Wafer Fabrication / Foundry

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 | TrendForce

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

Jun 27, 2024 | 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 | TrendForce

Foundry Market Bulletin_20240624

Jun 24, 2024 | 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 | TrendForce

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

Jun 17, 2024 | 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 | TrendForce

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

Jun 05, 2024 | 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...

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

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

Jun 05, 2024 | 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)...

Foundry Market Bulletin_20240527 | TrendForce

Foundry Market Bulletin_20240527

May 27, 2024 | 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...

US Raises Tariff Barriers on China, Thereby Accelerating Reallocation of Chip Orders and Increasing Capacity Utilization Rates of Taiwan-based Foundries | TrendForce

US Raises Tariff Barriers on China, Thereby Accelerating Reallocation of Chip Orders and Increasing Capacity Utilization Rates of Taiwan-based Foundries

May 20, 2024 | PDF

The White House announced on May 14th that, in accordance with Section 301 of the 1974 Trade Act, the US government will increase tariffs on imported goods from China worth US$18 billion...

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers | TrendForce

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

May 13, 2024 | PDF

According to the latest research by the global market intelligence firm TrendForce, the overall procurement volume of memory products fell sharply in 2023 as OEMs...

Foundry Market Bulletin_20240513 | TrendForce

Foundry Market Bulletin_20240513

May 13, 2024 | PDF

TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow rec...

A Glimpse into the Adoption Challenges and Technological Planning of TSMC’s 3nm Technology from the TSMC Techonology Synposium | TrendForce

A Glimpse into the Adoption Challenges and Technological Planning of TSMC’s 3nm Technology from the TSMC Techonology Synposium

May 10, 2024 | PDF

TSMC president C.C. Wei was questioned by analysts about the potential introduction of High-NA EUV during TSMC’s 4Q23 earnings call. He responded, “Because of technology itself is no value. Only when...

Foundry Market Bulletin_20240429 | TrendForce

Foundry Market Bulletin_20240429

Apr 29, 2024 | PDF

US Department of Commerce announced on April 15th that Samsung’s US fab has been awarded with a direct funding of US$6.4 billion, which accounts for approximately 14.2% of the particular project...

Foundry Market Bulletin_20240415 | TrendForce

Foundry Market Bulletin_20240415

Apr 15, 2024 | PDF

TSMC generated US$18.86 billion (calculation based on US$1=NT$31.4458) of revenue in 1Q24 at an approximate QoQ drop of 4.1%, which coincided with the upper end of the...

Status Updates for Foundries after 403 Earthquake: All Fabs to Resume Operations since April 8th under Limited Impact | TrendForce

Status Updates for Foundries after 403 Earthquake: All Fabs to Resume Operations since April 8th under Limited Impact

Apr 08, 2024 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd...

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan | TrendForce

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Apr 04, 2024 | PDF

As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the s...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries | TrendForce

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Apr 03, 2024 | PDF

Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

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