The report provides a comprehensive analysis of the semiconductor industry's wafer capacity distribution across different process nodes. The report examines the quarterly capacity for both advanced and matured nodes, highlighting the shifts and trends that are reshaping the foundry landscape. It offers insights into the technological capabilities and strategic plans of key players, with a particular focus on TSMC's collaboration with ASML in implementing EUV (Extreme Ultraviolet) lithography.
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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.
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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