Foundry Market Bulletin - Sep. 22, 2025

Last Modified

2025-09-22

Update Frequency

Biweekly

Format

PDF

The latest Foundry Newsletter reports that leading wafer foundries have stabilized capacity due to major customer orders. Capacity utilization in the second half is better than expected. Focus is on expanding capacity and adjusting equipment to address order shifts and geopolitical factors, with signs of price increases. Tight capacity and long-term supply arrangements will drive the market.

Key Highlights

Capacity and demand: major customers replenish orders, lifting utilization.
Strategy: tweaks to capacity and equipment to cope with shifts and geopolitics.
Expansion: equipment transfer to a new fab to support new processes.
Risks: long-term supply focus amid geopolitics.
Advanced Process Developments: The trial runs for HV and ISP platforms and cross-customer coordination are progressing.

TSMC
UMC
Vanguard
- Changes to Vanguard's Capacity Utilization (vs. Last Version) between 1Q25 and 2Q26
PSMC

Changes to Vanguard’s Capacity Utilization (vs. Last Version) between 1Q25 and 2Q26

Category: Wafer Foundries

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Foundry Market Bulletin - Sep. 22, 2025

Key Highlights