Wafer Fabrication / Foundry

Global Smartphone Production Was Impacted by Sluggish Economy in 1Q23 and Dropped to 250 Million Units, Showing 10-Year Low for First-Quarter Performance | TrendForce

Global Smartphone Production Was Impacted by Sluggish Economy in 1Q23 and Dropped to 250 Million Units, Showing 10-Year Low for First-Quarter Performance

Jun 01, 2023 | PDF

According to global market intelligence firm TrendForce, China’s economy has not been recovering at the expected pace in terms of sales of goods and services since December 2022...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment | TrendForce

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

May 24, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...

Foundry Market Bulletin_20230522 | TrendForce

Foundry Market Bulletin_20230522

May 22, 2023 | PDF

Terminal sales that have yet to see a recovery, together with the worse-than-expected reduction of inventory among upstream IC design clients...

21.2% QoQ Drop in 1Q23 Revenue amidst Sluggish Demand after Three Consecutive Quarters of Depletion | TrendForce

21.2% QoQ Drop in 1Q23 Revenue amidst Sluggish Demand after Three Consecutive Quarters of Depletion

May 18, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry had generated US$9.663 billion of revenue in 1Q23 under a QoQ deterioration of 21.2%...

Foundry Market Bulletin_20230508 | TrendForce

Foundry Market Bulletin_20230508

May 08, 2023 | PDF

Off season in the consumer market, together with inventory revisions among clients, had affected Samsung Foundry’s performance in shipment and capacity utilization, which shrank its 1Q23 revenue to...

Foundry Market Bulletin_20230424 | TrendForce

Foundry Market Bulletin_20230424

Apr 24, 2023 | PDF

TSMC mentioned from its earnings call on April 20th that the foundry had suffered a QoQ drop of 12.8% in 1Q23 wafer shipment under clients’ inventory revisions...

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products | TrendForce

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products

Apr 11, 2023 | PDF

TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China | TrendForce

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

Apr 11, 2023 | PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Foundry Market Bulletin_20230410 | TrendForce

Foundry Market Bulletin_20230410

Apr 10, 2023 | PDF

The subsidy specifications of the CHIPS Act by the US government restrict applicants’ investment on 1X nm and below advanced nodes, as well as 28nm and above matured nodes...

Foundry Market Bulletin_20230327 | TrendForce

Foundry Market Bulletin_20230327

Mar 27, 2023 | PDF

The subsidization regulations from the CHIPS Act, issued by the US Department of Commerce on March 21st...

Foundry Market Bulletin_20230313 | TrendForce

Foundry Market Bulletin_20230313

Mar 13, 2023 | PDF

Pertaining to how UMC mentioned from its 4Q22 earnings call that the HV (High Voltage) process would evolve from the current mainstream 28nm to 17nm in the future...

IC Design Market Bulletin_20230306 | TrendForce

IC Design Market Bulletin_20230306

Mar 06, 2023 | PDF

Leading Taiwanese driver IC supplier Novatek, despite poor market status, managed to accomplish a better-than-expected level of revenue in 4Q22...

Foundry Market Bulletin_20230220 | TrendForce

Foundry Market Bulletin_20230220

Feb 20, 2023 | PDF

Sluggish end consumer demand, as well as continuous inventory revisions among clients, had dragged down TSMC’s overall wafer shipment by a QoQ of roughly 7% in 4Q22...

Foundry Market Bulletin_20230206 | TrendForce

Foundry Market Bulletin_20230206

Feb 06, 2023 | PDF

Samsung foundry generated a QoQ increase of roughly 2.4% in 4Q22 revenue (calculated in KRW), and US$5.6 billion (calculated in US$) under a minor QoQ growth of approximately 1%...

Total Server Shipment Growth Rate to Drop to 1.87% in 2023 as North American CSPs Subside Server Purchase Dynamics | TrendForce

Total Server Shipment Growth Rate to Drop to 1.87% in 2023 as North American CSPs Subside Server Purchase Dynamics

Jan 16, 2023 | PDF

As indicated by the latest survey on supply chain by global market intelligence firm TrendForce, the initiation of a shrinking phase for the global economy has prompted the four major North American C...

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