According to reports, capacity utilization rates at UMC, PSMC, VIS and other wafer foundries continue to rise, with products in short supply. UMC has signaled "noticeable price hikes," stating that if supply-demand trends continue, next year's foundry price adjustments will be more pronounced in scale and breadth than in the second half of this year, and forecast a wave of "price hikes" in 2027. PSMC is reportedly preparing to raise wafer foundry prices because memory and logic foundry capacity are simultaneously tight, with some products seeing increases of up to 40%. As a key member of TSMC's mature-node ecosystem, VIS is regarded by the industry as a first-tier recipient of related spillover orders; it has long focused on power management ICs, display driver ICs, and automotive chips, and both its capacity utilization and average selling prices are expected to rise.

Shift in the Nature of Demand

Supply chain analyses indicate that this recovery in mature-node demand is not driven by restocking in consumer electronics such as smartphones and notebooks, but by a new wave of structural demand generated by AI infrastructure buildout. Every high-performance computing chip must be paired with a large number of power management, control, sensing, and power components. As AI server power consumption and voltage levels continue to rise, related chip volumes increase and specifications upgrade in tandem, rapidly turning 8-inch and 12-inch mature-node capacity from oversupply to tightness.

A TrendForce survey also notes that foundry capacity allocation is clearly tilting toward AI-related products, and mature-node price increases are expected to extend into 2027. Meanwhile, leading players such as TSMC and Samsung are tilting capital expenditure toward advanced nodes, pushing 8-inch mature capacity into structural contraction and further intensifying rigid supply-side constraints.

Component Procurement — CONEVO

Foundry price increases are passing down the supply chain. For IC design companies and end manufacturers, procurement cost pressure for mature-node chips continues to mount, making it a top priority to lock in inventory early and optimize supply chain flexibility. As a professional global IC distributor, CONEVO focuses on global sourcing, shortage solutions, and inventory acquisition, serving OEMs, EMS providers, and design companies. Its portfolio covers timing ICs, memory ICs, MCUs, DSPs, PMICs, MOSFETs, and power devices. Today's hot-selling ic components:

● LM431BIM3X/NOPB (TI) — adjustable precision Zener shunt regulator, programmable output voltage from 2.5V to 36V, SOT-23 package, accuracy 0.5%/1%/2%

● MIC5255-3.3YM5 (Microchip) — fixed LDO regulator, 3.3V/150mA output, input voltage 2.7V to 6V, SOT-23-5 package

● ATMEGA164A-PU (Microchip) — 8-bit AVR RISC microcontroller, 16KB Flash, 20MHz maximum frequency, 40-pin DIP package

● 9FGL0441BKILF (Renesas/IDT) — PCIe clock generator IC, 4 outputs, up to 100MHz, 32-pin VFQFPN package, supply voltage 3.135V to 3.465V

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