UMC focuses on mature processes in China with limited expansion; main growth is in Singapore fab, while Vanguard accelerates capacity in the new Singapore fab, surpassing industry growth.
The Diamond reports cover major foundries such as TSMC, UMC, Samsung, SMIC, and GlobalFoundries, etc. The Diamond reports provide extended analyses of these foundries' production capacity figures, process node migration and capacity utilization rates. Furthermore, the Diamond reports discuss the competition among foundries and among major regional markets, including Mainland China, Taiwan, South Korea, Japan, etc. The dynamics of competition and cooperation, together with capacity utilization rates of specific nodes, wafer prices, wafer input from major clients at advanced nodes, etc., are all especially highlighted in the Diamond reports
US may cancel China facility technology exemptions; however, with mature processes in place, case-by-case reviews are expected to keep the supply chain stable with limited market impact.
Foundry Market Update: Samsung utilization rate stable, clients adjust supply chains strategically; China foundry development continues, new processes and regional capacity layouts key.
Regarding changes to orders and capacity utilization of TSMC for 2H25, advanced nodes, including 3nm and 5/4nm...
As indicated by the survey of global market intelligence firm TrendForce, geopolitical conflicts triggered by new US tariffs...
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.
As indicated by the survey of global market intelligence firm TrendForce, for decades, Moore's Law has driven the exponential growth of the semiconductor industry...
Samsung Foundry, due to its client composition, is not benefitting much from China’s subsidies. The combined revenue of Samsung Foundry and System LSI...
For decades, the semiconductor industry has thrived by adhering to Moore’ Law, achieving rapid development through the continuous miniaturization of transistors...