STARTUP RECORDSExplore →
Current company investment disclosures
4040 tracked companiesEach record remains attached to its financing-event or company-capital-backer scope and controlling announcement date.
VLSI MARKET NEWSROOM
Built to be cited.
A press-facing desk for source-linked foundry and startup-capital facts, scope-aware comparisons, downloadable data, and direct controlling documents. Every number keeps its period, unit, reporting basis, and evidence status.
CAPITAL INTELLIGENCE RELEASE
Open semiconductor funding graph
The startup monitor now connects each covered investment disclosure to investors named in its controlling public announcement. Financing-event participation and company-level capital-backer disclosure stay separate; neither implies check size, ownership, board rights, current mandate, or a complete portfolio.
NAMED ENTITIESSearch →
Searchable investor entities
20738 company records name an investor relationshipNames and roles reproduce the round-level disclosure without inferring an investor's wider portfolio.
PARTICIPATIONSAPI ↗
Source-linked named relationships
2442 records explicitly retain nondisclosureMissing names and individual check sizes stay undisclosed rather than becoming zero.
STORY LEADS
Official facts worth opening
These are reported or transparently scoped observations, not recommendations. Open the controlling source before publication and preserve the evidence label in any secondary chart or article.
reportedSource ↗
Tower Q2 2026 revenue
US$460M+24% YoYGross profit was US$138M; Q3 revenue guidance is a separate US$520M midpoint with a ±5% range.
reportedSource ↗
TSMC Q2 2026 revenue
US$40.20B+33.7% YoYGross margin was 67.7%, operating margin 60.3%, and 2nm represented 3% of wafer revenue.
scope alertSource ↗
Intel Foundry Q2 scope
US$5.8B+31% YoYThe operating-segment total includes intersegment transactions and is not ranked with pure-play company revenue.
reportedSource ↗
UMC Q2 2026 revenue
NT$68.73B+12.6% QoQUtilization was 85%, 22/28nm represented 37% of revenue, and wafer shipments rose 10.6% QoQ.
reportedSource ↗
TSMC FY2025 revenue
US$122.42B+35.9% YoYAdvanced technologies reached 74% of wafer revenue; 3nm alone was 24%.
reportedSource ↗
SMIC FY2025 shipments
9.697M+20.9% YoYStandard-logic 8-inch-equivalent wafers; revenue rose 16.2% while ASP fell to US$907 per equivalent wafer.
scope alertSource ↗
Intel Foundry scope gap
US$0.307Bexternal subsetThe US$17.826B segment total consists substantially of intersegment manufacturing revenue.
reportedSource ↗
GlobalFoundries shipments
2.345M+10% YoYReported 300 mm-equivalent wafer shipments for FY2025.
TECHNOLOGY WATCH
Milestones with evidence status
Technology announcements can explain a cycle but do not prove revenue, yield, customer volume, or market share. Reported milestones and forward guidance remain distinct in this feed.
