Samsung Electro-Mechanics leads MLCC price hikes to OEMs and ODMs, lifting quotes for consumer and AI-grade parts while raising utilization at Taiwanese and Chinese makers, officially starting an indu...
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.
Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
AI demand reshapes foundry priorities: photonics, packaging gains, tight mature nodes, rising power investment.
Major foundries push fab buildouts, transfer orders, price talks, and specialty processes to boost capacity.
Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
TrendForce’s report indicates that global vehicle sales are expected to decline slightly; however, sales in the electrified vehicle category will maintain positive growth, with HEVs exhibiting the str...
AI-driven demand displaces mature node capacity, triggering price hikes across 8-inch and 12-inch foundry that could last through 2027.
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capa...
Foundry pricing trends tighten across mature nodes in 2026, with AI demand driving advanced-process overflow orders and reshaping competitive dynamics.
Taiwan foundries including TSMC, UMC, Vanguard, and PSMC are raising prices amid tight capacity, with increases set to extend into 2027.
Taiwan foundries including TSMC, UMC, Vanguard, and PSMC are raising prices amid tight capacity, with increases set to extend into 2027.
Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
Major foundries see rising utilization and pricing power, driven by front-loading demand and surging AI orders, lifting 2026 full-year outlook.
