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Wafer Foundries


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Geopolitics Drives Restructuring of Foundry Industry Ecosystem, but Risk of Supply-Demand Imbalance in Supply Chain Raises Concerns of Foundries Facing Significant Operational Pressure

2023/12/11

Wafer Foundries

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Global market intelligence firm TrendForce reports that supply chains have been noticeably affected by a series of geopolitical events, trade disputes, and disasters over the past several years...

Foundry Market Bulletin_20231211

2023/12/11

Wafer Foundries

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Recent market rumors are pointing to TSMC’s price reduction for some of its nodes in 2024. TrendForce’s survey indicates that the Taiwanese foundry...

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...

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