foundries

Global Foundries Q2: Surge in AI PMIC Demand, Mature Processes Begin to Benefit

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Global Foundries Q2: Surge in AI PMIC Demand, Mature Processes Begin to Benefit

Taiwan Semiconductor Manufacturing Company (TSMC): It is expected that in the next5 years, revenue will grow at a CAGR of20%, with a year-on-year growth oflow-30% in 2025 (up from mid-20% last quarter); It is expected that in the next5 years, revenue related to AI (GPU+ASIC+HBM controller) will grow at a CAGR ofmid-40%, with AI-related revenue … Read more

Summary of 35 Major Wafer Factories in the U.S. Based on Foundry Locations

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Summary of 35 Major Wafer Factories in the U.S. Based on Foundry Locations

Recently, the China Semiconductor Industry Association released a notice regarding the “Rules for Determining the ‘Country of Origin’ of Semiconductor Products,” stating that according to the relevant provisions on non-preferential origin rules, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning the wafer fabrication site is recognized as … Read more