Foundry Industry Model

The SemiAnalysis Foundry Metrics Model provides a comprehensive view of the semiconductor foundry market by tracking critical metrics. It details wafer shipments, revenue, capacity, utilization rates, process node mix, and capex, with forecasts extending through 2030. The model covers major foundries like TSMC, Samsung, and Intel, offering insights into customer relationships, wafer starts by end market like datacenter, and competitive shifts. This data allows users to quantify capacity expansions, track pricing trends, and understand the fundamental drivers of the chip manufacturing landscape.