Mature node finally turns. 8-inch supply tightens as TSMC and Samsung exit legacy lines, supporting an ASP recovery into…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-01
The mature semiconductor node market is recovering as TSMC and Samsung exit 8-inch legacy production lines, tightening supply and supporting average selling price increases expected in the second half of 2026 through early 2027, with silicon photonics players moving from niche to material revenue.
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Topics: semiconductor-marketmature-nodessilicon-photonicssemiconductor-supply
Claims
- 8-inch wafer supply is tightening as TSMC and Samsung exit legacy production lines.
- Average selling prices for mature node semiconductors are expected to recover in the 2H26 to 1H27 timeframe.
- Silicon photonics players GoFo and Tower SiPh are transitioning from niche to material revenue backed by multi-year contracted pipelines.
- UMC Advanced Packaging is approaching a significant commercial inflection point.
Key quotes
Mature node finally turns. 8-inch supply tightens as TSMC and Samsung exit legacy lines, supporting an ASP recovery into 2H26-1H27.
GoFo and Tower SiPh are moving from niche to material with a multi-year contracted pipeline at Tower.