Foundry Market Bulletin - Jul. 14, 2025

Last Modified

2025-07-14

Update Frequency

Biweekly

Format

PDF

Samsung restarts US plant expansion driven by policy, but timeline and capacity growth remain uncertain; 2nm order progress depends on yield and client decisions, requiring further observation.

Key Highlights

Samsung revives US plant plans due to policy incentives and tax benefits.
Capacity growth at the new US plant is limited, facing constraints from customer orders and policy requirements.
For advanced processes, Samsung's expansion and growth rate are slower than industry peers.
Progress of 2nm process orders is impacted by yield rates and customer scale, with major projects seeing frequent changes.
A leading mobile chip provider shifted some orders, but partial products are still planned with Samsung’s advanced node.
Samsung’s mobile division has yet to finalize the use of new chips, and decisions will depend on performance evaluations.

Samsung
SMIC
HuaHong
- Ratio Changes to HuaHong Group’s Node Capacity between 2025 and 2026
Nexchip
Other Foundries
- Changes to Capacity among South Korean and Chinese Foundries between 2025 and 2026

Changes to Capacity among South Korean and Chinese Foundries between 2025 and 2026