Research Reports


Wafer Foundries


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1Q25 Foundry Platinum Datasheet

2025/02/27

Wafer Foundries

 EXCEL

The Platinum reports provide analyses of the foundry industry, starting from TrendForce’s memory industry analysis and application demand in the downstream, extending to the semiconductor upstream, encompassing wafer production capacity, process node roadmap, and capacity utilization of each fab. The Platinum reports provide detailed analyses of foundries' competitiveness and capacity utilization rates, specifically focusing on major players including TSMC, UMC, Samsung, SMIC, and GlobalFoundries, etc.. The Platinum reports also discuss the future outlook of the foundry market.

Foundry Market Bulletin_20250224

2025/02/24

Wafer Foundries

 PDF

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...

Foundry Market Bulletin_20250210

2025/02/10

Wafer Foundries

 PDF

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...

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

2025/01/21

Wafer Foundries

 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

2025/01/20

Wafer Foundries

 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 clients...

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

2025/01/16

Wafer Foundries

 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

2025/01/15

Wafer Foundries , AI Server/HBM/Server

 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

2025/01/10

Wafer Foundries

 PDF

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

Foundry Market Bulletin_20250106

2025/01/06

Wafer Foundries

 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...

4Q24 Foundry Diamond Datasheet

2024/12/31

Wafer Foundries

 EXCEL

The Diamond reports cover major foundries such as TSMC, UMC, Samsung, SMIC, and GlobalFoundries, etc. The Diamond reports provide extended analyses of these foundries' production capacity figures, process node migration and capacity utilization rates. Furthermore, the Diamond reports discuss the competition among foundries and among major regional markets, including Mainland China, Taiwan, South Korea, Japan, etc. The dynamics of competition and cooperation, together with capacity utilization rates of specific nodes, wafer prices, wafer input from major clients at advanced nodes, etc., are all especially highlighted in the Diamond reports.

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