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Foundry Market Bulletin - Nov. 24, 2025
Last Modified
2025-11-24
Update Frequency
Biweekly
Format
Global foundry markets show steady demand and diverse capacity as leaders push advanced processes and packaging amid geopolitics.
Key Highlights
- Global foundry markets show steady demand, diversified capacity, and ongoing investments in advanced processes and packaging to stay competitive.
- Strategies focus on regional capacity spread, supply-chain alignment, prudent capex, and cost management.
- Risks include geopolitical volatility and demand shifts that challenge capacity planning and supply chains.
Table of Contents
- TSMC
- Capacity Plans and Client Distribution for TSMC's 3nm (1Q25-4Q26)
- UMC
- Vanguard
- PSMC
<Total Pages: 4>
Category: Wafer Foundries
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