Foundry Market Bulletin - Dec. 22, 2025
Last Modified
2025-12-22
Update Frequency
Biweekly
Format
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
- TSMC
- Changes to 8” Capacity among Global Foundries between 2023 and 2027F
- UMC
- Vanguard
- PSMC
<Total Pages: 3>

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