Wafer Fabrication / Foundry

Latest Investigation on January 21st Earthquake in Taiwan Indicates Minimal Impact on Wafer Foundries’ Production

Jan 21, 2025 | PDF

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...

Foundry Market Bulletin_20250120

Jan 20, 2025 | PDF

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...

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

Jan 16, 2025 | PDF

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...

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Jan 15, 2025 | PDF

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...

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Jan 15, 2025 | PDF

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...

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

Jan 10, 2025 | PDF

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...

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

Jan 10, 2025 | PDF

According to global market intelligence firm TrendForce, several factors are causing foundries’ capacity utilization rates in 1Q25 to exceed expectations. These include...

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

Jan 07, 2025 | PDF

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...

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

Jan 07, 2025 | PDF

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...

Foundry Market Bulletin_20250106

Jan 06, 2025 | PDF

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...

Foundry Market Bulletin_20241223

Dec 23, 2024 | PDF

The supply chain’s concerns on escalating geopolitical pressure after the inauguration of the latest US president-elect Donald Trump in 2025 include...

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

Dec 13, 2024 | PDF

According to global market intelligence firm TrendForce, heightened geopolitical concerns since 2018 have led to increasing trade barriers between China and the US...

Foundry Market Bulletin_20241209

Dec 09, 2024 | PDF

Recent market rumors have been surrounding on Google’s deferred mass production for its next-gen TPU (TPU v7). According to TrendForce’s survey...

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

Dec 03, 2024 | PDF

According to the latest investigation by global market intelligence firm TrendForce, following the adjustments to the “Implementation of Additional Export Controls” clause on March 29...

Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

Dec 02, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, the second half of this year is the traditional peak season for stocking activities...