Foundry Market Bulletin - Jul. 20, 2026
Last Modified
2026-07-20
Update Frequency
Biweekly
Format
AI demand reshapes foundry priorities: photonics, packaging gains, tight mature nodes, rising power investment.
Key Highlights
- Samsung: SiPh/PIC progress; cuts 8-inch for advanced nodes.
- SMIC: Shifts to memory; builds packaging (Foundry 2.0).
- HuaHong: Expands power/BCD; HLMC advances packaging.
- Nexchip: Tight supply drives price hikes, power push.
- Others: Zensemi expands power lines, funding limited.
Table of Contents
- Samsung
- SMIC
- HuaHong
- Nexchip
- Other Foundries
<Total Pages: 3>
Sector: Wafer Fabrication / Foundry IC Testing & Packaging
Tag: AI Chip DRAM Power IC Silicon Photonics Mobile Memory PIC Advanced Packaging ASP Capacity Utilization Rate CapEx Contract Price Market Bulletin Pricing Trends Production Capacity Revenue Shipments Supply & Demand Technology Roadmap Wafer Price Samsung SMIC HuaHong Nexchip Zensemi
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