Download Report
Contact Us
Foundry Market Bulletin - Oct. 13, 2025
Last Modified
2025-10-13
Update Frequency
Biweekly
Format
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.
Table of Contents
- Samsung
- SMIC
- HuaHong
- Nexchip
- Changes to Nexchip’s Capacity Utilization (1Q25-4Q25E)
- Other Foundries
<Total Pages: 4>
Sector: Wafer Fabrication / Foundry
Tag: AI Chip PMIC CIS Analog IC Advanced Packaging Image Signal Processor ASP Capacity Utilization Rate CapEx Geopolitical Risk Market Bulletin Production Capacity Revenue Shipments Supply Chain Supply & Demand Technology Roadmap Wafer Price Samsung SMIC HuaHong Nexchip
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
Foundry Biweekly Market BulletinRelated Reports
Download Report
Membership
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF