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.
Driven by weak consumer end-market demand, NAND Flash wafer prices have stagnated at high levels. Although enterprise demand remains strong due to AI, inventory continues to pile up on the consumer si...
his report contains 2 major sections: industry's“dynamic issues”and “trends of costs & prices”. In the section of "industry's dynamic issues", it analyzes 2 or 3 key topics of...
Non-TSMC foundries head into 2027 with higher utilization, price hikes, and sustained strong revenue growth.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
2Q26 foundry revenue rose broadly; overseas, China fab expansion should keep capacity tight, lifting full-year momentum.
TSMC, UMC, Vanguard and PSMC posted higher 2Q26 revenue on price hikes and strong demand, with capex broadly raised.
In July, high prices combined with weak consumer demand paralyzed the NAND Flash wafer market, resulting in flat contract prices and extremely low transaction volumes. While mainstream TLC and QLC pri...
AI demand reshapes foundry priorities: photonics, packaging gains, tight mature nodes, rising power investment.
Major foundries push fab buildouts, transfer orders, price talks, and specialty processes to boost capacity.
Contract prices have peaked at historic highs, severely compressing margins for downstream module makers. Coupled with weak end-market demand, buyers are strongly resisting higher quotes and adopting...
This report contains 2 major sections: industry's“dynamic issues”and “trends of costs & prices”. In the section of "industry's dynamic issues", it analyzes 2 or 3 key topics of driver IC and related s...
Foundry pricing trends tighten across mature nodes in 2026, with AI demand driving advanced-process overflow orders and reshaping competitive dynamics.
