More details about Intel’s foundry plans for MediaTek are revealed
In fact, the process nodes used by these chips have production capacity, whether TSMC or UMC and even some small foundries have production capacity. MediaTek’s move has also sparked concerns among local industry insiders and authorities that these orders will make resources more concentrated, and some smaller fabs are likely to lose these orders.
Previously, TrendForce said that there has been a wave of order cancellations in wafer foundries, and they have begun to feel the pressure that customers may cancel a large number of orders, and the utilization rate of production capacity has declined. With the impact of inflation and the uncertain economic outlook, the capacity utilization rate of some process nodes may drop significantly.