Research Reports

Research Reports

Foundry Market Bulletin - Jun. 30, 2025

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Last Modified

2025-06-30

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Update Frequency

Biweekly

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Format

PDF



Overview

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

  1. TSMC
  2. UMC
  3. Vanguard
  4. PSMC
    • Projected Total Capacity and YoY of Taiwanese Foundries between 2025 and 2026 (4Q25 vs. 4Q26)

<Total Pages: 3>

Projected Total Capacity and YoY of Taiwanese Foundries between 2025 and 2026 (4Q25 vs. 4Q26)





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