Wire flash
UMC, Powerchip Mull Price Hikes on Mature-Node Chip Demand Surge
Editorial responsibility
- No named human review is recorded for this page.
- Source reporting is collected, normalized, translated or condensed automatically when needed.
- Automatically published source-backed update
According to a report by the STAR Market Daily on the 21st, surging demand for mature-node chips such as power management ICs, microcontrollers, sensors, and MOSFETs, driven by AI spillover and TSMC's gradual reduction of capacity in certain mature nodes, has led to high capacity utilization rates and supply shortages at foundries including UMC, Powerchip (PSMC), and Vanguard (VIS). UMC has signaled plans to raise prices, while PSMC is reportedly considering price hikes of up to 40%. Both companies confirmed strong recent order intake. UMC stated that if current market supply-demand trends persist, next year's adjustments in wafer foundry prices will be more pronounced than those seen in the second half of this year. The report originates from Taiwan's Economic Daily News.
Source report
According to a report by the STAR Market Daily on the 21st, AI has driven robust demand in advanced semiconductor nodes, while demand for mature-node chips—such as power management ICs, microcontrollers, sensors, and MOSFETs—has also surged.
Coupled with the spillover effect from TSMC's gradual reduction of capacity in certain mature nodes, wafer foundries including United Microelectronics Corporation (UMC), Powerchip Semiconductor Manufacturing Corporation (PSMC), and Vanguard International Semiconductor Corporation (VIS) are experiencing high capacity utilization rates and supply shortages.
- UMC has signaled plans to raise prices.
- PSMC is reportedly considering price hikes of up to 40%.
Both UMC and PSMC confirmed that recent order intake has been strong. UMC stated that if current market supply-demand trends persist, next year's adjustments in wafer foundry prices will be more pronounced than those seen in the second half of this year.
(Source: Economic Daily News, Taiwan)
Source
财联社Regional
Part of this Story
Mature-node chip demand surge drives UMC and Powerchip to plan price hikes