wafer


2023-11-20

[News] 1nm Chip Development Rise Competition Among Wafer Foundries for Advanced Processing

The growing importance of advanced processes in wafer foundries is evident, propelled by innovations like AI and high-performance computing. While 3nm chips have entered the consumer market, efforts are underway in wafer foundries to advance to 2nm chips. Recent reports suggest progress in 1nm chips...

2023-11-15

Oversupply or Blue Ocean Shift? China’s Next Step in Specialty Process

In the previous articles (China Strives to Break Through U.S. Restrictions in Mature Processes, Aiming for Over 30% Global Share by 2027 and China’s Wafer Fabs Hits 44 with Future Expansion 32, Mainly Targeting on The Mature Process) we explored the overall layout of Chinese wafer fab and develo...

2023-11-14

China’s Wafer Fabs Hits 44 with Future Expansion 32, Mainly Targeting on The Mature Process

On August 7th, HuaHong Group officially went public on the Sci-Tech Innovation Board Market, Shanghai Stock Exchange (STAR Market, SSE). Combined with the return of SMIC to A-shares (China’s domestic shares) in the past two years and Nexchip's listing in May, it brings together the three major pla...

2023-11-13

[News] TSMC’s CoWoS Demand Surges from NVIDIA, Apple, AMD, Broadcom, Marvell, Monthly Capacity Up 120% in 2024

The demand for TSMC's CoWoS advanced packaging is skyrocketing. Following NVIDIA's expansion confirmation in October, there are reports in the industry that major clients like Apple, AMD, Broadcom, Marvell, and others are also placing additional orders with TSMC. To meet the demands of these five...

2023-11-03

[Insights] Polysilicon-Wafer Deal Deadlock, Cell & Module Prices Falling

In TrendForce's latest solar energy pricing, it is revealed that upstream polysilicon and wafer transactions have reached a standstill, while downstream cell and module prices continue to decline. Polysilicon Polysilicon prices continue to decline throughout the week. The mainstream conclud...

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