Quarterly Foundry Market Update, Q3 2024

Dec 20, 2024

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:

The Added Scope of Research Content and Market Highlight
Foundry Industry Outlook, 2024-2025
Vendor Capacity Forecasts and UTR by Vendors and Technology Nodes
TSMC Advanced Process Node Migration
Smartphone AP SoC Wafer Demand Analysis
HPC/AI/Arm PC Wafer Demand Analysis

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Author

Brady Wang

Brady Wang has over 20 years of experience working in high-technology companies, ranging from semiconductor manufacturing to market intelligence and strategic advisory roles. Currently, at Counterpoint, Brady specializes in semiconductors, with a focus on cutting-edge applications such as automotive and advanced process nodes.