Mature-node prices are edging toward a rebound, though how far the recovery can go remains unclear. According to TechNews, Daniel Wu, CEO of Taiwan-based semiconductor materials integration service provider TSC, said the industry is becoming increasingly polarized between advanced and mature nodes. ...

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...

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...

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...

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...