Top 10 foundries face tariffs and subsidies, 1Q revenue declines
June 11, 2025
The global foundry industry recorded USD 36.4 billion in revenue for Q1 2025, representing a 5.4% quarter-on-quarter decline, according to TrendForce. The revenue drop was softened by last-minute rush orders ahead of the US reciprocal tariff exemption deadline and continued demand driven by China’s 2024 consumer subsidy program.
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Foundry market hits $38.5B as top 10 dominate with 96% share
March 11, 2025
The global foundry industry reached a new revenue record of USD 38.48 billion in Q4 2024, driven by strong demand for advanced process nodes in AI servers, flagship smartphone application processors, and new PC platforms, reports TrendForce. The top 10 foundries achieved nearly 10% QoQ revenue growth, despite weakening demand for mature process technologies.
Tata Electronics to set up display chip unit in Gujarat
March 06, 2025
Tata Electronics signed an MoU with Taiwan’s Himax Technologies and PSMC to boost India’s display and ultralow power AI sensing product and technology ecosystem.
Server DRAM and HBM continue to drive growth
February 27, 2025
TrendForce’s latest research reveals that global DRAM industry revenue surpassed USD 28 billion in 4Q24, marking a 9.9% QoQ increase. This growth was primarily driven by rising contract prices for server DDR5 and concentrated shipments of HBM, leading to continued revenue expansion for the top three DRAM suppliers.
Lam Research to invest $1.2 billion in Karnataka
February 14, 2025
US chip toolmaker Lam Research has signed a memorandum of understanding (MoU) with the Karnataka Industrial Area Development Board (KIADB) for the investment.
Fab delays and cancellations start to pile up
January 30, 2025
The semiconductor industry is grappling with uncertainty as several high-profile semiconductor fab projects are struggling with delays, suspensions, or outright cancellations.
3Q24 global top 10 foundry revenues reach record highs
December 05, 2024
TrendForce reports that despite a weak economy in Q3 2024, new smartphone and PC launches, along with strong demand for AI servers, boosted wafer foundry capacity utilisation compared to Q2.
Server DRAM and HBM boost 3Q24 DRAM Industry revenue
November 27, 2024
TrendForce’s latest investigations reveal that the global DRAM industry revenue reached US$26.02 billion in 3Q24, marking a 13.6% QoQ increase.
NexChip and Samsung Foundry lead LCD and OLED driver IC markets
October 23, 2024
NexChip and Samsung Foundry have emerged as major leaders in the display driver IC (DDIC) industry for 3Q24, according to the most recent insights from Omdia's Display Driver IC industry Tracker.
Japan’s SBI, PSMC end partnership to build chip factory
September 30, 2024
The Taiwan chipmaker claimed that the termination of the fab is not related to PSMC’s financial status.
Tata Electronics, PSMC complete tech transfer pact for fab
September 27, 2024
The Taiwanese tech giant will provide design and construction support to build India’s first AI-enabled greenfield fab in Gujarat.
Tata Electronics plans to build two more fabs in Gujarat
September 16, 2024
Meanwhile, Tata Consultancy Services (TCS) is collaborating with Tata Electronics as the group aims to introduce India’s first domestically produced chips by 2026.
Indian govt approves Kaynes’ $413 million chip plant in Gujarat
September 04, 2024
The Kaynes OSAT unit will have a capacity of 6 million chips per day, which will be used across sectors including industrial, automotive, EVs, consumer electronics, telecom and mobile phones.
Urgent orders boost wafer foundry utilisation in Q2
September 03, 2024
Customers have started to restock components following the arrival of China's 618 mid-year shopping season and consumer electronics inventory levels approaching healthy levels. This has led to urgent orders for wafer foundries, reports TrendForce.
DRAM industry surges 24.8% in 2Q24
August 15, 2024
According to TrendForce's most recent data, the DRAM industry had a significant revenue increase in the second quarter of 2024, reaching USD 22.9 billion – a quarter-over-quarter surge of 24.8%.
