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Dan Nystedt @dnystedt on x 37.1K followers
Created: 2025-07-28 00:23:53 UTC
Taiwan chip foundries have seen a round of order cancellations for mature process chips due to a weaker than expected recovery in automotive, smartphone, networking, media report, adding inventories had been built ahead of expected US tariffs. UMC and Vanguard are expected to see gross margins fall to XX% in the 2nd half of 2025 as utilization rates fall, while Powerchip (PSMC) could face a XX% gross margin. $UMC #VIS #PSMC #semiconductors #automotive #smartphones
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