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Top 10 foundries expected to increase revenues by 20%
February 24, 2021
Demand 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, 2021
The 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, 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.
China to fall far short of its ‘Made in China 2025’ goals for ICs
January 08, 2021
IC 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, 2021
Demand 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, 2021
Owing 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, 2020
Following 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, 2020
On 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, 2020
Demand 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, 2020
IC 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, 2020
Despite 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, 2020
UMC 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, 2020
However, 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 restrictions
October 05, 2020
On 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.
The US tightens control of export to China’s SMIC
September 28, 2020
Back in early September, Semiconductor Manufacturing International Corporation (SMIC) found itself in the news regarding a potential US ban, much like the one experienced by Huawei. Fast forward until now and by the looks of it, SMIC is out in the cold.
Pure-play foundry market on pace for strongest growth since 2014
September 23, 2020
Application processors and other device sales for 5G smartphones act as a robust driver, says IC Insights.
SMIC responds to reports about a potential blacklist situation
September 07, 2020
Chinese semiconductor foundry, Semiconductor Manufacturing International Corporation (SMIC), found itself in eye of the storm following reports of a potential U.S. ban, much like the one experienced by Huawei.
Foundry revenue projected to grow by 14% YoY in 3Q20
August 24, 2020
Downstream foundry clients are currently exhibiting strong demand due to upcoming year-end shopping festivities in Europe and North America and the National Day long weekend and Singles’ Day sales promotions in China, according to TrendForce’s latest investigations.
What are the impacts of expanded US sanctions against Huawei
August 21, 2020
TrendForce has dug deep to analyse the potential impacts that the expanded sanctions against Huawei have on five tech industries, including semiconductors, memory products, smartphones, display panels, and 5G communications.
NOR Flash ASP to potentially drop in 2H20
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June 23, 2020
NOR Flash buyers found that their inventories were low and stepped up their procurement efforts as they anticipated the growing risk of COVID-19 causing disruptions in the supply chain.
