Research Reports


Wafer Foundries


Foundry Market Bulletin_20220905

2022/09/05

Semiconductors , Wafer Foundries

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Looking at the recent development of Samsung's 3nm process, after mass production of the 3GAE process in 1H22, Samsung’s first client is Chinese mining chip company PanSemi...

In Addition to Semiconductor Equipment and EDA, US Now Expands Export Restrictions to Include HPC Chips as Its Technology Trade Dispute with China Escalates

2022/09/01

Semiconductors , Wafer Foundries

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Global market intelligence firm TrendForce reports that the US government on August 26th sent formal notices to AMD and NVIDIA demanding that...

Foundry Market Bulletin_20220822

2022/08/22

Semiconductors , Wafer Foundries

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Looking at the development of the 3nm process, TSMC will mass-produce 3nm in 2H22 as scheduled and will possess a production capacity of approximately 40kwspm by the end of 2022...

Foundry Market Bulletin_20220808

2022/08/08

Semiconductors , Wafer Foundries

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In the context of the U.S. CHIPS Act passing, Samsung announced on 7/22 that it intends to invest US$200bn in the next 20 years to build 11 new fabs in Texas...

Intel Has Encountered Delays in Product Development, Thereby Causing TSMC to Correct Down Equipment Orders and Scale Back CapEx for 2023

2022/07/29

Semiconductors , Wafer Foundries

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Global market intelligence firm TrendForce reports that the weakening demand for consumer electronics continues to drag down foundries’ capacity utilization rates (CURs)...

TSMC Remains as MediaTek’s Main Foundry despite Intel and MediaTek’s Strategic Partnership

2022/07/29

Semiconductors , Wafer Foundries

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TrendForce’s Department of Semiconductor Research reports that Intel and MediaTek have formed a strategic partnership that were jointly announced by both parties on July 25th...

TSMC’s Production Site Fab18 in STSP Experienced Power Outage, but Impact Is Limited for Nodes That Are Already in Mass Production Phase

2022/07/28

Semiconductors , Wafer Foundries

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TrendForce’s Semiconductor Research Department reports that the P5 and P6 sections of TSMC’s Fab18B in Southern Taiwan Science Park (STSP) experienced a very brief power outage at 5:00 p.m. on July 27th...

Further Sanctions on China by the US to Once Again Elevate Geopolitical Risks as Countries Aim for Autonomous Chip Production

2022/07/28

Semiconductors , Wafer Foundries

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As indicated by global market intelligence firm TrendForce, the scission in the supply chain of chips caused by the pandemic over the past two years, as well as the escalated geopolitical risks such as the US-China trade conflict and the Russia-Ukraine war...

Foundry Market Bulletin_20220725

2022/07/25

Semiconductors , Wafer Foundries

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TSMC held a 2Q22 earnings call on 7/14. Revenue and gross profit both hit new highs in 2Q22, at US$18.16bn and 59.1% respectively...

Foundry Market Bulletin_20220711

2022/07/11

Semiconductors , Wafer Foundries

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In a departure from other foundries’ global large-scale mature process expansions, Samsung's 2022 expansion focuses on expanding advanced processes and the company plans to expand 4nm and 3nm production capacity...