2Q26 foundry revenue rose broadly; overseas, China fab expansion should keep capacity tight, lifting full-year momentum.
TSMC, UMC, Vanguard and PSMC posted higher 2Q26 revenue on price hikes and strong demand, with capex broadly raised.
Foundry pricing trends tighten across mature nodes in 2026, with AI demand driving advanced-process overflow orders and reshaping competitive dynamics.
The semiconductor industry is undergoing a structural shift in 2026, with competition moving beyond process node scaling toward system-level architecture. On the technology front, 2nm gate-all-around...
AI demand reshapes chip supply; advanced nodes and packaging turn scarce, with early lockdowns now defining leadership.
Samsung to focus on advanced nodes in 2026 with full capacity utilization; SMIC to raise 8-inch and memory foundry prices on strong demand; HuaHong to expand capacity and advance specialty platforms;...
TSMC reduces 8-inch capacity to focus on advanced processes; UMC sees rising utilization from AI and future Samsung transfer opportunities. Vanguard acquires TSMC's used equipment to meet str...
Samsung restarts US plant expansion driven by policy, but timeline and capacity growth remain uncertain; 2nm order progress depends on yield and client decisions, requiring further observation.
TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advanced node s...
TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advance...
Japan is currently advantageous in semiconductor materials and equipment, and is incentivizing key wafer suppliers to establish local fabs in the country by offering political support, whilst developi...
