Research Reports


Wafer Foundries


Foundry Market Bulletin_20240318

2024/03/18

Wafer Foundries

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An observation on TSMC’s 3nm orders for 2024 indicates that Apple remains as the largest client in capacity digestion at more than 70% (550-600K wafers for the entire year)...

TSMC Held over 60% Foundry Market Share in 4Q23 with Orders Related to AI and iPhones and Drove 7.9% QoQ Growth in Top 10 Foundries’ Total Revenue

2024/03/05

Wafer Foundries

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Global market intelligence firm TrendForce reports that smartphone brands continued to stock up on components in 4Q23. Hence, major foundries received related orders...

Foundry Market Bulletin_20240304

2024/03/04

Wafer Foundries

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Samsung Foundry, despite obtainment of seasonal stocking orders for smartphones in 4Q23, saw an approximate QoQ drop of 1.9% in revenue by slightly falling to...

TSMC’s Kumamoto Fab (JASM) Will Open on February 24th and Play a Vital Role in Shaping the Development of Japanese Semiconductor Industry for the Next Decade

2024/02/23

Wafer Foundries

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According to the Semiconductor Research Department of the global market intelligence firm TrendForce, TSMC’s Kumamoto fab (JASM) is set to officially open on February 24th...

Foundry Market Bulletin_20240219

2024/02/19

Wafer Foundries

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TSMC generated a QoQ growth of 14% in revenue during 4Q23, arriving at US$19.7 billion...

Intel and UMC Join Forces to Enter the Market for FinFET Wafer Foundry Services, Thus Deepening US-Taiwan Collaborations in Semiconductors

2024/01/25

Wafer Foundries

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The Semiconductor Research Department of the global market intelligence firm TrendForce reports that Intel and UMC officially announced their cooperation agreement on January 25th...

Foundry Market Bulletin_20240122

2024/01/22

Wafer Foundries

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In terms of capacity changes for 2024, Samsung Foundry is focusing on advanced nodes of 5nm and below for expansions this year, which are however constrained due to...

Foundry Market Bulletin_20240108

2024/01/08

Wafer Foundries

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An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4G and mid-to-low 5G smartphone APs...

Due to Strong Earthquake in Japan’s Noto Region of Ishikawa Prefecture on New Year’s Day

2024/01/02

Wafer Foundries , MLCC

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Global market intelligence firm TrendForce reports that a series of earthquakes with an intensity scale of 5 or higher struck the Noto region of Japan’s Ishikawa Prefecture...

Foundry Market Bulletin_20231225

2023/12/25

Wafer Foundries

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Samsung Foundry is likely to implement price reduction measures during 1Q24 in the hope of either stimulating or ensuring wafer orders from its clients...