Research Reports


Wafer Foundries


More Research Report

New Era for Japanese Semiconductor Industry: Innovations and Development Trends under Governmental Interventions

2024/07/09

Wafer Foundries , IC Manufacturing, Package&Test

 PDF

Japan is currently advantageous in semiconductor materials and equipment, and is incentivizing key wafer suppliers to establish local fabs in the country by offering political support, whilst developing production capability and technology of 2nm and below advanced processes by founding Rapidus with the efforts of the government and private enterprises, in the hope of offering wafer foundry services starting from 2028-2030...

Foundry Market Bulletin_20240708

2024/07/08

Wafer Foundries

 PDF

Recent rumors from the market are saying that Samsung’s in-house Exynos 2500 remains low and unstable in yield, and the new S25 slated for release in 2025 could either fully adopt Qualcomm’s products...

2Q24 Foundry Diamond Datasheet

2024/06/28

Wafer Foundries

 EXCEL

The Diamond reports cover major foundries such as TSMC, UMC, Samsung, SMIC, and GlobalFoundries, etc. The Diamond reports provide extended analyses of these foundries' production capacity figures, process node migration and capacity utilization rates. Furthermore, the Diamond reports discuss the competition among foundries and among major regional markets, including Mainland China, Taiwan, South Korea, Japan, etc. The dynamics of competition and cooperation, together with capacity utilization rates of specific nodes, wafer prices, wafer input from major clients at advanced nodes, etc., are all especially highlighted in the Diamond reports.

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

2024/06/27

DRAM , NAND Flash , Wafer Foundries +2

 PDF

As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...

Foundry Market Bulletin_20240624

2024/06/24

Wafer Foundries

 PDF

TSMC’s capacity for 3nm is now under an exceedingly short supply in 2H24 after the full incorporation by the iPhone 16 series and new PC platforms such as Intel’s Arrow Lake/Lunar Lake...

Foundry Market Are Seeing Both Hot and Cold Spells; Chinese Foundries Are Initiating Compensatory Price Hikes as Trend of Import Substitution Continues, While Taiwan-based Foundries Will Raise Prices Only on Advanced Nodes

2024/06/17

Wafer Foundries

 PDF

According to TrendForce’s latest market research, the electronics supply chain has begun restocking right now in the middle of the year due to the anticipation of China’s 618 E-commerce Festival...

Vanguard to Situate New 12-Inch Fab in Singapore Targeting Dividends of De-Sinicization Order Transfers amidst Global Geopolitics

2024/06/05

Wafer Foundries

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, Vanguard, who is only equipped with 8-inch fabs currently, has announced on June 5th the construction of a 12-inch fab that will mark its official entry into the 12-inch foundry sector...

Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue amidst Sporadic Inventory Refill except Éclat of AI Servers

2024/06/05

Wafer Foundries

 PDF

As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for stocking and sales for the consumer end (e.g. smartphones, NBs, and TVs)...

2Q24 Foundry Platinum Datasheet

2024/05/31

Wafer Foundries

 EXCEL

The Platinum reports provide analyses of the foundry industry, starting from TrendForce’s memory industry analysis and application demand in the downstream, extending to the semiconductor upstream, encompassing wafer production capacity, process node roadmap, and capacity utilization of each fab. The Platinum reports provide detailed analyses of foundries' competitiveness and capacity utilization rates, specifically focusing on major players including TSMC, UMC, Samsung, SMIC, and GlobalFoundries, etc.. The Platinum reports also discuss the future outlook of the foundry market.

Foundry Market Bulletin_20240527

2024/05/27

Wafer Foundries

 PDF

Samsung Foundry generated US$3.36 billion of revenue in 1Q24 at an approximate QoQ drop of 7.1%, and remained low in capacity utilization primarily due to clients’ off-season stocking activities...

Get in touch with us