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Wafer Foundries


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Foundry Market Bulletin_20240527

2024/05/27

Wafer Foundries

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Samsung Foundry generated US$3.36 billion of revenue in 1Q24 at an approximate QoQ drop of 7.1%, and remained low in capacity utilization primarily due to clients’ off-season stocking activities...

US Raises Tariff Barriers on China, Thereby Accelerating Reallocation of Chip Orders and Increasing Capacity Utilization Rates of Taiwan-based Foundries

2024/05/20

Wafer Foundries

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The White House announced on May 14th that, in accordance with Section 301 of the 1974 Trade Act, the US government will increase tariffs on imported goods from China worth US$18 billion...

Foundry Market Bulletin_20240513

2024/05/13

Wafer Foundries

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TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow recovery of demand for smartphones...

Foundry Market Bulletin_20240429

2024/04/29

Wafer Foundries

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US Department of Commerce announced on April 15th that Samsung’s US fab has been awarded with a direct funding of US$6.4 billion, which accounts for approximately 14.2% of the particular project...

Foundry Market Bulletin_20240415

2024/04/15

Wafer Foundries

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TSMC generated US$18.86 billion (calculation based on US$1=NT$31.4458) of revenue in 1Q24 at an approximate QoQ drop of 4.1%, which coincided with the upper end of the...

Status Updates for Foundries after 403 Earthquake: All Fabs to Resume Operations since April 8th under Limited Impact

2024/04/08

Wafer Foundries

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As indicated by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd...

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash , Wafer Foundries +2

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As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash , Wafer Foundries +2

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Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

US Updates Sanction of Advanced Semiconductor to Deter China’s Supply of AI Chips and Deployment in Advanced Nodes

2024/04/03

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, the US Department of Commerce, after announcing the comprehensive export controls on semiconductor equipment...

Foundry Market Bulletin_20240401

2024/04/01

Wafer Foundries

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Samsung’s new fab (Line S6) in Taylor has planned for a total capacity of roughly 70-80Kwspm, with phase 1 currently focused on 4nm at a planned capacity of around 30Kwspm...

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