Tata begins building $3.2bn semiconductor plant as India gears up for chip battle
August 12, 2024
Tata Electronics (together with Taiwan’s PSMC) is also setting up the country’s first wafer fabrication unit in Gujarat, with a capacity to produce 50,000 wafers per month.
Contract price increases boost DRAM Q1 revenue by 5.1%
June 13, 2024
TrendForce reveals that the DRAM industry experienced a 5.1% revenue increase in 1Q24 compared to the previous quarter.
Top 10 global foundries see 4.3% QoQ drop in 1Q24
June 12, 2024
The first quarter of 2024 marked the entry of a traditional off-season for the consumer end, according to a survey by TrendForce. Orders were mainly for restocking inventory, and the supply chain was slow overall. Economic risks like inflation and geopolitical conflicts led to revisions in forecasts for automotive and industrial equipment. AI servers played a key role in supporting the supply chain. Despite this, the top 10 global foundries saw a 4.3% revenue drop to USD 29.2 billion.
Canon talking to Indian firms about installing litho tech
June 07, 2024
Japanese electronics giant Canon is believed to be in discussions with Indian companies about deals for its proprietary nanoimprint lithography equipment.
US tariff barriers boosts Utilisation rates at Taiwanese foundries
May 22, 2024
The White House announced new tariffs on Chinese imports on May 14th, including a 50% tariff on semiconductor products manufactured in China, which will take effect by 2025. Something that has led to an increase in orders for Taiwanese foundries.
PSMC officially opens Tongluo Fab in Taiwan
May 03, 2024
Powerchip Semiconductor Manufacturing Corporation (PSMC) has held a grand opening ceremony for its new facility at the Miaoli Tongluo Science Park.
Taiwan DRAM manufacturers gradually resume production
April 10, 2024
DRAM manufacturers are gradually resuming production following the earthquake that struck Taiwan on April 3, 2024. Despite some damages and the necessity for inspections or disposal of wafers among suppliers, TredForce reports that the impact on the total DRAM output for Q2 is estimated to be less than 1%
Earthquake update: Taiwan's tech sector weathers the storm
April 04, 2024
Taiwan's wafer foundries and DRAM production remains unaffected following the earthquake that struck the island on April 3, 2024.
Taiwan earthquake spares DRAM and foundry production
April 03, 2024
In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers.
Global top 10 foundries Q4 revenue up 7.9%
March 12, 2024
The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching USD 30.49 billion.
Top DRAM makers of Q423
March 05, 2024
The global DRAM industry saw a nearly 30% growth in revenues during 4Q23 – mainly due to rising prices and volume, Says TrendForce.
PSMC aims to mass-produce MRAM chips from 2029
February 07, 2024
Taiwan's Powerchip Semiconductor Manufacturing Corp (PSMC) is preparing to manufacture next-gen MRAM memory products before the end of the decade, say reports.
Poro and PSMC form strategic partnership on MicroLEDs
January 25, 2024
UK-based Poro Technologies and Taiwan’s Powerchip Semiconductor Manufacturing Corp will team up to mass produce the MicroLEDs on 200mm GaN-on-silicon for display applications.
Taiwan’s foundry capacity share projected to decline to 41%
December 14, 2023
TrendForce’s latest findings show that as of 2023, Taiwan holds approximately 46% of global semiconductor foundry capacity, followed by China (26%), South Korea (12%), the US (6%), and Japan (2%).
Top 10 foundries experience 7.9% QoQ growth in 3Q23
December 06, 2023
The third quarter of 2023 was a dynamic quarter for the global foundry industry – marked by an uptick in urgent orders for smartphone and notebook components, according to TrendForce’s research.
Contract prices bottom out in Q3, boosting DRAM revenue
December 04, 2023
TrendForce investigations reveal a significant leap in the DRAM industry for 3Q23, with total revenues soaring to USD 13.48 billion – marking 18% QoQ growth.
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