Global top 10 foundries Q4 revenue up 7.9%
March 12, 2024
The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching USD 30.49 billion.
China will set aside $27bn to counter US sanctions
March 11, 2024
Central and local government agencies in China are pouring money into the so-called Big Fund, which was set up to accelerate the development of chip making tech in the country.
SMIC making progress towards 5nm chip tech
March 04, 2024
China's leading foundry Semiconductor Manufacturing International Corporation is reported to be closing in on 5-nanometer mode manufacturing in spite of US sanctions.
SMIC's revenue fell by nearly $1bn in 2023
February 08, 2024
China’s biggest chip firm, SMIC, endured a tough 2023 with sales down to $6.32 billion from $7.27 billion a year earlier.
Will SMIC bring 5nm fabrication to China this year?
February 07, 2024
China is a long way behind in advance chip manufacturing, but fresh reports say the country could be on the verge of a 5nm node breakthrough.
350+ new Chinese semiconductor industry projects in 2023
February 01, 2024
In a time where we're seeing more and more investments being made to secure technological sovereignty concerning semiconductors – both in terms of innovation and manufacturing – China is making a push strategically fortify itself.
Report: China’s chip capacity could double in seven years
January 15, 2024
A new industry study says China is preparing to boost its chip manufacturing capacity by a huge margin before the end of the decade.
Huawei back from the brink with 9% annual sales jump
December 29, 2023
China's tech powerhouse Huawei has reported its best financial numbers in years, with annual sales of USD 98.7 billion.
Brite Semiconductor gets go-ahead for IPO
December 22, 2023
The Shanghai Stock Exchange says it has approved the listing of Brite Semiconductor, after reviewing Brite's relationship with chip foundry SMIC.
China continues to enhance AI chip self-sufficiency,
December 11, 2023
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilised not only in Huawei's public cloud infrastructure but also sold to other Chinese companies.
Top 10 foundries experience 7.9% QoQ growth in 3Q23
December 06, 2023
The third quarter of 2023 was a dynamic quarter for the global foundry industry – marked by an uptick in urgent orders for smartphone and notebook components, according to TrendForce’s research.
Nvidia sees strong cloud AI demand, but challenges in China
November 23, 2023
Nvidia's most recent FY3Q24 financial reports reveal record-high revenue coming from its data centre segment, driven by escalating demand for AI servers from major North American CSPs. However, TrendForce points out that recent US government sanctions targeting China have impacted Nvidia's business in the region.
Applied Materials under investigation for shipments to SMIC
November 20, 2023
Semiconductor equipment company Applied Materials is under criminal investigation in the United States for potentially violating export restrictions – having supplied China's SMIC.
China is beefing up its wafer capacity
November 16, 2023
TrendForce has taken a deep dive into mainland China’s semiconductor manufacturing capacity, investigating the country's existing and future fab capacity.
SMIC reports 80% slump in 3Q profits
November 10, 2023
China's largest chipmaker SMIC has blamed weak demand and ongoing restrictions imposed by the US for a huge fall in quarterly profits.
China to boost its mature process capacity
October 18, 2023
The global ratio of mature (>28nm) to advanced (>16nm) processes is expected to be about 7:3 between 2023 and 2027, according to TrendForce. China's mature process capacity is expected to increase from 29% this year to 33% by 2027.
Chilly demand prospects for 8-inch production capacity
October 04, 2023
The utilisation rate for 8-inch production capacity is expected to drop to 50-60%, says TrendForce
Top 10 foundries report a 1.1% quarterly decline in 2Q23
September 05, 2023
TrendForce reports an interesting shift in the electronics landscape: dwindling inventories for TV components, along with a surging mobile repair market that’s been driving TDDI demand, have sparked a smattering of urgent orders in the Q2 supply chain.
Pixelworks appoints new COO for Shanghai subsidiary
September 04, 2023
Pixelworks, a provider of video and display processing solutions, has appointed Wallace Pai as Executive Vice President and Chief Operating Officer of its Shanghai-based subsidiary, Pixelworks Semiconductor Technology (Shanghai), otherwise called PWSH.
Huawei to make mobile chips again this year?
July 28, 2023
Speculation suggests Huawei might be set to resume manufacturing mobile chipsets - three years after the US cut access to customers and suppliers.
China’s semiconductor expansion in mature processes remains strong
July 06, 2023
On June 30th, the Netherlands introduced new export restrictions on advanced semiconductor manufacturing equipment. Despite facing export controls from the US, Japan, and the Netherlands, TrendForce anticipates the market share of Chinese foundries in terms of 12-inch wafer production capacity will likely increase from 24% in 2022 to an estimated 26% in 2026.
Foundry market expected to drop 6.5% YoY in 2023
July 03, 2023
The global semiconductor foundry market grew 27.9% YoY in 2022. However, it is projected to decrease by 6.5% YoY in 2023 due to inventory adjustments, according to IDC.
Weak consumer product demand hits PSMC and VIS revenue hard
June 13, 2023
The foundry industry has been following a downward trend since the second half of 2022. Second and third-tier foundries, constrained by process technology limitations and high product overlap, face intense competition and lack bargaining power, reports TrendForce.
Top 10 foundries report nearly 20% QoQ revenue decline in 1Q23
June 12, 2023
TrendForce reports that the global top 10 foundries witnessed a significant 18.6% QoQ decline in revenue during the first quarter of 2023.
The global chip race – Chip Act against Chip Act
April 14, 2023
In the wake of the global semiconductor shortage, the US and the EU are both planning to invest significant sums of public funds to increase domestic semiconductor manufacture, otherwise known as the Chips Acts. But how do these semiconductor promotional acts compare against each other?
Japan joins in on chip sanctions against China
March 31, 2023
Japan will impose export restrictions on a variety of semiconductor manufacturing tools, aligning its technology trade restrictions with US efforts to limit China's capacity to produce cutting-edge chips.
All-time high in store for global 300mm semiconductor fab capacity
March 28, 2023
Semiconductor manufacturers worldwide are forecast to increase 300mm fab capacity to an all-time high of 9.6 million wafers per month (wpm) in 2026, SEMI reports.
Total revenue for top 10 foundries slip 4.7% QoQ in 4Q22
March 13, 2023
According to TrendForce’s latest survey of the global foundry market, electronics brands began adjusting their inventories in 2Q22, but foundries were unable to rapidly adapt to this development because they reside in the more upper portion of the supply chain.
Samsung, Micron, and SK Hynix owns the bulk of leading-edge wafer capacity
February 28, 2023
76% of leading-edge capacity was held by Samsung, Micron, and SK Hynix at the end of 2022, with the majority going toward the development of advanced DRAM and 3D NAND.
Global top 10 foundries’ total revenue grew by 6% in 3Q22
December 08, 2022
According to TrendForce’s research, the total revenue of the global top 10 foundries rose by 6% QoQ to USD 35.21 billion for 3Q22 as the release of the new iPhone series during the second half of the year generated significant stock-up activities across Apple’s supply chain.
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.
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