Subject


foundry


2025-08-05

[News] Samsung Sees Mature Node Uptick on 4–8nm Demand Since June, Easing Foundry Woes

According to Chosun Biz, utilization rates at Samsung Electronics’ mature node production lines—previously a drag on its foundry business—are reportedly now recovering. The report adds that the ramp-up in mature node production may help ease the company’s annual operating losses. As cited...

2025-07-10

[News] TSMC Revenue Plunges 17.7% MoM in June as Strong Taiwan Dollar Hits Foundry Sector

On July 10, TSMC announced its net revenue for June 2025. On a consolidated basis, revenue for the month was approximately NT$263.71 billion, representing a 17.7% decrease from May 2025 and a 26.9% increase compared to June 2024. According to investors cited by Commercial Times, the month-over-month...

2025-07-09

[News] Samsung Foundry’s Q2 Loss Estimated Above KRW 2T; Advanced Node Clients Remain Critical

According to South Korean outlet DealSite, Samsung Electronics’ weaker-than-expected second-quarter results have renewed focus on its foundry business. The report notes that while the company has recently secured some legacy process orders, securing major contracts from global tech giants for adva...

2025-05-07

[News] Foundry Margins Under Pressure as Taiwan Dollar Climbs: Impact on TSMC, UMC, Vanguard

The sharp appreciation of the New Taiwan dollar (NTD) is raising concerns about its negative impact on Taiwan’s semiconductor industry, particularly foundries like TSMC, UMC, and Vanguard. As noted by Commercial Times, institutional analysis and industry data indicate that every 1% gain in the NTD...

2025-04-11

[News] China’s Semiconductor Industry Reportedly Sets Early Stance on Tariffs: IC Origin Tied to Wafer Fabrication

According to Science and Technology Innovation Express News and Securities Daily, the China Semiconductor Industry Association advises that the origin of integrated circuits should be determined by where the wafer is fabricated. Citing an urgent notice issued by the China Semiconductor Industry A...

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