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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. ...
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As AI, HPC, and heterogeneous integration architectures gain rapid adoption, TSMC is accelerating adjustments to its manufacturing plans. According to Commercial Times, industry sources say TSMC is evaluating a reallocation of part of its 40nm–90nm mature-node capacity, which could be redirected t...
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Although the U.S. has delayed the implementation of China chip tariffs, supply chains continue to shift away from China over the long term. According to Commercial Times, mature-node chips—given their broad range of applications and long product life cycles—are among the first to be incorporated...
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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...
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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...