- 15 Jul 2015:ASML reports Q2 results in line with guidance, on track for record 2015 sales (Jul 15) - Marketwatch.com (Dow Jones)"We expect to see continued overall business strength in the second half of 2015 due to increased demand from memory and foundry customers compared with our previous expectations," ASML president and CEO Peter Wennink said.
- 23 Jun 2015:
- 2 Jun 2015:Altera has been a key customer at TSMC for years, especially at the advanced tech node, accounting for around 3% of TSMC's revenue at 20/28 nodes.
- 26 Mar 2015:RBC Capital Markets chip analyst Doug Freedman this morning writes that chip maker Nvidia, which makes no parts itself, appears to have moved some of its orders for making its chips from Taiwan Semiconductor Manufacturing (TSMC) to Samsung Electronics, and that this may presage giving some foundry business to Intel.
- 25 Feb 2015:Semiconductor Manufacturing International (SMIC) of China is seeking to take over Dongbu HiTek, industry sources said Monday.
- 9 Jul 2014:
- 26 Feb 2014:International Rectifier (IR) has commenced initial production at its new ultra-thin wafer processing facility in Singapore. Wafer thinning, metallization, testing and additional proprietary wafer level processing are undertaken at the new 60,000 square foot manufacturing site which receives processed wafers from IR's internal fabs and foundry partners.
- 15 Jan 2014:Marvell Technology might be the next big client for Intel's contract manufacturing operations, said Citigroup's chip analyst Glen Yeung.
- 12 Dec 2013:Qualcomm will take a wait and see approach before turning to Intel's expanding foundry operation to manufacture its chips, Qualcomm CEO Paul Jacobs said Wednesday.
- 22 Nov 2013:"If we can use our silicon to provide the best computing, we'll do it," Intel CEO Brian Krzanich said. "You will see us focusing on a much broader set of customers."
- 19 Nov 2013:Dongbu Group will sell off its core unit Dongbu HiTek, a silicon foundry that makes integrated circuits for other companies under contract, as a way to quell market concerns about the group's financial future.
- 12 Nov 2013:XMC opens US office to support global growth of unique partnership-based foundry offering (November 12) - Company releaseThe focus of the US operations will be to find and support partners that can leverage XMC's customized manufacturing capabilities. XMC is currently in production technology nodes down to 45nm. Its leading-edge fabrication facilities in Wuhan China can be configured to produce up to 60,000 300mm wafers per month.
- GlobalFoundries is preparing to make chips for Apple's iPhone and iPad at its Fab 8 complex in Malta, according to a source close to the company.
- 14 Oct 2013:Dongbu HiTek is not exactly a household name in the foundry business like TSMC, Globalfoundries and Samsung. But Dongbu, a company described by some as the industry's best kept secret, has been sharpening its strategy, honing its skills, and steadily expanding capacity in South Korea under Chang-Sik Choi, who became its president and CEO a year and a half ago.
- 23 Sep 2013:Tronics Microsystems, a MEMS manufacturer headquartered in Grenoble, France, has appointed Pascal Langlois as CEO.
- 3 Sep 2013:The company formed a foundry business about three years ago, but until recently its customers have been tiny companies.
- 16 Aug 2013:"We are seeing a near-term slowdown in investment by our foundry customers as they focus on ramping (production using) new capacity installed over the past two quarters," said Applied CEO Michael Splinter.
- 16 Jul 2013:The only thing that counts against Globalfoundries is that, being a newcomer with a new US fab, it has yet to build up a long track record of consistent, successful execution. This is one reason Apple would not wish to have all its processor eggs in one foundry, as it does now with Samsung.
- 21 May 2013:Samsung Electronics ranked first in terms of production of sub 28-32 nanometer chip foundry in the first quarter of the year, data showed on Monday.
- 3 May 2013:Intel hasn't signaled a change in strategy with the appointment of Brian Krzanich to CEO, but it is likely that the company will take steps to outrun its foundry competition by opening its industry-leading manufacturing facilities to more third parties.
