Quarterly Foundry Market Update, Q1 2025
Overview: This report provides a comprehensive semiconductor industry analysis, focusing on supply and demand dynamics. From the supply side, it provides in-depth capacity and utilization analysis. On the demand side, it examines wafer requirements across approximately 30 critical end applications, offering a detailed view of market needs. The service delivers quarterly updates, combining robust quantitative data with qualitative insights into market trends.
Table of Contents:
- TSMC Advanced Process Node Migration
- Foundry Industry Outlook, 2025
- Vendor Capacity Forecasts and UTR by Vendors and Technology Nodes
- Smartphone and Tablet AP SoC Wafer Demand Analysis
- TWS, XR, SSD controller, and Wi-Fi Wafer Demand Analysis
- AI/Arm/x86 PC Wafer Demand Analysis
- AI GPU ASIC Wafer Demand Analysis
Number of Pages: 65
Published Date: 30 June 2025
Category
Industry
Semiconductors
Service
Foundry
Report Type
Report
Time Period
Quarterly
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Author
Zoey Hsu
Zoey Hsu embarked on her professional journey as a sales trader in the Taiwan equity market with SinoPac Securities. Her role involved conducting extensive market research focused on the semiconductor ecosystem, laying the groundwork for her expertise in the field. Zoey fostered strong relationships with key players in Taiwan's semiconductor industry during her tenure. Driven by her passion and keen interest in technology, Zoey transitioned to Counterpoint Research's foundry team, where she continues contributing her insights and expertise. Academically, Zoey holds a Bachelor of Economics degree from National Cheng-chi University.
William Li
William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.
Brady Wang
Hi, I’m Brady Wang, a seasoned professional with over 20 years of experience in the high-tech industry, spanning semiconductor manufacturing, market intelligence, and strategic advisory roles. Currently, I serve as an analyst at Counterpoint Research, where I specialize in semiconductors with a focus on advanced applications such as automotive, server platforms, and cutting-edge process nodes. My core research centers on AI servers and their key components, including GPUs, custom accelerators, high-bandwidth memory (HBM), CPUs, and advanced packaging technologies. I also track the evolution of AI server architectures, interconnect technologies, and data center deployment trends. By combining deep technical knowledge with market insight, I help clients navigate the fast-changing AI infrastructure landscape and make strategic, data-driven decisions.
David Wu
David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.