Research Reports

Foundry Market Bulletin - Oct. 19, 2026

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Last Modified

2026-10-19

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Update Frequency

Biweekly

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Format

PDF



Samsung speeds 8-inch cuts, plans 2027 hikes; AI demand lifts mature nodes as SMIC, Nexchip, HuaHong raise prices, expand.

Key Highlights

  • Samsung: Faster 8-inch cuts; price hikes planned across nodes.
  • SMIC: 8-inch and 12-inch prices rise; Shenzhen fab expands.
  • HuaHong: 12nm R&D restarts; silicon capacitors target AI demand.
  • Nexchip & Others: Full capacity lifts prices; new fab starts; CXMT deal shapes DRAM expansion.

Table of Contents

  1. SMIC
  2. HuaHong
  3. Nexchip
  4. Other Foundries
    • 2H26–2027 Foundry Pricing Negotiation Updates among Chinese and South Korean Foundries

<Total Pages: 3>

2H26–2027 Foundry Pricing Negotiation Updates among Chinese and South Korean Foundries





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