{"success":true,"data":{"dataset":{"id":"fab-utilization","name":"Fab Capacity Utilization","category":"utilization","description":"TSMC, UMC, and Samsung foundry utilization rates quarterly from Q1 2022 through Q1 2026. Shows the two-speed recovery: leading-edge at 100% vs mature nodes declining. Samsung foundry series tracks the yield crisis and customer defections to TSMC.","unit":"%","sourceNote":"Sources: TSMC quarterly earnings transcripts, SemiAnalysis earnings analysis, Deep Research (120 sources). Note: foundries do not disclose exact utilization by node; figures are analyst estimates from wafer shipment and revenue data.","methodUrl":null},"dataPoints":[{"dataset_id":"fab-utilization","period_label":"Q2 2023","period_sort_key":202302,"value_low":null,"value_mid":90,"value_high":null,"value_label":null,"series_key":"tsmc-leading","series_label":"TSMC Leading Edge (≤7nm)","series_color":"#3B82F6","confidence":"Medium","data_type":"Estimate","is_recent":true,"is_projection":null,"source_name":"SemiAnalysis","source_date":"Apr 2023","source_note":"5nm back to full in Q2. Led by AI orders.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"H2 2023","period_sort_key":202303,"value_low":null,"value_mid":100,"value_high":null,"value_label":null,"series_key":"tsmc-leading","series_label":"TSMC Leading Edge (≤7nm)","series_color":"#3B82F6","confidence":"High","data_type":"Estimate","is_recent":true,"is_projection":null,"source_name":"Deep Research (120 sources)","source_date":"Mar 2026","source_note":"5nm/3nm returned to full utilization driven by NVIDIA GPU orders. AI demand inflection.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"2024","period_sort_key":202400,"value_low":null,"value_mid":100,"value_high":null,"value_label":null,"series_key":"tsmc-leading","series_label":"TSMC Leading Edge (≤7nm)","series_color":"#3B82F6","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":null,"source_name":"TSMC Annual Report 2024","source_date":"Feb 2025","source_note":"Advanced nodes (≤7nm) = 69% of wafer revenue. Supply-constrained.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"2024 (TSMC mature)","period_sort_key":202401,"value_low":65,"value_mid":70,"value_high":75,"value_label":null,"series_key":"tsmc-mature","series_label":"TSMC Mature (≥14nm)","series_color":"#94A3B8","confidence":"High","data_type":"Estimate","is_recent":true,"is_projection":null,"source_name":"Deep Research (120 sources)","source_date":"Mar 2026","source_note":"Sharp divergence from leading-edge strength. Structural headwind from Chinese capacity additions (SMIC, NexChip).","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"Q2 2024","period_sort_key":202402,"value_low":50,"value_mid":55,"value_high":62,"value_label":null,"series_key":"samsung-foundry","series_label":"Samsung Foundry","series_color":"#EF4444","confidence":"Medium","data_type":"Estimate","is_recent":true,"is_projection":false,"source_name":"Samsung investor day / analyst estimates Q2 2024","source_date":"Jun 2024","source_note":"Gradual recovery on Exynos 2500 and some AI chip wins; SF3E improving","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"Q4 2024","period_sort_key":202404,"value_low":55,"value_mid":60,"value_high":68,"value_label":null,"series_key":"samsung-foundry","series_label":"Samsung Foundry","series_color":"#EF4444","confidence":"Medium","data_type":"Estimate","is_recent":true,"is_projection":false,"source_name":"Industry estimates Q4 2024","source_date":"Dec 2024","source_note":"Recovery continues but well below TSMC. Samsung 2nm GAA ramp critical for 2025.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"H1 2025","period_sort_key":202501,"value_low":null,"value_mid":68,"value_high":null,"value_label":null,"series_key":"umc-mature","series_label":"UMC Mature (>14nm)","series_color":"#F59E0B","confidence":"Medium","data_type":"Estimate","is_recent":true,"is_projection":null,"source_name":"UMC Q1 2025 earnings / Silicon Analysts","source_date":"Mar 2026","source_note":"Modest recovery from trough. Auto and industrial demand starting to recover but Chinese capacity overhang persists.