Wafer Foundries


2023-10-24

[News] AMD Closes In on NVIDIA, Securing Major Deals with Oracle and IBM

Wafer Foundries

As Jiwei reported, AMD, although trailing NVIDIA in AI, has recently clinched significant deals, earning the trust of two major clients, Oracle and IBM. Oracle plans to integrate AMD's Instinct MI300X AI chips into their cloud services, complemented by HPC GPUs. Additionally, as per insights from Mi...

2023-10-23

[News] China Makes A Step Forward in 300mm RF-SOI Wafer Production

Wafer Foundries

In recent updates from Shanghai Industrial μTechnology Research Institute (SITRI), Dr. Xing Wei’s research team has achieved a groundbreaking milestone in 300mm SOI wafer manufacturing technology. They have successfully created China's inaugural 300mm Radio Frequency Silicon-on-insulator (RF-SOI)...

2023-10-18

China’s Share in Mature Processes will Speed up to 33% in 2027 under the Pressure of Geopolitics

Wafer Foundries

TrendForce reports that from 2023 to 2027, the global ratio of mature (>28nm) to advanced (<16nm) processes is projected to hover around 7:3. Propelled by policies and incentives promoting local production and domestic IC development, China’s mature process capacity is anticipated to grow f...

2023-10-04

8-Inch Production Capacity UTR Drop to 50-60% in 2H23, the Cool Demand will Last to 1Q24

Wafer Foundries

TrendForce research indicates that in 1H23, the utilization rate of 8-inch production capacity primarily benefited from sporadic inventory restocking orders for Driver ICs in the second quarter. Additionally, wafer foundries initiated pricing strategies to encourage clients into early orders, offer...

2023-09-22

[News] 8-Inch Wafer Fabs to Increase Monthly Production Capacity by 14% in 2026

Wafer Foundries

Source to China Times, the International Semiconductor Industry Association (SEMI) forecasts that from 2023 to 2026, the global semiconductor industry will add 12 new 8-inch wafer fabs, with 8-inch fab monthly production capacity increasing by 14% to a historic high of 7.7 million wafers. In respons...

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