foundry


2023-02-03

Oversupply Worries in Semiconductor Industry in 2023

The market started worrying about the oversupply in semiconductor 2023, when the demand will start growing again depends on two factors: the situation of the macroeconomy and the inventory status. Since foundries’ capacity utilization rates started drop in 3Q22, chip supply as a whole has decre...

2022-12-09

With Deglobalization of Supply Chain Just Starting, Will TSMC’s Overseas Expansion Activities Cause Taiwan’s Semiconductor Industry to Hollow Out or Achieve Greater Dominance?

On December 6, TSMC held a ceremony for the first tool-in of its new Arizona fab. This event came after the foundry giant had publicized a series of overseas expansion projects. Within Taiwan, TSMC’s recent announcements have caused a stir in public opinion. Concerns have been raised about the pos...

2022-10-17

[Chip War] A heavy handed approach to blockading China’s semiconductor development, understanding the impact of the US chip ban

The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. In addition to Chinese-funded enterprises, the extent of these restrictions stipula...

2022-06-22

[Chip War] Irrespective of US sanctions and the Pandemic, China’s IC sales to Grow by Another 11% in 2022

In recent years, China's IC sales have been increasing year over year. Although sales have been suppressed by the United States and the impact of the pandemic, China's IC sales still increased by 17% in 2020. Benefiting from the development of terminal applications such as 5G, online office, and sma...

2022-04-25

Localization of Chip Manufacturing Rising. Taiwan to Control 48% of Global Foundry Capacity in 2022, Says TrendForce

According to TrendForce, Taiwan is crucial to the global semiconductor supply chain, accounting for a 26% market share of semiconductor revenue in 2021, ranking second in the world. Its IC design and packaging & testing industries also account for a 27% and 20% global market share, ranking seco...

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