- 19 Apr 2013:For 30 years Altera has used the same, sole-sourced foundry - TSMC. Recently it announced it would be going to Intel for sole-sourced foundry at the 14nm generation. Isn't this a risk?
- 16 Apr 2013:Increased spending in NAND and flash by Micron, LEDs by Philips and Osram, and continued investments by Globalfoundries will create new opportunities for equipment and materials suppliers in Southeast Asia.
- 26 Mar 2013:Semiconductor Manufacturing International (SMIC), for the first time in a long time, has a good story to tell.
- 7 Dec 2012:AMD has reduced chip orders from supplier Globalfoundries as it tries to cut costs to preserve cash amid a PC-market slump.
- 4 Dec 2012:Despite long term plans for expansion in Singapore, foundry chipmaker Globalfoundries said that it is cutting 300 jobs there due to a "softening of the current macro-economic climate."
- 27 Nov 2012:Evidence is starting to mount that foundry chipmaker Taiwan Semiconductor Manufacturing Company (TSMC) could be about to follow Globalfoundries in building a wafer fab in up-state New York.
- 16 Nov 2012:Foundry chip manufacturer Globalfoundries is expected to be a profitable and self-sustaining business by 2015, one that does not require additional funding from its present parent Advanced Technology Investment Company (ATIC).
- 18 Oct 2012:Williams Financial analyst Cody Acree told MarketWatch that the gains apparently were due to "more talk of Apple moving away from Samsung as a foundry" which has also led to speculation that either Intel or TSMC may be tapped to manufacture chips for Apple.
- 16 Oct 2012:The report continues, quoting an anonymous Samsung official speaking about the A6 chip. "Apple did all the design and we are just producing the chips on a foundry basis." That's a change from the past, when Apple worked with Samsung on chip development and/or design.
- 24 Sep 2012:UMC has signed a strategic partnership agreement with Allegro for Allegro to utilize UMC for foundry technology and production for power management chips.
- 21 Sep 2012:Intel is talking to Cisco about becoming its foundry, says investment bank Piper Jaffray.
- 5 Sep 2012:Intel's R&D expenditures accounted for 32% of the top-10 spending and about 17% of total R&D expenses at all semiconductor companies worldwide-counting IDMs, fabless suppliers and foundries.
- 13 Aug 2012:Shares of AMD were buoyed nearly ten percent by rumors that Snapdragon master Qualcomm may be interested in acquiring the fabless chip company.
- 24 Jul 2012:Taiwan Semiconductor Manufacturing (TSMC) was the world's largest pure play foundry for MEMS devices in 2011, posting a phenomenal 201% increase in revenue as it gained share from rivals and capitalized on new income streams.
- Trusted sources we've spoken to in the semiconductor industry have implied that TSMC is considering a partnership with Apple that would realign the manufacturer's technology roadmap and fundamentally alter the balance of power between the foundry and its other customers.
- 12 Jul 2012:Applied Materials revises FY2012 business outlook on lower foundry equipment demand (July 10) - Company releaseThe company also revised its calendar year 2012 industry forecast for wafer fab equipment spending to US$30-33 billion, compared to its previous expectation of US$32-35 billion, in line with the market changes.
- 26 May 2012:The confirmation came after a Yomiuri Shimbun report that the chipmaker would likely outsource some microchip production to TSMC under a tie-up.
- 26 Apr 2012:Globalfoundries has started its production ramp on 28nm and anticipates a much smoother ride on 28nm than it had on 32nm.
- 18 Apr 2012:Taiwan Semiconductor Manufacturing Company (TSMC) will offer only one process at the 20nm node, a change from the multiple processes that the foundry giant has offered customers for the past several nodes, said Shang-yi Chiang, company executive VP and co-COO.
- 17 Apr 2012:Barclays Capital is raising its total lithography units forecast by more than 10 systems, from 234 to 251 in 2012. As many as 260 litho tools could be purchased for semiconductor manufacturing, as foundries are seeing high demand for 28nm chips.
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