Foundry Industry H2 2024 Reading: Strong Leading Edge Node Demand for TSMC and Faster Recovery for Chinese Foundries
Overview:
The foundry industry is entering H2 2024 with strong momentum, driven by robust AI-related demand and a faster-than-expected recovery in China. Leading-edge nodes from key players like TSMC continue to gain traction, while Chinese foundries are seeing higher utilization rates due to early inventory corrections and rising domestic demand. Despite challenges in mature nodes and some delays in key product shipments, the overall market outlook remains positive. Our latest report delves into these dynamics, covering market growth trends, utilization recovery, key capacity expansions, and evolving customer demands.
Table of Contents:
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Category
Industry
Semiconductors
Report Type
Report
Time period
Half-Yearly
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