Top 10 foundries report a 1.1% quarterly decline in 2Q23
September 05, 2023
TrendForce reports an interesting shift in the electronics landscape: dwindling inventories for TV components, along with a surging mobile repair market that’s been driving TDDI demand, have sparked a smattering of urgent orders in the Q2 supply chain.
China’s semiconductor expansion in mature processes remains strong
July 06, 2023
On June 30th, the Netherlands introduced new export restrictions on advanced semiconductor manufacturing equipment. Despite facing export controls from the US, Japan, and the Netherlands, TrendForce anticipates the market share of Chinese foundries in terms of 12-inch wafer production capacity will likely increase from 24% in 2022 to an estimated 26% in 2026.
Display driver IC prices predicted to Stabilise in 2Q23
March 22, 2023
Panel makers have aggressively driven down the prices of display driver ICs (DDIs) over the past few quarters in response to slumping panel prices. Meanwhile, foundries have not made any significant price adjustments recently.
Total revenue for top 10 foundries slip 4.7% QoQ in 4Q22
March 13, 2023
According to TrendForce’s latest survey of the global foundry market, electronics brands began adjusting their inventories in 2Q22, but foundries were unable to rapidly adapt to this development because they reside in the more upper portion of the supply chain.
Foundries will see steeper revenue drop in 4Q22
December 08, 2022
As orders for consumer semiconductor components undergo larger downward corrections foundries will see a steeper revenue drop in 4Q22, says TrendForce.
Global top 10 foundries’ total revenue grew by 6% in 3Q22
December 08, 2022
According to TrendForce’s research, the total revenue of the global top 10 foundries rose by 6% QoQ to USD 35.21 billion for 3Q22 as the release of the new iPhone series during the second half of the year generated significant stock-up activities across Apple’s supply chain.
Is the semiconductor shortage over?
September 27, 2022
Although there are still sporadic shortages of specific components, the curtain has officially fallen on a two-year wave of shortages in general, and brands have gradually suspended stocking in response to changes in market conditions.
2022 will see a focus on 12-inch capacity expansion
June 23, 2022
TrendForce says that global wafer foundry capacity will increase by approximately 14% annually in 2022.
1Q22 foundry output value up 8.2% QoQ, says TrendForce
June 21, 2022
TrendForce says that, although demand for consumer electronics remains weak, structural growth demand in the semiconductor industry including for servers, high-performance computing, automotive, and industrial equipment has not flagged, becoming a key driver for medium and long term foundry growth.
Localisation of chip manufacturing rising
April 25, 2022
According to TrendForce, Taiwan is crucial to the global semiconductor supply chain, accounting for a 26% market share of semiconductor revenue in 2021, ranking second in the world. Its IC design and packaging & testing industries also account for a 27% and 20% global market share, ranking second and first in the world, respectively. Firmly in the pole position, Taiwan accounts for 64% of the foundry market.
Top 10 foundries post record 4Q21 performance
March 14, 2022
The output value of the world’s top 10 foundries in 4Q21 reached USD 29.55 billion, or 8.3% growth QoQ, according to TrendForce’s research.
8-inch wafer capacity remains tight, shortage to ease in 2H23
February 08, 2022
From 2020 to 2025, the compound annual growth rate (CAGR) of 12-inch equivalent wafer capacity at the world's top ten foundries will be approximately 10% – with the majority of these companies focusing on 12-inch capacity expansion, which will see a CAGR of approximately 13.2%, according to TrendForce’s research.
Annual foundry revenue to reach historical high in 2022
October 28, 2021
While the global electronics supply chain experienced a chip shortage, the corresponding shortage of foundry capacities also led various foundries to raise their quotes, resulting in an over 20% YoY increase in the total annual revenues of the top 10 foundries for both 2020 and 2021, according to TrendForce’s latest investigations.
Supply of large-sized panel DDI likely to remain tight
June 21, 2021
The stay-at-home economy generated by the COVID-19 pandemic has galvanised a rising demand for IT products this year, with a corresponding increase in DDI demand as well, according to TrendForce’s latest investigations.
Crypto mining - key to Nvidia overtaking Broadcom in 1Q21
June 14, 2021
While foundry capacities remained tight, prompting IC design companies to compete over limited foundry capacities in order to fulfill rising demand for various end devices, the top 10 IC design (fabless) companies posted remarkable revenues in 1Q21, according to TrendForce’s latest investigations.
TSMC ranks in Top10 in three wafer size categories
February 25, 2021
As of December 2020, only TSMC—the world’s largest foundry—was listed among the wafer capacity leaders in each of the three wafer size categories. It had the most 200mm wafer capacity last year and ranked second, trailing only Samsung, in 300mm wafer capacity.
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