Research Reports
Foundry Market Bulletin - Jun. 30, 2025
Last Modified
2025-06-30
Update Frequency
Biweekly
Format
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
- TSMC
- UMC
- Vanguard
- PSMC
- Projected Total Capacity and YoY of Taiwanese Foundries between 2025 and 2026 (4Q25 vs. 4Q26)
<Total Pages: 3>
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