Counterpoint Research - Taiwan Companies Geared to Face Fresh COVID-19 Wave

Taiwan Companies Geared to Face Fresh COVID-19 Wave

Taiwan raised its epidemic warning for the whole country to Level 3 on May 19 in response to a rapid increase in local confirmed cases of COVID-19.…

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 podcast semiconductor shortage

Podcast: Auto Sector’s Semiconductor Shortage Likely to Ease in Late 2021

The COVID-19 pandemic impacted automobile sales in H1 2020. But as the demand started recovering in H2 2020, the semiconductor shortage crisis hit…

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,…

Semiconductor Component Shortage Hits Automobile Industry

The impact of COVID-19 on the semiconductor supply chain has extended from consumer to automotive electronics. Since Q2 2020, many automotive…

Seemingly Hasty, but Prudent TSMC’s New Fab Plan in the U.S.

TSMC announced that it intends to build and operate an advanced semiconductor fab in Arizona, United States. This capacity of new fab will be 20K…

counterpoint huawei-tsmc podcast

Podcast: Huawei Losing TSMC Access is a Bigger Deal than Losing GMS

A year ago, Huawei was put on the US Entity List, which cut off the Chinese smartphone giant and telecom equipment maker from doing businesses with…

TSMC Caught in the Crossfire as US Renews Focus on Huawei

Event The US Bureau of Industry and Security (BIS) announced on 15 May that it plans to protect U.S. national security by restricting Huawei’s…

TSMC Benefitting from Greater Adoption of 7nm Technology

The fortunes of TSMC, a leading global foundry service provider based in Taiwan, have been linked to Apple for a long time. The company is the…