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"H1 2025 (TSMC mature)","period_sort_key":202502,"value_low":68,"value_mid":72,"value_high":76,"value_label":null,"series_key":"tsmc-mature","series_label":"TSMC Mature (≥14nm)","series_color":"#94A3B8","confidence":"Medium","data_type":"Estimate","is_recent":true,"is_projection":null,"source_name":"TSMC Q1 2025 earnings / Silicon Analysts","source_date":"Mar 2026","source_note":"Slight improvement from trough. IoT and automotive recovery offsetting continued Chinese competition.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"Q1 2026","period_sort_key":202601,"value_low":null,"value_mid":79,"value_high":null,"value_label":null,"series_key":"umc-mature","series_label":"UMC Mature (>14nm)","series_color":"#F59E0B","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"UMC Q1 2026 results release","source_date":"Apr 2026","source_note":"UMC reported Q1 2026 capacity utilization of 79%. Corroborated by two independent carriers of the same release (NASDAQ, OTC Markets) in foundry_ir_facts.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"Q1 2026","period_sort_key":202601,"value_low":58,"value_mid":65,"value_high":72,"value_label":null,"series_key":"samsung-foundry","series_label":"Samsung Foundry","series_color":"#EF4444","confidence":"Low","data_type":"Estimate","is_recent":true,"is_projection":false,"source_name":"Silicon Analysts estimate Mar 2026","source_date":"Mar 2026","source_note":"Ongoing recovery. SF2 GAA ramp and AMD MI400 potential win key for utilization improvement.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null},{"dataset_id":"fab-utilization","period_label":"Q2 2026","period_sort_key":202602,"value_low":null,"value_mid":85,"value_high":null,"value_label":null,"series_key":"umc-mature","series_label":"UMC Mature (>14nm)","series_color":"#F59E0B","confidence":"High","data_type":"Confirmed","is_recent":true,"is_projection":false,"source_name":"UMC Q2 2026 results release","source_date":"Jul 2026","source_note":"Consensus of 3 independent sources (stocktitan.net, finance.yahoo.com, morningstar.com); strong agreement.","source_url":null,"source_excerpt":null,"source_lang":null,"source_publisher":null}],"keyEvents":[{"dataset_id":"fab-utilization","period_sort_key":202203,"period_label":"Q3 2022","event_label":"Samsung SF4 Yield Crisis","event_description":"Qualcomm Snapdragon 8 Gen 2 yield problems trigger Samsung foundry utilization collapse and customer defections to TSMC","event_type":"negative"},{"dataset_id":"fab-utilization","period_sort_key":202302,"period_label":"Q2 2023","event_label":"AI Saves Leading Edge","event_description":"5nm back to full utilization led by AI orders while mature nodes crater to 65–75%.","event_type":"positive"},{"dataset_id":"fab-utilization","period_sort_key":202302,"period_label":"Q2 2023","event_label":"Samsung Foundry Losses Peak","event_description":"Samsung foundry division reports operating losses; utilization at 48-55%, lowest since 2019","event_type":"negative"}]},"meta":{"source":"Silicon Analysts","citeAs":"Silicon Analysts — Market Data","tier":"anonymous","totalPoints":23,"visiblePoints":11,"provenanceFields":["source_name","source_date","confidence","data_type","source_url","source_excerpt","source_lang","source_publisher"],"history_access":"key_required","history_note":"Historical Fab Capacity Utilization data requires a free API key — anonymous callers receive the latest slice only. Get one at https://siliconanalysts.com/developers; the free tier returns a preview and Pro returns the complete time series.","get_api_key":"https://siliconanalysts.com/developers","upgrade":"https://siliconanalysts.com/pro","try_now":"curl https://siliconanalysts.com/api/v1/market-data/fab-utilization","apiVersion":"1","endpoint":"/api/v1/market-data/fab-utilization","docs":"https://siliconanalysts.com/developers","feedback":"Shape the paid tier — what would make this worth paying for? https://siliconanalysts.com/roadmap","freshness":{"cadence":"Event-driven — curated prints land when a dated public source publishes one (per-dataset cadence weekly → annual, see recommended_cadence). The market-data agent sweeps Sundays 02:00 UTC; prints that clear its validation gate (source-excerpt verification included) apply automatically, the rest queue for human review.","next_refresh":"2026-10-18T02:00:00.000Z","delta_check":"https://siliconanalysts.com/api/v1/changes?window=7d — the cheap way to stay current. An empty movements list means nothing moved past its significance threshold: that is signal, not staleness.","last_sourced":"2026-07-01","days_since_source":103}}}