Foundry Market Bulletin - Jan. 5, 2026

Last Modified

2026-01-05

Update Frequency

Biweekly

Format

PDF

Samsung to focus on advanced nodes in 2026 with full capacity utilization; SMIC to raise 8-inch and memory foundry prices on strong demand; HuaHong to expand capacity and advance specialty platforms; GlobalFoundries to develop automotive BCD and 22nm Bulk CMOS to win orders; Nexchip to outperform peers on localization and ramp OLED driver IC mass production with tier-one customers.

Key Highlights

Samsung: Focuses on capacity and utilization trends for advanced nodes.
SMIC: Implements comprehensive price hikes for 8-inch and memory foundry due to demand.
HuaHong: Expands mature capacity and advances specialty process platforms.
Nexchip: Outperforms peers via localization and targets Tier 1 clients for OLED DDI.
GlobalFoundries: Develops automotive-grade BCD platforms and advances 22nm Bulk CMOS technology to broaden market reach.