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TSMC to Cut Fab14 Mature-Node Capacity by 15%-20% to Reflect Changing Demand Mix

Summary

TypeInsight
PublishedJanuary 22, 2026
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Author

Jake Lai

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Jake Lai is a Senior Analyst in the Semiconductor and Components team at Counterpoint, based in Taiwan. He currently leads the Counterpoint Foundry Service, leveraging over five years of experience in the foundry and semiconductor markets. Prior to joining Counterpoint, he served as an Assistant Manager at Samsung Foundry, where he specialized in Foundry Market Intelligence. Earlier in his career, he worked as an analyst at a Taiwanese research institution, focusing on the foundry and semiconductor sectors.

Zoey Hsu

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Zoey Hsu embarked on her professional journey as a sales trader in the Taiwan equity market with SinoPac Securities. Her role involved conducting extensive market research focused on the semiconductor ecosystem, laying the groundwork for her expertise in the field. Zoey fostered strong relationships with key players in Taiwan's semiconductor industry during her tenure. Driven by her passion and keen interest in technology, Zoey transitioned to Counterpoint Research's foundry team, where she continues contributing her insights and expertise. Academically, Zoey holds a Bachelor of Economics degree from National Cheng-chi University.