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Report
Foundry Market Bulletin_20240415

2024/04/15

Wafer Foundries

PDF

TSMC generated US$18.86 billion (calculation based on US$1=NT$31.4458) of revenue in 1Q24 at an approximate QoQ drop of 4.1%, which coincided with the upper end of the...

Report
Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash +3

PDF

Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

Report
Foundry Market Bulletin_20240401

2024/04/01

Wafer Foundries

PDF

Samsung’s new fab (Line S6) in Taylor has planned for a total capacity of roughly 70-80Kwspm, with phase 1 currently focused on 4nm at a planned capacity of around 30Kwspm...

Report
1Q24 AI Server Datasheet

2024/03/28

Semiconductors , AI Server/HBM/Server

EXCEL

TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' analysis, and the adoption of AI memory.

Report
Foundry Market Bulletin_20240318

2024/03/18

Wafer Foundries

PDF

An observation on TSMC’s 3nm orders for 2024 indicates that Apple remains as the largest client in capacity digestion at more than 70% (550-600K wafers for the entire year)...

Report
TSMC Held over 60% Foundry Market Share in 4Q23 with Orders Related to AI and iPhones and Drove 7.9% QoQ Growth in Top 10 Foundries’ Total Revenue

2024/03/05

Wafer Foundries

PDF

Global market intelligence firm TrendForce reports that smartphone brands continued to stock up on components in 4Q23. Hence, major foundries received related orders...

Report
Foundry Market Bulletin_20240304

2024/03/04

Wafer Foundries

PDF

Samsung Foundry, despite obtainment of seasonal stocking orders for smartphones in 4Q23, saw an approximate QoQ drop of 1.9% in revenue by slightly falling to...

Report
1Q24 Foundry Datasheet

2024/02/23

Semiconductors , Wafer Foundries

EXCEL

The industry’s latest market revenue updates, capacity utilization rates, and technological developments. Including the world’s major regions (China, US, Taiwan, Korea, Japan, etc.) and leading wafer manufacturers (including, but not limited to: TSMC, UMC, Samsung and SMIC etc.). Also provides you major foundry client’s wafer input in advanced technology process.

Report
Foundry Market Bulletin_20240219

2024/02/19

Wafer Foundries

PDF

TSMC generated a QoQ growth of 14% in revenue during 4Q23, arriving at US$19.7 billion...