Subject


foundry


2026-04-20

[News] Intel Foundry Said to Boost Equipment Orders by 50%+ YoY; 14A May Draw Major Customers by Year-End

Intel’s foundry business may be gaining momentum. According to Anue, sources say Intel has been actively ramping up chipmaking equipment orders since the start of 2026, with volumes rising by more than 50% compared with last year. Companies in its supply chain, including KINIK Company and E&R ...

2026-04-03

[News] Mature-Node Prices May Rebound in 2026, but Inventory Overhang and China Competition Weigh

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. ...

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...

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