Subject


Vanguard


2026-03-16

[News] UMC, VIS, PSMC Reportedly Eye Mature-Node Price Hikes Up to 10% From Apr.; IC Costs May Rise

Mature-node foundries are moving toward a new round of price hikes. According to Economic Daily News, the world’s four major mature-node foundries—including UMC, Vanguard International Semiconductor (VIS), Powerchip, and China’s Nexchip—are reportedly set to raise quotes as early as April, w...

2026-03-03

[News] Israel Unrest Disrupts Tower; Orders Reportedly Shift to Vanguard, PSMC, Lifting Mature-Node Pricing

As Israel enters a state of emergency, shipments from Israel-based foundries have reportedly been disrupted, prompting global companies to shift orders. According to Economic Daily News, Israel’s largest foundry and a top-ten global player, Tower Semiconductor, has faced shipment constraints, lead...

2026-02-10

[News] TSMC Reportedly Set to Shift 80% of 8-Inch Output to Affiliate VIS, Doubling Its Capacity

As TSMC accelerates its push into advanced nodes—led by 2nm and 3nm—to meet surging AI demand, the foundry heavyweight is quietly dialing back its 8-inch footprint. Citing IC design house sources, the Economic Daily News reports that TSMC currently runs about 5 million 8-inch wafers annually, wi...

2026-02-09

[News] AI Demand Blunts Foundry Seasonality: TSMC Sees 4% 1Q Growth; VIS, PSMC Raise Prices

AI demand powers foundries through the slow season. According to Central News Agency, the first quarter is traditionally a slow season for foundries, but this year is benefiting from strong AI demand alongside a recovery in panel driver IC orders. As a result, foundries including TSMC are expected t...

2026-01-27

[News] AI Drives Mature-Node Prices: SMIC Reportedly Up 10%, Vanguard Estimated Up 4–8% From Q1

Mature-node foundries may be poised for a new wave of price hikes. According to Commercial Times, the expansion of AI applications is driving rapid growth in demand for power management components, with industry sources suggesting that mature-node pricing could rebound. Among mature-node foundrie...

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