Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)
Last Modified
2024-10-11
Update Frequency
Aperiodically
Format
TrendForce forecasts that global mature node capacity will grow by 6% YoY in 2025, with approximately 70% of the increase coming from Chinese foundries. Despite slow recovery in end-market demand, Chinese foundries are aggressively expanding capacity, intensifying market competition. Mature node utilization rates are projected to rise modestly to 75-80% in 2025, but upward price momentum will be limited. Chinese foundries' pricing strategies will impact the global market. Geopolitical factors are also driving foundries to diversify capacity deployments globally to ensure supply chain security.
<Total Pages:8>

Category: Semiconductors
Spotlight Report
-
AI Servers Absorbing LPDRAM Capacity, Signaling Tight Supply as the New Norm
2026/06/05
Selected Topics
PDF
-
Mature Memory Structural Shortage: Price Plateau Era Arrives - 2H26
2026/06/02
Selected Topics
PDF
-
Cascading Shortages in Consumer DRAM: How Capacity Pivots Fuel Legacy Node Adoption
2026/06/17
Selected Topics
PDF
-
Smartphone Storage: AI Driven Growth - 2026
2026/03/18
Selected Topics
PDF
-
HBM Market Outlook:HBM Suppliers Seize Pricing Power as AI Demand Fuels Explosive Contract Price Surge
2026/05/27
Selected Topics
PDF
-
Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls
2026/04/30
Selected Topics
PDF
Selected TopicsRelated Reports
Download Report
2,000
Membership
- Selected Topics New
- Selected Topics-TF-0006_Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)
Spotlight Report
-
AI Servers Absorbing LPDRAM Capacity, Signaling Tight Supply as the New Norm
2026/06/05
Selected Topics
PDF
-
Mature Memory Structural Shortage: Price Plateau Era Arrives - 2H26
2026/06/02
Selected Topics
PDF
-
Cascading Shortages in Consumer DRAM: How Capacity Pivots Fuel Legacy Node Adoption
2026/06/17
Selected Topics
PDF
-
Smartphone Storage: AI Driven Growth - 2026
2026/03/18
Selected Topics
PDF
-
HBM Market Outlook:HBM Suppliers Seize Pricing Power as AI Demand Fuels Explosive Contract Price Surge
2026/05/27
Selected Topics
PDF
-
Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls
2026/04/30
Selected Topics
PDF