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TSMC to kick off mass production of Intel CPUs in 2H21
January 14, 2021
Intel has outsourced the production of about 15-20% of its non-CPU chips, with most of the wafer starts for these products assigned to TSMC and UMC, according to TrendForce’s latest investigations.
Power outage at UMC Lixing causes large-scale voltage drops in vicinity
January 12, 2021
An abnormality which caused a power outage in the GIS (gas insulated switchgear) equipment at UMC’s facilities on Lixing Road, Hsinchu, resulted in a voltage drop for other fabs located in the surrounding area, according to TrendForce’s latest investigations.
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%.
Prices of NAND flash controller ICs poised to rise by 15-20%
December 23, 2020
In the upstream semiconductor industry, the major foundries such as TSMC and UMC are reporting fully loaded capacities, while in the downstream, the available production capacity for OSAT is also lacking, according to TrendForce’s latest investigations.
Foundry and DRAM manufacturing unaffected by Taiwan earthquake
December 15, 2020
An earthquake that was 6.7 in magnitude occurred off the eastern coast of Taiwan at 9:19 p.m. on December 10. Right after the earthquake had struck, TrendForce immediately began checking the operational statuses of the semiconductor plants in Taiwan and surveying the possible damages resulting from the event.
Oversupply to continue affecting NAND flash prices
December 14, 2020
The percentage distribution of 2021 NAND Flash bit demand by application currently shows that client SSD accounts for 31%, enterprise SSD 20%, eMMC/UFS 41%, and NAND wafer 8%, according to TrendForce’s latest investigations.
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.
Toshiba says it's not negotiating with UMC
November 30, 2020
Toshiba Electronic Devices & Storage Corporation states that despite certain media reports, the company is not selling two of its fabs to Taiwanese United Microelectronics Corporation.
Wafer capacity by feature size shows strongest growth at <10nm
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.
Foundry revenue expected to increase by 23.8% YoY in 2020
November 19, 2020
Despite the COVID-19 pandemic’s negative impact on the global economy, several emergent trends, such as WFH, distance education, rising 5G smartphone penetration, and strong component demand from telecom infrastructure build-out, have resulted in a bullish semiconductor market against economic headwinds, according to TrendForce.
While close to settling legal case with US, UMC to focus more on foundry business
October 22, 2020
UMC has announced today (Oct. 22) that the legal case against the company filed by the U.S. Justice Department for stealing trade secrets could now be resolved as soon as possible, according to TrendForce’s latest investigations.
China forecast to represent 22% of the foundry market in 2020
October 14, 2020
However, market uncertainty looms as TSMC's shipments to HiSilicon ceased in mid-September, says IC Insights.
China's semiconductor industry to brace for impact as SMIC assesses export restrictions
October 05, 2020
On October 4, 2020, SMIC made formal announcements assessing the Commerce Department’s notification to SMIC's suppliers that they will be restricted from shipping certain U.S.-originated equipment, components, and raw materials to the Chinese foundry, according to TrendForce's latest investigations.
Pure-play foundry market on pace for strongest growth since 2014
September 23, 2020
Application processors and other device sales for 5G smartphones act as a robust driver, says IC Insights.
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.
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.
Six chip companies expecting an increase in 2Q sales
June 05, 2020
Because of uncertainty regarding the impact of Covid-19 on business in the second half of this year, many semiconductor companies have not provided full year 2020 guidance.
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).
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.
