Research Reports

Research Reports

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Last Modified

2024-10-11

Update Frequency

Aperiodically

Format

PDF

Overview

TrendForce forecasts that global mature node capacity will grow by 6% YoY in 2025, with approximately 70% of the increase coming from Chinese foundries. Despite slow recovery in end-market demand, Chinese foundries are aggressively expanding capacity, intensifying market competition. Mature node utilization rates are projected to rise modestly to 75-80% in 2025, but upward price momentum will be limited. Chinese foundries' pricing strategies will impact the global market. Geopolitical factors are also driving foundries to diversify capacity deployments globally to ensure supply chain security.

＜Total Pages：8＞

Spotlight Report

Selected TopicsRelated Reports

[Selected Topics] Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

2024/11/12

Semiconductors

PDF

[Selected Topics] AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

2024/11/11

Semiconductors

PDF

[Selected Topics] DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

2024/11/11

Semiconductors

PDF

[Selected Topics] SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

2024/11/11

Semiconductors

PDF

[Selected Topics] US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

2024/11/08

Semiconductors

PDF

[Selected Topics] US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

2024/11/08

Semiconductors

PDF

Popular Keywords

USD $300

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Overview

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Selected TopicsRelated Reports

[Selected Topics] Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

[Selected Topics] AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

[Selected Topics] DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

[Selected Topics] SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

[Selected Topics] US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

[Selected Topics] US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Download Report

USD $300

Membership

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

Research Reports

USD $300

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Overview

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Selected TopicsRelated Reports

[Selected Topics] Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

[Selected Topics] AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

[Selected Topics] DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

[Selected Topics] SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

[Selected Topics] US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

[Selected Topics] US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Download Report

USD $300

Membership

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Get in touch with us