Foundry Wafer Capacity by Node Tracker (Q1 2025)
Overview: The report provides a comprehensive analysis of the semiconductor industry's wafer capacity distribution across different process nodes. The report examines the quarterly capacity for both advanced and matured nodes, highlighting the shifts and trends that are reshaping the foundry landscape. It offers insights into the technological capabilities and strategic plans of key players, with a particular focus on TSMC's collaboration with ASML in implementing EUV (Extreme Ultraviolet) lithography.
Table of Contents:
- Quarterly Capacity - Advanced
- Quarterly Capacity - Matured
- TSMC/ASML EUV Plan
Published Date: June 2025
Category
Industry
Semiconductors
Service
Foundry
Report Type
Report
Time Period
Quarterly
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Author
William Li
William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.