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.
TSMC considering third fab in Japan, running 3nm tech
November 28, 2023
The world's biggest semiconductor manufacturer is reportedly mulling a third fab in Japan, and according to people with insight the fab would make 3nm chips.
Japan is looking to revitalise its semiconductor industry
October 31, 2023
Japan flexes its advantages in semiconductor upstream equipment and raw materials, and unveils strategic progress of key players in Kyushu, Tohoku, and Hokkaido, says TrendForce
Powerchip chooses northern Japan for new fab
October 31, 2023
As previously reported by Evertiq, Taiwanese wafer foundry service provider Powerchip Semiconductor Manufacturing Corp (PSMC) has been looking at five different sites in Japan for a proposed USD 5.4 billion facility, and now the company has found its location.
China to boost its mature process capacity
October 18, 2023
The global ratio of mature (>28nm) to advanced (>16nm) processes is expected to be about 7:3 between 2023 and 2027, according to TrendForce. China's mature process capacity is expected to increase from 29% this year to 33% by 2027.
Powerchip's looking at 5 sites in Japan for $5.4B factory
October 18, 2023
Taiwanese wafer foundry service provider Powerchip Semiconductor Manufacturing Corp (PSMC) is reportedly mulling five different sites in Japan for a proposed USD 5.4 billion facility.
Chilly demand prospects for 8-inch production capacity
October 04, 2023
The utilisation rate for 8-inch production capacity is expected to drop to 50-60%, says TrendForce
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.
Q2 DRAM industry revenue rebounds with a 20.4% increase
August 24, 2023
TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side, the second quarter saw all three major DRAM suppliers experience shipment growth.
Foundry market expected to drop 6.5% YoY in 2023
July 03, 2023
The global semiconductor foundry market grew 27.9% YoY in 2022. However, it is projected to decrease by 6.5% YoY in 2023 due to inventory adjustments, according to IDC.
Weak consumer product demand hits PSMC and VIS revenue hard
June 13, 2023
The foundry industry has been following a downward trend since the second half of 2022. Second and third-tier foundries, constrained by process technology limitations and high product overlap, face intense competition and lack bargaining power, reports TrendForce.
Top 10 foundries report nearly 20% QoQ revenue decline in 1Q23
June 12, 2023
TrendForce reports that the global top 10 foundries witnessed a significant 18.6% QoQ decline in revenue during the first quarter of 2023.
DRAM industry Q1 revenues decline 21.2% QoQ
May 25, 2023
TrendForce reports a dramatic 21.2% QoQ decline in Q1 revenues for the DRAM industry, bringing total revenue down to USD 9.663 billion.
SK Hynix to expand Wuxi fab legacy production capacity
May 04, 2023
Last October, the US Department of Commerce imposed semiconductor restrictions on Chinese imports of equipment for processes of 18nm and below. SK hynix’s Wuxi fab was granted a one-year production license, but geopolitical risks and weak demand prompted the company to reduce wafer starts by about 30% per month in 2Q23, according to TrendForce's research.
US CHIPS Act will slow down Chinese chip development for years
April 17, 2023
Recent updates to the US CHIPS and Science Act by the US Department of Commerce stipulate that beneficiaries of the act will be restricted in their investment activities – for more advanced and mature processes – in China, North Korea, Iran, and Russia for the next ten years. Restrictions that will limit Chinese semiconductor development for the next decade, says TrendForce.
The global chip race – Chip Act against Chip Act
April 14, 2023
In the wake of the global semiconductor shortage, the US and the EU are both planning to invest significant sums of public funds to increase domestic semiconductor manufacture, otherwise known as the Chips Acts. But how do these semiconductor promotional acts compare against each other?
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.
Global DRAM revenue fell by more than 30% in 4Q22
March 02, 2023
According to TrendForce’s research, global DRAM revenue fell by 32.5% QoQ to USD 12, 281 million for 4Q22.
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.
Global DRAM revenue for 3Q22 showed QoQ drop of almost 30%
November 18, 2022
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to USD 18.19 billion.
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.
Global 2Q22 DRAM revenue grows by 6.5% QoQ,
August 15, 2022
According to TrendForce investigations, 2Q22 DRAM industry revenue reached USD 25.59 billion, growing 6.5% QoQ.
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