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TSMC says its to early make a final decision on German expansion
July 26, 2021
Semiconductor foundry giant TSMC says that it’s too early to say whether the company will expand with new factories in Germany and that discussions are still in early stages.
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.
MediaTek joins semiconductor titans in research consortium
June 30, 2021
Semiconductor Research Corporation (SRC), a global semiconductor research consortium, has added MediaTek Inc. as its newest member. MediaTek joins eight of the top 10 semiconductor companies as members of the consortium.
iPhone production for 2021 projected to reach 223M units
June 22, 2021
This year, the US and Europe, which are Apple’s main markets for iPhone devices, are seeing an easing of the pandemic and expecting an economic recovery. Furthermore, Apple is expected to benefit from Huawei’s abandonment of some market share for high-end smartphones, and the sales of the new iPhone devices in 2H21 will likely be boosted thanks to this development.
After a 3% drop, Automotive IC market to surge more than 25% in 2021
June 17, 2021
Since 1998, only the automotive and communications end-use segments have gained marketshare. Driven by the global explosion of smartphone demand, the communications market almost doubled its share of the IC market from 18.5% in 1998 to 35.0% in 2020.
Crypto mining - key to Nvidia overtaking Broadcom in 1Q21
June 14, 2021
While foundry capacities remained tight, prompting IC design companies to compete over limited foundry capacities in order to fulfill rising demand for various end devices, the top 10 IC design (fabless) companies posted remarkable revenues in 1Q21, according to TrendForce’s latest investigations.
Automotive IC marketshare slips in 2020 after steady gains
June 10, 2021
However, after a 3% drop in 2020, the automotive IC market is forecast to surge more than 25% in 2021, says IC Insights
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.
TSMC starts construction of Arizona chip fab
June 02, 2021
TSMC has started construction at a site in Arizona where it plans to spend USD 12 billion to build a computer chip factory.
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.
Top-15 semi companies log YoY growth of 21% in 1Q21
May 26, 2021
Excluding Intel, the group would have shown a 29% jump in 1Q21/1Q20 sales.
Taiwan power outage has no impact on memory fabs
May 14, 2021
The Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13 (today local time) due to malfunction. The effect of this incident has been felt across the entire island.
Sources: TSMC is planning five additional fabs in Arizona
May 06, 2021
The worlds biggest semiconductor foundry is reportedly planning to build several new manufacturing facilities in the US, more specifically in Arizona.
Vanguard to acquire AU Optronics facility
April 30, 2021
Taiwanese contract chipmaker Vanguard International Semiconductor Corp. has agreed to purchase an 8-inch semiconductor fab (around 48'400sqm) at Hsinchu Science Park for USD 32.5 million.
Impact of power outage on TSMC fab still under assessment
April 16, 2021
TSMC’s Fab14 P7 in the Southern Taiwan Science Park suffered a power outage on April 14th. The cause of the power outage was an accidental severing of an underground power cable during construction work nearby.
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.
TSMC to invest $100 billion to increase capacity
April 01, 2021
In the midst of a global semiconductor shortage, the manufacturing giant announces that it is planning to invest USD 100 billion over the course of three years.
Renesas fire to exacerbate tight supply of automotive MCUs
March 23, 2021
While Renesas aims to get the fab back in operation within one month, TrendForce expects the immediate task of restoring the cleanroom and installing new equipment to take much longer than that.
World domination for Samsung and TSMC
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March 17, 2021
Keeping up with producing leading-edge IC technology has become increasingly expensive over the past 25 years. The investment required to implement the most advanced process technologies for logic devices has now driven out all but three companies—Samsung, TSMC, and Intel—from the leading edge portion of the market.
