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System on Chip design resources
System on Chip design resources
Market intelligence and analyst firm Yole Group explores the status of the semiconductor foundry in its latest report - digging deep into the geopolitical, economic, and capacity realignments setting the stage for the foundry industry.
evertiq.com, Jun. 25, 2025 –
The global semiconductor foundry market is on the verge of a significant structural change, according to Yole Group. In its newly released “Status of the Semiconductor Foundry Industry report,” the analyst firm projects foundry capacity to expand at a 4.3% CAGR between 2024 and 2030 – however, this growth walks hand in hand along increasingly geopolitical tension.
Yole’s findings highlight a clear difference between where capacity is being built, and where demand actually comes from. Let’s take the US for example, which represents 57% of global wafer demand, at the same time they own just 10% of foundry capacity domestically. On the other side of the coin we have China, which is responsible for only 5% of wafer demand, and held 21% of global foundry capacity in 2024 – and is on track to reach 30% by 2030.