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Foundry Market Bulletin - Nov. 2, 2026
Last Modified
2026-11-02
Update Frequency
Biweekly
Format
AI and flagship phones lift TSMC's 3nm and 2nm, while tight mature-node capacity supports pricing; foundries expand for growth.
Key Highlights
- TSMC: 3nm becomes the top revenue node, 2nm ramps with Apple demand, and new 3nm fabs are planned.
- UMC: Utilization recovers; 22nm products and silicon photonics will drive 4Q26 growth, with added capex for advanced packaging.
- Vanguard: Shipments and ASP both rise; Singapore VSMC nears mass production with capacity secured by LTAs.
- PSMC: Memory and logic price hikes lift revenue; moderate increases are expected in 2027.
Table of Contents
- TSMC
- UMC
- Vanguard
- PSMC
<Total Pages: 3>
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