Research Reports


Wafer Foundries


Foundry Market Bulletin - Jun. 30, 2025

2025/06/30

Wafer Foundries

 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.

US to Cancel China Exemptions; Case Review Likely to be Approved

2025/06/24

Wafer Foundries , Semiconductors

 PDF

US may cancel China facility technology exemptions; however, with mature processes in place, case-by-case reviews are expected to keep the supply chain stable with limited market impact.

Foundry Market Bulletin - Jun. 16, 2025

2025/06/16

Wafer Foundries

 PDF

Foundry Market Update: Samsung utilization rate stable, clients adjust supply chains strategically; China foundry development continues, new processes and regional capacity layouts key.

Foundry Market Bulletin_20250602

2025/06/02

Wafer Foundries

 PDF

Regarding changes to orders and capacity utilization of TSMC for 2H25, advanced nodes, including 3nm and 5/4nm...

Foundry Saw 5.4% QoQ Drop in 1Q25 as Tariff-Driven Stocking Activities Offset Traditional Offseason Effects

2025/05/28

Wafer Foundries

 PDF

As indicated by the survey of global market intelligence firm TrendForce, geopolitical conflicts triggered by new US tariffs...

Hybrid Bonding Technology Heralds a New Era in Advanced Semiconductor Packaging

2025/05/21

NAND Flash , Wafer Foundries , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, for decades, Moore's Law has driven the exponential growth of the semiconductor industry...

Foundry Market Bulletin_20250519

2025/05/19

Wafer Foundries

 PDF

Samsung Foundry, due to its client composition, is not benefitting much from China’s subsidies. The combined revenue of Samsung Foundry and System LSI...

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

2025/05/07

Wafer Foundries , Artificial Intelligence , AI Server/HBM/Server

 PDF

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

Foundry Market Bulletin_20250505

2025/05/05

Wafer Foundries

 PDF

TSMC mentioned at the 1Q25 earnings call that 30% of 2nm capacity will be established at its Arizona fab in the future...

Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

2025/05/05

Wafer Foundries , AI Server/HBM/Server

 PDF

According to the global market intelligence firm TrendForce, as the limitations of Moore’s Law become more apparent, IC packaging and testing have become critical for the continued...

Get in touch with us