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Wafer Foundries


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Foundry Saw 5.4% QoQ Drop in 1Q25 as Tariff-Driven Stocking Activities Offset Traditional Offseason Effects

2025/05/28

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, geopolitical conflicts triggered by new US tariffs...

2Q25 Foundry Platinum Datasheet

2025/05/22

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.

Hybrid Bonding Technology Heralds a New Era in Advanced Semiconductor Packaging

2025/05/21

NAND Flash , Wafer Foundries , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, for decades, Moore's Law has driven the exponential growth of the semiconductor industry...

Foundry Market Bulletin_20250519

2025/05/19

Wafer Foundries

 PDF

Samsung Foundry, due to its client composition, is not benefitting much from China’s subsidies. The combined revenue of Samsung Foundry and System LSI...

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

2025/05/07

Wafer Foundries , AI Server/HBM/Server

 PDF

For decades, the semiconductor industry has thrived by adhering to Moore’ Law, achieving rapid development through the continuous miniaturization of transistors...

Foundry Market Bulletin_20250505

2025/05/05

Wafer Foundries

 PDF

TSMC mentioned at the 1Q25 earnings call that 30% of 2nm capacity will be established at its Arizona fab in the future...

Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

2025/05/05

Wafer Foundries , AI Server/HBM/Server

 PDF

According to the global market intelligence firm TrendForce, as the limitations of Moore’s Law become more apparent, IC packaging and testing have become critical for the continued...

Foundry Market Bulletin_20250421

2025/04/21

Wafer Foundries

 PDF

Regarding Samsung’s partnerships and negotiations with clients of advanced nodes, Samsung Foundry had previously concluded negotiations with Qualcomm on the 8 series flagship chips through SF2...

Foundry Market Bulletin_20250407

2025/04/07

Wafer Foundries

 PDF

Last issue of the Bulletin mentioned how TSMC’s additional investment in the US has also actuated its deployment strategies in other regions of the world...

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.

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