The US Department of Commerce (DOC) is set to announce the results of the Section 232 investigations within the next two weeks, a potential cornerstone event for chip tariffs. The...
China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...
The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business...
UMC, a leading foundry, held its shareholders' meeting on May 28, 2025. Chief financial officer Chi-Tung Liu pointed out that due to significant impacts from tariffs and exchange...
Taiwan's President Ching-te Lai, speaking at the Global Semiconductor Supply Chain Partnership Forum held in Taipei on May 23, warned that the semiconductor industry is facing increasing...
China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese...
Taiwan's semiconductor manufacturers continue to confront challenging market conditions for mature process technologies, with reports that TSMC may slow expansion plans at its Kumamoto...
Nikkei and Bloomberg have reported that GlobalFoundries is exploring a merger deal with UMC, a rumor UMC denied. Still, the speculation underscores US efforts to...
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip...
Recent reports indicate that the US will hold a hearing discussing whether tariffs should be imposed on China's mature process chips. Industry experts predict that several chip manufacturers,...
Backed by state subsidies and a self-sufficient supply chain, China is ramping up SiC substrate and mature process chip production at an unprecedented pace. The expansion is fueling...
Prices of mature process memory, long hit by oversupply due to fast capacity expansion at Chinese makers, are expected to rebound, thanks to the Chinese government's consumption stimulus...
Due to the continuous expansion of China's mature process capacity and the ongoing requests from downstream customers for price reductions, the industry is very curious about the...
Recent US Section 301 tariffs targeting China's semiconductor industry have spotlighted the mature process segment. While the definition of mature processes remains somewhat fluid,...
China's wafer foundry industry will generate US$13.22 billion in revenue in 2024, representing a 16% year-on-year growth, slightly exceeding the global growth rate of 14%. The revenue...
