Industry Analysis
The surge in AI demand has reshaped the mature process market landscape. Driven by strong demand for GPUs and HBM, sectors such as PMICs, power components, and network chips are experiencing growth, prompting price increases among wafer foundries in Taiwan, China. The previous price war-induced margin erosion is easing, yet supply chain risks and compliance challenges are rising. Companies must navigate geopolitical tensions affecting technology export controls, especially as advanced nodes face restrictions, making mature processes a critical buffer. Competitors may respond with capacity expansion or strategic partnerships to solidify market positions, with competition centered on cost efficiency and delivery reliability. Over the next 12 months, sustained AI growth will accelerate industry consolidation, enabling mature process vendors to recover profitability. However, long-term global semiconductor supply chain restructuring remains inevitable.
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