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...

According to Economic Daily News, industry sources note that Taiwan’s leading IC design firms are sharply cutting wafer foundry orders for mature nodes in the second half of the year. In Q3 alone, orders have dropped 20–30% from Q2 levels. As a result, utilization rates at mature-node foundrie...

According to a report from ijiwei, citing Nikkei, China is rapidly expanding its production capacity in the mature semiconductor and niche substrate sectors, pushing prices to unprecedented lows and exerting significant pressure on the global chip industry. The report, quoting a sales director at...

According to a report from Economic Daily News, the U.S. is reportedly preparing to tighten chip export controls on China. Before the end of President Biden's term, and potentially as early as the 10th, the U.S. may announce stricter export restrictions on AI and advanced chips to China. Furthermore...

As TSMC keeps advancing in the most cutting-edge nodes, its foundry peers in Taiwan may have to deal with multiple challenges. In addition to the price war launched by their Chinese rivals, Taiwanese foundries focusing on legacy nodes, including UMC and TSMC’s affiliate VIS, will face significantl...