Research Reports


Wafer Foundries


Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

2024/11/12

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, Vanguard’s Fab3 in Taoyuan sustained a power cut of 24 minutes at 12:10 p.m. on November 11th due to abnormalities...

Foundry Market Bulletin_20241111

2024/11/11

Wafer Foundries

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Looking at changes to revenue generated by various nodes of TSMC in 3Q24, 7nm and below nodes, including 3nm, 5/4nm, and 7/6nm, have achieved a remarkable performance thanks to...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

2024/11/08

Wafer Foundries

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Recent reports coming out of the foundry market suggest that TSMC has informed its Chinese customers about a temporary suspension of AI-related chip shipments using advanced nodes of 7nm and below...

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...

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...

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