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Wafer Foundries


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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...

Foundry Market Bulletin_20240122

2024/01/22

Wafer Foundries

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In terms of capacity changes for 2024, Samsung Foundry is focusing on advanced nodes of 5nm and below for expansions this year, which are however constrained due to...

Foundry Market Bulletin_20240108

2024/01/08

Wafer Foundries

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An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4G and mid-to-low 5G smartphone APs...

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