Research Reports


Wafer Foundries


Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

2025/01/10

Wafer Foundries

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According to global market intelligence firm TrendForce, several factors are causing foundries’ capacity utilization rates in 1Q25 to exceed expectations. These include...

Foundry Market Bulletin_20250106

2025/01/06

Wafer Foundries

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Regarding the progress on 2nm, TSMC has scheduled mass production for N2 in 2H25, with tape outs and pilot runs successively initiated for early clients...

Foundry Market Bulletin_20241223

2024/12/23

Wafer Foundries

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The supply chain’s concerns on escalating geopolitical pressure after the inauguration of the latest US president-elect Donald Trump in 2025 include...

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

2024/12/13

Wafer Foundries

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According to global market intelligence firm TrendForce, heightened geopolitical concerns since 2018 have led to increasing trade barriers between China and the US...

Foundry Market Bulletin_20241209

2024/12/09

Wafer Foundries

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Recent market rumors have been surrounding on Google’s deferred mass production for its next-gen TPU (TPU v7). According to TrendForce’s survey...

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

2024/12/03

Wafer Foundries

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According to the latest investigation by global market intelligence firm TrendForce, following the adjustments to the “Implementation of Additional Export Controls” clause on March 29...

Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

2024/12/02

Wafer Foundries

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According to the latest research by global market intelligence firm TrendForce, the second half of this year is the traditional peak season for stocking activities...

Foundry Market Bulletin_20241125

2024/11/25

Wafer Foundries

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Regarding statics since early November surrounding TSMC’s review on its Chinese AI clients of 7nm and below, as well as suspended shipments to the latter...

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...

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