Foundry Market Bulletin - Apr. 13, 2026

Last Modified

2026-04-13

Update Frequency

Biweekly

Format

PDF

Taiwanese foundries face structural shifts: TSMC consolidates 12" mature nodes, UMC hikes 8" prices, VIS pivots to PMICs, and PSMC moves to high-value processes amid supply-demand restructuring.

Key Highlights

TSMC Mature Node Exit: Fab12 P1-4 begins consolidation with last-time-buy notices; 90/80nm HV to be discontinued, while 16nm HV gains momentum via Apple's broad OLED DDI adoption.
UMC 8-inch Price Hike & Transfer Gains: UMC follows peers with an official price increase, capturing HV transfer orders from competitors; utilization stays elevated.
Vanguard Capacity Reallocation: Fab5 expansion exceeds initial plans, but incremental capacity shifts toward Renesas AI MOSFET, reducing Qualcomm's annual allocation.
PSMC Mix Upgrade & MPS Ramp: Legacy node capacity contracts amid equipment transfers; MPS AI-related PMIC orders ramp up, lifting its share of P1/2 output.