Research Reports

Research Reports

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

Last Modified

2025-01-10

Update Frequency

Aperiodically

Format

PDF

Overview

According to global market intelligence firm TrendForce, several factors are causing foundries’ capacity utilization rates in 1Q25 to exceed expectations. These include...

Spotlight Report

DRAM Monthly Datasheet Mar. 2025

2025/03/14

Semiconductors

EXCEL
NAND Flash Monthly Datasheet Mar. 2025

2025/03/14

Semiconductors

EXCEL
DRAM Contract Price Dec. 2024

2024/12/31

Semiconductors

PDF
DRAM Contract Price Jan. 2025

2025/01/24

Semiconductors

PDF
DRAM Contract Price Feb. 2025

2025/02/27

Semiconductors

PDF
Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

2024/12/24

Semiconductors

PDF

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

4Q24 Foundry Diamond Datasheet

2024/12/31

Wafer Foundries

EXCEL

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

Download Report

USD $70,000

Membership

Foundry Diamond

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

USD $70,000

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

Overview

Spotlight Report

DRAM Monthly Datasheet Mar. 2025

NAND Flash Monthly Datasheet Mar. 2025

DRAM Contract Price Dec. 2024

DRAM Contract Price Jan. 2025

DRAM Contract Price Feb. 2025

Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

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

4Q24 Foundry Diamond Datasheet

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 Mar. 2025

NAND Flash Monthly Datasheet Mar. 2025

DRAM Contract Price Dec. 2024

DRAM Contract Price Jan. 2025

DRAM Contract Price Feb. 2025

Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

Get in touch with us