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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...

4Q24 Foundry Platinum Datasheet

2024/11/27

Wafer Foundries

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The Platinum reports provide analyses of the foundry industry, starting from TrendForce’s memory industry analysis and application demand in the downstream, extending to the semiconductor upstream, encompassing wafer production capacity, process node roadmap, and capacity utilization of each fab. The Platinum reports provide detailed analyses of foundries' competitiveness and capacity utilization rates, specifically focusing on major players including TSMC, UMC, Samsung, SMIC, and GlobalFoundries, etc.. The Platinum reports also discuss the future outlook of the foundry market.

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...

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...

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