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Foundry Market Bulletin - May 25, 2026
Last Modified
2026-05-25
Update Frequency
Biweekly
Format
Major foundries see rising utilization and pricing power, driven by front-loading demand and surging AI orders, lifting 2026 full-year outlook.
Key Highlights
- Samsung Foundry: Advanced nodes fully loaded on Nintendo Switch 2, Groq LPU & System LSI ramp; price hikes of high single to low double digits lift full-year outlook.
- SMIC: AI related IC orders beat expectations; order reflow from non-China peers and import substitution drive upward revision of full-year revenue growth forecast.
- HuaHong Group: Fab9A capacity ramp buffers seasonal softness; U.S. equipment export curbs cloud Fab8B expansion plans beyond 2026.
- Nexchip & Others: Nexchip aluminum nodes fully booked on DDIC/CIS reflow; Tower sharply raises guidance on silicon photonics surge tied to AI datacenter buildout.
Table of Contents
- Samsung
- SMIC
- HuaHong
- Nexchip
- Other Foundries
- Projected Revenue among Chinese, South Korean, European, and US Foundries for 2026
<Total Pages: 4>
Category: Wafer Foundries
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