Foundry Market Bulletin - Jun. 22, 2025

Last Modified

2026-06-22

Update Frequency

Biweekly

Format

PDF

Foundry pricing trends tighten across mature nodes in 2026, with AI demand driving advanced-process overflow orders and reshaping competitive dynamics.

Key Highlights

Samsung Advanced Nodes: AI ASIC inquiries from Amazon Robotic and Anthropic noted, but limited capacity headroom due to HBM base die allocation and yield challenges at 2nm/4nm.
SMIC Pricing Uptick: 12-inch HV and BCD platforms lead price hikes; NAND capacity nearly triples; AI displacement tightens mature node supply heading into 2027.
HHGrace Platform Expansion: Further pricing upside narrows; 40nm Nor Flash IP collaboration targets 2H27 mass production, broadening technology offerings.
Nexchip Utilization Peaks: 90nm aluminum fully loaded with backlog buildup; 55nm copper ramps quarterly; peer cutbacks drive order migration, sustaining high utilization through 2026.