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Foundry giants, as well as ambitious newcomers, have been making strides in capacity expansion as soon as 2025 kicks start. According to SEMI, the semiconductor industry is set to begin 18 new fab construction projects in 2025. Notably, this trend seems to be most evident in advanced nodes. SEMI ...
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Although the demand in the consumer electronics market has yet to recover, the rise of artificial intelligence and flagship smartphones is driving sustained growth in advanced semiconductor manufacturing. The semiconductor foundry industry remains dynamic, with global research firm TrendForce foreca...
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As TSMC keeps advancing in the most cutting-edge nodes, its foundry peers in Taiwan may have to deal with multiple challenges. In addition to the price war launched by their Chinese rivals, Taiwanese foundries focusing on legacy nodes, including UMC and TSMC’s affiliate VIS, will face significantl...
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Intel has finally secured the USD 7.86 billion in direct funding under the U.S. CHIPS Act a couple of days ago. However, there is a premise: the company would not be allowed to sell its stake in the chipmaking unit at will, according to the latest report from Reuters. The report notes that the de...
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Amid concerns on its progress of advanced nodes, Samsung’s DS Division recorded an operating profit of 3.86 trillion won in the third quarter, marking a 40% decline from the previous quarter. Now it seems that the struggling giant plans to further scale down on foundry production, aiming to decrea...