Driving growth are: inventory depletion in PCs, smartphones, automotive and industrial; electrification in automotive and industrial; AI PCs and AI smartphones and rising memory ASPs.
Wafer capacity pricing is expected to remain flat next year as foundry suppliers gradually improve utilisation rates and demand returns from their core fabless customers.
CapEx is expected to improve by 2H24 as revenue shipments match end demand and regional ChipAct incentives stimulate investment across the supply chain.
By 2026, IDC expects that AI silicon will account for almost $200 billion in semiconductor revenues.”
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Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class) technology.
After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous improvements
In a sharply bifurcated foundry landscape, TSMC continues to assert dominance, driven by surging AI demand, even as macroeconomic headwinds—including stronger tariffs and a strengthening New Taiwan do
