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Top 10 foundries expected to increase revenues by 20%
February 24, 2021
Demand in the global foundry market remains strong in 1Q21, according to TrendForce’s latest investigations. As various end-products continue to generate high demand for chips, clients of foundries in turn stepped up their procurement activities, which subsequently led to a persistent shortage of production capacities across the foundry industry.
Top 5 wafer capacity leaders raise their global share to 54%
February 10, 2021
Each of the top-five wafer capacity leaders had capacity of at least 1.5 million wafer starts per month. The combined capacity of the top five companies represented 54% of total global wafer capacity in December 2020, up one point from 53% in 2019.
TDDI IC shipments poised for growth due to strong end-demand
January 18, 2021
Given the forecasted recovery of the smartphone market and the corresponding rise in TDDI IC demand throughout this year, total smartphone TDDI IC shipment for 2021 is expected to reach 760 million units, according to TrendForce’s latest investigations.
Limited IC supply to bottleneck monitor panel shipments
January 15, 2021
The stay-at-home economy generated by the COVID-19 pandemic has resulted in persistent demand for IT products such as monitors, says TrendForce.
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.
Global TV shipment expected to reach 223M units in 2021
January 11, 2021
Thanks to the stay-at-home economy brought about the by the COVID-19 pandemic, TV shipment in North America saw the start of an upturn in late March last year, while demand in the European market also gradually ramped up in 2H20, 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%.
Tight LDDI supply expected to continue in 2021
January 06, 2021
Demand for IT panels skyrocketed in 2020 due to the rising popularity of WFH and distance education, in turn propelling large-sized display driver IC (LDDI) demand to 5.827 billion units, a 2.3% growth YoY, according to TrendForce’s latest investigations.
Global smartphone production expected to reach 1.36B units in 2021
January 05, 2021
Owing to the impact of the COVID-19 pandemic, global smartphone production reached a mere 1.25 billion units in 2020, a record-breaking 11% YoY decrease, according to TrendForce’s latest investigations.
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.
EpiWorld qualifies AIXTRON G5 WW C system for SiC ramp-up
December 18, 2020
Chinese foundry, Epiworld International, has qualified AIXTRON’s new SiC platform, AIX G5 WW C system, for high volume manufacturing of SiC Epitaxy products at its new production side in Xiamen.
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.
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.
Intel to keep its number One in 2020
November 24, 2020
Seven top-15 semiconductor suppliers forecast to show ≥22% growth this year with Nvidia expected to post a huge 50% increase, writes market researcher IC Insights in their latest report.
SK hynix & Robert Bosch invests in memory startup
November 20, 2020
Ferroelectric Memory GmbH (FMC), a developer of ferroelectric hafnium oxide memory technology, has completed a USD 20 million Series B funding.
Foundry revenue expected to increase by 23.8% YoY in 2020
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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.
