Foundry Market Bulletin - Aug. 25, 2025

Last Modified

2025-08-25

Update Frequency

Biweekly

Format

PDF

In 2026, Taiwan’s major foundries increase utilization; PSMC grows with new partnerships, UMC stable, Vanguard benefits from premium capacity and new fab, while TSMC’s advanced nodes remain fully utilized driving revenue growth, marking moderate market expansion.

Key Highlights

PSMC begins new collaboration with Qualcomm, targeting PMIC mass production by late 2026, with revenue impact mainly in 2027.
UMC maintains stable utilization focusing on mature process nodes, with limited revenue growth due to competition and pricing pressure.
Vanguard's utilization rises supported by premium PMIC and AI-related orders; new fab comes online gradually.
TSMC in 2026 is expected to maintain full utilization of advanced processes, driving significant revenue growth and industry momentum.
Industry shows moderate growth driven by end-market demand, with distinct strategies among top foundries.