 2025 | PDF

1. Foundry Market Overview 2. Impact of Capacity Supply and Geopolitical Factors 3. AI-Driven Growth in the Foundry Industry 4. TRI’s View

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030 | TrendForce

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

Mar 04, 2025 | PDF

TrendForce indicates that TSMC is expanding its US investment to US$165 billion, establishing six advanced process fabs, two advanced packaging plants, and an R&D center in Arizona. Geopolitical t...

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030 | TrendForce

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

Mar 04, 2025 | PDF

Global market intelligence firm TrendForce reports that TSMC announced on March 4th its intention to increase its investment in advanced semiconductor manufacturing in the United States...

TSMC’s Advanced Nodes Stood Out as Total Revenue of Global Top 10 Foundries Climbed 9.9% QoQ to a New Record in 4Q24 | TrendForce

TSMC’s Advanced Nodes Stood Out as Total Revenue of Global Top 10 Foundries Climbed 9.9% QoQ to a New Record in 4Q24

Mar 04, 2025 | PDF

TrendForce reports that the total revenue of the global top 10 foundries climbed 9.9% QoQ to a new record in 4Q24, driven by strong wafer shipments from advanced nodes (3nm and 5/4nm). TSMC maintained...

TSMC’s Advanced Nodes Stood Out as Total Revenue of Global Top 10 Foundries Climbed 9.9% QoQ to a New Record in 4Q24 | TrendForce

TSMC’s Advanced Nodes Stood Out as Total Revenue of Global Top 10 Foundries Climbed 9.9% QoQ to a New Record in 4Q24

Mar 04, 2025 | PDF

Global market intelligence firm TrendForce reports that the global foundry industry displayed diverging trends in 4Q24...

Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan | TrendForce

Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

Feb 20, 2025 | PDF

President Trump, after taking office, initiated a tariff war with China, Canada, and Mexico immediately, fulfilling the commitment he made in November 2024. This report will update the latest developm...

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies | TrendForce

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

Jan 16, 2025 | PDF

TrendForce indicates that the US export control updates on January 16th extend KYC review standards to packaging technologies and expand controls to logic ICs at 16/14nm and below, 3D NAND with 128+ l...

Get in touch with us


Get in touch with us