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Foundry

Foundry

Semiconductor Foundry provides a deep-dive view of semiconductor manufacturing. Spanning materials to services, we cover everything from wafer manufacturing through to end applications. Data and insights include manufacturing evolution, competitive dynamics between foundries, and applications of foundry services across various geometries.

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Complimentary Report

Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase. See all complementary reports
Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase.

Reports

This comprehensive study delves into the intricate details of the semiconductor manufacturing industry, specifically focusing on the major foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. It also provides the share of major smartphone AP vendors in the primary foundry node. Understanding these critical metrics is paramount for making decisions in this dynamic market, as the semiconductor landscape continues to evolve rapidly.
In Q3 2023, the global wireless charging smartphone market expanded by 2% YoY, The penetration rate of wireless charging smartphones in the overall market hit a record 26%, up by 2% from the previous year. Even as the global smartphone market faced a decline, the enduring strength of the ‘premiumization’ trend remained evident. This resilience was intricately linked to the expanding wireless charging market, primarily found in flagship smartphone models. Anticipated advancements in wireless charging technology, specifically denoted as Qi 2, are poised to act as a catalyst for the surge in demand for wireless charging.
In Q2 2023, the global foundry industry witnessed significant developments and trends across various process nodes. The Q2 2023 Global Foundry Revenues by Nodes Tracker provides a comprehensive view of the performance and changes in revenue distribution within the foundry market during this period.

Report / May 13, 2021 / Brady Wang 

DRAM densities in smartphones are growing fast to cater to customer tastes, such as life-like gaming experience and crystal-clear photography. Smartphones need additional resources to support the surging demand of users, and DRAM proves to be a critical component here.

Report / Apr 13, 2021 / Brady Wang

This report studies the trends in smartphone NAND capacity on a quarterly basis, focusing on the key metrics for its growth evaluated in terms of time, brands and memory size variants in the 2019-20 period.

Analysts Insights

Our Opinion Leaders in Semiconductors

Neil Shah

Vice President

Brady Wang

Associate Director

Parv Sharma

Senior Analyst

Ashwath Rao

Senior Analyst

Our Opinion Leaders in Semiconductors

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