Market

VLSI ASTRIA / SEMICONDUCTOR INTELLIGENCE AGENT

Semiconductor data. Estimates you can inspect.

Explore product prices, forecasts, foundry customers and manufacturing mix. Inspect reported facts, reproducible calculations and explicit model assumptions.

ASTRIA research release · 2026-09-09
150Product & quote identities
49Dated numeric references
4 + 8Forecast series + density scenarios
15Foundry–product evidence records

Research and estimates by VLSI ASTRIA: AI-assisted public-source research, reproducible statistical models and explicit assumptions. Original publisher facts remain separately attributed. Forecasts are experimental.

Company-specific revenue shares, physical capacity shares and area-equivalent shares use different denominators. Node names also differ by foundry and do not identify equal process capability.

Disclosed process and diameter revenue mix

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Q2 2026 · revenue composition, not wafer-count or capacity shares
FoundryMetricSegmentShareDenominator / source
TSMCProcess-node revenue mix2nm3.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
TSMCProcess-node revenue mix3nm30.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
TSMCProcess-node revenue mix5nm33.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
TSMCProcess-node revenue mix7nm11.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
TSMCProcess-node revenue mix16/20nm6.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
TSMCProcess-node revenue mix28nm6.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
TSMCProcess-node revenue mix40/45nm2.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
TSMCProcess-node revenue mix65nm4.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
TSMCProcess-node revenue mix90nm–0.13µm2.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
TSMCProcess-node revenue mix≥0.15µm3.0%percent of wafer revenuePublished 2026-07-16 · Issuer source ↗
UMCProcess-node revenue mix14nm and below0.0%percent of wafer revenuePublished 2026-07-29 · Issuer source ↗
UMCProcess-node revenue mix>14nm to 28nm37.0%percent of wafer revenuePublished 2026-07-29 · Issuer source ↗
UMCProcess-node revenue mix>28nm to 40nm15.0%percent of wafer revenuePublished 2026-07-29 · Issuer source ↗
UMCProcess-node revenue mix>40nm to 65nm18.0%percent of wafer revenuePublished 2026-07-29 · Issuer source ↗
UMCProcess-node revenue mix>65nm to 90nm7.0%percent of wafer revenuePublished 2026-07-29 · Issuer source ↗
UMCProcess-node revenue mix>90nm to 0.13µm8.0%percent of wafer revenuePublished 2026-07-29 · Issuer source ↗
UMCProcess-node revenue mix>0.13µm to 0.18µm10.0%percent of wafer revenuePublished 2026-07-29 · Issuer source ↗
UMCProcess-node revenue mix>0.18µm to 0.35µm4.0%percent of wafer revenuePublished 2026-07-29 · Issuer source ↗
UMCProcess-node revenue mix0.5µm and above1.0%percent of wafer revenuePublished 2026-07-29 · Issuer source ↗
SMICWafer-diameter revenue mix8-inch wafers21.8%percent of wafer revenuePublished 2026-08-13 · Issuer source ↗
SMICWafer-diameter revenue mix12-inch wafers78.2%percent of wafer revenuePublished 2026-08-13 · Issuer source ↗
Hua Hong GraceWafer-diameter revenue mix8-inch wafers37.9%percent of total revenuePublished 2026-08-13 · Issuer source ↗
Hua Hong GraceWafer-diameter revenue mix12-inch wafers62.1%percent of total revenuePublished 2026-08-13 · Issuer source ↗
Hua Hong GraceProcess-node revenue mix65nm and below28.6%percent of total revenuePublished 2026-08-13 · Issuer source ↗
Hua Hong GraceProcess-node revenue mix90nm and 95nm24.3%percent of total revenuePublished 2026-08-13 · Issuer source ↗
Hua Hong GraceProcess-node revenue mix0.11µm and 0.13µm10.9%percent of total revenuePublished 2026-08-13 · Issuer source ↗
Hua Hong GraceProcess-node revenue mix0.15µm and 0.18µm5.3%percent of total revenuePublished 2026-08-13 · Issuer source ↗
Hua Hong GraceProcess-node revenue mix0.25µm0.3%percent of total revenuePublished 2026-08-13 · Issuer source ↗
Hua Hong GraceProcess-node revenue mix0.35µm and above30.6%percent of total revenuePublished 2026-08-13 · Issuer source ↗

UMC physical wafer capacity by diameter

derived

All 12 production fabs listed in the FY2025 Form 20-F table, including Wavetek 150mm · As of December 31, 2025 · Estimated full capacity.

Complete 12-fab denominator · physical wafer capacity per month
DiameterWafers / monthPhysical-count shareArea-equivalent share
150mm26,5644.03%1.53%
200mm367,75055.80%37.59%
300mm264,75340.17%60.89%

This is estimated full capacity, not actual wafer starts, output, shipments, utilization, revenue, or customer allocation. Area equivalence measures wafer surface area only. It does not normalize process complexity, layer count, yield, die size, ASP, or value. The filing identifies all rows as production fabs, but all calculated claims retain the table's 2025 fab-capacity scope and cannot be generalized to market capacity. UMC FY2025 Form 20-F ↗

Inspect all 12 input fabs
FabDiameterEstimated full capacity / month
Wavetek150mm26,564
Fab 8A200mm71,700
Fab 8C200mm41,800
Fab 8D200mm39,450
Fab 8E200mm43,700
Fab 8F200mm48,800
Fab 8S200mm39,000
Fab 8N200mm83,300
Fab 12A300mm136,279
Fab 12i300mm57,207
Fab 12X300mm31,500
Fab 12M300mm39,767
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Revenue → wafer share scenario

Enter relative average selling prices per physical wafer for every segment. For example, a ratio of 2 means twice the wafer price of a segment assigned 1. Values are your assumptions, not disclosed foundry prices.

Assumed relative wafer ASP · all segments required
SegmentRevenue shareLow ASPCentral ASPHigh ASP
2nm3.0%
3nm30.0%
5nm33.0%
7nm11.0%
16/20nm6.0%
28nm6.0%
40/45nm2.0%
65nm4.0%
90nm–0.13µm2.0%
≥0.15µm3.0%
Disclosure

This article is provided for informational purposes only and does not constitute a recommendation to buy or sell any security. Figures and factual statements are based on publicly available sources, including company filings, news reports, and market research, and may contain errors in the source material or in the preparation of this article. The author may own shares in companies mentioned. All investment decisions and their outcomes are the reader's responsibility.