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IC Industry at heart of possible China takeover of Taiwan
October 14, 2021
Combined, China and Taiwan would hold about 37% of global IC capacity, almost 3 times that of North America. IC Insights discusses the current high tension environment between China and Taiwan and what it could mean for the IC industry.
Price and lead time trends for 2Q 2021
April 15, 2021
Since the turn of the year 2021, the market has changed dramatically and ongoing strong demand continues to outstrip supply, perpetuating very long lead times and continual review of pricing by manufacturers.
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.
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.
Top 5 wafer capacity leaders raise their global share to 54%
February 10, 2021
Each of the top-five wafer capacity leaders had capacity of at least 1.5 million wafer starts per month. The combined capacity of the top five companies represented 54% of total global wafer capacity in December 2020, up one point from 53% in 2019.
Rising shipments and falling prices limit DRAM revenue growth in 3Q20
November 23, 2020
DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from prior to the September 15 deadline of U.S. sanctions prohibiting the shipment of tech products to Huawei, according to TrendForce’s latest investigations.
China falls far short of its "Made-in-China 2025" goal
May 27, 2020
IC production in China represented 15.7% of its $125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014. IC Insights forecasts that this share will increase by 5.0 percentage points to 20.7% in 2024 (one percentage point per year on average).
As DRAM market enters period of price hikes, revenue drops
May 13, 2020
The DRAM market has changed from falling prices and rising shipment to rising prices and falling shipment, says DRAMeXchange, a research division of TrendForce.
5 semiconductor companies hold 53% of global wafer capacity
February 18, 2020
The world’s top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month, says IC Insights.
Global DRAM revenue holds steady in 4Q19
February 18, 2020
The DRAM inventory finally returned to a relatively normal level for most OEMs in 4Q19 after nearly three consecutive quarters of adjustments, says the DRAMeXchange research division of TrendForce.
Demand for preemptive 3Q19 DRAM shipment rises
November 21, 2019
According to DRAMeXchange, demand-side inventory in 2H19 has returned to relatively healthy levels. Furthermore, some vendors pulled their quarterly product shipment forward in an effort to avoid potential negative impacts from Trump’s impending tariffs.
2Q DRAM revenue Falls by 9.1% QoQ - 3Q quotes still set to fall
August 14, 2019
According to investigations by DRAMeXchange, a division of TrendForce, quote trends for various products, including commodity DRAM, server DRAM and consumer DRAM, fell by nearly 30%, with the exception of discrete mobile DRAM/ eMCP products, whose declines fell within the 10-20% range.
Trendforce ranks the global top 10 IC foundries for 2019
March 18, 2019
Development momentum of advanced production processes has been dropping due to weakening demand in most end markets, including smartphones, says Trendforce.
DRAM revenue took a turn for the worse in 4Q18
February 26, 2019
DRAM quotes have taken a turn for the worse in 4Q18, causing the total revenue in the DRAM industry to fall. Due to high inventory levels on the demand end, purchases have become few and little, in turn causing a sales bit decline QoQ for most DRAM vendors, according to Investigations by DRAMeXchange, a division of TrendForce.
DRAM industry: Manufacturers’ profitability may approach peak
November 21, 2018
The total revenue of the global DRAM industry grew by 9% QoQ, and again hit a new record high in 3Q18, reports DRAMeXchange, a division of TrendForce.
DRAM market saw record high revenue again in 2Q18
August 13, 2018
The global DRAM revenue grew by 11.3% QoQ (from previous quarter) to reach another record high in 2Q18, according to DRAMeXchange, a division of TrendForce.
TSMC's still the top dog among global semiconductor foundries
November 30, 2017
According to TrendForce’s latest report, the global revenue for semiconductor foundry is expected to reach USD 57.3 billion in 2017, an increase of 7.1% compared with 2016, marking the fifth consecutive year with a growth rate over 5%.
Pure-Play foundries boosting their presence in China
November 13, 2017
With fabless companies in China on the rise, the country is expected to account for 13% share of pure-play foundry sales in 2017, writes market researcher IC Insights.
Prices of NOR Flash products go up 20% sequentially for 3Q
July 10, 2017
Increasing demand for AMOLED panels from smartphone brands and the rising production of ICs for Touch with Display Driver Integration (TDDI) has propelled the growth of the NOR Flash market in the recent period, according to DRAMeXchange.
1Q/17 Global DRAM revenue rose by 13.4% QoQ
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May 22, 2017
The global DRAM revenue reached a new record high in the first quarter of 2017, reports DRAMeXchange, a division of TrendForce.
