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Foundry Market Bulletin - Sep. 8, 2025
Last Modified
2025-09-08
Update Frequency
Biweekly
Format
The global foundry landscape is stabilizing, with leading and regional players staying productive; pricing and localization drive growth.
Key Highlights
- By 2026, the global foundry cycle stabilizes with leaders and regional players high utilization, with investment and customer mix driving new growth.
- Major vendor dynamics cover price pressure and pricing strategies, capacity consolidation, and new process introduction, fueling margin improvement.
- Market focus centers on capacity adjustments and platform ramping, with high-value processes and localization as growth drivers.
- Strategic outlook emphasizes localization, tech upgrades, and capacity alignment to sustain margin growth.
Table of Contents
- Samsung
- SMIC
- HuaHong
- Nexchip
- Other Foundries
- Projected Revenue and YoY among Chinese, South Korean, and US Foundries (2025-2026)
<Total Pages: 3>
Category: Wafer Foundries
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