AI demand reshapes foundry priorities: photonics, packaging gains, tight mature nodes, rising power investment.
Mature foundries shift structurally as capacity cuts and AI demand lift utilization and pricing, while Tier 2 players gain order wins.
Foundry shifts: Samsung Taylor starts, SMIC expands, HuaHong refines, Nexchip and CXMT ally, mature node prices rise.
Driven by robust AI demand, 2026 foundry revenue is set to grow significantly. Advanced nodes and packaging capacities are fully loaded, leading to price hikes. Meanwhile, 8-inch capacity is tightenin...
Driven by accelerated 8-inch capacity cuts by TSMC and Samsung, coupled with rising demand for AI power components and panic stocking across the supply chain, the global supply-demand structure for 8-...
Global market intelligence firm TrendForce reports that with the global chip shortage persisting for two long years, foundries have all taken proactive steps to expand production capacity so as to mee...
