Fanglue: The 8-inch wafer foundry market is expected to remain in short supply until 2026

The chairman of Vanguard International Semiconductor, Fang Lue, stated that the overall 8-inch wafer foundry market is experiencing a supply shortage this year, with customer demand remaining strong and order visibility at the 3 to 5 month level. It is expected that the 8-inch wafer foundry market will continue to face shortages in 2026. The new plant in Singapore produced its first batch of 40nm trial production chips in early June, with yields exceeding 99%, and mass production is expected to officially begin in the first quarter of 2027.