SemiAnalysis(@SemiAnalysis_):PSMC is the qualified supplier of EMIB's SiCap. Its 12" SiCap capacity plan has been revised upward from 3K wpm by end-2026 to 8-10K wpm in 2H27, with capacity already in place. The line is built on a mature DRAM process and targets EMIB packaging. Meanwhile, 8" SiCap ships 1-2K wpm today, heading to 5K. Our Foundry Industry Model tracks quarterly revenue, capacity, utilization, ASP, demand drivers, and capex across every major foundry, with 2Q26 actuals and a 3Q26 outlook. Reach out to: sales@semianalysis.com

2026.08.31 13:01

PSMC is the qualified supplier of EMIB's SiCap. Its 12" SiCap capacity plan has been revised upward from 3K wpm by end-2026 to 8-10K wpm in 2H27, with capacity already in place. The line is built on a mature DRAM process and targets EMIB packaging. Meanwhile, 8" SiCap ships 1-2K wpm today, heading to 5K. Our Foundry Industry Model tracks quarterly revenue, capacity, utilization, ASP, demand drivers, and capex across every major foundry, with 2Q26 actuals and a 3Q26 outlook. Reach out to: sales@semianalysis.com