Research Reports


Wafer Foundries


China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

2023/05/24

Semiconductors , Wafer Foundries

 PDF

As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercomputers and AI computing on October 7th 2022...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

2023/05/24

Semiconductors , DRAM , NAND Flash +1

 PDF

As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercomputers and AI computing on October 7th 2022...

Foundry Market Bulletin_20230522

2023/05/22

Semiconductors , Wafer Foundries

 PDF

Terminal sales that have yet to see a recovery, together with the worse-than-expected reduction of inventory among upstream IC design clients...

Foundry Market Bulletin_20230508

2023/05/08

Semiconductors , Wafer Foundries

 PDF

Off season in the consumer market, together with inventory revisions among clients, had affected Samsung Foundry’s performance in shipment and capacity utilization, which shrank its 1Q23 revenue to...

Foundry Market Bulletin_20230424

2023/04/24

Semiconductors , Wafer Foundries

 PDF

TSMC mentioned from its earnings call on April 20th that the foundry had suffered a QoQ drop of 12.8% in 1Q23 wafer shipment under clients’ inventory revisions...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

Semiconductors , DRAM , NAND Flash +1

 PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

Semiconductors , DRAM , NAND Flash +1

 PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Foundry Market Bulletin_20230410

2023/04/10

Semiconductors , Wafer Foundries

 PDF

The subsidy specifications of the CHIPS Act by the US government restrict applicants’ investment on 1X nm and below advanced nodes, as well as 28nm and above matured nodes...

Foundry Market Bulletin_20230327

2023/03/27

Semiconductors , Wafer Foundries

 PDF

The subsidization regulations from the CHIPS Act, issued by the US Department of Commerce on March 21st...

Foundry Market Bulletin_20230313

2023/03/13

Semiconductors , Wafer Foundries

 PDF

Pertaining to how UMC mentioned from its 4Q22 earnings call that the HV (High Voltage) process would evolve from the current mainstream 28nm to 17nm in the future...