Wafer Fabrication / Foundry

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

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

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

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

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...

One of CSPs Is Taking Lead in Extending Operational Lifespan of Servers, but Server Shipments Will Remain Robust in Future

Jun 16, 2022 | PDF

Global market intelligence firm TrendForce reports that with Environmental Social Governance (ESG) turning into a hot topic in the recent period...

Prices of NAND Flash Products Will Keep Falling to the End of 2022 as Market Shifts to Oversupply Ahead of Time

Jun 14, 2022 | PDF

Global market intelligence firm TrendForce reports that demand has been weakening for consumer electronics since the start of 2022, and excess inventory has remained an issue affecting all sections of...

Foundry Market Bulletin_20220613

Jun 13, 2022 | PDF

After TSMC’s announcement that it will raise prices across the board in 1Q23 due to the rising costs of raw materials...

Foundry Market Bulletin_20220530

May 30, 2022 | PDF

Rising global inflation has caused the cost of raw materials to rise sharply and capital expenditure on new plants and expansion plans has increased more than expected...

Foundry Market Bulletin_20220516

May 16, 2022 | PDF

Samsung's 1Q22 revenue fell 3.9% QoQ to US$53.28bn, primarily affected by the rapid cooling of demand for various terminal consumer products such as TVs and smartphones...

TrendForce Has Further Lowered Its Projection on Annual Smartphone Production to 1.333 Billion Units as Economic Fallout from China’s Dynamic Zero-COVID Policy Continues; Risk of Future Downward Corrections Remains High

May 05, 2022 | PDF

The Semiconductor Research Department of global market intelligence firm TrendForce reports that the COVID-19 pandemic caused significant disruptions in the international logistics network during 2021...

Foundry Market Bulletin_20220503

May 03, 2022 | PDF

TSMC held its 1Q22 earnings call on April 14. In 1Q22, revenue grew by 11.6% QoQ to US$17.57bn and gross profit margin reached 55.6%...

Foundry Market Bulletin_20220418

Apr 18, 2022 | PDF

NVIDIA re-adopted a dual foundry strategy in 2020 for its Ampere micro-architecture, placing orders with both TSMC and Samsung simultaneously to ensure sufficient capacity...

Increase in Server DRAM Prices for 4Q22 Will Be Smaller as Delays in Uptake of New CPU Platforms in Hyperscale Market Has Led to Lower-Than-Expected DDR5 Penetration Rate

Apr 15, 2022 | PDF

The latest investigation of the server supply chain by global market intelligence firm TrendForce has found the followings...

Foundry Market Bulletin_20220406

Apr 06, 2022 | PDF

Regarding potential interruption of semiconductor raw material supply caused by the Ukrainian-Russian war, according to TrendForce research...