Subject


VIS


2025-11-05

[News] TSMC Affiliate VIS Sees 4–6% Q4 Wafer ASP Rise as Aggressive Price Cutting Fades

TSMC’s affiliate, Vanguard International Semiconductor (VIS), announced its third-quarter results, reporting net revenue of NT$12.349 billion (about US$413 million), up 4.6 percent year on year. According to Commercial Times, this marked a record high for the same period in the company’s history...

2025-10-27

[News] Taiwan’s UMC Reportedly Presses Suppliers for 15% Cost Reduction Before 2026 Mature-Node Deal Talks

As price negotiations for mature-node foundry services enter a critical stage, Taiwan’s foundries have reportedly moved early to adapt to market shifts by pressing upstream suppliers for price cuts. According to Commercial Times, both Taiwan’s second-largest foundry UMC and TSMC’s affiliate VI...

2025-08-07

[News] Trump’s 100% Chip Tariff Impact: TSMC, GlobalWafers Protected While UMC & Others at Risk

Just ahead of the reciprocal tariffs taking effect on August 7, U.S. President Trump announced plans to slap a 100% tariff on imported chips. According to Politico, the U.S. imported over $60 billion worth of chips in 2024, with Taiwan emerging as the top supplier at roughly $12 billion. As a result...

2025-07-28

[News] Mature Node Orders Reportedly to Drop 30% in 2H25—UMC, VIS, PSMC Under Pressure

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...

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...

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