Research Reports


Wafer Foundries


Foundry Market Bulletin_20221226

2022/12/26

Semiconductors , Wafer Foundries

 PDF

Chinese foundries, seeing how stocking dynamics have been sluggish from clients...

Foundries Are Seeing Reallocation of Orders as Intensifying Geopolitical Tensions Force US Electronics Brands to Further Limit Chinese Participation in Their Supply Chains

2022/12/14

Semiconductors , Wafer Foundries

 PDF

Global market intelligence firm TrendForce reports that the US government has been working aggressively to reduce the possibility of China achieving ≤16nm semiconductor manufacturing...

Foundry Market Bulletin_20221212

2022/12/12

Semiconductors , Wafer Foundries

 PDF

As mentioned from the Market Bulletin published by TrendForce on November 14th 2022, TSMC has six phases planned for its Fab 21 in Arizona at a respective capacity of roughly 20-30Kwspm...

Overview of Semiconductor Subsidy Policies

2022/12/09

Semiconductors , Wafer Foundries

 PDF

1. European Chips Act
2. US Subsidy Policies
3. Japan Subsidy Policies
4. Partnership between Japan and the US
5. LSTC
6. Cooperation Framework and Organization of Rapidus
7. Strategy for Future Development and Cooperation
8. Conclusion

Overview of Semiconductor Subsidy Policies

2022/12/09

Semiconductors , Wafer Foundries

 PDF

1. European Chips Act
2. US Subsidy Policies
3. Japan Subsidy Policies
4. Partnership between Japan and the US
5. LSTC
6. Cooperation Framework and Organization of Rapidus
7. Strategy for Future Development and Cooperation
8. Conclusion

New iPhones Yielded 6% QoQ Production Value Growth for Top 10 Foundries; Foundry Production Value, Having Peaked, Will Drop Soon

2022/12/05

Semiconductors , Wafer Foundries

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the target among brands and chip suppliers pertaining to the reduction of inventory to the healthy level prior to the pandemic...

Foundry Market Bulletin_20221128

2022/11/28

Semiconductors , Wafer Foundries

 PDF

Samsung Foundry, under the weakening foundry demand, is planning for a CapEx budget of approximately US$14-15 billion for 2023 that remains a growth compared to that of 2022...

Foundry Market Bulletin_20221114

2022/11/14

Semiconductors , Wafer Foundries

 PDF

TSMC’s Fab 21 in Arizona, as TrendForce mentioned from the Market Bulletin published on February 8th 2021 and March 8th 2021, occupies more than 1,100 acres...

Nexchip’s Aggressive Capacity Expansion Puts Pressure on Taiwan’s Tier-2/3 Foundries; US Export Restrictions Remain Biggest Variable

2022/11/03

Semiconductors , Wafer Foundries

 PDF

According to the latest research from global market intelligence firm TrendForce, topics related to “short chains” or “localized production” are coming under increasing attention because of the recent geopolitical turbulences...

Foundry Market Bulletin_20221031

2022/10/31

Semiconductors , Wafer Foundries

 PDF

Calculated in terms of KRW, Samsung foundry's 3Q22 revenue increased by 6.3% QoQ but, if converted and based on US$, 3Q22 revenue was...

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