TSMC’s Conservative Outlook on 7/6nm Demand Reaffirms Smartphone/PC Weakness
• TSMC has joined other semiconductor companies in giving conservative guidance due to the expected industry downturn in the next few quarters. This…
TSMC’s Quarterly High-performance Computing Sales Surpass Smartphones for First Time in Q1 2022
TSMC reported its Q1 2022 revenue at $17.6 billion (up 12% QoQ). Among its different segments, the high-performance computing (HPC) segment posted…
TSMC to Boost Capex in 2022 Driven by 5G Applications, High Performance Computing
TSMC has announced a capital spending of $40-44 billion for 2022 keeping in view its massive new fab construction plans. This is above the industry…
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…
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…
Foundry Strategy & Chipsets Supply Shaping Smartphone SoC Competitive Dynamics in 2021
Seoul, Taipei, Beijing, London, Boston, Toronto, New Delhi, Hong Kong - May 3, 2021 MediaTek to lead global smartphone SoC market with 37% share…
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,…
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,…
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…