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Material shortages impede semiconductor equipment lead time
June 28, 2022
According to TrendForce, semiconductor equipment is once again facing the dilemma of extended lead times up to 18-30 months.
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.
Global DRAM revenue falls 4.0% QoQ in 1Q22, says TrendForce
May 18, 2022
According to TrendForce investigations, total DRAM revenue in 1Q22 decreased by 4.0% QoQ, reaching USD 24.03 billion. The primary reason for this drop stems from market inflation, weakening demand, and the outbreak of the Russian-Ukrainian war at the end of February affecting the performance of terminal consumption.
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.
Samsung unthreatened as top DRAM brand in 4Q21 ranking
February 17, 2022
While shipments from Samsung fell during the quarter – due to poor end-user demand. The company is still virtually unthreatened in TrendForce's latest ranking of the top DRAM brands based on revenue.
Overall DRAM output decreased nearly 6% QoQ in 4Q21
February 17, 2022
The pandemic has impeded the supply of many end-user devices such as smartphones, servers, PCs, and niche consumer electronics components, indirectly leading to a decline in a willingness on the procurement-end to stock relatively abundant memory chips, according to TrendForce research.
No major impact on Taiwan DRAM and foundry fabs following earthquake
January 04, 2022
An earthquake that was around magnitude 6.0 on the Richter scale occurred off the east coast of Taiwan at 5:46PM local time on January 3, 2022.
Foundry revenue rises by 12% QoQ for 3Q21, says TrendForce
December 03, 2021
Although the demand for end products related to the stay-at-home economy slowed down as many countries saw rising vaccination rates and were partially lifting social distancing restrictions, the decline in foundry orders from this source was more than offset by the traditional peak season for smartphones, according to TrendForce’s latest investigations.
DRAM industry’s revenue increases by 10% QoQ for 3Q21
November 16, 2021
DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain, according to TrendForce’s latest investigations.
Foundry revenue with 6% QoQ growth thanks to persistent demand
August 31, 2021
The panic buying of chips persisted in 2Q21 owing to factors such as post-pandemic demand, industry-wide shift to 5G telecom technology, geopolitical tensions, and chronic chip shortages, according to TrendForce’s latest investigations.
DRAM revenue undergoes 26% increase QoQ for 2Q21
August 30, 2021
After DRAM prices made a rebound into an upward trajectory in 1Q21, buyers expanded their DRAM procurement activities in 2Q21 as they anticipated a further price hike and insufficient supply going forward, according to market researcher TrendForce.
Quarterly revenue of top 10 foundries breaks records in 1Q21
May 31, 2021
Owing to soaring demands for various end devices, manufacturers have been ramping up their component procurement activities, and foundry capacities, as a result, have been in shortage since 2020, with various foundries raising their wafer prices and adjusting their product mixes to ensure profitability, according to TrendForce.
Taiwan power outage has no impact on memory fabs
May 14, 2021
The Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13 (today local time) due to malfunction. The effect of this incident has been felt across the entire island.
DRAM revenue for 1Q/21 with an 8.7% increase QoQ
May 11, 2021
Demand for DRAM exceeded expectations in 1Q/21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to market researcher TrendForce.
Foundry revenue projected to reach historical high in 2021
April 15, 2021
As the global economy enters the post-pandemic era, technologies including 5G, WiFi6/6E, and HPC (high-performance computing) have been advancing rapidly, in turn bringing about a fundamental, structural change in the semiconductor industry as well, says TrendForce.
Powerchip Semiconductor breaks ground on new Taiwan fab
March 29, 2021
Powerchip Semiconductor Manufacturing Corporation (PSMC) has held a groundbreaking ceremony for a NTD 278 billion (EUR 8.26 billion) 12-inch fab in the Tongluo Science Park.
Shortage drives up contract price of specialty DDR3 4Gb chips
March 09, 2021
As the three dominant DRAM suppliers (Samsung, SK Hynix, and Micron) are currently experiencing a shortage in their production capacities, the corresponding shortage situation in the DRAM market has yet to be resolved, according to TrendForce’s latest investigations.
4Q20 DRAM revenue undergoes modest 1.1% increase
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March 04, 2021
Global DRAM revenue reached US$17.65 billion, a 1.1% increase YoY, in 4Q20, according to TrendForce’s latest report.
