NuAxiSemiconductor trade intelligence
PSMC capacity crunch holds back Jeju Semiconductor's growth
What happened
South Korean memory chip designer Jeju Semiconductor is struggling to secure enough wafer capacity from Taiwan's Powerchip Semiconductor Manufacturing (PSMC), which is limiting its sales growth. The stated cause is that strong memory demand is driving up prices and manufacturing costs. No specific figures, percentages, or dates are provided, and the source does not state whether PSMC will expand capacity or adjust allocation.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
memory chipswafer capacity
Jeju SemiconductorPowerchip Semiconductor Manufacturing (PSMC)
wafer_capacity_shortagememory_demandsales_growth_constraintmanufacturing_cost_increase
Source and time
Source: DigiTimes Asia · 10/26/2026 · View original source
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