Research Reports

Research Reports

1Q25 Foundry Diamond Datasheet

Last Modified

2025-03-28

Update Frequency

Quarterly

Format

EXCEL

Overview

The Diamond reports cover major foundries such as TSMC, UMC, Samsung, SMIC, and GlobalFoundries, etc. The Diamond reports provide extended analyses of these foundries&amp;amp;#039; 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.

Spotlight Report

Foundry DiamondRelated Reports

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

2025/03/04

Wafer Foundries

PDF

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

2025/01/16

Wafer Foundries

PDF

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

2025/01/15

Wafer Foundries

PDF

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

2025/01/10

Wafer Foundries

PDF

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

2024/12/13

Wafer Foundries

PDF

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

PDF

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USD $70,000

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Foundry Diamond

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1Q25 Foundry Diamond Datasheet

Overview

Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

DRAM Contract Price Mar. 2025

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Jan. 2025

Foundry DiamondRelated Reports

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

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

Download Report

USD $70,000

Membership

Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

DRAM Contract Price Mar. 2025

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Jan. 2025

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Research Reports

USD $70,000

1Q25 Foundry Diamond Datasheet

Overview

Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

DRAM Contract Price Mar. 2025

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Jan. 2025

Foundry DiamondRelated Reports

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

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

Download Report

USD $70,000

Membership

Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

DRAM Contract Price Mar. 2025

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Jan. 2025

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