Research Reports


Wafer Foundries


Foundry Market Bulletin_20221128

2022/11/28

Semiconductors , Wafer Foundries

 PDF

Samsung Foundry, under the weakening foundry demand, is planning for a CapEx budget of approximately US$14-15 billion for 2023 that remains a growth compared to that of 2022...

Foundry Market Bulletin_20221114

2022/11/14

Semiconductors , Wafer Foundries

 PDF

TSMC’s Fab 21 in Arizona, as TrendForce mentioned from the Market Bulletin published on February 8th 2021 and March 8th 2021, occupies more than 1,100 acres...

Nexchip’s Aggressive Capacity Expansion Puts Pressure on Taiwan’s Tier-2/3 Foundries; US Export Restrictions Remain Biggest Variable

2022/11/03

Semiconductors , Wafer Foundries

 PDF

According to the latest research from global market intelligence firm TrendForce, topics related to “short chains” or “localized production” are coming under increasing attention because of the recent geopolitical turbulences...

Foundry Market Bulletin_20221031

2022/10/31

Semiconductors , Wafer Foundries

 PDF

Calculated in terms of KRW, Samsung foundry's 3Q22 revenue increased by 6.3% QoQ but, if converted and based on US$, 3Q22 revenue was...

Foundry Market Bulletin_20221017

2022/10/17

Semiconductors , Wafer Foundries

 PDF

TSMC posted 3Q22 revenue of US$20.23bn (NT$613.14bn at a NT$:US$ exchange rate of 30.32:1), benefiting from factors such as a better-than-expected US dollar exchange rate, strong 5nm demand and increased wafer shipments...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

Semiconductors , DRAM , NAND Flash +1

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

Semiconductors , DRAM , NAND Flash +1

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

US Department of Commerce Extends Scope of Semiconductor Technology Export Restrictions Against China from Logic ICs to Memory

2022/10/08

Semiconductors , DRAM , NAND Flash +1

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The US Department of Commerce announced the latest semiconductor technology export restrictions against China on October 7th (local time). The export control regime...

US Department of Commerce Extends Scope of Semiconductor Technology Export Restrictions Against China from Logic ICs to Memory

2022/10/08

Semiconductors , DRAM , NAND Flash +1

 PDF

The US Department of Commerce announced the latest semiconductor technology export restrictions against China on October 7th (local time). The export control regime...

Foundry Market Bulletin_20221003

2022/10/03

Semiconductors , Wafer Foundries

 PDF

Looking at the development of Samsung foundry's advanced manufacturing processes, unfavorable factors such as sluggish demand for consumer products...