Price and lead time trends for 2Q 2021
April 15, 2021Since 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.
Foundry revenue projected to reach historical high in 2021
April 15, 2021As 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.
SMIC to set up 12-inch wafer production in Shenzhen
March 19, 2021The Chinese semiconductor manufacturer says that it has entered into an agreement with the Shenzhen Government under which it intends to develop and operate a 28nm fab.
Progress in importation of US equipment dispels doubts on SMIC’s capacity expansion
March 08, 2021The major suppliers of WFE (wafer fab equipment) in the US are progressing smoothly in the application for license from the US government for the exportation of equipment systems, equipment parts, and customer services for 14nm and above processes to Chinese foundry SMIC, says TrendForce.
Revenue per wafer climbs as demand surges
March 05, 2021The success and proliferation of integrated circuits has largely hinged on the ability of IC manufacturers to continue offering more performance and functionality for the money. But despite high development costs, smaller nodes bring greater revenue per wafer.
Top 10 foundries expected to increase revenues by 20%
February 24, 2021Demand in the global foundry market remains strong in 1Q21, according to TrendForce’s latest investigations. As various end-products continue to generate high demand for chips, clients of foundries in turn stepped up their procurement activities, which subsequently led to a persistent shortage of production capacities across the foundry industry.
SMIC unable to keep up with demand amid shortage and sanctions
February 16, 2021The Chinese semiconductor manufacturer, even with plants running “fully loaded” cannot work fast enough to keep up with customer demand for certain mature technologies.
Top 5 wafer capacity leaders raise their global share to 54%
February 10, 2021Each 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.
China to fall far short of its ‘Made in China 2025’ goals for ICs
January 08, 2021IC Insights forecasts China-produced ICs will represent only 19.4% of its IC market in 2025, a fraction of the Made in China 2025 goal of 70%.
Tight LDDI supply expected to continue in 2021
January 06, 2021Demand for IT panels skyrocketed in 2020 due to the rising popularity of WFH and distance education, in turn propelling large-sized display driver IC (LDDI) demand to 5.827 billion units, a 2.3% growth YoY, according to TrendForce’s latest investigations.
Global smartphone production expected to reach 1.36B units in 2021
January 05, 2021Owing to the impact of the COVID-19 pandemic, global smartphone production reached a mere 1.25 billion units in 2020, a record-breaking 11% YoY decrease, according to TrendForce’s latest investigations.
7/5nm processes drive foundry capital spending
December 29, 2020Following spending of $106.1 billion in 2018 and $102.5 billion in 2019, worldwide semiconductor capital spending is expected to grow 6% to $108.1 billion in 2020, writes market researcher IC Insights.
China’s semiconductor progress to take a hit as the US blacklists SMIC
December 08, 2020On December 3, the U.S. Department of Defense announced its latest sanctions against four Chinese companies, including SMIC, which is the leading foundry in China, according to TrendForce.
Total revenue of top 10 foundries expected to increase by 18% YoY in 4Q20
December 07, 2020Demand in the foundry market has remained strong in 4Q20, as production capacities across the industry remain fully loaded, with the tight supply of wafer capacities leading to a price hike in foundry services and subsequently driving up total quarterly industry revenue, according to TrendForce.
Wafer capacity by feature size shows strongest growth at <10nm
November 25, 2020IC capacity for leading-edge (<10nm) processes is expected to grow and become the largest portion of monthly installed capacity across the industry beginning in 2024, based on information in IC Insights’ Global Wafer Capacity 2020-2024 report.
Foundry revenue expected to increase by 23.8% YoY in 2020
November 19, 2020Despite the COVID-19 pandemic’s negative impact on the global economy, several emergent trends, such as WFH, distance education, rising 5G smartphone penetration, and strong component demand from telecom infrastructure build-out, have resulted in a bullish semiconductor market against economic headwinds, according to TrendForce.
While close to settling legal case with US, UMC to focus more on foundry business
October 22, 2020UMC has announced today (Oct. 22) that the legal case against the company filed by the U.S. Justice Department for stealing trade secrets could now be resolved as soon as possible, according to TrendForce’s latest investigations.
China forecast to represent 22% of the foundry market in 2020
October 14, 2020However, market uncertainty looms as TSMC's shipments to HiSilicon ceased in mid-September, says IC Insights.
China's semiconductor industry to brace for impact as SMIC assesses export restrictionsLoad more news
October 05, 2020On October 4, 2020, SMIC made formal announcements assessing the Commerce Department’s notification to SMIC's suppliers that they will be restricted from shipping certain U.S.-originated equipment, components, and raw materials to the Chinese foundry, according to TrendForce's latest investigations.