Research Reports


Wafer Foundries


Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash , Wafer Foundries +2

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As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash , Wafer Foundries +2

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Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

US Updates Sanction of Advanced Semiconductor to Deter China’s Supply of AI Chips and Deployment in Advanced Nodes

2024/04/03

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, the US Department of Commerce, after announcing the comprehensive export controls on semiconductor equipment...

Foundry Market Bulletin_20240401

2024/04/01

Wafer Foundries

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Samsung’s new fab (Line S6) in Taylor has planned for a total capacity of roughly 70-80Kwspm, with phase 1 currently focused on 4nm at a planned capacity of around 30Kwspm...

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...

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