Foundry Market Bulletin - Mar. 30, 2026

Last Modified

2026-03-30

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Biweekly

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Samsung accelerates the reduction of mature capacities while hiking prices on fully-loaded advanced nodes. Meanwhile, benefiting from supply shifts and early stocking against rising component costs, Chinese foundries maintain high utilization in mature nodes, triggering price hikes for tight capacities. Simultaneously, driven by the localization trend, major Chinese players are actively expanding new fabs.

Key Highlights

Korean Shift: Samsung's drastic cuts to 8-inch mature capacities prompt customers to evaluate order shifts; conversely, AI and flagship chip demands max out its advanced nodes, triggering across-the-board price hikes.
China Boom & Pricing: Driven by supply shifts and inflation-hedging early stocking, mature capacities at major Chinese foundries remain tight, prompting price hikes and 8-inch/12-inch capacity bundling strategies.
Rapid Expansion: To meet robust domestic demand and high-end applications, SMIC and HuaHong continue expanding specialty and advanced nodes, while Nexchip and Cansemi accelerate new fab constructions.

Samsung
SMIC
HuaHong
Nexchip
- Changes to 8” Capacity Utilization among Chinese and South Korean Foundries between 2025-2026F
- Changes to 12” Capacity Utilization among Chinese and South Korean Foundries between 2025 and 2026F
Other Foundries

Changes to 8” Capacity Utilization among Chinese and South Korean Foundries between 2025-2026F

Category: Wafer Foundries

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Foundry Market Bulletin - Mar. 30, 2026

Key Highlights