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.
In May, the NAND Flash wafer market growth decelerated significantly. High wafer prices put severe cost and financial pressures on downstream module makers. With margins heavily squeezed and terminal...
Major foundries see rising utilization and pricing power, driven by front-loading demand and surging AI orders, lifting 2026 full-year outlook.
Taiwan foundries see strong 2Q26 rebound, led by TSMC's 3nm ramp and packaging, with peers eyeing HBM and interposer.
Recently, the upward momentum of NAND Flash wafer contract prices has decelerated significantly. Due to elevated costs and sluggish end-market consumption, module makers have adopted a passive procure...
Foundry shifts: Samsung Taylor starts, SMIC expands, HuaHong refines, Nexchip and CXMT ally, mature node prices rise.
Taiwanese foundries face structural shifts: TSMC consolidates 12" mature nodes, UMC hikes 8" prices, VIS pivots to PMICs, and PSMC moves to high-value processes amid supply-demand restructuring.
Driven by strict supplier capacity control and robust AI demand, NAND Flash wafer prices continue rising but exhibit structural divergence. MLC prices are surging most fiercely due to phase-out-induce...
Samsung accelerates the reduction of mature capacities while hiking prices on fully-loaded advanced nodes. Meanwhile, benefiting from supply shifts and early stocking against rising component costs, C...
This report contains 2 major sections: industry's“dynamic issues”and “trends of costs & prices”. In the section of "industry's dynamic issues", it analyzes 2 or 3 key topics of...
Driven by strong demand, TSMC accelerates global expansions for advanced nodes and packaging; UMC pushes joint-node sampling despite delays and develops silicon photonics; Vanguard comprehensively rai...
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...
Market outlook diverges: Samsung accelerates US expansion despite yield risks. Rising memory costs slow SMIC and Nexchip, while AI orders boost HuaHong. GlobalFoundries significantly increases capex f...
