Foundry Capacity Tracker Q1 2020- Q2 2024 and Smartphone AP SoC Foundry Capacity Allocation

Sep 4, 2024

This comprehensive study delves into the intricate details of the semiconductor manufacturing industry, specifically focusing on the major foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below.

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Author

Brady Wang

Brady Wang has over 20 years of experience working in high-technology companies, ranging from semiconductor manufacturing to market intelligence and strategic advisory roles. Currently, at Counterpoint, Brady specializes in semiconductors, with a focus on cutting-edge applications such as automotive and advanced process nodes.

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Adam Chang

Adam Chang is a Research Analyst at Counterpoint in Taiwan, specializing in foundry and semiconductor research. Previously, he was a Trader/Analyst at Infini Capital Management in Hong Kong, a multi-strategy hedge fund, where he focused on global technology, with an emphasis on fundamental equity long/short and event-driven investments. His expertise in the semiconductor and technology hardware sectors, combined with his financial analysis skills, enables him to deliver valuable industry insights.