NuAxiSemiconductor trade intelligence
#Samsung reportedly plans to exit 8-inch foundry production by 2030 to focus on advanced 12-inch wafers. With #TSMC also scaling back, fabless chipmak...
What happened
According to TrendForce, published on Nov 3, 2026 (reported, unconfirmed), Samsung reportedly plans to exit 8-inch foundry production by 2030 to focus on advanced 12-inch wafers, while TSMC is also scaling back capacity. The source states the cause as Samsung's shift of focus to advanced 12-inch wafers. The report notes that with both foundries scaling back, fabless chipmakers face a tougher hunt for manufacturing capacity. The exit remains a reported plan and is not confirmed as implemented.
Impact and signal
High impactImpact score: 70/100
Affected components and suppliers
8-inch foundry wafers12-inch wafers
foundry8-inch wafer12-inch wafercapacity exitcapacity cutfabless
Source and time
Source: TrendForce Official (Market Data) · 11/3/2026 · View original source
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