Regarding Samsung’s partnerships and negotiations with clients of advanced nodes, Samsung Foundry had previously concluded negotiations with Qualcomm on the 8 series flagship chips through SF2...
Last issue of the Bulletin mentioned how TSMC’s additional investment in the US has also actuated its deployment strategies in other regions of the world...
Looking at changes to Samsung Foundry’s 8-inch orders for 2025, the tendency of localized China for China production...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is...
According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...
TSMC announced on March 4th to be investing US$100 billion in the US for three new phases, two advanced packaging plants, and one R&D center, in Arizona...
1. Foundry Market Overview 2. Impact of Capacity Supply and Geopolitical Factors 3. AI-Driven Growth in the Foundry Industry 4. TRI’s View
TrendForce indicates that TSMC is expanding its US investment to US$165 billion, establishing six advanced process fabs, two advanced packaging plants, and an R&D center in Arizona. Geopolitical t...
Global market intelligence firm TrendForce reports that TSMC announced on March 4th its intention to increase its investment in advanced semiconductor manufacturing in the United States...
TrendForce reports that the total revenue of the global top 10 foundries climbed 9.9% QoQ to a new record in 4Q24, driven by strong wafer shipments from advanced nodes (3nm and 5/4nm). TSMC maintained...
Global market intelligence firm TrendForce reports that the global foundry industry displayed diverging trends in 4Q24...
The latest export control imposed by the US Department of Commerce not only restricts TSMC and Samsung from shipping 16nm and below chips that exceed the standard computing power to China...
TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment...
According to research by global market intelligence firm TrendForce, in response to export control regulations issued by the US Department of Commerce (DoC) on January 15th, American semiconductor equ...
TSMC achieved a small QoQ growth of 2.4% in overall wafer shipment in 4Q24 thanks to stocking activities for new smartphones and ongoing robustness in demand for AI-related HPC chips...
