Global semiconductor fab capacity to expand 6% in 2024
June 26, 2024
To keep pace with the growth in demand for chips, the global semiconductor manufacturing industry is expected to increase capacity by 6% in 2024 and post a 7% gain in 2025, reaching a record capacity high of 33.7 million wafers per month (wpm: 8-inch equivalent), SEM reports.
Global chip manufacturing to grow by 6% in 2024
June 20, 2024
New research by SEMI predicts that the global semiconductor manufacturing industry will increase capacity by 6% in 2024 – and 7% next year.
SMIC: making 5nm chips without EUV machines?
June 20, 2024
New reports say China’s largest foundry has found a way to manufacture 5nm chips using deep ultraviolet (DUV) lithography machines purchased before the US imposed export restrictions.
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.
Record volume of IC wafer capacity coming online in 2025
June 06, 2024
A record volume of IC wafer capacity is set to come online in 2025, according to the latest Global Wafer Capacity 2024 report from Knometa Research. This surge in capacity comes amidst challenging global economic conditions and a recovering semiconductor market, which began showing signs of improvement in late 2023.
China's national chip fund raises $48bn to help local firms
May 28, 2024
Beijing has just confirmed the third instalment of its national semiconductor 'Big Fund', and it's the biggest yet.
ASML: we can disable our machines remotely
May 23, 2024
What happens if China invades Taiwan? ASML and TSMC will shut their factories down – from anywhere in the world.
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.
US Commerce Department reveals new set of Huawei chip bans
May 10, 2024
The US government has revoked licenses that let companies including Intel and Qualcomm sell their chips to Chinese telco firm Huawei.
The foundry industry is showing signs of stabilisation
May 01, 2024
The foundry industry is showing signs of stabilisation, marked by a 10% QoQ growth, indicative of ongoing inventory normalisation, says Counterpoint Research.
New Huawei phones feature SMIC's newest 7nm chips
April 26, 2024
Huawei’s latest Pura 70 series smartphones comprise an advanced made-in-China processor in defiance of US export curbs.
Huawei to develop lithography tech at new R&D centre
April 12, 2024
Chinese tech giant Huawei is reported to be building a new research unit in Shanghai. It wants to develop chipmaking tools that could eventually rival those of ASML, Canon, and Nikon.
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.
China will set aside $27bn to counter US sanctions
March 11, 2024
Central and local government agencies in China are pouring money into the so-called Big Fund, which was set up to accelerate the development of chip making tech in the country.
SMIC making progress towards 5nm chip tech
March 04, 2024
China's leading foundry Semiconductor Manufacturing International Corporation is reported to be closing in on 5-nanometer mode manufacturing in spite of US sanctions.
SMIC's revenue fell by nearly $1bn in 2023
February 08, 2024
China’s biggest chip firm, SMIC, endured a tough 2023 with sales down to $6.32 billion from $7.27 billion a year earlier.
Will SMIC bring 5nm fabrication to China this year?
February 07, 2024
China is a long way behind in advance chip manufacturing, but fresh reports say the country could be on the verge of a 5nm node breakthrough.
350+ new Chinese semiconductor industry projects in 2023
February 01, 2024
In a time where we're seeing more and more investments being made to secure technological sovereignty concerning semiconductors – both in terms of innovation and manufacturing – China is making a push strategically fortify itself.
Report: China’s chip capacity could double in seven years
January 15, 2024
A new industry study says China is preparing to boost its chip manufacturing capacity by a huge margin before the end of the decade.
Huawei back from the brink with 9% annual sales jump
December 29, 2023
China's tech powerhouse Huawei has reported its best financial numbers in years, with annual sales of USD 98.7 billion.
Brite Semiconductor gets go-ahead for IPO
December 22, 2023
The Shanghai Stock Exchange says it has approved the listing of Brite Semiconductor, after reviewing Brite's relationship with chip foundry SMIC.
China continues to enhance AI chip self-sufficiency,
December 11, 2023
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilised not only in Huawei's public cloud infrastructure but also sold to other Chinese companies.
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.
Nvidia sees strong cloud AI demand, but challenges in China
November 23, 2023
Nvidia's most recent FY3Q24 financial reports reveal record-high revenue coming from its data centre segment, driven by escalating demand for AI servers from major North American CSPs. However, TrendForce points out that recent US government sanctions targeting China have impacted Nvidia's business in the region.
Applied Materials under investigation for shipments to SMIC
November 20, 2023
Semiconductor equipment company Applied Materials is under criminal investigation in the United States for potentially violating export restrictions – having supplied China's SMIC.
China is beefing up its wafer capacity
November 16, 2023
TrendForce has taken a deep dive into mainland China’s semiconductor manufacturing capacity, investigating the country's existing and future fab capacity.
SMIC reports 80% slump in 3Q profits
November 10, 2023
China's largest chipmaker SMIC has blamed weak demand and ongoing restrictions imposed by the US for a huge fall in quarterly profits.
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.
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.
Pixelworks appoints new COO for Shanghai subsidiary
September 04, 2023
Pixelworks, a provider of video and display processing solutions, has appointed Wallace Pai as Executive Vice President and Chief Operating Officer of its Shanghai-based subsidiary, Pixelworks Semiconductor Technology (Shanghai), otherwise called PWSH.
Huawei to make mobile chips again this year?
July 28, 2023
Speculation suggests Huawei might be set to resume manufacturing mobile chipsets - three years after the US cut access to customers and suppliers.
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