Report

Foundry Monthly Intelligence Report, June 2026

Overview: This Foundry Monthly Intelligence Report provides timely, always-on market intelligence to keep you aligned with the latest developments in the foundry ecosystem. It includes ad hoc deep dives into emerging trends and market shifts, along with concise analyst takeaways that deliver real-time, decision-ready insights to support strategic planning and execution.

Robust Demand and Capacity Constraints Support Further Wafer Price Increases Among Foundries in H2 2026 and 2027

TSMC and Samsung's 8-inch capacity cuts were the primary trigger for the 2026 price cycle. TSMC N3 accumulated 8-15% in 2026, while SMIC’s consecutive increases pushed 8-inch mature nodes up 10-20%, the most aggressive move among all foundries.
TSMC's N3/N2 faces no meaningful relief despite a near-doubling of N2 capacity to 110-120 KWPM in 2027. Samsung is moving toward premium pricing on SF2/SF2Z anchored by HBM4 base-die and AI demand, while UMC targets 8-12% in specialty nodes, and GF and Intel Foundry are expected at 0-5%.

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.

David Wu

David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.

Shawn Zhang

Shawn is a Research Associate at Counterpoint Research. He has a strong academic background in semiconductor-related fields, holding both bachelor's and master's degrees in Electrical Engineering. Prior to joining Counterpoint Research, he served as a Research Assistant at the University of Texas at Austin, where he focused on integrated circuit (IC) design. He has a deep interest in the semiconductor industry and is driven by a passion for innovation and excellence in industry research. His technical foundation enables him to deliver in-depth insights that bridge engineering expertise with market intelligence.

Robust Demand and Capacity Constraints Support Further Wafer Price Increases Among Foundries in H2 2026 and 2027

TSMC and Samsung's 8-inch capacity cuts were the primary trigger for the 2026 price cycle. TSMC N3 accumulated 8-15% in 2026, while SMIC’s consecutive increases pushed 8-inch mature nodes up 10-20%, the most aggressive move among all foundries.
TSMC's N3/N2 faces no meaningful relief despite a near-doubling of N2 capacity to 110-120 KWPM in 2027. Samsung is moving toward premium pricing on SF2/SF2Z anchored by HBM4 base-die and AI demand, while UMC targets 8-12% in specialty nodes, and GF and Intel Foundry are expected at 0-5%.

Foundry Monthly Intelligence Report, June 2026

Table of Contents

Robust Demand and Capacity Constraints Support Further Wafer Price Increases Among Foundries in H2 2026 and 2027

Category

Author

Table of Contents

Robust Demand and Capacity Constraints Support Further Wafer Price Increases Among Foundries in H2 2026 and 2027

Author