2Q25 foundry revenue surges 14.6% – TSMC extends market dominance September 02, 2025 Global foundry revenue rose 14.6% quarter-on-quarter (QoQ) in the second quarter of 2025 to a record USD 41.7 billion, according to TrendForce. The increase was driven by China’s consumer subsidy program and early demand for smartphones, notebooks, PCs, and servers ahead of second-half launches, reports TrendForce.
Semiconductor foundry landscape to transform by 2030 June 25, 2025 Market intelligence and analyst firm Yole Group explores the status of the semiconductor foundry in its latest report – digging deep into the geopolitical, economic, and capacity realignments setting the stage for the foundry industry.
Top 10 foundries face tariffs and subsidies, 1Q revenue declines June 11, 2025 The global foundry industry recorded USD 36.4 billion in revenue for Q1 2025, representing a 5.4% quarter-on-quarter decline, according to TrendForce. The revenue drop was softened by last-minute rush orders ahead of the US reciprocal tariff exemption deadline and continued demand driven by China’s 2024 consumer subsidy program.
UMC opens new fab expansion in Singapore April 01, 2025 Semiconductor foundry United Microelectronics Corporation (UMC) has officially opened its new fab facility in Singapore. The first phase of the new facility will start volume production in 2026, bringing UMC’s total production capacity in Singapore to more than 1 million wafers annually.
Foundry market hits $38.5B as top 10 dominate with 96% share March 11, 2025 The global foundry industry reached a new revenue record of USD 38.48 billion in Q4 2024, driven by strong demand for advanced process nodes in AI servers, flagship smartphone application processors, and new PC platforms, reports TrendForce. The top 10 foundries achieved nearly 10% QoQ revenue growth, despite weakening demand for mature process technologies.
Minimal impact on wafer fabs following Taiwanese earthquake January 23, 2025 A magnitude 6.4 earthquake struck southern Taiwan near Chiayi in the early hours of January 21, 2025. According to TrendForce, preliminary assessments indicate minimal damage to nearby wafer fabs.
Global semiconductor market to grow by 15% in 2025 December 12, 2024 Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
3Q24 global top 10 foundry revenues reach record highs December 05, 2024 TrendForce reports that despite a weak economy in Q3 2024, new smartphone and PC launches, along with strong demand for AI servers, boosted wafer foundry capacity utilisation compared to Q2.
NexChip and Samsung Foundry lead LCD and OLED driver IC markets October 23, 2024 NexChip and Samsung Foundry have emerged as major leaders in the display driver IC (DDIC) industry for 3Q24, according to the most recent insights from Omdia's Display Driver IC industry Tracker.
UMC and Ngee Ann Polytechnic to strengthen semiconductor talent pipeline October 01, 2024 UMC’s Singapore fab expansion is set to begin operations in 2026, and is expected to create significant job opportunities for engineering talents. The company has signed a Memorandum of Understanding (MOU) with Ngee Ann Polytechnic (NP) to enhance training for engineering talents and expand the workforce for the semiconductor industry.
Urgent orders boost wafer foundry utilisation in Q2 September 03, 2024 Customers have started to restock components following the arrival of China's 618 mid-year shopping season and consumer electronics inventory levels approaching healthy levels. This has led to urgent orders for wafer foundries, reports TrendForce.
Chiplet startup DreamBig closes $75m equity round July 18, 2024 The Samsung Catalyst Fund was among those to invest in US-based DreamBig, the creator of an open chiplet platform for developing advanced 3D semiconductors.
Top 10 global foundries see 4.3% QoQ drop in 1Q24 June 12, 2024 The first quarter of 2024 marked the entry of a traditional off-season for the consumer end, according to a survey by TrendForce. Orders were mainly for restocking inventory, and the supply chain was slow overall. Economic risks like inflation and geopolitical conflicts led to revisions in forecasts for automotive and industrial equipment. AI servers played a key role in supporting the supply chain. Despite this, the top 10 global foundries saw a 4.3% revenue drop to USD 29.2 billion.
Record volume of IC wafer capacity coming online in 2025 June 06, 2024 A record volume of IC wafer capacity is set to come online in 2025, according to the latest Global Wafer Capacity 2024 report from Knometa Research. This surge in capacity comes amidst challenging global economic conditions and a recovering semiconductor market, which began showing signs of improvement in late 2023.
US tariff barriers boosts Utilisation rates at Taiwanese foundries May 22, 2024 The White House announced new tariffs on Chinese imports on May 14th, including a 50% tariff on semiconductor products manufactured in China, which will take effect by 2025. Something that has led to an increase in orders for Taiwanese foundries.
The foundry industry is showing signs of stabilisation May 01, 2024 The foundry industry is showing signs of stabilisation, marked by a 10% QoQ growth, indicative of ongoing inventory normalisation, says Counterpoint Research.
China to become the largest source of IC wafer capacity by 2026 April 10, 2024 According to the Global Wafer Capacity 2024 report from Knometa Research, wafer capacity for IC production is projected to grow on average 7.1% each year through 2026.
Earthquake update: Taiwan's tech sector weathers the storm April 04, 2024 Taiwan's wafer foundries and DRAM production remains unaffected following the earthquake that struck the island on April 3, 2024.
Taiwan earthquake spares DRAM and foundry production April 03, 2024 In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers.
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.
Intel and UMC's partnership – a win-win for both January 30, 2024 Intel and UMC officially announced their landmark collaboration on January 25, 2024, geared toward developing the 12-nanometer process. TrendForce believes that this partnership, which leverages UMC’s diversified technological services and Intel’s existing factory facilities for joint operation, not only aids Intel in transitioning from an IDM to a foundry business model but also brings a wealth of operational experience and enhances manufacturing flexibility.
Intel and UMC to develop 12nm process platform January 26, 2024 Intel and United Microelectronics Corporation (UMC) will collaborate on a 12-nanometer process to be manufactured at Intel fabs in Arizona from 2027.
Japanese earthquake halts wafer, MLCC, and semiconductor fabs January 02, 2024 TrendForce’s investigation into the impact of the recent strong earthquake in the Noto region of Ishikawa Prefecture, Japan, reveals that several key semiconductor-related facilities are located within the affected area.
Taiwan’s foundry capacity share projected to decline to 41% December 14, 2023 TrendForce’s latest findings show that as of 2023, Taiwan holds approximately 46% of global semiconductor foundry capacity, followed by China (26%), South Korea (12%), the US (6%), and Japan (2%).
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.
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.
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.
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.