Research Reports

Foundry Market Bulletin - Dec. 22, 2025

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Last Modified

2025-12-22

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Update Frequency

Biweekly

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Format

PDF



TSMC reduces 8-inch capacity to focus on advanced processes; UMC sees rising utilization from AI and future Samsung transfer opportunities. Vanguard acquires TSMC's used equipment to meet strong power IC demand; PSMC advances projects and plans fab leasing to optimize profits.

Key Highlights

  • TSMC: Downsizing legacy 6/8-inch capacity to concentrate resources on accelerating 2nm expansion.
  • UMC: Benefiting from competitors' production cuts and growth in AI power management demand, plus Samsung's expanded outsourcing, the 8-inch operational outlook improves.
  • Vanguard: Acquiring equipment to meet surging demand for power ICs from major global clients.
  • PSMC: Qualcomm project may launch early; negotiating fab leasing with memory firms to optimize assets.

Table of Contents

  1. TSMC
    • Changes to 8” Capacity among Global Foundries between 2023 and 2027F
  2. UMC
  3. Vanguard
  4. PSMC

<Total Pages:  3>

Changes to 8” Capacity among Global Foundries between 2023 and 2027F





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