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.
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.
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