TSMC Price Hike Indicates Capacity Tightness to Persist in 2022, May Hit Smartphone Shipments

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – September 9, 2021 TSMC’s recent adjustment on wafer prices indicates that…

MediaTek Captures Record 43% Share of Smartphone AP/SoC Shipments in Q2 2021

Qualcomm dominated the 5G baseband market with a 55% share. Qualcomm has started dual sourcing from foundries to mitigate the supply chain…

Counterpoint-Research-Massive-Fab-Expansion-to-Change-Geographical-Mix-of-Supply

Massive Fab Expansion to Change Geographical Mix of Supply

Counterpoint estimates a 21% increase (CAGR) in the average annual wafer capacity of leading-edge logic (non-memory) IC nodes (defined by 10nm and…

Foundry Node Migration to Shape Smartphone SoC Zero-sum Game

MediaTek’s sufficient capacity support from TSMC’s 6/7nm is attributed to its market share gains in 2021. Its next flagship 5G SoCs, under TSMC’s…

Counterpoint Research Foundry Capacity Shortage to Last Longer Than 1 Year Along With Increasing Foundry Costs

Foundry Capacity Shortage to Last Longer Than 1 Year Along With Increasing Foundry Costs

The semiconductor supply chain has been suffering capacity constraints since H2 2020, with both TSMC and Intel guiding more than 18 months of supply…

Counterpoint Research Intel enters $90B foundry business with IDM 2.0 strategy

Intel enters $90B foundry business with IDM 2.0 strategy

• Intel is fortifying its manufacturing business • It will compete directly with TSMC and Samsung foundries Hong Kong, Beijing, Taipei, Seoul,…

Counterpoint Research: A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry

A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry

A bottom-up analysis on chip supply shortage and Intel’s CPU outsourcing plan from equipment and capex perspectives Since the beginning of this year,…

Counterpoint Research Foundry Industry’s Robust Revenue Growth to Continue in 2021

Foundry Industry’s Robust Revenue Growth to Continue in 2021

The semiconductor industry’s foundry sector delivered above-expectation revenue growth in 2020. With tightening supplies from most global vendors, we…