Foundry Wafer Demand from Top 6 Chipmakers (June 25)
Overview:
This report includes the wafer demand at advanced nodes from six major IC design companies. These applications encompass a diverse range of technologies, including smartphone application processors (AP SoCs), artificial intelligence (AI) graphics processing units (GPUs), personal computers (PCs), and tablets. By examining specific demand trends within these advanced nodes for the six IC design companies, the report offers detailed insights and forecasts, catering to the needs of stakeholders in the semiconductor industry.
Table of Contents:
- Foundry Wafer Demand Model from Apple (2023-2028), advanced nodes
- Foundry Wafer Demand Model from Qualcomm (2023-2028), advanced nodes
- Foundry Wafer Demand Model from Mediatek (2023-2028), advanced nodes
- Foundry Wafer Demand Model from NVIDIA (2023-2028), advanced nodes
- Foundry Wafer Demand Model from AMD (2023-2028), advanced nodes
- Foundry Wafer Demand Model from Intel (2023-2028), advanced nodes
Published Date: 30 June 2025
Category
Industry
Semiconductors
Service
Foundry
Report Type
Report
Time Period
Quarterly
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Author
Brady Wang
Hi, I’m Brady Wang, a seasoned professional with over 20 years of experience in the high-tech industry, spanning semiconductor manufacturing, market intelligence, and strategic advisory roles. Currently, I serve as an analyst at Counterpoint Research, where I specialize in semiconductors with a focus on advanced applications such as automotive, server platforms, and cutting-edge process nodes. My core research centers on AI servers and their key components, including GPUs, custom accelerators, high-bandwidth memory (HBM), CPUs, and advanced packaging technologies. I also track the evolution of AI server architectures, interconnect technologies, and data center deployment trends. By combining deep technical knowledge with market insight, I help clients navigate the fast-changing AI infrastructure landscape and make strategic, data-driven decisions.