According to research by the global market intelligence firm TrendForce, the global AI server market has been experiencing rapid growth over the years...
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.
Japan is comparatively advantageous in semiconductor equipment related to coating/lithography, cleaning, as well as wafer dicing and testing...
Despite resilient demand and restricted provision for TSMC’s advanced nodes 5/4nm and 3nm that has led to a price increase of roughly 5-10% for corresponding foundry and advanced CoWoS packaging starting from wafer output since 1Q25...
The workers’ union of Samsung has started a labor strike since mid-July. As reported, the strike is primarily affecting its 8-inch fabs that have now dropped to a capacity utilization of 30%...
TSMC generated US$20.82 billion (calculation based on US$1=NT$32.35) of revenue in 2Q24 at a QoQ growth of 10.5% attributed to how the ramped up shipment of 3nm, together with the continuance of AI-related demand...
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...
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...
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...
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...