NuAxiSemiconductor trade intelligence
[News] China No.3 Foundry Nexchip Reportedly Files for Hong Kong Listing as Domestic Mature-Node Expansion Gains Pace
What happened
Nexchip Semiconductor filed for a Hong Kong listing to fund a RMB 35.5 billion expansion, adding 55k wafers/month of 40/28nm capacity by 2028. The company also announced a 10% increase in foundry fees effective June 2026. Bearish: Long-term capacity addition pressures mature-node pricing, partially offset by near-term fee hike.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
Logic ICsDisplay Driver ICsPower Management ICs
Nexchip Semiconductor
capacity-expansionfoundry-fee-hikemature-node
Source and time
Source: TrendForce · 4/1/2026 · View original source
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