Research Reports


Wafer Foundries


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

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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

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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

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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

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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

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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...

Foundry Market Bulletin_20221003

2022/10/03

Semiconductors , Wafer Foundries

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

Global Top 10 Foundries’ Total Revenue for 2Q22 Registered a More Modest QoQ Growth Rate of 3.9% Due to Demand Downturn for Consumer Products and End of Chip Shortage

2022/09/21

Semiconductors , Wafer Foundries

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Global market intelligence firm TrendForce reports that the overall demand for consumer electronics continues to weaken as global inflation ratchets up instead easing...

Foundry Market Bulletin_20220919

2022/09/19

Semiconductors , Wafer Foundries

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Looking at the performance of TSMC's 8-inch capacity utilization rate, the market officially entered a period of inventory adjustment at the start of 2H22 and customers have successively revised their foundry wafer input orders to reduce inventory pressure...