Recent #foundry news in the semiconductor industry

3 months ago

➀ TSMC and Intel are reportedly still working on a potential joint venture to run Intel's manufacturing capacity;

➁ The joint venture would involve leading American fabless chip designers such as AMD, Broadcom, Nvidia, and Qualcomm;

➂ The initiative is in response to a request from President Trump's administration to strengthen Intel and ensure continued American control.

AMDBroadcomIntelIntel FoundryJoint VentureManufacturingNVIDIATSMCfoundryinvestmentsemiconductortechnology
3 months ago

➀ Advanced foundry process nodes saw a 10% q-o-q growth in Q4, driven by demand from AI servers, smartphone processors, and PCs, leading to $38.48 billion in revenues for the top ten foundries.

➁ TSMC led with $26.85 billion in revenue and a 67% market share, followed by Samsung Foundry with a 1.4% QoQ decline to $3.26 billion and 8.1% market share.

➂ SMIC's revenue increased 1.7% QoQ to $2.2 billion, securing 5.5% market share and third place.

Market ShareRevenueTSMCfoundrysemiconductor
3 months ago

➀ TrendForce's research indicates a polarized trend in the global foundry industry in 4Q24;

➁ Advanced process nodes are benefiting from strong demand in AI servers, flagship smartphone application processors, and new PC platforms;

➂ This demand has helped to counterbalance the slowdown in mature process demand, leading to a new revenue record for the top 10 foundries;

➃ TSMC leads in advanced process nodes.

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3 months ago

➀ SkyWater Technology has entered into an agreement with Infineon Technologies AG to purchase Infineon's 200 mm fab in Austin, Texas, known as Fab 25.

➁ The acquisition includes a corresponding long-term supply agreement.

➂ SkyWater plans to operate the fab as a foundry to expand U.S. foundry capacity for foundational chips.

InfineonSkyWaterfabfoundrysemiconductortechnology
3 months ago

➀ SkyWater, a pure-play foundry based in Minnesota, is set to acquire Infineon's 200mm fabrication facility in Austin, Texas;

➁ The acquisition aims to strengthen SkyWater's market diversity, focusing on automotive and industrial demand;

➂ SkyWater has also entered into a long-term supply agreement with Infineon, ensuring a steady revenue stream for the site;

➃ The fab will operate with 130-65nm processes for ICs used in industrial, automotive, and defense applications;

➄ Additional capabilities such as expanded copper processing and high-voltage BCD technology will be added;

➅ All current 1,000 manufacturing jobs at the fab will transfer to SkyWater.

InfineonSkyWaterautomotivefoundryindustrialsemiconductor
3 months ago

➀ Applications for the third cohort of ChipStart UK, a government-funded early-stage semiconductor incubator, are now open.

➁ Eligible startups include those developing semiconductor technologies and are incorporated in the UK with less than $1.5 million in private VC or Angel funding.

➂ The incubation programme, focused on investor readiness, is funded by the DSIT UK Government department and is free for participants.

EDAIncubatorfoundryinvestmentsemiconductor
5 months ago
➀ The formation of the 'China for China' supply chain is accelerating, with the Chinese government aiming for domestic car manufacturers to source 25% of their ICs locally by 2025. ➁ ST has partnered with HHGrace to develop 40nm industrial/automotive-grade MCUs, with mass production expected later this year. ➂ Renesas, NXP, and Infineon are in discussions with Chinese foundries for local sourcing.
ChinaICInfineonNXPRenesasSMICSTSupply Chainautomotivefoundrysemiconductor
5 months ago
➀ Memory growth is expected to exceed 24% due to the increasing adoption of high-end products like HBM3 and HBM3e, with HBM4 introduction in H2 2025. Non-memory is projected to grow 13% driven by advanced node ICs for AI servers, high-end mobile phone ICs, and WiFi7. ➁ The Asia-Pacific IC design market is set to grow 15% as inventory levels stabilize, personal device demand rises, and AI computing expands. ➂ TSMC's market share is projected to increase in Foundry 1.0 and 2.0, with the expansion of advanced nodes like 2nm and 3nm. ➃ 2nm and 3nm production is expected to accelerate, with TSMC and Samsung leading the way. ➄ Foundry capacity utilization is expected to increase, and 2025 is critical for 2nm mass production. ➅ China's packaging and testing market share is set to rise, and FOPLP will grow rapidly post-2025.
CoWoSFOPLPIC DesignIDCIntelSamsungTSMCfoundrymemorysemiconductor
6 months ago
➀ SEMI forecasts semiconductor manufacturing equipment sales to grow 6.5% year-on-year to $113 billion in 2024, with projections of $121 billion for 2025 and $139 billion for 2026. ➁ The wafer fab equipment (WFE) segment is expected to grow 5.4% to $101 billion in 2024, driven by DRAM, HBM, and China. ➂ Back-end equipment sales are projected to surge, with test equipment sales increasing 14.7% in 2025 and 18.6% in 2026.
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