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2H20 growth expectations vary among leading IC suppliers
September 10, 2020
As expected, most IC suppliers experienced weaker demand and generally poor sales results in the first half of this year due to the Covid-19 pandemic and strained U.S./China trade relations. However, as reported by IC Insights, some key IC suppliers believe that the second half of this year will yield better results.
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.
Massive Chinese semiconductor constitution site stands idle
September 02, 2020
The USD 20 billion investment to construct a massive semiconductor manufacturing complex in Wuhan, China has has stalled, reportedly due to lack of funding.
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.
ASML opens EUV technology training Centre in Taiwan
August 24, 2020
The company has officially opened its newr Global EUV (extreme ultraviolet) Training Centre in Tainan, Taiwan. This new training centre, according to the company, features live EUV machine modules and training courses for engineers for.
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.
China-based HiSilicon's time in the top-10 ranking may be short lived
August 14, 2020
Top-10 semiconductor suppliers logged strong 17% jump in 1H20/1H19 sales, says IC Insights.
Apple to start mass producing Mac SoC, projected to cost under US$100
July 08, 2020
According to the latest investigations by TrendForce, Apple officially unveiled its self-designed Mac SoC processors based on the ARM architecture in June, with the market release of the first Mac device with Apple Silicon (which broadly refers to chips designed by Apple) scheduled to take place by the end of this year.
NXP selects TSMC 5nm process for next-gen automotive platform
June 12, 2020
NXP and TSMC have entered into a collaboration agreement to adopt TSMC’s 5-nanometer (5nm) technology for NXP’s next generation, high-performance automotive platform.
Total foundry revenue increases by 20% YoY in 2Q20
June 11, 2020
According to the latest investigations by TrendForce, the combined revenues of the top 10 foundries increased by more than 20% YoY in 2Q20.
China falls far short of its "Made-in-China 2025" goal
May 27, 2020
IC production in China represented 15.7% of its $125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014. IC Insights forecasts that this share will increase by 5.0 percentage points to 20.7% in 2024 (one percentage point per year on average).
COVID-19 highlights the gravity of the secondary market for SME
May 26, 2020
Cha Jin-Seok, Chief Financial Officer of SK Hynix, said it best in the company’s Q1 earnings call, “Because of a never experienced pandemic, even basic business activities such as maintaining normal operations and predicting future demand have become challenging tasks.”
Senate Dems to Trump: Release details of TSMC plant deal
May 21, 2020
Democratic lawmakers are pressuring the Trump administration to respond to serious questions about Taiwan Semiconductor Manufacturing Co Ltd’s (TSMC) plans to build a USD 12 billion plant in Arizona, which the company announced last week.
Will TSMC bring other players to the US?
May 18, 2020
TSMC’s expansion plan in the U.S. may be accompanied by other actors in 12-inch supply chain too, says TrendForce.
TSMC confirms its intention to build new US fab
May 15, 2020
The Semiconductor giant has announced its intention to build and operate an advanced semiconductor fab in the United States with support from the US government and the state of Arizona.
U.S. Government, chipmakers in talks
May 12, 2020
Two U.S. chipmakers said this week that Washington has been knocking around ideas with U.S. semiconductor companies about the possibility of building chip factories in the United States.
China enters the top-10 among semi suppliers
May 11, 2020
HiSilicon is the first China-based semiconductor supplier to be ranked in the top-10.
Macs with Apple chips on the horizon
April 24, 2020
Apple Inc. is planning to start selling Mac computers equipped with its own main processors as soon as next year.
Global semiconductor capex forecast to drop 3% again this year
April 20, 2020
Semiconductor producers hoping to keep capital spending plans intact despite virus outbreak.
Foundry revenue estimated to grow in 1Q20, while COVID-19 may hinder future demand
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March 20, 2020
The COVID-19 pandemic has caused a reduction in the demand for end-products; its impact on the foundry industry will likely surface in 2Q20, says TrendForce.
