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Foundry Market Bulletin - Sep. 21, 2026
Last Modified
2026-09-21
Update Frequency
Biweekly
Format
Non-TSMC foundries head into 2027 with higher utilization, price hikes, and sustained strong revenue growth.
Key Highlights
- Samsung: AI fills advanced nodes; mature lines pivot, lifting revenue.
- SMIC: Power fills 8-inch; mature orders drive expansion.
- HuaHong: Strong demand lifts utilization, expansion.
- Nexchip: AI crowding lifts utilization, pricing.
- Others: Tower shift outpaces industry growth.
Table of Contents
- Samsung
- SMIC
- HuaHong
- Nexchip
- Other Foundries
- Projected Operations among Overseas and Chinese Foundries for 2027 (Unit: %)
<Total Pages: 4>
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