Foundry capacity is forecast to grow at 4.3% CAGR from 2024 to 2030, says Yole, with mainland China to lead in foundry capacity by 2030, with 30% of global share.
www.electronicsweekly.com/, Jun. 26, 2025 –
The US currently accounts for 57% of wafer demand but owns only 10% of foundry capacity.
Global foundry utilisation will remain at about 70%, with growth heavily dependent on demand.
Governments worldwide have launched significant subsidy programs to re-localise and fortify their semiconductor infrastructure.
“Taiwan controls 23% of global foundry capacity but accounts for only 4% of wafer demand,” says Yole’s Pierre Cambou, “South Korea with players is mostly satisfying its domestic demand with an equal share of global capacity and wafer demand at 19%.”
Mainland China is rapidly becoming a central player. In 2024, it held 21% of foundry capacity despite generating just 5% of global wafer demand.