Yole Group unveils its latest Status of the Semiconductor Foundry Industry report, offering a comprehensive view into a sector undergoing profound transformation. At the crossroads of technology, geopolitics and global market dynamics, this ecosystem is being reshaped by new capacity investments, regional power shifts, and long-term national strategies.

Yole Group’s 2025 analysis highlights how the global semiconductor supply chain remains highly fragmented and increasingly vulnerable to geopolitical tensions. Since the U.S. launched a semiconductor-focused trade war, mainland China has ramped up efforts to build a self-sufficient domestic ecosystem. In response, governments worldwide have launched significant subsidy programs to re-localize and fortify their semiconductor infrastructure. 

One of the most impressive contrasts identified is in the U.S. market.

Pierre Cambou, principal analyst, Global Semiconductors at Yole Group, asserted, “While American semiconductor companies account for 57 percent of global wafer demand, they control only about 10% of foundry capacity locally. Indeed, the U.S. ecosystem relies heavily on foundry players located in Taiwan, Japan, and mainland China.”

To read the full story, please click here: Semiconductor foundry landscape to transform by 2030.