Foundry Market Bulletin - Jun. 8, 2026

Last Modified

2026-06-08

Update Frequency

Biweekly

Format

PDF

Taiwan foundries including TSMC, UMC, Vanguard, and PSMC are raising prices amid tight capacity, with increases set to extend into 2027.

Key Highlights

TSMC Advanced Nodes: 3nm capacity remains severely constrained; 2H26 price hikes deferred but stacked into 1Q27, resulting in a sharper-than-expected increase; Fab15A upgrade to impact 28/22nm supply from 2027.
UMC Mature Nodes: 2H26 hikes are selective—existing large customers largely shielded; unsigned customers and Singapore orders see modest increases; broad-based hike planned for 1Q27 with notably larger targets.
Vanguard 8-inch: Two price hikes in 1H26 take effect in 3Q26; capacity remains tight into 2H26 with potential further hikes at a more moderate pace; Renesas LTA negotiations ongoing, a deal would support 2027 utilization.
PSMC 12-inch: Logic capacity squeezed by HBM back-end outsourcing ramp; second-round price hike set for 3Q26 across all customers; risk of quarterly sequential increases if tightness persists.