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Wafer Foundries


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1Q25 Foundry Diamond Datasheet

2025/03/28

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.

Foundry Market Bulletin_20250324

2025/03/24

Wafer Foundries

 PDF

Looking at changes to Samsung Foundry’s 8-inch orders for 2025, the tendency of localized China for China production...

Foundry Market Bulletin_20250310

2025/03/10

Wafer Foundries

 PDF

TSMC announced on March 4th to be investing US$100 billion in the US for three new phases, two advanced packaging plants, and one R&D center, in Arizona...

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

2025/03/04

Wafer Foundries

 PDF

Global market intelligence firm TrendForce reports that TSMC announced on March 4th its intention to increase its investment in advanced semiconductor manufacturing in the United States...

TSMC’s Advanced Nodes Stood Out as Total Revenue of Global Top 10 Foundries Climbed 9.9% QoQ to a New Record in 4Q24

2025/03/04

Wafer Foundries

 PDF

Global market intelligence firm TrendForce reports that the global foundry industry displayed diverging trends in 4Q24...

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...

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