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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.
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?
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.
Infineon secures microcontroller capacity with UMC deal
March 07, 2023
The two companies have entered into a long-term strategic cooperation agreement to multiply capacity for the production of Infineon automotive microcontroller in order to serve the expanding automotive market.
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.
Foundry revenue forecasted to drop by 4% YoY for 2023
January 19, 2023
TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes.
Foundries will see steeper revenue drop in 4Q22
December 08, 2022
As orders for consumer semiconductor components undergo larger downward corrections foundries will see a steeper revenue drop in 4Q22, says TrendForce.
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.
China does not exclude force to resolve “Taiwan issue”
October 18, 2022
President Xi Jinping, during the opening of a major party meeting, told the crowd that it is up to the Chinese people to resolve disputes with Taiwan – and that the country does not exclude the use of force to do so.
Is the semiconductor shortage over?
September 27, 2022
Although there are still sporadic shortages of specific components, the curtain has officially fallen on a two-year wave of shortages in general, and brands have gradually suspended stocking in response to changes in market conditions.
Strong earthquake shakes Taiwan
September 19, 2022
Updated: A 6.8 magnitude earthquake struck Taitung in the southeastern part of Taiwan on Sunday, local time, reports the Central Weather Bureau (CBW), the country's seismological center.
Are Micron and the Taiwanese semi suppliers the canaries in the coal mine?
August 02, 2022
Early warning signs of a turning point in the semiconductor industry cycle becoming more evident.
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