Tight capacity supply at 8-inch wafer fabs is on track to ease on weakening demand for large-size display driver ICs, CMOS image sensors (CIS) and even power management ICs (PMIC) for consumer electronics devices, inspiring PMIC vendors to reserve more capacity for 2023 to brace for a possible rebound in demand, according to industry sources.

Foxconn Technology Group has advanced further in building its semiconductor and EV ecosystems by making strategic investment in a Taiwan-based maker of SiC (silicon carbide) substrates needed to support mass production of SiC MOSFET chips for EV applications at its own 6-inch wafer fab, according to industry sources.

How fast can Intel build up its foundry business ecosystem? Perhaps in a few years, as it has successfully acquired TSMC’s Open Innovation Platform (OIP) former helmsman to help it build the important alliance in June.