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What is semiconductor sovereignty worth?
July 14, 2021
The 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, 2021
The 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, 2021
COVID-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 1Q21
May 31, 2021
Owing 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.
Price and lead time trends for 2Q 2021
April 15, 2021
Since 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, 2021
As 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, 2021
The 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, 2021
The 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, 2021
The 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, 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
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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.
