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Foundry Market Bulletin_20230925

2023/09/25

Wafer Foundries

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Foundry Market Bulletin (August 28th) had mentioned how Samsung Foundry had suspended about 30% of its systems, in accordance with a capacity utilization that had drastically fallen to about 40-45% in 2H23...

Foundry Market Bulletin_20230911

2023/09/11

Wafer Foundries

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In terms of capacity utilization, TSMC has dropped to about 60% for 8-inch wafers in 2H23 due to the slow inventory reduction among PMIC clients...

Total Revenue of Top 10 Foundries Fell by 1.1% QoQ for 2Q23 as Restocking Activities in Supply Chain Sustained Revenue Generation During This Downturn

2023/09/01

Wafer Foundries

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Global market intelligence TrendForce reports that some rush foundry orders appeared during 2Q23. This was due to TV brands seeing their component inventories drop to a low level...

Foundry Market Bulletin_20230828

2023/08/28

Wafer Foundries

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An observation on the changes of Samsung’s orders of advanced nodes indicates that 5/4nm, aside from producing Qualcomm’s 4 Gen 2 chips, is also assisting with Samsung System LSI’s reinitiated in-house AP project by producing the new gen Exynos 2400 chips...

Foundry Market Bulletin_20230814

2023/08/14

Wafer Foundries

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The on-going reduction on 4Q23 orders among clients for major applications such as smartphones, PCs, and servers, with full adjustments on products ranging from AP to peripheral Wi-Fi and PMIC...

Foundry Market Bulletin_20230731

2023/07/31

Wafer Foundries

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Samsung LSI + Foundry generated roughly US$4.04 billion (calculation based on US$1=KRW$1,315.68) of revenue in 2Q23 under an approximate QoQ increase of 17.3% attributable to...

Foundry Market Bulletin_20230717

2023/07/17

Wafer Foundries

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TSMC generated US$15.66 billion (calculation based on US$1=NT$30.7124) of revenue in 2Q23 under a QoQ reduction of roughly 6.4%, which largely coincided with the upper end of its financial forecast...

Unchanged on “Stifling Advancement and Delaying Maturity” Principle as the Netherlands Announced Export Sanction on Semiconductor Equipment

2023/07/04

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, the Netherlands had announced its export control on equipment for advanced nodes on June 30th that covers how restricted items...

Foundry Market Bulletin_20230703

2023/07/03

Wafer Foundries

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Samsung’s new fab (Line S6) in Taylor will be segmented into two phases. Phase 1 is planned as a 4nm fab at an approximate capacity of 30Kwspm that is scheduled for official mass production at the end of 2024...

Foundry Market Bulletin_20230619

2023/06/19

Wafer Foundries

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Phase 1 for TSMC’s Japanese fab (JASM) is scheduled for a mass production in December 2024 at a preliminary capacity of about 5Kwspm...

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