Wafer Fabrication / Foundry

Development of HBM and CXL in the Age of AI, Vol. 2 | TrendForce

Development of HBM and CXL in the Age of AI, Vol. 2

Sep 21, 2022 | PDF

According to the latest research by global market intelligence firm TrendForce, CXL (Compute Express Link) as a memory standard has been in continuous development since it was announced three years ag...

Foundry Market Bulletin_20220919 | TrendForce

Foundry Market Bulletin_20220919

Sep 19, 2022 | PDF

Looking at the performance of TSMC's 8-inch capacity utilization rate, the market officially entered a period of inventory adjustment at the start of 2H22 and customers have successively revised their...

Foundry Market Bulletin_20220905 | TrendForce

Foundry Market Bulletin_20220905

Sep 05, 2022 | PDF

Looking at the recent development of Samsung's 3nm process, after mass production of the 3GAE process in 1H22, Samsung’s first client is Chinese mining chip company PanSemi...

Global Smartphone Production Fell by 6% QoQ to 292 Million Units for 2Q22; China’s COVID-19 Containment Policy Further Impaired Smartphone Brands’ Performances | TrendForce

Global Smartphone Production Fell by 6% QoQ to 292 Million Units for 2Q22; China’s COVID-19 Containment Policy Further Impaired Smartphone Brands’ Performances

Aug 24, 2022 | PDF

Global market intelligence firm TrendForce reports that smartphone brands’ device production plans for 2Q22 were already fairly conservative because they had prioritized channel inventory adjustments....

Foundry Market Bulletin_20220822 | TrendForce

Foundry Market Bulletin_20220822

Aug 22, 2022 | PDF

Looking at the development of the 3nm process, TSMC will mass-produce 3nm in 2H22 as scheduled and will possess a production capacity of approximately 40kwspm by the end of 2022...

Foundry Market Bulletin_20220808 | TrendForce

Foundry Market Bulletin_20220808

Aug 08, 2022 | PDF

In the context of the U.S. CHIPS Act passing, Samsung announced on 7/22 that it intends to invest US$200bn in the next 20 years to build 11 new fabs in Texas...

TSMC Remains as MediaTek’s Main Foundry despite Intel and MediaTek’s Strategic Partnership | TrendForce

TSMC Remains as MediaTek’s Main Foundry despite Intel and MediaTek’s Strategic Partnership

Jul 29, 2022 | PDF

TrendForce’s Department of Semiconductor Research reports that Intel and MediaTek have formed a strategic partnership that were jointly announced by both parties on July 25th...

TSMC’s Production Site Fab18 in STSP Experienced Power Outage, but Impact Is Limited for Nodes That Are Already in Mass Production Phase | TrendForce

TSMC’s Production Site Fab18 in STSP Experienced Power Outage, but Impact Is Limited for Nodes That Are Already in Mass Production Phase

Jul 28, 2022 | PDF

TrendForce’s Semiconductor Research Department reports that the P5 and P6 sections of TSMC’s Fab18B in Southern Taiwan Science Park (STSP) experienced a very brief power outage at 5:00 p.m. on July 27...

Further Sanctions on China by the US to Once Again Elevate Geopolitical Risks as Countries Aim for Autonomous Chip Production | TrendForce

Further Sanctions on China by the US to Once Again Elevate Geopolitical Risks as Countries Aim for Autonomous Chip Production

Jul 28, 2022 | PDF

As indicated by global market intelligence firm TrendForce, the scission in the supply chain of chips caused by the pandemic over the past two years, as well as the escalated geopolitical risks such a...

DRAM Demand Bit Growth Forecasted to Reach New Low in 2023 as Hyperinflation Continues to Impact Consumer Demand; NAND Flash Content per Box Could Increase Due to Price Elasticity of Demand | TrendForce

DRAM Demand Bit Growth Forecasted to Reach New Low in 2023 as Hyperinflation Continues to Impact Consumer Demand; NAND Flash Content per Box Could Increase Due to Price Elasticity of Demand

Jul 27, 2022 | PDF

Global market intelligence firm TrendForce reports that shipments of NBs and smartphones in 1H22 were impacted by a demand freeze in the wider consumer electronics market...

Foundry Market Bulletin_20220725 | TrendForce

Foundry Market Bulletin_20220725

Jul 25, 2022 | PDF

TSMC held a 2Q22 earnings call on 7/14. Revenue and gross profit both hit new highs in 2Q22, at US$18.16bn and 59.1% respectively...

Foundry Market Bulletin_20220711 | TrendForce

Foundry Market Bulletin_20220711

Jul 11, 2022 | PDF

In a departure from other foundries’ global large-scale mature process expansions, Samsung's 2022 expansion focuses on expanding advanced processes and the company plans to expand 4nm and 3nm producti...

Eager to Sell, DRAM Suppliers Cut Prices in Order to Get Smartphone Brands Lock in Procurement Quantity for Mobile DRAM in Advance | TrendForce

Eager to Sell, DRAM Suppliers Cut Prices in Order to Get Smartphone Brands Lock in Procurement Quantity for Mobile DRAM in Advance

Jul 04, 2022 | PDF

TrendForce’s Department of Semiconductor Research reports that the overall consumer demand has weakened rapidly due to recent events such as the Russia-Ukraine military conflict and the COVID-19 lockd...

Foundry Market Bulletin_20220627 | TrendForce

Foundry Market Bulletin_20220627

Jun 27, 2022 | PDF

Recently, market rumors indicated that NVIDIA has delayed the launch of new products due to the currently weak consumer graphics card market...

QoQ Growth in Foundry Revenue Was Slightly Scaled Back to 8.2% for 1Q22 as Seasonal Headwinds Offset Wafer Price Hikes | TrendForce

QoQ Growth in Foundry Revenue Was Slightly Scaled Back to 8.2% for 1Q22 as Seasonal Headwinds Offset Wafer Price Hikes

Jun 16, 2022 | PDF

Global market intelligence firm TrendForce reports that several factors impacted consumer demand in 1Q22. First, stock-up activities slowed down due to the headwinds of the traditional off-season...

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