Research Reports

Research Reports

Foundry Market Bulletin - Jun. 16, 2025

Last Modified

2025-06-16

Update Frequency

Biweekly

Format

PDF

Overview

Foundry Market Update: Samsung utilization rate stable, clients adjust supply chains strategically; China foundry development continues, new processes and regional capacity layouts key.

Key Highlights

Recent Foundry Market Observations: Samsung's 8-inch capacity utilization flat, supported by automotive and specific demands, evaluating resuming production capacity.
The development of new process of China foundry is advancing. The utilization of Nexchip is affected by inventory and macroeconomics, but new technology nodes are in trial production.
Clients adjust supply chains due to geopolitical reasons, such as Omnivision shifting orders. Global regional capacity layouts are ongoing.