GlobalFoundries, UMC, and SMIC, the three largest mature-node chip manufacturers, are investing billions to expand capacity at 22nm and above, diverging from TSMC and Samsung's focus on leading-edge processes. These companies collectively hold about 13.5% of the global foundry market and serve critical sectors like automotive and AI server power supplies. Each foundry is adopting distinct strategies influenced by their geographic location, regulatory environments, and specific technology choices. AI
IMPACT These foundries supply essential chips for AI servers and other critical infrastructure, indicating continued investment in the foundational layers of the AI ecosystem.
RANK_REASON The article details significant investment and strategic shifts by major mature-node semiconductor foundries, impacting critical supply chains.
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