China-based IC production to represent 21.2% of China IC market in 2026
May 19, 2022Foreign companies – such as Samsung, SK Hynix, TSMC and others – are expected continue to comprise more than 50% of IC production in China through 2026, says IC Insights.
Localisation of chip manufacturing rising
April 25, 2022According 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.
Wafer capacity to climb 8.7% as 10 new fabs enter production
April 22, 2022The volatile nature of the IC industry is reflected by large swings in annual wafer starts, says IC Insights. Over the past five years, for example, annual wafer start growth rates have ranged from -4.7% in 2019 to 19.0% growth in 2021.
Top 10 foundries post record 4Q21 performance
March 14, 2022The 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.
Foundry market expected to logg 20% growth in 2022
March 09, 2022After dropping 2% in 2019, the foundry market logged a strong 21% rebound in 2020 as application processor and other telecomm device sales into 5G smartphones acted as strong drivers, reports IC Insights.
8-inch wafer capacity remains tight, shortage to ease in 2H23
February 08, 2022From 2020 to 2025, the compound annual growth rate (CAGR) of 12-inch equivalent wafer capacity at the world's top ten foundries will be approximately 10% – with the majority of these companies focusing on 12-inch capacity expansion, which will see a CAGR of approximately 13.2%, according to TrendForce’s research.
Mobile phone AMOLED panels to reach 46% market penetration in 2022
January 06, 2022Benefiting from expanded introduction of AMOLED mobile phone models by Apple, Samsung and Chinese brands, the market penetration rate of AMOLED panels for mobile phones in 2021 was 42%, according to TrendForce's investigations.
Semi capex on pace for 34% growth in 2021 to record $152B
December 21, 2021Foundries are forecasted to account for over one-third of semiconductor capex spending this year. New factories and equipment for 7/5/3nm processes highlight growing dependence on foundry business model.
Foundry revenue rises by 12% QoQ for 3Q21, says TrendForce
December 03, 2021Although 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.
Top25 semiconductor suppliers' sales growth to skyrocket
November 18, 2021The semiconductor market is forecast to increase 23% this year, fueled by changing habits caused by the Covid-19 pandemic and the subsequent economic rebound from it in 2021, says IC Insights. The market research company also provides a projected ranking of the top 25 semiconductor suppliers based on sales growth rate.
What happened to my chip supply?
November 15, 2021The pandemic did indeed send massive ripples through supply chains around the globe – but it was never the start of the semiconductor crisis, the semiconductor supply chain was on shaky legs long before COVID-19 shut down entire countries and trade.
IC Industry at heart of possible China takeover of Taiwan
October 14, 2021Combined, 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.
When will this chip squeeze end? In 2H22 says TrendForce
October 07, 2021A continued high demand and not enough capacity has seen the continuation of a very persistent chip shortage. But the question is, when can we expect this to end? Well, market intelligence provider TrendForce says it wont happen until the second half of 2022.
Foundry market tracking toward record-tying 23% growth in 2021
September 23, 2021Application processors for 5G smartphones, networking and data center processors drive growth at leading edge but demand seen across all segments, says IC Insights.
SMIC adds USD 8.9 billion investment in Shanghai
September 03, 2021SMIC plans to invest USD 8.87 billion a new facility in Shanghai (China). To that end, the chip manufacturer and Lin-Gang FTZ Administration intend to establish a joint venture company based in the Shanghai Pilot Free Trade Zone Lin-Gang Special Area.
Foundry revenue with 6% QoQ growth thanks to persistent demand
August 31, 2021The 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.
What is semiconductor sovereignty worth?
July 14, 2021The EU, US and Asia all have one thing in common when it comes to semiconductors—all are willing to invest billions in research and production to claim a stronger stake in global market share.
Supply of large-sized panel DDI likely to remain tight
June 21, 2021The stay-at-home economy generated by the COVID-19 pandemic has galvanised a rising demand for IT products this year, with a corresponding increase in DDI demand as well, according to TrendForce’s latest investigations.
The global chip shortage - a timeline of unfortunate events
June 04, 2021COVID-19 has sent traumatic ripples through supply chains around the globe, but the semiconductor supply chain was fragile long before governments shut down and catastrophe struck. In a culmination of negative variables, the chip shortage has amassed over the years from a series of unfortunate events.
Quarterly revenue of top 10 foundries breaks records in 1Q21Load more news
May 31, 2021Owing 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.