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Foundry Market Bulletin - Sep. 7, 2026
Last Modified
2026-09-07
Update Frequency
Biweekly
Format
Taiwan foundries see a strong 2027 as utilization rises, capacity expands, and prices climb across the board.
Key Highlights
- TSMC: Node ramp, packaging expansion, price hikes lift 2027 outlook.
- UMC: Order transfers, new apps lift utilization; steady growth continues.
- Vanguard: Fire impact limited; VSMC ramp, price hikes sustain full capacity.
- PSMC: Major fabs' 8-inch cuts, transfers, new apps, and Qualcomm deal lift utilization higher.
Table of Contents
- TSMC
- UMC
- Vanguard
- PSMC
- Projected Capacity Utilization and Revenue among Taiwanese Foundries (2026-2027F)
<Total Pages: 3>
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