Foundry Market Bulletin - Jun. 30, 2025
Last Modified
2025-06-30
Update Frequency
Biweekly
Format
UMC focuses on mature processes in China with limited expansion; main growth is in Singapore fab, while Vanguard accelerates capacity in the new Singapore fab, surpassing industry growth.
Key Highlights
- UMC's China fabs use mature processes with no further expansion, minimal export impact.
- UMC shifts some production from Taiwan and Singapore to China to meet local demands.
- In 2026, UMC prioritizes capacity growth in Singapore fabs for steady output increase.
- Vanguard slightly expands Taiwan operations but mainly invests in new Singapore twelve-inch fab.
- Vanguard's new fab drives capacity growth exceeding industry average pace.
Table of Contents
- TSMC
- UMC
- Vanguard
- PSMC
- Projected Total Capacity and YoY of Taiwanese Foundries between 2025 and 2026 (4Q25 vs. 4Q26)
<Total Pages: 3>

Category: Wafer Foundries
Spotlight Report
-
DRAM Monthly Datasheet Jan. 2026
2026/01/15
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Jan. 2026
2026/01/14
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF
-
Soaring Memory Prices Impact End Products, Specification Downgrading Becomes a Trend
2025/12/09
Semiconductors
PDF
-
DRAM/NAND Flash 2026 Capex: AI-Driven Revisions, Capacity Limited
2025/11/07
Semiconductors
PDF
-
Memory Surge Raises BOM, Trims 2026 Phone and NB View
2025/11/14
Semiconductors
PDF
Foundry Biweekly Market BulletinRelated Reports
Download Report
USD $75,000
Membership
Spotlight Report
-
DRAM Monthly Datasheet Jan. 2026
2026/01/15
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Jan. 2026
2026/01/14
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF
-
Soaring Memory Prices Impact End Products, Specification Downgrading Becomes a Trend
2025/12/09
Semiconductors
PDF
-
DRAM/NAND Flash 2026 Capex: AI-Driven Revisions, Capacity Limited
2025/11/07
Semiconductors
PDF
-
Memory Surge Raises BOM, Trims 2026 Phone and NB View
2025/11/14
Semiconductors
PDF