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Foundry Market Bulletin - Aug. 11, 2025
Last Modified
2025-08-11
Update Frequency
Biweekly
Format
Driven by policy support and market demand, leading foundries improved capacity utilization and revenue growth, with new capacity expanding, and diversified platform development showing positive results.
Key Highlights
- SMIC saw higher capacity use and shipments benefiting from policies and stockpiling, with advanced process issues easing.
- New capacity ramp-up and strong AI-related PMIC demand supported revenue growth and pricing adjustments in HuaHong.
- Nexchip grew steadily by diversifying capacity and processes, reducing dependence on single products, and advancing power semiconductor tech.
- Industry outlook sees stable high utilization and revenue supported by inventory adjustments and new product launches.
Table of Contents
- Samsung
- Ratio Changes to Regional Capacity of Samsung (Unit: %)
- SMIC
- HuaHong
- Nexchip
- Other Foundries
<Total Pages: 4>
Category: Wafer Foundries
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