Foundry Market Bulletin - Oct. 13, 2025

Last Modified

2025-10-13

Update Frequency

Biweekly

Format

PDF

Strong domestic demand in China is pushing 8-inch foundry utilization to full capacity, prompting price hikes and expansion plans. Clients are securing advanced node capacity through strategic partnerships, while geopolitics reshapes supply chains.

Key Highlights

Strong Domestic Demand: China's localization drive has led to robust demand for 8-inch PMIC and analog ICs, pushing foundries like SMIC to near-full capacity and planning price increases.
Advanced Node Strategy: To support high-end CIS product upgrades, clients are actively partnering with foundries like HuaHong Group to secure scarce 28/22nm ISP capacity.
Supply Chain Realignment: US clients are increasing orders with Korean 8-inch foundries to mitigate geopolitical risks, while some fabs face weak demand due to competition from Chinese 12-inch capacity.