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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>
Category: Wafer Foundries
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