Research Reports


Wafer Foundries


Foundry Market Are Seeing Both Hot and Cold Spells; Chinese Foundries Are Initiating Compensatory Price Hikes as Trend of Import Substitution Continues, While Taiwan-based Foundries Will Raise Prices Only on Advanced Nodes

2024/06/17

Wafer Foundries

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According to TrendForce’s latest market research, the electronics supply chain has begun restocking right now in the middle of the year due to the anticipation of China’s 618 E-commerce Festival...

Vanguard to Situate New 12-Inch Fab in Singapore Targeting Dividends of De-Sinicization Order Transfers amidst Global Geopolitics

2024/06/05

Wafer Foundries

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As indicated by the latest survey of global market intelligence firm TrendForce, Vanguard, who is only equipped with 8-inch fabs currently, has announced on June 5th the construction of a 12-inch fab that will mark its official entry into the 12-inch foundry sector...

Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue amidst Sporadic Inventory Refill except Éclat of AI Servers

2024/06/05

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for stocking and sales for the consumer end (e.g. smartphones, NBs, and TVs)...

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...

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