파운드리 관련 소식들

202.07.09

 

1.대만의 TSMC, UMC와 중국의 SMIC등 파운드리 업체들 모두 생산 용량을 증가시키는데,

특히 28나노 공정을 증가시킨다.(2021.06.28)

Foundries accelerating 28nm process capacity expansions (digitimes.com)

Foundries including TSMC and UMC, and China's SMIC, have all stepped up their capacity expansions particularly

for 28nm process, according to industry sources.

 

2. 지속적인 파운드리 생산 용량 부족은 TSMC같은 1등업체의 실적 고성장을 전망할 뿐만아니라,

손실을 겪던 글로벌 파운드리나 PSMC등도 다시 실적 성장을 이어갈 수있게 하였다.

 

Persistent foundry capacity crunch has not only ushered in high growth prospects for leading player TSMC,

but also enabled some Persistent foundry capacity crunch has not only ushered in high growth prospects for leading player TSMC, but also enabled some losses-ridden peers such as GlobalFoundries (GF) and Taiwan's Powerchip Semiconductor Manufacturing (PSMC) to regain growth...