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The impact of US sanctions on the Chinese semiconductor landscape
October 25, 2022
As previously reported, back in early October, the US launched a series of updates to its export regulations concerning semiconductors and associated technologies to China. Two of the nine new rules stand out, given the scale of both the short-term and long-term impact that they will cause.
Added pressure on China – US restrictions now include memory
October 10, 2022
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category.
US Department of Defense blacklists drone maker DJI
October 07, 2022
The US Department of Defense has added more Chinese companies to a blacklist that identifies the companies as “Chinese military companies” and subjects them to an investment ban from American companies.
Is the semiconductor shortage over?
September 27, 2022
Although there are still sporadic shortages of specific components, the curtain has officially fallen on a two-year wave of shortages in general, and brands have gradually suspended stocking in response to changes in market conditions.
SMIC to invest $7.5 billion to expand production in Tianjin
August 26, 2022
The Chinese semiconductor foundry has signed a framework agreement for a 12-inch wafer production line in Tianjin with registered capital of USD 5 billion and planned investment of USD 7.5 billion.
SMIC second quarter revenue surge
August 15, 2022
Chinese semiconductor manufacturer Semiconductor Manufacturing International Corporation (SMIC), is reporting second-quarter revenue USD 1,903.2 million, an increase of over 40% YoY.
US passes CHIPS Act – puts more pressure on China
August 01, 2022
The disruption of the chip supply chain caused by the pandemic in the past two years, as well as geopolitical flashpoints such as Sino-US trade frictions and the Russia-Ukraine war, have led regional economies worldwide to focus more on the autonomy of local production and supply chains.
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.
Strong growth in wafer capacity for image sensors expected
June 13, 2022
Global installed capacity for image sensors was one million 200mm-equivalent wafers per month at the end of 2021. According to a new Global Wafer Capacity 2022 report from Knometa Research, image sensor capacity is forecasted to increase by 13% in 2022.
China-based IC production to represent 21.2% of China IC market in 2026
May 19, 2022
Foreign 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, 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.
Wafer capacity to climb 8.7% as 10 new fabs enter production
April 22, 2022
The 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, 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.
Foundry market expected to logg 20% growth in 2022
March 09, 2022
After 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, 2022
From 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, 2022
Benefiting 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, 2021
Foundries 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
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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.
