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Foundry Market Bulletin - Mar. 2, 2026

Last Modified

2026-03-02

Update Frequency

Biweekly

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PDF

Market outlook diverges: Samsung accelerates US expansion despite yield risks. Rising memory costs slow SMIC and Nexchip, while AI orders boost HuaHong. GlobalFoundries significantly increases capex for localization in US and EU.

Key Highlights

Samsung: Accelerating US expansion for advanced nodes; client yield remains a bottleneck.
SMIC: Growth slowing due to consumer demand headwinds; expansion pace moderating.
HuaHong: Outperforming peers driven by AI and high-end MCU demand; capex peak passed.
Nexchip: High consumer exposure limits momentum; utilization expected to trend lower.
GlobalFoundries: Boosting capex significantly for US/EU expansion and localization strategies.

Table of Contents

Samsung
SMIC
HuaHong
Nexchip
Other Foundries
- Operational Changes among Chinese and South Korean Foundries between 2025 and 2026F

<Total Pages: 4>

Operational Changes among Chinese and South Korean Foundries between 2025 and 2026F

Category: Wafer Foundries

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