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Further Sanctions on China by the US to Once Again Elevate Geopolitical Risks as Countries Aim for Autonomous Chip Production

2022/07/28

Wafer Foundries

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As indicated by global market intelligence firm TrendForce, the scission in the supply chain of chips caused by the pandemic over the past two years, as well as the escalated geopolitical risks such as the US-China trade conflict and the Russia-Ukraine war...

Foundry Market Bulletin_20220725

2022/07/25

Wafer Foundries

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TSMC held a 2Q22 earnings call on 7/14. Revenue and gross profit both hit new highs in 2Q22, at US$18.16bn and 59.1% respectively...

Foundry Market Bulletin_20220711

2022/07/11

Wafer Foundries

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In a departure from other foundries’ global large-scale mature process expansions, Samsung's 2022 expansion focuses on expanding advanced processes and the company plans to expand 4nm and 3nm production capacity...

Foundries Will Be Struggling to Maintain High Capacity Utilization Rate in Face of Slumping Demand for Consumer Electronics

2022/07/04

Wafer Foundries

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TrendForce’s Department of Semiconductor Research reports that the demand for consumer electronics continues to undergo downward corrections as rising inflation batters consumer confidence...

Foundry Market Bulletin_20220627

2022/06/27

Wafer Foundries

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Recently, market rumors indicated that NVIDIA has delayed the launch of new products due to the currently weak consumer graphics card market...

Growth of Foundry Capacity Based on Mature Nodes Will Reach 20% for 2022 and Exceed Average Growth of 12-Inch Wafer Foundry Capacity; Specialty Technologies Now Come Under Focus

2022/06/17

Wafer Foundries

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Global market intelligence firm TrendForce reports that foundries on the whole have initiated a series of capacity expansion projects at their existing fabs and new fab-building projects...

QoQ Growth in Foundry Revenue Was Slightly Scaled Back to 8.2% for 1Q22 as Seasonal Headwinds Offset Wafer Price Hikes

2022/06/16

Wafer Foundries

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Global market intelligence firm TrendForce reports that several factors impacted consumer demand in 1Q22. First, stock-up activities slowed down due to the headwinds of the traditional off-season...

Material Shortages to Impact Lead Time of Semiconductor Equipment and Delay 2023 Foundry Expansion

2022/06/16

Wafer Foundries

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Global market intelligence firm TrendForce commented that the shortages of raw materials and chips under multiple factors, including the Russia-Ukraine war, impeded logistics...

Foundry Market Bulletin_20220613

2022/06/13

Wafer Foundries

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After TSMC’s announcement that it will raise prices across the board in 1Q23 due to the rising costs of raw materials...

Foundry Market Bulletin_20220530

2022/05/30

Wafer Foundries

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Rising global inflation has caused the cost of raw materials to rise sharply and capital expenditure on new plants and expansion plans has increased more than expected...