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Foundry Market Bulletin - Mar. 16, 2026
Last Modified
2026-03-16
Update Frequency
Biweekly
Format
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.
Table of Contents
- TSMC
- TSMC's Expansions for 2026
- UMC
- Vanguard
- PSMC
<Total Pages: 3>
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