Download Report
Contact Us
Foundry Market Bulletin - Jan. 19, 2026
Last Modified
2026-01-19
Update Frequency
Biweekly
Format
AI drives TSMC's expansion and upgraded targets. Vanguard sees rising utilization and prices via power ICs. UMC grows steadily, while PSMC rebounds through memory demand.
Key Highlights
- TSMC: Expanding global advanced nodes and raising long-term CAGR targets.
- UMC: Focusing on product mix and overseas fab stability for steady growth.
- Vanguard: Rebounding strongly with tight 8-inch capacity.
- PSMC: Leveraging memory recovery to boost utilization through capacity reallocation.
Table of Contents
- TSMC
- UMC
- Vanguard
- PSMC
- Operating Outlook among Taiwanese Foundries for 2026
<Total Pages: 3>
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF
Foundry Biweekly Market BulletinRelated Reports
Download Report
Membership
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF