Foundry Market Bulletin - Feb. 2, 2026

Last Modified

2026-02-02

Update Frequency

Biweekly

Format

PDF

Samsung rebounds via advanced nodes and US fab restart. SMIC and Nexchip enhance HV tech amid pricing pressure. HuaHong optimizes fab allocation. Smaller foundries slow expansion due to technical hurdles, showing a market split between advanced and mature nodes.

Key Highlights

Samsung: Growth returns via advanced nodes and US fab restart, boosting utilization.
SMIC: Developing new HV tech to compete; however, mature node pricing remains pressured.
HuaHong: Optimizing cross-fab capacity allocation to improve production efficiency.
Nexchip: Strong short-term demand persists; advancing OLED driver R&D and verification.
Other Foundries: Expansion plans are slowing; facing technical and funding uncertainties.