Wafer Fabrication / Foundry

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...

Foundry Market Bulletin_20241125

Nov 25, 2024 | PDF

Regarding statics since early November surrounding TSMC’s review on its Chinese AI clients of 7nm and below, as well as suspended shipments to the latter...

Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

Nov 12, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, Vanguard’s Fab3 in Taoyuan sustained a power cut of 24 minutes at 12:10 p.m. on November 11th due to abnormalities...

Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

Nov 12, 2024 | PDF

TrendForce indicates that the power outage at Vanguard's Taoyuan fab on November 11th is expected to affect less than 5% of its Q4 output. Despite lasting only 24 minutes, the outage may resu...

Foundry Market Bulletin_20241111

Nov 11, 2024 | PDF

Looking at changes to revenue generated by various nodes of TSMC in 3Q24, 7nm and below nodes, including 3nm, 5/4nm, and 7/6nm, have achieved a remarkable performance thanks to...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

Recent reports coming out of the foundry market suggest that TSMC has informed its Chinese customers about a temporary suspension of AI-related chip shipments using advanced nodes of 7nm and below...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advance...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advanced node s...

Foundry Market Bulletin_20241028

Oct 28, 2024 | PDF

Samsung Foundry’s 12-inch CIS is mainly supplied to Samsung System LSI, and has planned for a corresponding capacity at 65/45nm (ISP at 28nm) based on System...

Foundry Market Bulletin_20241014

Oct 14, 2024 | PDF

The entry of a peak stocking season for new smartphones and PC/NBs, together with the ongoing robustness among AI-related HPC applications...

Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Oct 11, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the issue of supply chain’s inventory has been largely resolved for 2024, though unfavorable factors...