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...
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...
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...
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...
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...
According to global market intelligence firm TrendForce, a magnitude 6.4 earthquake struck southern Taiwan at 12:17 AM today, January 21st, 2025. The earthquake’s maximum intensity reached level 6...
Samsung Foundry is turning conservative for its Capex plans of 2025 after having experienced difficulties stemming from EOL, migration, and obtainment of 3/2nm orders for some of the products among cl...
According to the latest investigation by global market intelligence firm TrendForce, after Huawei’s attempts to circumvent US trade restrictions were exposed in early November 2024...
According to the latest research by global market intelligence firm TrendForce, shipments of chips under NVIDIA’s new Blackwell platform, which is set to launch in 2025...
TrendForce indicates that NVIDIA will increase shipments of Blackwell GPUs featuring CoWoS-L in 2025, while US trade restrictions may reduce demand for CoWoS-S. NVIDIA's adjusted CoWoS order...
According to global market intelligence firm TrendForce, several factors are causing foundries’ capacity utilization rates in 1Q25 to exceed expectations. These include...
TrendForce indicates that foundry capacity utilization in 1Q25 is exceeding expectations due to geopolitical risks and Chinese subsidies. Despite weak end-market demand for consumer electronics, the s...
Major CoWoS supplier TSMC continues to expand its capacity alongside the ongoing growth in demand for AI chips, such as GPUs and ASICs of CSPs. TSMC came to a total CoWoS capacity of...
TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs' ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with N...
Regarding the progress on 2nm, TSMC has scheduled mass production for N2 in 2H25, with tape outs and pilot runs successively initiated for early clients...
