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
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Aperiodically
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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.
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