foundry


2023-05-09

Samsung Starts the Foundry Battlefield with a Saying of Surpassing TSMC in 5 Years

Samsung recently announced that they will ahead of TSMC in the foundry market within 5 years. At the same time, Intel also claimed to become the second-largest player in the market before 2030. Currently, both Samsung and TSMC are adapting 3nm process to do the chip manufacturing, with the technolog...

2023-02-09

[Chip War] The Latest Update of US Sanctions’ Impact on The Progress of Chinese Semiconductor Development

According to TrendForce’s latest investigation, Chinese foundries have already suspended plans to expand production capacity for advanced processes after the US government began restricting the exportation of equipment and technical support for processes related to non-planar architectures. TrendF...

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...

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