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Foundry Market Bulletin_20241028

2024/10/28

Wafer Foundries

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Samsung Foundry’s 12-inch CIS is mainly supplied to Samsung System LSI, and has planned for a corresponding capacity at 65/45nm (ISP at 28nm) based on System...

Foundry Market Bulletin_20241014

2024/10/14

Wafer Foundries

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The entry of a peak stocking season for new smartphones and PC/NBs, together with the ongoing robustness among AI-related HPC applications...

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...

3Q24 Foundry Diamond Datasheet

2024/09/30

Wafer Foundries

 EXCEL

The Diamond reports cover major foundries such as TSMC, UMC, Samsung, SMIC, and GlobalFoundries, etc. The Diamond reports provide extended analyses of these foundries' production capacity figures, process node migration and capacity utilization rates. Furthermore, the Diamond reports discuss the competition among foundries and among major regional markets, including Mainland China, Taiwan, South Korea, Japan, etc. The dynamics of competition and cooperation, together with capacity utilization rates of specific nodes, wafer prices, wafer input from major clients at advanced nodes, etc., are all especially highlighted in the Diamond reports.

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...

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