Foundry Market Bulletin - Mar. 16, 2026

Last Modified

2026-03-16

Update Frequency

Biweekly

Format

PDF

Driven by strong demand, TSMC accelerates global expansions for advanced nodes and packaging; UMC pushes joint-node sampling despite delays and develops silicon photonics; Vanguard comprehensively raises prices and evaluates overseas expansion; PSMC optimizes profits via memory partnerships, line consolidation, and price hikes.

Key Highlights

TSMC: High demand drives global expansion in advanced processes/packaging, elevating capex.
UMC: Joint node development faces minor delays; photonics progresses toward trials.
Vanguard: Initiates a new round of comprehensive price hikes, while simultaneously planning overseas fab expansions and process node upgrades.
PSMC: Deepening memory partnerships prompts line restructuring; tight capacity drives price hikes.