Research Reports


Wafer Foundries


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Top 10 Global Foundries Up by QoQ 7.9% in Market Value from Surging Urgent Orders of Consumer Supply Chain

2023/11/28

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, overall sales of the end sector have been low in visibility this year due to general economic risks...

Foundry Market Bulletin_20231127

2023/11/27

Wafer Foundries

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Samsung Foundry has been troubled by the deprived capacity utilization for its advanced nodes after the successive transferals of flagship orders by major clients such as Qualcomm and NVIDIA since 2022...

Foundry Market Bulletin_20231113

2023/11/13

Wafer Foundries

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As TrendForce mentioned from its Foundry Market Bulletin on October 16th, TSMC has turned conservative in 3nm expansion for 2024 by merely enlarging to 90-100Kwspm that...

Japan to Retrieve Glory in Semiconductor Industry through Advantages on Upstream Semiconductor Equipment and Raw Materials

2023/10/31

Wafer Foundries

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The survey conducted by Semiconductor Research of global market intelligence firm TrendForce indicates that the globalized division previously adopted by the supply chain has gradually ceased...

Foundry Market Bulletin_20231030

2023/10/30

Wafer Foundries

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Observations indicate that Samsung had officially initiated construction for its new fab in Taylor (US) since November 2022...

Latest Update to US Export Control Rules Expected to Affect Development of Midrange and High-End AI Servers in China as They Target Supply of Advanced AI Computing Chips

2023/10/18

Wafer Foundries , AI Server/HBM/Server

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According to the latest research by the global market intelligence firm TrendForce, the US Department of Commerce implemented a comprehensive range of export controls on semiconductor manufacturing equipment of certain specifications...

Foundry Market Bulletin_20231016

2023/10/16

Wafer Foundries

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TSMC generated a better-than-expected QoQ growth of 10.2% in 3Q23 revenue at US$17.2 billion (calculation based on US$1=NT$31.6957) under an increase of overall wafer shipment attributed to the stocking of new iPhones and the ramp up of new HPC products in 2H23...

Chinese Foundries Amplify Regional Competition on Legacy Nodes from Active Expansions, Supply Chain Divergence, and IC Localization

2023/10/13

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, TSMC, Samsung, and Intel have been continuously engaging in the competition of advanced logic nodes by investing enormous resources in process R&D and capacity expansion...

Demand for 8-Inch Wafer Foundry Services Will Remain in a Slump to 1Q24 as Suppliers of Power Components Further Cut Orders and Demand for DDIs and CMOS Image Sensors Shows no Significant Recovery

2023/10/02

Wafer Foundries

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Global market intelligence firm TrendForce reports that the overall capacity utilization rate of the foundry industry will continue to decline...

Foundry Market Bulletin_20230925

2023/09/25

Wafer Foundries

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Foundry Market Bulletin (August 28th) had mentioned how Samsung Foundry had suspended about 30% of its systems, in accordance with a capacity utilization that had drastically fallen to about 40-45% in 2H23...