TSMC reduces 8-inch capacity to focus on advanced processes; UMC sees rising utilization from AI and future Samsung transfer opportunities. Vanguard acquires TSMC's used equipment to meet str...
The foundry sector is undergoing a broad realignment as mature nodes contract, product mixes shift upward, and Chinese demand supports steady growth. Advanced-node expansion continues to face technica...
Benefiting from inventory stocking for smartphones and PCs alongside a recovery in automotive demand, the rebound in mature processes drove growth for UMC and HuaHong. TSMC's advanced processes a...
Global foundry markets show steady demand and diverse capacity as leaders push advanced processes and packaging amid geopolitics.
Advanced-process expansion and layouts for both Chinese foundries and GlobalFoundries, stressing supply autonomy and cross-border investment amid strategic shifts for long-term needs.
AI-driven demand push chiplet-based packaging; EMIB costs less than CoWoS, signaling a move to modular, efficient interconnects.
The latest Foundry Newsletter reports analyzes the global foundry market, noting demand-supply dynamics, yield issues across fabs, and shifting supply chains amid uncertainty.
Strong domestic demand in China is pushing 8-inch foundry utilization to full capacity, prompting price hikes and expansion plans. Clients are securing advanced node capacity through strategic partner...
AI and smartphone demand lift 2H foundry utilization; Semiconductor tariffs pending and low inventory spur rush orders. China's mature nodes tighten, prices stabilize.
The latest Foundry Newsletter reports that leading wafer foundries have stabilized capacity due to major customer orders. Capacity utilization in the second half is better than expected. Focus is on e...
The global foundry landscape is stabilizing, with leading and regional players staying productive; pricing and localization drive growth.
The surge in AI applications has fueled the development and growth of the semiconductor industry but has also brought new challenges. Apart from advanced process technology nearing physical limits and...
TrendForce reports 2Q25 wafer foundry growth driven by subsidies and new product stocking; TSMC leads with strong AI and mobile demand; top 10 firms dominate; 3Q25 outlook remains positive with rising...
In 2026, Taiwan’s major foundries increase utilization; PSMC grows with new partnerships, UMC stable, Vanguard benefits from premium capacity and new fab, while TSMC’s advanced nodes remain fully util...
Driven by policy support and market demand, leading foundries improved capacity utilization and revenue growth, with new capacity expanding, and diversified platform development showing positive resul...
