Research Reports


Wafer Foundries


Foundry Market Bulletin_20240304

2024/03/04

Wafer Foundries

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Samsung Foundry, despite obtainment of seasonal stocking orders for smartphones in 4Q23, saw an approximate QoQ drop of 1.9% in revenue by slightly falling to...

TSMC’s Kumamoto Fab (JASM) Will Open on February 24th and Play a Vital Role in Shaping the Development of Japanese Semiconductor Industry for the Next Decade

2024/02/23

Wafer Foundries

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According to the Semiconductor Research Department of the global market intelligence firm TrendForce, TSMC’s Kumamoto fab (JASM) is set to officially open on February 24th...

Foundry Market Bulletin_20240219

2024/02/19

Wafer Foundries

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TSMC generated a QoQ growth of 14% in revenue during 4Q23, arriving at US$19.7 billion...

Intel and UMC Join Forces to Enter the Market for FinFET Wafer Foundry Services, Thus Deepening US-Taiwan Collaborations in Semiconductors

2024/01/25

Wafer Foundries

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The Semiconductor Research Department of the global market intelligence firm TrendForce reports that Intel and UMC officially announced their cooperation agreement on January 25th...

Foundry Market Bulletin_20240122

2024/01/22

Wafer Foundries

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In terms of capacity changes for 2024, Samsung Foundry is focusing on advanced nodes of 5nm and below for expansions this year, which are however constrained due to...

Foundry Market Bulletin_20240108

2024/01/08

Wafer Foundries

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An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4G and mid-to-low 5G smartphone APs...

Due to Strong Earthquake in Japan’s Noto Region of Ishikawa Prefecture on New Year’s Day

2024/01/02

Wafer Foundries , MLCC

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Global market intelligence firm TrendForce reports that a series of earthquakes with an intensity scale of 5 or higher struck the Noto region of Japan’s Ishikawa Prefecture...

Foundry Market Bulletin_20231225

2023/12/25

Wafer Foundries

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Samsung Foundry is likely to implement price reduction measures during 1Q24 in the hope of either stimulating or ensuring wafer orders from its clients...

Geopolitics Drives Restructuring of Foundry Industry Ecosystem, but Risk of Supply-Demand Imbalance in Supply Chain Raises Concerns of Foundries Facing Significant Operational Pressure

2023/12/11

Wafer Foundries

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Global market intelligence firm TrendForce reports that supply chains have been noticeably affected by a series of geopolitical events, trade disputes, and disasters over the past several years...

Foundry Market Bulletin_20231211

2023/12/11

Wafer Foundries

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Recent market rumors are pointing to TSMC’s price reduction for some of its nodes in 2024. TrendForce’s survey indicates that the Taiwanese foundry...

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