| Company | Period | Milestone | Evidence | Editorial context | Source |
|---|---|---|---|---|---|
| TSMC | Q2 2026 | 2nm entered the reported wafer-revenue mix | reported | TSMC reported 2nm at 3% of Q2 wafer revenue; the process mix is company-specific and is not a foundry market-share estimate. | Official document |
| Intel Foundry | Q2 2026 | Intel 18A-P entered risk production | reported | The earnings release describes the milestone as risk production, not customer volume, yield, revenue, or high-volume manufacturing. | Official document |
| Intel Foundry | Q2 2026 | A subset of Panther Lake entered high-volume manufacturing | reported | Intel limited the statement to a subset of Core Ultra Series 3 processors and did not disclose external-customer wafer volume. | Official document |
| UMC | Jul 2026 approval | Singapore cleanroom and Tainan fab expansion approved | guidance | UMC approved phased Singapore P4 cleanroom/tool expansion and a new Tainan building shell; the revised FY2026 capex budget is US$2.0B guidance. | Official document |
| Tower | Jul 14, 2026 | Japan SiPho, SiGe and optical-packaging expansion announced | guidance | Tower described a dual-track plan with Q4 2027 production readiness for the first track and a multi-fold capacity target for the second; both remain forward-looking. | Official document |
| TSMC | Q4 2025 | 2nm entered high-volume manufacturing | reported | TSMC reported good yield and expects a fast 2026 ramp; N2P and A16 remain scheduled for H2 2026. | Official document |
| Samsung Foundry | Q3 2025 | First-generation 2nm GAA mass production started | reported | Revenue remains undisclosed, so technology progress is not converted into a market-share estimate. | Official document |
| Intel Foundry | FY2025 | Intel 18A ramped into high-volume production | reported | Intel identifies 18A as its first significant node for government and enterprise foundry customers. | Official document |
| SMIC | Dec 2025 | Monthly capacity passed 1M 8-inch-equivalent wafers | reported | Year-end monthly capacity reached 1,058,750; FY2025 shipments rose 20.9% to 9.697M on the same basis. | Official document |
| Tower | 2027 target | Silicon-photonics capacity targeted above 5× Q4 2025 run-rate | guidance | The target is guidance backed by a stated US$920M SiPho/SiGe investment program, not current capacity. | Official document |
PRESS KIT
One dataset, reusable formats
Use the full extract for exploratory analysis or request one dataset and company at a time. Unavailable values carry a status and reason; their numeric field remains blank rather than zero.
Suggested dataset citation
Retain the title, data-through period, publisher, publication date, and URL.
VLSI Market, “Global Foundry Monitor,” data through Q2 2026 latest results · FY2025 annual baseline, published August 5, 2026, VLSI Korea, https://market.vlsi.kr/foundry.Machine-readable endpoints
JSON preserves nested contracts; CSV provides a long-form analysis table.
Intel and Samsung require separate treatment
Intel Foundry segment revenue principally reflects intersegment manufacturing. Samsung does not report standalone Foundry revenue. Neither should appear as a directly comparable pure-play revenue observation.
Read the full comparison rules →Stable links for articles and notes
Use these URLs instead of a screenshot so readers can inspect definitions.
DATA OPERATIONS
Release watch and validation
The watch checks for official publication changes. A daily check does not mean a company published a new observation that day; the last validated snapshot remains available when an upstream document fails.
TSMC and UMC monthly revenue
Daily source watch; ingest after official monthly release
Re-fetch current and prior month when a release changes
All covered foundry company results
Daily filing watch; ingest only after an official result or exchange filing appears
Reconcile quarterly presentation, annual report, and SEC/HKEX filing
VLSI Market normalized foundry layer
Schema, units, scope, duplicate, range, and source-link checks before publish
Retain the last validated snapshot when an upstream document is unavailable
SOURCE DESK
Primary documents
Open the original filing or result alongside the VLSI Market extract. The official definition controls whenever a summary and source appear to differ.
