Mature process alert! 8-inch wafer foundries trigger price war; semiconductor cycle divergence intensifies
Summary According to the latest market report, the global wafer foundry market showed a clear divergence in Q2 2026: advanced processes face supply shortages, while mature processes are mired in a price war due to high inventories and China's capacity expansion. This article analyzes the supply-demand structural changes behind 8-inch wafer foundry price cuts and their implications for the semiconductor supply chain and investment strategies.
According to the latest market report, the global wafer foundry market showed a clear divergence in Q2 2026: advanced processes face supply shortages, while mature processes are mired in a price war due to high inventories and China's capacity expansion. This article analyzes the supply-demand structural changes behind 8-inch wafer foundry price cuts and their implications for the semiconductor supply chain and investment strategies.