Research Reports


Wafer Foundries


Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

Semiconductors , DRAM , NAND Flash +2

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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 +2

 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...

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...