その他半導体

主要IC Foundry生産・出荷統計レポート 1H2025

発刊年月 2025/8
体裁 A4 :95ページ
価格(税抜価格表示)
550,000円(日本語/PDFデータ) 
概要
本レポート『主要IC Foundry生産・出荷統計レポート 1H2025』は大手IC Foundryメーカーの先端プロセス毎の生産キャパシティ及び増設計画、アプリケーション別出荷状況、マーケットシェア等の分析を行っています。  

先端プロセスのカバレッジ:11/12/14/16nm, 8/10nm, 6/7nm, 4/5nm, 3nm, 2nm 
 
半導体関連企業が世界の市場動向を的確に把握し、マーケティング戦略を立案する上で一助となり得ることを目的としたマルチクライアント調査レポートである。(メモリー分野は調査に含んでおりません) 
 
目次
I. Executive Summary 
    1.1. Market Overview of Semiconductor Foundries Industry 
    1.2. Total Revenue Trends of Major IC Foundries 
    1.3. Advanced Process Node: Shipment Revenue & Shipment by Applications 
    1.4. Advanced Process Node: Production Capacity & Maker Share in 2025F 
    1.5. Utilization Rate Trends 
    1.6. Overview of Capacity Expansion & Utilization Rate Trends 
    1.7. Utilization Rate Trends by Each Process Node (From 40/45nm to 2nm) 
    1.8. IC Foundry Revenue Forecast by Process Node 2025F & 2026F  
    1.9. IC Foundries Including Tier2 Foundries Revenue Share 2022-2027F 
    1.10. Capital Expenditure Trends of Major Hyper-Scalers 
    1.11. Geopolitical Issues/Concerns on Semiconductor Industry 
    1.12. Global & China Domestic Equipment Companies 
    1.13. Manufacturing Process Procedure of Semiconductor 
II. Market Overview by Advanced Process Node 
    2.1. Changing Major Applications Demands for Process Migration 
    2.2. Process Node Movement by Major Applications 
    2.3. Process Node Coverage by IC Foundries 
    2.4. Market Overview of Each Advanced Process Node 
    2.5. Market Trend by Process Node 1 
    2.6. Market Trend by Process Node 2 
    2.7. Market Trend by Application 1 
    2.8. Market Trend by Application 2 
    2.9. Market Share by Foundry 1 
    2.10. Market Share by Foundry 2 
    2.11. Market Share by Customer 1 
    2.12. Market Share by Customer 2 
    2.13. Market Overview by Process Node 
    2.14. 2nm Shipment Revenue and Capacity Trends (CY2024-CY2027F) 
    2.15. 3nm Shipment Revenue and Capacity Trends (CY2024-CY2027F) 
    2.16. 2.16. Wafer Shipment Volumes of 3nm by Customers 
    2.17. 3nm Process Migration Movement by Major Applications 
    2.18. Roadmap of Samsung Foundry Advanced Process beyond 3nm 
    2.19. Roadmap of Miniaturization Process 
    2.20. 4/5nm Shipment Revenue and Capacity Trends (CY2024-CY2027F) 
    2.21. Wafer Shipment Volumes of 4/5nm by Customers 
    2.22. 6/7nm Shipment Revenue and Capacity Trends (CY2024-CY2027F) 
    2.23. Wafer Shipment Volumes of 6/7nm by Customers 
    2.24. 8/10nm Shipment Revenue and Capacity Trends (CY2024-CY2027F) 
    2.25. Wafer Shipment Volumes of 8/10nm by Customers 
    2.26. 11/12/14/16nm Shipment Revenue and Capacity Trends (CY2024-CY2027F) 
    2.27. Wafer Shipment Volumes of 11/12/14/16nm by Customers 1 
    2.28. Wafer Shipment Volumes of 11/12/14/16nm by Customers 2 
    2.29. Capacity Expansion Trends by Node 
    2.30. Major Legacy Process Node List (28nm, 40nm, 55/65nm) 
    2.31. Wafer Average ASP by Process Node 
    2.32. Japanese New Semiconductor Company: Rapidus株式会社 (Rapidus Corporation) 1 
    2.33. Japanese New Semiconductor Company: Rapidus株式会社 (Rapidus Corporation) 2 
III. Market Topics 
    3.1. Back End Substrates 1 
    3.2. Back End Substrates 2 
    3.3. New Packaging Technologies by IC Foundry (TSMC & Samsung Foundry) 
    3.4. Types of CoWoS Packaging Technology 
    3.5. TSMC CoWoS Capacity Expansion Plan 
    3.6. Major Server/AI Related Chip Products List and Foundry 
    3.7. SCM of Fabless/IDM, Foundries and IC Substrates Companies 
    3.8. Market Trend of Chiplet Technology 
    3.9. Structure of Chiplet Technology 
    3.10. Intel Major Capacity Expansion Plan 
    3.11. FinFET (Fin Field-Effect Transistor) & GAA (Gate All Around) for Advanced Node 
    3.12. New Structure of Transistor:Post GAA (Gate All Around) 
    3.13. PPA(Power, Performance, Area) Improvements of New Process Technologies  
    3.14. Mask Blanks and Photo Mask Entries Makers Trends 
    3.15. Photo Mask Blanks Revenue Forecast and Maker Share 
    3.16. Inspection of EUV Photo Mask 
    3.17. ASML:Forecast of EUV Shipments 
    3.18. Capital Expenditure Forecast by IC Foundries 
 IV. Individual Sheets TSMC, Samsung Foundry, Intel Foundry Service, SMIC, GlobalFoundries, UMC  
    4.1. Major IC Foundry Overview 
    4.2. TSMC:Advanced Process Wafer Capacity & Shipment, Utilization & Yield Rate 
    4.3. TSMC:Production Capacity Forecast by Process Node 
    4.4. TSMC:Wafer Revenue by Process Node 
    4.5. Samsung Foundry:Advanced Process Wafer Capacity & Shipment, Utilization & Yield Rate 
    4.6. Samsung Foundry Production Capacity Forecast by Process Node 
    4.7. Samsung Foundry:Wafer Revenue by Process Node 
    4.8. Intel Foundry:Advanced Process Wafer Capacity & Shipment, Utilization & Yield Rate 
    4.9. Intel Foundry Production Capacity Forecast by Process Node 
    4.10. Intel Foundry:Wafer Revenue by Process Node 
    4.11. Intel Foundry:Market Strategies & Outlook 
    4.12. Intel Foundry:Business Structure with TSMC 
    4.13. SMIC:Advanced Process Wafer Capacity & Shipment, Utilization & Yield Rate 
    4.14. SMIC:Production Capacity Forecast by Process Node 
    4.15. SMIC:Wafer Revenue by Process Node 
    4.16. GlobalFoundries:Advanced Process Wafer Capacity & Shipment, Utilization & Yield Rate 
    4.17. GlobalFoundries:Wafer Revenue by Process Node & Customers by Advanced Node 
    4.18. UMC:Wafer Revenue by Process Node 
    4.19. UMC:Production Capacity Forecast by Process Node