Foundry Market Bulletin - Dec. 22, 2025

Last Modified

2025-12-22

Update Frequency

Biweekly

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.