Samsung 4Q & FY2025 Results
Audited financial statements, earnings releases, presentations, and management commentary
Open official source ↗TSMC 2025 Annual Report
Audited revenue, wafer shipments, annual capacity, process mix, customer count, and technology milestones
Open official source ↗TSMC 2Q 2026 Results
Q2 2026 revenue, margins, wafer shipments, and process-node revenue mix
Open official source ↗Intel 2025 Form 10-K
Intel Foundry segment revenue, third-party external revenue, operating result, and process milestones
Open official source ↗Intel Q2 2026 Earnings Release
Q2 2026 Intel Foundry segment revenue and Intel 18A-P / Panther Lake manufacturing milestones
Open official source ↗GlobalFoundries FY2025 Results
Annual and quarterly revenue, margins, cash flow, and 300 mm-equivalent wafer shipments
Open official source ↗UMC Q2 2026 Results and Expansion Disclosure
Q2 2026 revenue, process mix, utilization, wafer-shipment growth, 2026 capex, and approved expansion plan
Open official source ↗SMIC 2025 Annual Report
Audited revenue, wafer shipments, 8-inch-equivalent capacity, ASP, and operating metrics
Open official source ↗Tower Semiconductor FY2025 Results
Annual and quarterly revenue, profitability, capital expenditure, and specialty-platform investment
Open official source ↗Tower Semiconductor Q2 2026 Results
Q2 2026 consolidated revenue and gross profit plus separately labeled Q3 2026 revenue guidance
Open official source ↗Tower Japan SiPho / SiGe Capacity Expansion
July 2026 plan for 300mm silicon-photonics, silicon-germanium, and advanced optical-packaging expansion
Open official source ↗Synopsys 2025 Form 10-K
Audited FY2023–FY2025 Design Automation and Design IP segment revenue and Ansys acquisition perimeter
Open official source ↗Cadence 2025 Form 10-K
Audited FY2023–FY2025 company revenue, rounded product-group revenue shares, and one-operating-segment disclosure
Open official source ↗Siemens Annual Report 2025
FY2024–FY2025 Digital Industries software-business revenue and acquisition perimeter
Open official source ↗Arm Fiscal 2026 Form 20-F
Audited FY2024–FY2026 license-and-other, royalty, and total revenue
Open official source ↗REVISION LOG
What changed
A compact public record of material dataset and methodology releases.
Hailo status corrected to pending acquisition
Added Microchip's July 24 definitive acquisition agreement and changed Hailo from active-private to pending acquisition. The transaction remains subject to approvals and customary closing conditions; undisclosed consideration stays blank and is never converted to zero, financing, or a live valuation.
Tower Q2 2026 foundry results added
Added Tower's SEC-filed US$460 million Q2 revenue and US$138 million gross profit as actual observations. The US$520 million Q3 revenue midpoint and ±5% range remain separately labeled guidance and never enter the FY2025 pure-play ranking or a reported-sales total.
EDA scope correction and semiconductor IP layer published
Separated direct Synopsys Design Automation segment evidence from Cadence total-company and Siemens Digital Industries software context. Added Arm licensing-and-other and royalty revenue, Synopsys Design IP segment revenue, Cadence's rounded Semiconductor IP revenue share, and explicit Siemens non-disclosure. No rounded percentage is converted to dollars and no broad software metric is relabeled as EDA or semiconductor-IP revenue.
Open semiconductor investor graph published
Published 40 current company investment disclosures, 207 named investor entities, and 244 source-linked named relationships. 38 records name at least one investor relationship; the remaining 2 explicitly retain issuer nondisclosure. One company-level capital-backer disclosure remains distinct from financing-event participation. Check size, ownership, current mandate, and complete portfolio coverage are not inferred.
Startup search and source network expanded
Expanded the active-private semiconductor startup snapshot from 20 to 30 source-linked companies and added search, evidence and freshness facets, transparent match reasons, local saved lists, three-company comparison, capital timelines, and a licensed-aware research network. Debt, grants, strategic investment, equity, cumulative funding, and valuation remain separate fact classes.
Quarterly disclosures and dated launch references added
Added source-linked Samsung, SK hynix, Micron, TSMC, Intel, UMC, Synopsys, Cadence, Siemens, and Tower updates as separate quarterly or event records. Six official NVIDIA and Intel launch references now open directly in the selected-product terminal. FY2025 annual comparisons and the then-current 180-node technology taxonomy were retained unchanged.
Startup source links refreshed
Advanced ten company profiles to newer verified technology, deployment, commercialization, and governance coverage without changing any financing, valuation, or active-status field.
Official-source foundry layer published
Added FY2025 revenue, normalized wafer shipments, operating disclosures, technology signals, source registry links, CSV export, and explicit Intel and Samsung scope treatment.