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

Last Modified

2024-12-13

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Aperiodically

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PDF

Overview

TrendForce indicates that heightened geopolitical tensions are driving IDMs to seize "China for China" opportunities through collaborations with Chinese foundries. Driven by localization and cost-cutting demands in China's automotive market, European and Japanese IDMs like STMicroelectronics, Infineon, NXP, and Renesas are actively partnering with Chinese foundries such as SMIC and HHGrace to develop automotive MCUs and other products. This collaboration will help Chinese foundries enhance their technology platforms and achieve a more autonomous supply chain. These partnerships are expected to contribute to wafer output and revenue starting in 2H25 at the earliest.

＜Total Pages：7＞

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

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

Overview

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

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[Selected Topics] Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

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[Selected Topics] CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

[Selected Topics] Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

[Selected Topics] NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

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USD $299

Membership

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