NuAxiSemiconductor trade intelligence

[News] TSMC Affiliate VIS Reportedly Weighs Second 12-Inch Fab Amid Tight Capacity, Silicon Interposer Push

What happened

Vanguard International Semiconductor (VIS) is evaluating a second 12-inch fab due to full capacity bookings and a shift toward silicon interposer production. This expansion, alongside a 10-13% QoQ shipment increase and 2-5% ASP rise, indicates a bullish supply outlook for advanced packaging components.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

Silicon Interposer8-inch wafers

Vanguard International SemiconductorNXP Semiconductors TSMC

shortagecapacity-expansionsilicon-interposerASP-increaseadvanced-packaging

Source and time

Source: TrendForce · 5/5/2026 · View original source

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[News] TSMC Affiliate VIS Reportedly Weighs Second 12-Inch Fab Amid Tight Capacity, Silicon Interposer Push

What happened

Impact and signal

Affected components and suppliers

Source and time

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