Foundry Market Bulletin - Nov. 10, 2025

Last Modified

2025-11-10

Update Frequency

Biweekly

Format

PDF

Advanced-process expansion and layouts for both Chinese foundries and GlobalFoundries, stressing supply autonomy and cross-border investment amid strategic shifts for long-term needs.

Key Highlights

Domestically in China, there is active movement to boost advanced-process capacity and self-sufficiency, led by major players, with several new fabs planned and coordination across research and production timelines.
Industry players are expanding high-value process mix and multi-platform capabilities, improving customer validation and profitability through expanded capacity and diversified offerings.
Emerging foundries pursue multi-node development and collaboration, focusing on automotive and high-end sensing applications to secure long-term partnerships and supplier position.
GlobalFoundries, investments aim to strengthen regional capacity in Europe, targeting long-term growth areas such as automotive, IoT, and infrastructure to improve supply resilience and tech footprints.