Research Reports


Wafer Foundries


Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

2024/10/11

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, the issue of supply chain’s inventory has been largely resolved for 2024, though unfavorable factors...

Foundry Market Bulletin_20240930

2024/09/30

Wafer Foundries

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Regarding the progress of mass production for Samsung’s Exynos 2500, it is confirmed that the new flagship S25 slated for release in 2025 will not be adopting the particular product...

Foundry Market Bulletin_20240916

2024/09/16

Wafer Foundries

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TSMC has recently activated the stocktaking for its 8-inch capacity, and proposed solutions for revitalizing fab assets, due to the foundry having the largest 8-inch capacity...

Global Foundry Revenue Will Again Show YoY Growth of 20% in 2025 Due to End of Inventory Correction Cycle and Deployment of AI Computing Hardware

2024/09/04

Wafer Foundries

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According to the latest analysis by the global market intelligence firm TrendForce, the semiconductor supply chain entered an inventory correction cycle starting in 2022...

Foundry Market Bulletin_20240902

2024/09/02

Wafer Foundries

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Samsung Foundry, who focuses on the development and mass production of advanced nodes, will continue to concentrate on establishing 3nm, 2nm, and a small volume of 1.4nm R&D lines for capacity expansions in 2025...

Rush Orders Related to Mid-year Shopping Season Raised Foundries’ Capacity Utilization Rates; Total Revenue of Top 10 for 2Q24 Showed QoQ Growth of 9.6%

2024/08/27

Wafer Foundries

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Global market intelligence firm TrendForce reports that with the arrival of China’s 618 Shopping Festival in June, inventory levels for consumer electronics had already dropped to a relatively healthy level...

Rise of AI Applications Has Triggered a Wave of Demand for CoWoS, Leading Taiwan-based Equipment Providers to Fully Commit to Developing Chip Packaging Solutions

2024/08/23

Wafer Foundries

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According to research by the global market intelligence firm TrendForce, the global AI server market has been experiencing rapid growth over the years...

Analysis of the Development and Future Strategies of Japan’s Semiconductor Equipment and Materials Industry

2024/08/19

Wafer Foundries , IC Manufacturing, Package&Test

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Japan is comparatively advantageous in semiconductor equipment related to coating/lithography, cleaning, as well as wafer dicing and testing...

Foundry Market Bulletin_20240819

2024/08/19

Wafer Foundries

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Despite resilient demand and restricted provision for TSMC’s advanced nodes 5/4nm and 3nm that has led to a price increase of roughly 5-10% for corresponding foundry and advanced CoWoS packaging starting from wafer output since 1Q25...

Foundry Market Bulletin_20240805

2024/08/05

Wafer Foundries

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The workers’ union of Samsung has started a labor strike since mid-July. As reported, the strike is primarily affecting its 8-inch fabs that have now dropped to a capacity utilization of 30%...

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