Research Reports

Foundry Market Bulletin - Jul. 20, 2026

icon

Last Modified

2026-07-20

icon

Update Frequency

Biweekly

icon

Format

PDF



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

  1. Samsung 
  2. SMIC
  3. HuaHong 
  4. Nexchip
  5. Other Foundries

<Total Pages: 3>





Get in touch with us


Get in touch with us