Research Reports


Wafer Foundries


Foundry Market Bulletin_20230619

2023/06/19

Semiconductors , Wafer Foundries

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Phase 1 for TSMC’s Japanese fab (JASM) is scheduled for a mass production in December 2024 at a preliminary capacity of about 5Kwspm...

Total Revenue of Top 10 Foundries Fell by Nearly 20% QoQ for 1Q23 Because Demand for End Products Was Weak and Low Season Exacerbated Situation

2023/06/06

Semiconductors , Wafer Foundries

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According to global market intelligence firm TrendForce, a combination of several factors negatively affected the demand for electronics and OEMs’ efforts in adjusting their inventories during 1Q23...

Foundry Market Bulletin_20230605

2023/06/05

Semiconductors , Wafer Foundries

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Samsung Device Solutions (DS) is divided into four divisions, including Memory, System LSI, Foundry, and Advanced Package (AVP)...

Latest Investigation on Power Outage at STSP on June 1st Finds No Significant Operational Impact on TSMC and UMC

2023/06/02

Semiconductors , Wafer Foundries

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According to global market intelligence firm TrendForce, the Southern Taiwan Science Park (STSP) experienced a power outage and voltage drop around 3:00 pm on June 1st...

Latest Investigation on Power Outage at STSP on June 1st Finds No Significant Operational Impact on TSMC and UMC

2023/06/02

Semiconductors , Wafer Foundries

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According to global market intelligence firm TrendForce, the Southern Taiwan Science Park (STSP) experienced a power outage and voltage drop around 3:00 pm on June 1st...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

2023/05/24

Semiconductors , Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercomputers and AI computing on October 7th 2022...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

2023/05/24

Semiconductors , DRAM , NAND Flash +1

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As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercomputers and AI computing on October 7th 2022...

Foundry Market Bulletin_20230522

2023/05/22

Semiconductors , Wafer Foundries

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Terminal sales that have yet to see a recovery, together with the worse-than-expected reduction of inventory among upstream IC design clients...

Foundry Market Bulletin_20230508

2023/05/08

Semiconductors , Wafer Foundries

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Off season in the consumer market, together with inventory revisions among clients, had affected Samsung Foundry’s performance in shipment and capacity utilization, which shrank its 1Q23 revenue to...

Foundry Market Bulletin_20230424

2023/04/24

Semiconductors , Wafer Foundries

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TSMC mentioned from its earnings call on April 20th that the foundry had suffered a QoQ drop of 12.8% in 1Q23 wafer shipment under clients’ inventory revisions...

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