Fundamental, Research

Asia Foundries: Widening the Lead Is Easier Than Catching Up

Hazim Bahari, Equity Analyst
22 March 2023

Summary

The demand for advanced chips has led to a thriving market for technologically advanced foundries. Independent players are meeting the need for faster and more efficient semiconductors by packing more transistors onto a single chip, resulting in faster processing, lower power consumption, and reduced costs


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